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Fwl Investment Management

Latest statistics and disclosures from Fwl Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are MU, AMLP, GOOG, BIL, LNG, and represent 24.99% of Fwl Investment Management's stock portfolio.
Added to shares of these 10 stocks: LLY (+$18M), XBI (+$15M), ENTG (+$10M), CDNS (+$6.4M), JCI (+$5.7M), FANG (+$5.6M), SLV (+$5.4M), CVX, QCOM, NVDA.
Started 180 new stock positions in FITB, ARCC, VIK, TIP, LECO, ALC, MSI, INTC, TD, FN.
Reduced shares in these 10 stocks: MU (-$17M), MDT (-$14M), IBN (-$12M), URI (-$11M), CACI, MSFT, GDX, KTOS, EWY, DE.
Sold out of its positions in CNX, Carnival Corporation, COIN, SBS, DE, EOG, EXEL, XOM, ISRG, JXN.
Fwl Investment Management was a net buyer of stock by $39M.
Fwl Investment Management has $545M in assets under management (AUM), dropping by 19.57%.
Central Index Key (CIK): 0001829231

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Portfolio Holdings for Fwl Investment Management

Fwl Investment Management holds 501 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Fwl Investment Management has 501 total positions. Only the first 250 positions are shown.

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Download the Fwl Investment Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Micron Technology Stock (MU)	5.9	$32M	-34%	28k	1154.30	View chart
Alerian Mlp Etf Etf (AMLP)	4.8	$26M	+6%	504k	51.85	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	4.8	$26M	+3%	74k	353.33	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	4.8	$26M	+4%	284k	91.64	View chart
Cheniere Energy Stock (LNG)	4.7	$26M	+10%	107k	239.01	View chart
Nvidia Corporation Stock (NVDA)	4.7	$26M	+11%	128k	200.09	View chart
Williams Cos Stock (WMB)	3.6	$20M	+2%	267k	74.34	View chart
Eli Lilly & Co Stock (LLY)	3.5	$19M	+1130%	16k	1199.44	View chart
Landstar Sys Stock (LSTR)	3.2	$18M	+3%	86k	206.81	View chart
Entergy Corp Stock (ETR)	3.1	$17M	+3%	147k	114.86	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	2.8	$15M	+131941%	95k	158.25	View chart
Global X Copper Miners Etf Etf (COPX)	2.7	$15M	+5%	194k	76.97	View chart
Spdr Gold Shares Etf (GLD)	2.7	$15M		40k	368.38	View chart
Cameco Corp Stock (CCJ)	2.7	$15M	+9%	143k	101.86	View chart
Vaneck Gold Miners Etf Etf (GDX)	2.3	$12M	-13%	163k	75.45	View chart
Agnc Invt Corp Reit (AGNC)	2.2	$12M	+17%	1.1M	10.90	View chart
Qualcomm Stock (QCOM)	2.1	$11M	+33%	61k	184.79	View chart
Microsoft Corp Stock (MSFT)	1.9	$11M	-23%	28k	373.02	View chart
Entegris Stock (ENTG)	1.8	$10M	NEW	56k	179.86	View chart
Ishares Msci South Korea Etf Etf (EWY)	1.6	$8.9M	-9%	44k	201.90	View chart
Iren Limited Ordinary Shares Stock (IREN)	1.5	$8.2M	+10%	180k	45.73	View chart
Nvent Elec Stock (NVT)	1.4	$7.6M	+6%	45k	169.61	View chart
Johnson Ctls Intl Stock (JCI)	1.3	$7.1M	+417%	49k	146.11	View chart
Apple Stock (AAPL)	1.3	$6.9M		24k	289.37	View chart
Caci Intl Inc Cl A Stock (CACI)	1.2	$6.7M	-37%	15k	463.27	View chart
Cadence Design System Stock (CDNS)	1.2	$6.5M	+18857%	17k	375.32	View chart
Ishares Silver Trust Etf (SLV)	1.1	$6.0M	+864%	112k	53.47	View chart
Amazon Stock (AMZN)	1.1	$5.9M		25k	238.34	View chart
Aptiv Stock (APTV)	1.0	$5.7M	+80%	92k	61.38	View chart
Diamondback Energy Stock (FANG)	1.0	$5.6M	NEW	32k	175.78	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	1.0	$5.6M	+25%	68k	82.11	View chart
Chevron Corporation Stock (CVX)	1.0	$5.5M	+160%	33k	165.76	View chart
Tesla Stock (TSLA)	1.0	$5.4M	+13%	13k	420.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$4.9M	-2%	15k	327.33	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$3.8M	-6%	7.6k	500.39	View chart
Global X Uranium Etf Etf (URA)	0.7	$3.6M	+26%	84k	43.70	View chart
Goldman Sachs Group Stock (GS)	0.7	$3.6M	+73%	3.6k	1011.34	View chart
Walmart Stock (WMT)	0.7	$3.6M	-4%	32k	113.26	View chart
Global X Silver Miners Etf Etf (SIL)	0.6	$3.2M	+94%	42k	77.46	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.6	$3.2M		4.3k	736.47	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.5	$3.0M	-8%	48k	62.63	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$2.7M	-3%	2.9k	935.61	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$2.7M	+3%	7.4k	357.37	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.5	$2.6M		7.6k	334.68	View chart
Medtronic Stock (MDT)	0.5	$2.5M	-84%	32k	78.23	View chart
