FWL INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 455,563
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 317.1 K | 69.6% | 17.59 K | 0 | 17.59 K |
| ETFs | 138.4 K | 30.4% | 22.3 K | 0 | 22.3 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
455,563
Holdings
346
QoQ value change ($000)
39,889
(9.6%)
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.