FWG Investments, LLC.
All 13F Filings
- Location
- Lexington, KY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 156,980
- 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 |
|---|---|---|---|---|---|
| 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 | 100.5 K | 64.0% | 5.692 K | 0 | 5.692 K |
| ETFs | 55.45 K | 35.3% | 5.344 K | 0 | 5.344 K |
| Other | 1.057 K | 0.7% | 146 | 0 | 146 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
156,980
Holdings
111
QoQ value change ($000)
11,179
(7.7%)
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.