Institutions / Fwl Investment Management, LLC
Fwl Investment Management, LLC
CIK 1829231 · Institution · as of Dec 31, 2025
Portfolio value
$415.67M
Positions
365
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 365 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $23.52M | 5.7% |
| VanEck Gold Miners ETF | $21.48M | 5.2% |
| Alerian Mlp ETF | $18.45M | 4.4% |
| Microsoft Corp | $18.06M | 4.3% |
| SPDR Gold Shares | $17.51M | 4.2% |
| Cheniere Energy, Inc. | $16.77M | 4.0% |
| NVIDIA Corp | $16.29M | 3.9% |
| Micron Technology Inc | $15.89M | 3.8% |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $14.72M | 3.5% |
| Williams Cos Inc/The | $14.06M | 3.4% |
| Cameco Corp Com | $14.00M | 3.4% |
| AGNC Investment Corp. | $13.44M | 3.2% |
| Oracle Corp | $12.08M | 2.9% |
| Global X Copper Miners ETF | $11.26M | 2.7% |
| Caci International Inc /De | $11.05M | 2.7% |
| Eaton Corp plc | $10.93M | 2.6% |
| Icici Bank LtdIBN | $10.25M | 2.5% |
| Medtronic plc | $10.17M | 2.4% |
| Entergy Corp /De | $9.55M | 2.3% |
| GE HealthCare Technologies Inc. | $9.13M | 2.2% |
| Iren Limited Ordinary Shares | $8.98M | 2.2% |
| Apple Inc. | $6.80M | 1.6% |
| Amazon.com Inc | $6.00M | 1.4% |
| Schwab Charles Corp | $5.10M | 1.2% |
| JPMorgan Chase & Co | $4.57M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.