FWG Investments, LLC.
•CIK: 1944877•Filing: Q4 2025
**FWG Investments, LLC.** manages $157M across a diversified portfolio of 111 positions. The fund exhibits a notable tilt toward large-cap U.S. equity, with VOO representing the largest holding at $18.3M, followed by VUG at $11.8M. Further allocations include significant exposure to sector-specific and international themes, evidenced by positions in SCEC ($6.4M) and IEMG ($4.8M). This concentration suggests a tactical, growth-oriented mandate within developed and emerging markets.
Total AUM
$157.0M
QoQ Performance
+7.7%
Positions
45
Top 10 Concentration
41.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VUG
VOO11.7%
VUG7.5%
SCEC4.1%
IWY3.1%
IEMG3.1%
DECU3.0%
SIXO2.8%
DECT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.9%
ETF12.5%
Technology2.9%
Consumer1.2%
Healthcare0.4%
Financial0.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW14 new positions
↑53 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q4 2023