FWG Holdings, LLC

CIK: 0001862067Latest portfolio: $231.7M · Q4 2025

Holdings

109

Total Value

$231.7M

New Positions

109

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VUGVANGUARD INDEX FDS
81,284$41.0M17.69%NEW
2
VTVVANGUARD INDEX FDS
152,402$28.3M12.23%NEW
3
NDQINVESCO QQQ TR
33,950$21.6M9.31%NEW
4
FBNDFIDELITY MERRIMACK STR TR
230,459$10.7M4.63%NEW
5
SPYSPDR S&P 500 ETF TR
12,891$8.9M3.82%NEW
6
MOATVANECK ETF TRUST
84,541$8.6M3.69%NEW
7
NVDANVIDIA CORPORATION
37,988$7.9M3.39%NEW
8
AAPLAPPLE INC
18,267$4.9M2.13%NEW
9
TFLOISHARES TR
95,654$4.8M2.09%NEW
10
MSFTMICROSOFT CORP
8,344$4.5M1.95%NEW
11
JPMJPMORGAN CHASE & CO.
12,197$3.7M1.61%NEW
12
AMZNAMAZON COM INC
14,513$3.3M1.44%NEW
13
JEPQJ P MORGAN EXCHANGE TRADED F
48,763$2.9M1.25%NEW
14
BRK/BBERKSHIRE HATHAWAY INC DEL
5,635$2.7M1.16%NEW
15
GOOGALPHABET INC
8,361$2.3M0.99%NEW
16
METAMETA PLATFORMS INC
2,990$2.2M0.97%NEW
17
TSLATESLA INC
4,836$2.2M0.96%NEW
18
PLTRPALANTIR TECHNOLOGIES INC
10,399$2.1M0.89%NEW
19
TLTWISHARES TR
81,995$2.0M0.85%NEW
20
AVGOBROADCOM INC
4,669$1.8M0.78%NEW
21
IBITISHARES BITCOIN TRUST ETF
28,573$1.8M0.77%NEW
22
FVDFIRST TR EXCHANGE-TRADED FD
37,114$1.7M0.72%NEW
23
BABOEING CO
7,726$1.6M0.71%NEW
24
LLYELI LILLY & CO
2,025$1.6M0.71%NEW
25
CATCATERPILLAR INC
2,690$1.6M0.68%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($4.0988283461074194e+138T)
Technology0.0% ($7.865492645182068e+72T)
Industrials0.0% ($165015741174965.9T)
Unknown0.0% ($215842680731.7T)
Basic Materials0.0% ($696558.4T)
Consumer Cyclical0.0% ($334222.3T)
Communication Services0.0% ($230022.5T)
Utilities0.0% ($1342.5T)
Energy0.0% ($1193.7T)
Consumer Defensive0.0% ($761.7T)
Healthcare0.0% ($1.6T)
Real Estate0.0% ($601.6M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$231.7M109
Q3 2025Oct 30, 2025$231.7B0
Q2 2025Aug 5, 2025$212.7B107
Q1 2025May 2, 2025$203.2B106
Q4 2024Feb 7, 2025$208.5B102

Fund Information

CIK0001862067
Most Recent FilingJan 29, 2026
Number of Filings5

FWG Holdings, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $231.7M across 109 holdings. The largest position is VANGUARD INDEX FDS (VUG), representing 17.7% of the portfolio. Compared to the previous quarter, the fund opened 109 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.