FWG Investments, LLC.
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 189,015
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 116 | 189,015 | 13F-HR | FWG Investments, LLC. |
| 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 | 44.73 K | 23.7% | 0 | 8.942 K | -8.942 K |
| ETFs | 144.3 K | 76.3% | 40.58 K | 0 | 40.58 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
189,015
Holdings
116
QoQ value change ($000)
31,638
(20.1%)
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.