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Fwl Investment Management, LLC

All holdings · as of Dec 31, 2025

365 positions

CompanyClassValueShares% of portfolio
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF$108.2K6030.0%
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF$111.6K2,6040.0%
JOHNSON & JOHNSON$112.0K5410.0%
VANGUARD TOTAL STOCK MARKET ETF$113.3K3380.0%
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$113.6K1,3310.0%
VANGUARD CONSUMER DISCRETIONARY ETF$117.0K2970.0%
ONEOK Inc$118.7K1,6150.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$120.3K3960.0%
INVESCO PHLX SEMICONDUCTOR ETF$120.5K2,1610.0%
ARK GENOMIC REVOLUTION ETF$122.7K4,2340.0%
Uber Technologies, Inc$123.1K1,5070.0%
EXXON MOBIL CORP$124.3K1,0330.0%
Fluence Energy, Inc.FLNCCommon Stock$124.9K6,3150.0%
Quanta Services Inc$127.5K3020.0%
NEXTERA ENERGY INC$136.1K1,6950.0%
FIRST TRUST CAPITAL STRENGTH ETF$140.5K1,5190.0%
VANGUARD MID-CAP GROWTH ETF$144.6K5180.0%
Merck & Co., Inc.$146.8K1,3950.0%
ISHARES U.S. FINANCIALS ETF$148.0K1,1480.0%
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF$149.2K2,4650.0%
KINDER MORGAN, INC.$151.2K5,5000.0%
SPDR S&P 500 ETF TRUST$161.9K2370.0%
AMERICAN EXPRESS CO$162.0K4380.0%
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$163.0K3,4100.0%
ISHARES MSCI JAPAN ETF$170.6K2,1130.0%
AMPLIFY CYBERSECURITY ETF$173.6K2,1600.0%
CISCO SYSTEMS, INC.$189.4K2,4590.0%
SCHWAB U.S. LARGE-CAP ETF$189.7K7,0500.0%
WISDOMTREE INDIA EARNINGS FUND$190.4K4,1130.0%
VANGUARD RUSSELL 1000 GROWTH ETF$194.8K1,6000.0%
ISHARES CORE DIVIDEND GROWTH ETF$212.3K3,0580.1%
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF$220.0K9120.1%
ELI LILLY & Co$220.3K2050.1%
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF$220.6K5,4800.1%
CAPITAL ONE FINANCIAL CORP$223.5K9220.1%
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF$225.0K8,5000.1%
iShares MSCI UAE ETF$232.0K4,2920.1%
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$252.5K1,7540.1%
iShares MSCI UAE ETF$269.5K1,3570.1%
AbbVie Inc.$271.7K1,1890.1%
FIDELITY QUALITY FACTOR ETF$278.0K3,6780.1%
ISHARES CORE U.S. AGGREGATE BOND ETF$284.4K2,8480.1%
ISHARES MORTGAGE REAL ESTATE ETF$284.9K12,8460.1%
3M CO$289.0K1,8050.1%
GLOBAL X SILVER MINERS ETF$295.2K3,5350.1%
VANGUARD EXTENDED DURATION TREASURY ETF$309.5K4,7610.1%
FIRST TRUST CLOUD COMPUTING ETF$328.2K2,5230.1%
FIDELITY NASDAQ COMPOSITE INDEX ETF$424.6K4,6460.1%
VANGUARD VALUE ETF$435.1K2,2780.1%
Broadcom Inc.$503.9K1,4560.1%
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