13F Filings History of FWG Holdings, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$229,726,727
Signature - Title
Jaye Roulhac Faggett - Consultant
Location
Winter Park, FL
Summary
This page shows a list of all the recent 13F filings made by FWG Holdings, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FWG Holdings, LLC reported 109 stock holdings with total value $229,726,727 as of Q4 2025. Top holdings included VUG, VTV, QQQ, FBND, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 127 $263,479,974 $0 $0 $0 VUG, VTV, QQQ, FBND, MOAT New Holdings 02 Feb 2026, 15:21
Q4 2025 109 $229,726,727 $0 $0 $0 VUG, VTV, QQQ, FBND, SPY 13F-HR 29 Jan 2026, 16:49
Q3 2025 109 $230,402,443 +$18,385,059 -$16,784,335 +$1,600,724 VUG, VTV, QQQ, FBND, SPY 13F-HR 30 Oct 2025, 13:12
Q2 2025 107 $212,666,751 +$12,721,811 -$27,478,113 -$14,756,302 VTV, VUG, QQQ, FBND, SPY 13F-HR 05 Aug 2025, 16:26
Q1 2025 106 $203,226,022 +$29,681,224 -$21,891,759 +$7,789,465 VTV, VUG, QQQ, TLTW, JEPQ 13F-HR 02 May 2025, 14:00
Q4 2024 102 $208,454,392 +$15,517,078 -$12,388,307 +$3,128,771 VTV, VUG, QQQ, JEPQ, SPY 13F-HR 07 Feb 2025, 14:50
Q3 2024 101 $201,075,200 +$11,432,418 -$16,188,737 -$4,756,319 VTV, VUG, QQQ, JEPQ, TLTW 13F-HR 08 Nov 2024, 09:07
Q2 2024 105 $196,697,303 +$14,326,270 -$5,722,368 +$8,603,902 VUG, VTV, QQQ, COWZ, TLTW 13F-HR 31 Jul 2024, 16:48
Q1 2024 108 $186,536,652 +$11,932,625 -$5,772,024 +$6,160,601 VTV, VUG, QQQ, COWZ, JEPQ 13F-HR 13 May 2024, 09:50
Q4 2023 100 $167,716,162 +$35,146,496 -$31,150,609 +$3,995,887 VTV, VUG, QQQ, COWZ, TLTW 13F-HR 12 Jan 2024, 11:40
Q3 2023 95 $149,961,768 +$15,392,629 -$15,057,231 +$335,398 VTV, QQQ, SHV, VUG, COWZ 13F-HR 12 Oct 2023, 09:33
Q2 2023 98 $158,018,308 +$9,946,543 -$2,329,676 +$7,616,867 VTV, ACWX, QQQ, VUG, COWZ 13F-HR 10 Aug 2023, 09:11
Q1 2023 85 $138,477,875 +$41,180,540 -$53,966,371 -$12,785,831 VTV, ACWX, QQQ, VUG, JEPI 13F-HR 12 May 2023, 14:48
Q4 2022 82 $143,114,548 +$23,912,545 -$22,454,777 +$1,457,768 FVD, QQQ, RDVY, VUG, TFLO 13F-HR 07 Feb 2023, 10:27
Q3 2022 86 $133,332,000 +$44,586,279 -$20,778,871 +$23,807,408 QQQ, VUG, FVD, RDVY, FTGC 13F-HR 14 Nov 2022, 09:08
Q2 2022 85 $116,041,000 +$27,684,667 -$20,048,208 +$7,636,459 FVD, RDVY, QQQ, VUG, VYM 13F-HR 15 Aug 2022, 14:27
Q1 2022 92 $129,372,000 +$10,281,867 -$15,513,504 -$5,231,637 QQQ, RDVY, FVD, VUG, SPY 13F-HR 16 May 2022, 12:52
Q4 2021 94 $130,597,000 +$16,181,487 -$3,848,132 +$12,333,355 QQQ, RDVY, VUG, FVD, IJH 13F-HR 11 Feb 2022, 16:06
Q3 2021 85 $115,578,000 +$8,873,872 -$2,883,732 +$5,990,140 QQQ, VUG, RDVY, FVD, IJH 13F-HR 04 Nov 2021, 08:16
Q2 2021 87 $111,958,000 $0 $0 $0 QQQ, VUG, RDVY, FVD, IJH 13F-HR 13 Aug 2021, 15:20