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
$0
$20.1 Million 5.5% of portfolio
263,603
Q3 2025 Added 4.09%
$593B
$19.5 Million 5.32% of portfolio
69,304
Q3 2025 Reduced 6.52%
$1.74T
$18.7 Million 5.1% of portfolio
76,669
Q3 2025 Added 1.2%
$53.8B
$17.3 Million 4.72% of portfolio
73,656
Q3 2025 Added 14.42%
$3.78T
$17.2 Million 4.68% of portfolio
33,137
Q3 2025 Added 5.01%
$0
$16 Million 4.37% of portfolio
341,067
Q3 2025 Added 34.61%
$130B
$15.6 Million 4.25% of portfolio
43,772
Q3 2025 Added 4.89%
$465B
$15.1 Million 4.12% of portfolio
80,880
Q3 2025 Added 5.68%
$140B
$14.1 Million 3.85% of portfolio
37,657
Q3 2025 Added 17.5%
$74.3B
$12.9 Million 3.52% of portfolio
203,595
Q3 2025 Added 24.87%
$36.7B
$12.5 Million 3.42% of portfolio
149,494
Q3 2025 Reduced 2.16%
$0
$12.1 Million 3.3% of portfolio
131,785
Q3 2025 Reduced 10.1%
$2.39T
$11.6 Million 3.16% of portfolio
52,707
Q3 2025 Added 17.69%
$2.72B
$11 Million 3.0% of portfolio
239,939
Q3 2025 Reduced 41.59%
$268B
$10.2 Million 2.77% of portfolio
60,721
Q3 2025 Added 139.07%
$5.6B
$9.56 Million 2.61% of portfolio
976,912
Q3 2025 Added 17.75%
$128B
$9.1 Million 2.48% of portfolio
95,598
Q3 2025 Added 75.69%
$19.3B
$8.64 Million 2.36% of portfolio
92,708
Q3 2025 New
$10.1B
$8.21 Million 2.24% of portfolio
19,195
Q3 2025 Added 10.82%
$4.3T
$6.25 Million 1.71% of portfolio
24,550
Q3 2025 Reduced 5.17%
$17.7B
$5.28 Million 1.44% of portfolio
53,493
Q3 2025 New
$0
$4.47 Million 1.22% of portfolio
74,785
Q3 2025 Added 2,315.54%
$881B
$4.38 Million 1.19% of portfolio
13,882
Q3 2025 Reduced 6.81%
$167B
$4.14 Million 1.13% of portfolio
43,381
Q3 2025 Added 23.51%
$662B
$4.04 Million 1.1% of portfolio
8,030
Q3 2025 Reduced 5.86%
$279B
$3.4 Million 0.93% of portfolio
32,980
Q3 2025 Reduced 8.23%
$9.12B
$3.12 Million 0.85% of portfolio
34,182
Q3 2025 Reduced 2.38%
$1.29T
$2.99 Million 0.82% of portfolio
6,718
Q3 2025 Added 62.55%
$367B
$2.96 Million 0.81% of portfolio
7,294
Q3 2025 Reduced 13.21%
$404B
$2.83 Million 0.77% of portfolio
3,053
Q3 2025 Reduced 4.35%
$0
$2.83 Million 0.77% of portfolio
4,715
Q3 2025 Reduced 5.02%
$342B
$2.72 Million 0.74% of portfolio
14,922
Q3 2025 Reduced 13.22%
$32.7B
$2.46 Million 0.67% of portfolio
28,336
Q3 2025 Added 18.85%
$0
$2.41 Million 0.66% of portfolio
50,640
Q3 2025 Added 135.22%
$94.5B
$1.88 Million 0.51% of portfolio
5,501
Q3 2025 Reduced 8.58%
$65.3B
$1.83 Million 0.5% of portfolio
25,216
Q2 2025 Reduced 1.56%
$533B
$1.79 Million 0.49% of portfolio
5,257
Q3 2025 Reduced 6.23%
$0
$1.69 Million 0.46% of portfolio
7,355
Q3 2025 Reduced 5.73%
$2.33B
$1.64 Million 0.45% of portfolio
86,186
Q3 2025 Added 170.66%
$1.65T
$1.56 Million 0.42% of portfolio
6,407
Q3 2025 Added 12.84%
$13.1B
$1.55 Million 0.42% of portfolio
44,482
Q3 2025 Reduced 2.26%
$19.9B
$1.45 Million 0.4% of portfolio
3,009
Q3 2025 Reduced 89.63%
$0
$1.42 Million 0.39% of portfolio
73,170
Q3 2025 Added 0.92%
$57.5B
$1.42 Million 0.39% of portfolio
5,206
Q3 2025 Reduced 12.61%
$0
$1.39 Million 0.38% of portfolio
2,975
Q3 2025 Reduced 11.19%
$1.37T
$1.38 Million 0.38% of portfolio
1,877
Q3 2025 Added 3.3%
$183B
$1.31 Million 0.36% of portfolio
4,654
Q3 2025 Reduced 9.33%
$265B
$1.15 Million 0.31% of portfolio
1,448
Q3 2025 Added 54.7%
$0
$1.04 Million 0.28% of portfolio
12,500
Q3 2025 Added 1.73%

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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