FWG Investments, LLC.
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 157,377
- Description
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- Website
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- Founded
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- Chairman
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- 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 | 4/21/2026 | 117 | 157,377 | 13F-HR | FWG Investments, LLC. |
| Q4 2025 | 1/28/2026 | 111 | 156,980 | 13F-HR | FWG Investments, LLC. |
| Q3 2025 | 10/29/2025 | 104 | 145,801 | 13F-HR | FWG Investments, LLC. |
| Q2 2025 | 8/4/2025 | 106 | 131,555 | 13F-HR | FWG Investments, LLC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.68 K | 34.1% | 0 | 46.81 K | -46.81 K |
| ETFs | 103.7 K | 65.9% | 48.26 K | 0 | 48.26 K |
| Other | 0 | 0.0% | 0 | 1.057 K | -1.057 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
157,377
Holdings
117
QoQ value change ($000)
397
(0.3%)
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.