Fwg Holdings, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Fwg Holdings, Llc disclosed 127 stock positions valued at approximately $287.99M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and INVESCO QQQ TR.

Report Period
June 30, 2026
No. of Stocks
127
Portfolio Value
$287.99M
Holdings by Sector
Fwg Holdings, Llc Portfolio Holdings in Q2 2026

119 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVTVOther11.14%145,104+20,938+16.86%$32,070,924
VANGUARD INDEX FDSVUGOther10.47%361,064+305,190+546.21%$30,141,611
INVESCO QQQ TRQQQOther6.38%26,855-7,095-20.90%$18,375,146
FIDELITY COVINGTON TRUSTFENIOther4.19%303,016+31,141+11.45%$12,072,174
FIDELITY MERRIMACK STR TRFBNDOther3.93%251,769-43,595-14.76%$11,322,035
STATE STR SPDR S&P 500 ETF TSPYOther3.02%11,773+13+0.11%$8,699,692
NVIDIA CORPORATIONNVDATechnology2.54%35,376-1,175-3.21%$7,317,075
FIRST TR EXCHANGE-TRADED ALPFYXOther2.50%50,930+48,614+2099.05%$7,197,221
ISHARES TRTLTWOther2.35%313,795+232,045+283.85%$6,763,843
APPLE INCAAPLTechnology1.95%16,859+702+4.34%$5,614,422
JPMORGAN CHASE & COJPMFinancial Services1.41%11,472+77+0.68%$4,052,078
MICRON TECHNOLOGY INCMUTechnology1.33%4,160-621-12.99%$3,831,152
CAPITAL GRP FIXED INCM ETF TCGMUOther1.20%128,242+14,556+12.80%$3,468,943
CAPITAL GRP FIXED INCM ETF TCGSMOther1.20%131,988+15,054+12.87%$3,460,716
AMAZON COM INCAMZNConsumer Cyclical1.14%14,198+136+0.97%$3,295,447
MORGAN STANLEY ETF TRUSTEVSDOther1.14%64,539-19,216-22.94%$3,273,740
SPDR SERIES TRUSTBILOther1.07%33,695-92,284-73.25%$3,086,793
FIRST TR EXCHANGE TRAD FD VIFTGCOther1.05%103,112+103,112+100.00%$3,033,777
MICROSOFT CORPMSFTTechnology1.05%7,947+385+5.09%$3,033,223
VANECK ETF TRUSTRAAXOther0.99%71,357+71,357+100.00%$2,862,843
ISHARES TRTFLOOther0.95%54,314-25,201-31.69%$2,749,919
CATERPILLAR INCCATIndustrials0.85%2,742-458-14.31%$2,436,509
FIRST TR EXCHANGE-TRADED ALPFNXOther0.83%16,658-413-2.42%$2,387,794
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.82%4,764-154-3.13%$2,357,658
FIRST TR EXCHANGE-TRADED FDFVDOther0.78%44,744+3,472+8.41%$2,233,154
ELI LILLY & COLLYHealthcare0.76%1,832-138-7.01%$2,191,009
EXXON MOBIL CORPXOMEnergy0.70%12,805-236-1.81%$2,009,627
FIRST TR EXCHANGE-TRADED FDRDVIOther0.68%68,116+68,116+100.00%$1,963,103
CROWDSTRIKE HLDGS INCCRWDTechnology0.64%10,072+7,485+289.33%$1,845,964
PALANTIR TECHNOLOGIES INCPLTRTechnology0.62%14,552+1,228+9.22%$1,788,754
ALPHABET INCGOOGCommunication Services0.61%5,541-352-5.97%$1,767,951
STATE STR SPDR DOW JONES INDDIAOther0.59%3,281--$1,702,175
J P MORGAN EXCHANGE TRADED FJEPQOther0.59%29,281-2,940-9.12%$1,697,111
BOEING COBAIndustrials0.56%7,737+95+1.24%$1,621,111
APPLIED MATLS INCAMATTechnology0.51%2,729-82-2.92%$1,463,635
BROADCOM INCAVGOTechnology0.50%3,781-373-8.98%$1,443,925
ADVANCED MICRO DEVICES INCAMDTechnology0.50%2,743-716-20.70%$1,431,521
NEXTERA ENERGY INCNEEUtilities0.48%15,291+1,658+12.16%$1,372,856
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.46%3,291-268-7.53%$1,327,709
META PLATFORMS INCMETACommunication Services0.46%2,224-383-14.69%$1,323,423
TRANE TECHNOLOGIES PLCTTOther0.45%2,711+5+0.18%$1,303,964
PACER FDS TRFLRTOther0.44%27,494+3,172+13.04%$1,280,962
VISA INCVFinancial Services0.44%3,572-305-7.87%$1,270,575
TESLA INCTSLAConsumer Cyclical0.43%3,973-652-14.10%$1,243,812
PALO ALTO NETWORKS INCPANWTechnology0.43%3,797-344-8.31%$1,229,435
