Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FWG Investments, LLC. (CIK 1944877) reported $157.4M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($16.9M, 10.73%), VUG ($12.6M, 7.98%), SCEC ($6.2M, 3.93%), DECU ($4.7M, 2.98%), IEMG ($4.3M, 2.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $16.9M | 10.73% | 28,248 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $12.6M | 7.98% | 28,742 | Added |
| 3 | SCEC | CAPITOL SER TR | $6.2M | 3.93% | 246,431 | Trimmed |
| 4 | DECU | AIM ETF PRODUCTS TRUST | $4.7M | 2.98% | 176,586 | Added |
| 5 | IEMG | ISHARES INC | $4.3M | 2.73% | 61,594 | Trimmed |
| 6 | SIXO | AIM ETF PRODUCTS TRUST | $4.3M | 2.73% | 127,125 | Added |
| 7 | IWY | ISHARES TR | $4.2M | 2.70% | 17,067 | Trimmed |
| 8 | DECT | AIM ETF PRODUCTS TRUST | $3.5M | 2.23% | 98,877 | Trimmed |
| 9 | SEPT | AIM ETF PRODUCTS TRUST | $2.9M | 1.87% | 85,454 | Trimmed |
| 10 | IWX | ISHARES TR | $2.7M | 1.73% | 29,429 | Trimmed |
| 11 | FJUN | FIRST TR EXCHNG TRADED FD VI | $2.5M | 1.59% | 44,229 | Trimmed |
| 12 | QJUN | FIRST TR EXCHNG TRADED FD VI | $2.5M | 1.58% | 79,706 | Trimmed |
| 13 | FOCT | FIRST TR EXCHNG TRADED FD VI | $2.4M | 1.55% | 51,250 | Added |
| 14 | IDEV | ISHARES TR | $2.3M | 1.49% | 28,071 | Trimmed |
| 15 | SPLG | SPDR SERIES TRUST | $2.3M | 1.46% | 29,972 | Added |
| 16 | QDEC | FIRST TR EXCHNG TRADED FD VI | $2.2M | 1.41% | 70,371 | Added |
| 17 | ONEZ | ELEVATION SERIES TRUST | $2.2M | 1.40% | 87,917 | Added |
| 18 | ACWV | ISHARES INC | $2.0M | 1.30% | 17,134 | Hold |
| 19 | DYNF | BLACKROCK ETF TRUST | $2.0M | 1.25% | 33,922 | Added |
| 20 | IVE | ISHARES TR | $1.9M | 1.22% | 9,101 | Added |
| 21 | AGEM | ABRDN FDS | $1.9M | 1.21% | 46,856 | Trimmed |
| 22 | CORO | BLACKROCK ETF TRUST | $1.8M | 1.17% | 57,248 | New |
| 23 | AAPL | APPLE INC | $1.8M | 1.15% | 7,124 | Added |
| 24 | IVW | ISHARES TR | $1.8M | 1.12% | 15,521 | Added |
| 25 | FDEC | FIRST TR EXCHNG TRADED FD VI | $1.8M | 1.12% | 35,431 | Added |
Source: SEC Form 13F filings · as of 2026-03-31