FWL INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 544,708
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 501 | 544,708 | 13F-HR | FWL INVESTMENT MANAGEMENT, LLC |
| Q1 2026 | 5/15/2026 | 346 | 455,563 | 13F-HR | FWL INVESTMENT MANAGEMENT, LLC |
| Q4 2025 | 2/17/2026 | 365 | 415,674 | 13F-HR | FWL INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 11/17/2025 | 332 | 383,628 | 13F-HR | FWL INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 8/14/2025 | 325 | 326,768 | 13F-HR | FWL INVESTMENT MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 377.6 K | 69.3% | 60.5 K | 0 | 60.5 K |
| ETFs | 167.1 K | 30.7% | 28.65 K | 0 | 28.65 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
544,708
Holdings
501
QoQ value change ($000)
89,145
(19.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.