13F Filings History of FWG Investments, LLC.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$156,980,474
Signature - Title
Sarah H Schmidt - Consultant
Location
Lexington, KY
Summary
This page shows a list of all the recent 13F filings made by FWG Investments, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FWG Investments, LLC. reported 111 stock holdings with total value $156,980,474 as of Q4 2025. Top holdings included VOO, VUG, SCEC, IWY, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 111 $156,980,474 +$20,252,930 -$11,624,329 +$8,628,601 VOO, VUG, SCEC, IWY, IEMG 13F-HR 28 Jan 2026, 10:49
Q3 2025 104 $145,800,695 +$28,501,955 -$21,696,158 +$6,805,797 VOO, VUG, SCEC, IEMG, IWY 13F-HR 29 Oct 2025, 14:23
Q2 2025 106 $131,555,355 +$48,762,994 -$9,238,362 +$39,524,632 VOO, SCEC, VUG, IEMG, IWY 13F-HR 04 Aug 2025, 13:45
Q1 2025 50 $85,232,575 +$8,472,081 -$50,494,103 -$42,022,022 VOO, IEMG, IWY, OCTT, JANT 13F-HR 14 May 2025, 16:33
Q4 2024 125 $128,673,589 +$24,760,893 -$11,778,626 +$12,982,267 VOO, IEMG, IWY, SPLG, AMZN 13F-HR 14 May 2025, 16:22
Q3 2024 122 $115,629,971 +$20,740,109 -$9,135,721 +$11,604,388 VOO, IWY, AUGT, SPLG, IEMG Restatement 01 Apr 2025, 12:57
Q2 2024 109 $99,067,403 +$13,958,579 -$8,579,328 +$5,379,251 VOO, IWY, SPLG, IEMG, AMZN Restatement 01 Apr 2025, 12:52
Q1 2024 108 $92,246,565 +$14,926,585 -$7,500,329 +$7,426,256 VOO, IWY, IEMG, SPLG, IDEV Restatement 01 Apr 2025, 12:50
Q4 2023 100 $80,529,454 $0 $0 $0 VOO, IWY, IEMG, SPLG, IDEV Restatement 01 Apr 2025, 12:44