Fwl Investment Management, LLC Portfolio Holdings

Fwl Investment Management, LLC

  • $366 Million
  • Q3 2025

Fwl Investment Management, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $366 Million distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Gold Miners ETF with a value of $20.1M, Oracle Corp with a value of $19.5M, Alphabet Inc. with a value of $18.7M, Cheniere Energy, Inc. with a value of $17.3M, and Microsoft Corp with a value of $17.2M.

Examining the 13F form we can see an increase of $50.6M in the current position value, from $316M to 366M.

Below you can find more details about Fwl Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $366 Million
ETFs: $93.6 Million
Technology: $83.5 Million
Energy: $44.9 Million
Financial Services: $36.7 Million
Industrials: $27.7 Million
Communication Services: $21.9 Million
Consumer Cyclical: $18.4 Million
Healthcare: $11 Million
Other: $28.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.5B
$98,000 0.03% of portfolio
1,350
Q3 2025 Reduced 10.0%
$20.5B
$105,000 0.03% of portfolio
1,375
Q2 2025 Reduced 6.78%
$0
$98,000 0.03% of portfolio
2,264
Q3 2025 Added 5.01%
$0
$99,000 0.03% of portfolio
1,983
Q3 2025 Reduced 35.74%
$181B
$117,000 0.03% of portfolio
1,203
Q3 2025 Reduced 5.13%
$255B
$110,000 0.03% of portfolio
334
Q2 2025 Added 11.33%
$1.46T
$94,000 0.03% of portfolio
338
Q3 2025 Added 33.6%
$0
$101,000 0.03% of portfolio
2,116
Q3 2024 New
$84B
$116,000 0.03% of portfolio
606
Q3 2025 Reduced 3.35%
$0
$97,000 0.03% of portfolio
1,550
Q2 2025 Reduced 6.06%
$0
$63,000 0.02% of portfolio
536
Q3 2025 Reduced 18.29%
$0
$72,000 0.02% of portfolio
1,631
Q3 2025 Reduced 40.91%
$0
$87,000 0.02% of portfolio
311
Q3 2025 Added 180.18%
$0
$55,000 0.02% of portfolio
625
Q3 2025 Reduced 9.42%
$0
$87,000 0.02% of portfolio
492
Q3 2025 Reduced 12.14%
$72.7B
$65,000 0.02% of portfolio
50
Q2 2025 Reduced 28.57%
$512B
$67,000 0.02% of portfolio
119
Q3 2025 Reduced 4.8%
$522B
$67,000 0.02% of portfolio
364
Q3 2025 Reduced 44.34%
$49.1B
$61,000 0.02% of portfolio
51
Q3 2025 Reduced 22.73%
$490B
$82,000 0.02% of portfolio
736
Q3 2025 Reduced 3.66%
$204B
$67,000 0.02% of portfolio
478
Q1 2025 Reduced 94.47%
$84.9B
$90,000 0.02% of portfolio
535
Q3 2025 Added 18.89%
$388B
$60,000 0.02% of portfolio
372
Q3 2025 Reduced 7.46%
$237B
$70,000 0.02% of portfolio
298
Q3 2025 Reduced 21.58%
$136B
$66,000 0.02% of portfolio
180
Q3 2025 Added 12.5%
$0
$73,000 0.02% of portfolio
120
Q3 2025 Added 20.0%
$1.28B
$66,000 0.02% of portfolio
4,585
Q2 2025 New
$0
$71,000 0.02% of portfolio
1,254
Q3 2025 Reduced 0.32%
$25.7B
$55,000 0.02% of portfolio
379
Q3 2025 Added 15.2%
$0
$71,000 0.02% of portfolio
544
Q1 2025 Reduced 5.23%
$0
$86,000 0.02% of portfolio
616
Q2 2025 Added 1.99%
$0
$63,000 0.02% of portfolio
265
Q3 2025 Reduced 34.73%
$86.4B
$31,000 0.01% of portfolio
91
Q3 2024 Added 28.17%
$159B
$20,000 0.01% of portfolio
43
Q3 2025 Added 72.0%
$8.79B
$46,000 0.01% of portfolio
426
Q3 2025 Added 72.47%
$172B
$21,000 0.01% of portfolio
493
Q3 2025 Added 36.57%
$140B
$53,000 0.01% of portfolio
213
Q3 2025 Reduced 31.29%
$53.4B
$34,000 0.01% of portfolio
440
Q4 2024 Reduced 18.52%
$9.59B
$35,000 0.01% of portfolio
115
Q4 2024 New
$61.4B
$24,000 0.01% of portfolio
120
Q2 2025 Reduced 33.7%
$74.9B
$26,000 0.01% of portfolio
100
Q3 2024 New
$8.94B
$28,000 0.01% of portfolio
138
Q3 2024 New
$174B
$44,000 0.01% of portfolio
300
Q1 2025 Reduced 42.86%
$169B
$43,000 0.01% of portfolio
47
Q3 2025 Reduced 98.74%
$55.9B
$53,000 0.01% of portfolio
56
Q3 2024 New
$75.4B
$21,000 0.01% of portfolio
165
Q1 2025 Reduced 99.55%
$98.6B
$33,000 0.01% of portfolio
350
Q3 2024 Added 133.33%
$3.56B
$21,000 0.01% of portfolio
225
Q4 2024 Reduced 10.0%
$258B
$21,000 0.01% of portfolio
127
Q3 2025 Added 1,054.55%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $366 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 61 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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