ASML HLDG NVASMLOther0.41%678-29-4.10%$1,191,760
HOME DEPOT INCHDConsumer Cyclical0.40%3,468-72-2.03%$1,154,931
RTX CORPORATIONRTXIndustrials0.39%5,275+200+3.94%$1,122,415
GE AEROSPACEGEIndustrials0.39%3,152-214-6.36%$1,115,069
ALPS ETF TRAMLPOther0.38%20,108-245-1.20%$1,105,734
ALPHABET INCGOOGLCommunication Services0.37%3,318+79+2.44%$1,060,992
VANECK ETF TRUSTMOATOther0.33%9,094-76,561-89.38%$951,505
CISCO SYS INCCSCOTechnology0.31%7,814-3,458-30.68%$892,110
COCA COLA COKOConsumer Defensive0.30%10,641-6,071-36.33%$875,212
VANGUARD SCOTTSDALE FDSVCSHOther0.30%11,011-5,711-34.15%$864,020
INTERNATIONAL BUSINESS MACHSIBMTechnology0.29%3,844+2,332+154.23%$823,326
ABBVIE INCABBVHealthcare0.28%3,122-104-3.22%$809,837
WELLTOWER INCWELLReal Estate0.28%3,177+190+6.36%$800,826
MARVELL TECHNOLOGY INCMRVLTechnology0.28%4,081-1,441-26.10%$792,684
J P MORGAN EXCHANGE TRADED FJCPBOther0.27%16,990+189+1.12%$785,278
MARATHON PETE CORPMPCEnergy0.27%2,535+21+0.84%$783,781
JOHN HANCOCK EXCHANGE TRADEDJHPIOther0.26%33,330+33,330+100.00%$754,523
APPLIED DIGITAL CORPAPLDTechnology0.26%27,695--$753,027
PHILIP MORRIS INTL INCPMConsumer Defensive0.26%3,898+3,898+100.00%$752,314
UNION PAC CORPUNPIndustrials0.26%2,429+2,429+100.00%$746,480
LINDE PLCLINOther0.25%1,416-196-12.16%$725,388
ISHARES TRIWVOther0.25%1,684+362+27.38%$708,278
MURPHY USA INCMUSAConsumer Cyclical0.24%1,145-41-3.46%$702,070
PACER FDS TRCOWZOther0.23%10,226-204-1.96%$663,576
VERIZON COMMUNICATIONS INCVZCommunication Services0.23%14,051+14,051+100.00%$651,685
UNITEDHEALTH GROUP INCUNHHealthcare0.22%1,538+1,538+100.00%$647,098
WILLIAMS COS INCWMBEnergy0.22%8,645+656+8.21%$639,708
DARLING INGREDIENTS INCDARConsumer Defensive0.22%10,203+507+5.23%$637,688
VANGUARD WHITEHALL FDSVYMOther0.22%3,860+20+0.52%$626,181
STATE STR SPDR S&P MIDCAP 40MDYOther0.21%872-74-7.82%$602,179
ENBRIDGE INCENBEnergy0.19%9,807+432+4.61%$557,605
ECOLAB INCECLBasic Materials0.19%2,067+103+5.24%$555,513
FIRST TR EXCHANGE-TRADED FDFDLOther0.18%10,346+2+0.02%$532,517
ISHARES TRHYGOther0.18%6,699+394+6.25%$530,736
DUKE ENERGY CORP NEWDUKUtilities0.18%3,927+128+3.37%$512,561
AMBEV SAABEVConsumer Defensive0.18%165,402+328+0.20%$506,130
ARISTA NETWORKS INCANETOther0.17%2,886+24+0.84%$502,189
TRANSDIGM GROUP INCTDGIndustrials0.17%397+9+2.32%$490,722
CADENCE DESIGN SYSTEM INCCDNSTechnology0.17%1,463-25-1.68%$477,289
SANDISK CORPSNDKOther0.15%310+310+100.00%$445,334
FIRST TR EXCHANGE-TRADED FDFXOOther0.15%6,586--$428,365
LOCKHEED MARTIN CORPLMTIndustrials0.15%725-15-2.03%$422,385
ISHARES TRAGGOther0.15%4,310+30+0.70%$420,053
FIRST TR EXCHANGE TRADED FDRDVYOther0.14%5,148-1,116-17.82%$411,745
AMERICAN ELEC PWR CO INCAEPUtilities0.14%2,961+40+1.37%$401,343
INVESCO EXCHANGE TRADED FD TRSPOther0.14%1,842+1,842+100.00%$393,396
CHEVRON CORPORATIONCVXEnergy0.14%2,004+42+2.14%$390,402
INTEL CORPINTCTechnology0.13%4,056-31-0.76%$374,482
SELECT SECTOR SPDR TRXLFOther0.13%6,540+1,692+34.90%$368,274
SPDR GOLD TRGLDOther0.13%973-446-31.43%$361,828
MASTERCARD INCORPORATEDMAFinancial Services0.12%658-20-2.95%$355,183
J P MORGAN EXCHANGE TRADED FJPIEOther0.12%7,685-10-0.13%$351,896
J P MORGAN EXCHANGE TRADED FJIREOther0.12%4,298-36-0.83%$351,455
FORTINET INCFTNTTechnology0.12%2,260+2,260+100.00%$344,304
CAPITAL ONE FINL CORPCOFFinancial Services0.12%1,652+24+1.47%$335,059