FWG Investments, LLC.

Est. AUM

$157.4M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.9M	28248	10.73%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$12.6M	28742	7.98%	SOLE
3	CAPITOL SER TR	STERLING CAP ENH	$6.2M	246431	3.93%	SOLE
4	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$4.7M	176586	2.98%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$4.3M	61594	2.73%	SOLE
6	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$4.3M	127125	2.73%	SOLE
7	ISHARES TR	RUS TP200 GR ETF	$4.2M	17067	2.70%	SOLE
8	AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$3.5M	98877	2.23%	SOLE
9	AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$2.9M	85454	1.86%	SOLE
10	ISHARES TR	RUS TP200 VL ETF	$2.7M	29429	1.73%	SOLE
11	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.5M	44229	1.59%	SOLE
12	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$2.5M	79706	1.58%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.4M	51250	1.55%	SOLE
14	ISHARES TR	CORE MSCI INTL	$2.3M	28071	1.49%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	29972	1.46%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$2.2M	70371	1.41%	SOLE
17	ELEVATION SERIES TRUST	TRUESHARES SEASO	$2.2M	87917	1.40%	SOLE
18	ISHARES INC	MSCI GBL MIN VOL	$2.0M	17134	1.30%	SOLE
19	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.0M	33922	1.25%	SOLE
20	ISHARES TR	S&P 500 VAL ETF	$1.9M	9101	1.22%	SOLE
21	ABRDN FDS	EMERGING MKTS DI	$1.9M	46856	1.21%	SOLE
22	BLACKROCK ETF TRUST	ISHARES INTL CTR	$1.8M	57248	1.17%	SOLE
23	APPLE INC	COM	$1.8M	7124	1.15%	SOLE
24	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$1.8M	35431	1.12%	SOLE
25	ISHARES TR	S&P 500 GRWT ETF	$1.8M	15521	1.12%	SOLE
26	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.7M	32919	1.10%	SOLE
27	AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$1.7M	59081	1.07%	SOLE
28	ISHARES TR	EAFE VALUE ETF	$1.6M	22195	1.05%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.6M	31979	1.02%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.5M	28694	0.97%	SOLE
31	ISHARES TR	RUS MDCP VAL ETF	$1.5M	10041	0.93%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.5M	28875	0.92%	SOLE
33	ISHARES TR	CORE UNIVRSL USD	$1.4M	31384	0.92%	SOLE
34	ISHARES TR	EAFE GRWTH ETF	$1.4M	12750	0.90%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.4M	25568	0.89%	SOLE
36	ELEVATION SERIES TRUST	TRUESHARES STRUC	$1.4M	33715	0.87%	SOLE
37	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.3M	26921	0.83%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.3M	23025	0.82%	SOLE
39	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$1.3M	38235	0.82%	SOLE
40	ISHARES TR	MSCI USA QLT FCT	$1.2M	6462	0.79%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.2M	22195	0.77%	SOLE
42	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	23278	0.77%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$1.1M	36626	0.71%	SOLE
44	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.1M	37479	0.69%	SOLE
45	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$1.1M	27709	0.67%	SOLE
46	SPDR INDEX SHS FDS	STATE STREET SPD	$1.0M	22589	0.66%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$982K	3060	0.62%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$974K	1688	0.62%	SOLE
49	NVIDIA CORPORATION	COM	$899K	5158	0.57%	SOLE
50	ELEVATION SERIES TRUST	TRUESHARES QUART	$884K	36628	0.56%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.