Visa Inc Com Cl A Stock (V)	0.5	$2.5M	-2%	7.2k	343.07	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.4	$2.4M	NEW	64k	37.94	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.4	$2.4M	-29%	48k	49.86	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$2.2M	+4%	19k	116.67	View chart
General Dynamics Corp Stock (GD)	0.3	$1.8M	-3%	5.2k	354.27	View chart
Schwab Charles Corp Stock (SCHW)	0.3	$1.6M	-14%	18k	92.27	View chart
Amgen Stock (AMGN)	0.3	$1.6M	-3%	4.4k	362.16	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.3	$1.4M	-3%	71k	19.29	View chart
Marvell Technology Stock (MRVL)	0.2	$1.4M	+170%	4.5k	297.89	View chart
Ishares Gold Trust Etf (IAU)	0.2	$1.3M	-6%	18k	75.51	View chart
Air Products And Chemicals Stock (APD)	0.2	$1.3M	-6%	4.6k	293.17	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$1.3M	+300%	11k	124.17	View chart
Global X Mlp Etf Etf (MLPA)	0.2	$1.3M		24k	53.08	View chart
Abbvie Stock (ABBV)	0.2	$1.3M	+3%	5.0k	251.64	View chart
Vistra Corp Stock (VST)	0.2	$1.3M	+3653%	8.0k	158.63	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$1.2M		1.6k	748.97	View chart
Annaly Capital Management Reit (NLY)	0.2	$1.1M	+51%	50k	22.36	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.2	$1.0M	+15%	33k	30.49	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.2	$934k	-11%	3.1k	302.95	View chart
Astrazeneca Plc Ord Adr (AZN)	0.2	$872k	+2%	4.6k	189.62	View chart
Philip Morris Intl Stock (PM)	0.2	$853k		4.7k	180.91	View chart
American Elec Pwr Stock (AEP)	0.2	$822k		6.0k	136.81	View chart
American Express Stock (AXP)	0.1	$804k	+2%	2.4k	338.25	View chart
Coca Cola Stock (KO)	0.1	$796k	+6%	9.8k	81.27	View chart
Johnson & Johnson Stock (JNJ)	0.1	$713k	+4%	2.8k	253.97	View chart
Cardinal Health Stock (CAH)	0.1	$713k		3.0k	237.56	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$700k	+3%	15k	45.34	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$683k	+650%	5.7k	119.52	View chart
Ross Stores Stock (ROST)	0.1	$681k		3.2k	212.85	View chart
Broadcom Stock (AVGO)	0.1	$676k	+11%	1.8k	377.75	View chart
Rtx Corporation Stock (RTX)	0.1	$639k		3.4k	189.73	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$624k	+6%	3.3k	191.78	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$620k	+500%	7.2k	86.14	View chart
Sap Se Adr (SAP)	0.1	$603k		3.9k	154.11	View chart
Wec Energy Group Stock (WEC)	0.1	$584k		5.0k	116.77	View chart
Home Depot Stock (HD)	0.1	$575k	-6%	1.6k	352.65	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$553k		2.7k	201.61	View chart
Vanguard Value Etf Etf (VTV)	0.1	$525k	+2%	2.4k	217.93	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.1	$524k	-9%	8.4k	62.20	View chart
Mgm Resorts International Stock (MGM)	0.1	$446k	NEW	9.3k	47.81	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.1	$446k	-3%	4.3k	103.22	View chart
Blackrock Stock (BLK)	0.1	$424k		441.00	961.56	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.1	$395k	+23%	6.1k	65.08	View chart
Willis Towers Watson Stock (WTW)	0.1	$387k	-27%	1.5k	261.37	View chart
Alamos Gold Inc Com Cl A Stock (AGI)	0.1	$380k	-25%	13k	30.34	View chart
S&p Global Stock (SPGI)	0.1	$346k		850.00	407.26	View chart
Talen Energy Corp Stock (TLN)	0.1	$336k	NEW	873.00	384.26	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$334k		1.8k	190.52	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$294k	+49%	616.00	477.57	View chart
3M Stock (MMM)	0.1	$292k		1.8k	161.91	View chart
Cisco Sys Stock (CSCO)	0.1	$292k	+22%	2.5k	117.46	View chart
State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$289k	+10%	11k	26.23	View chart
Fidelity Quality Factor Etf Etf (FQAL)	0.1	$281k	-2%	3.5k	81.36	View chart
Procter & Gamble Stock (PG)	0.1	$276k	-21%	1.9k	146.64	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$273k	-3%	1.2k	219.43	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$271k	+23%	2.9k	93.26	View chart
Ishares Mortgage Real Estate Etf Etf (REM)	0.0	$267k	-14%	12k	22.05	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.0	$263k		2.3k	112.12	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$262k	-3%	924.00	283.77	View chart
Oracle Corp Stock (ORCL)	0.0	$253k	+1658%	1.7k	146.55	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$242k	-3%	3.2k	75.79	View chart
State Street Doubleline Total Return Tactical Etf Etf (TOTL)	0.0	$230k	-3%	5.8k	39.47	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$224k		670.00	334.82	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$222k		3.8k	58.92	View chart
Quanta Svcs Stock (PWR)	0.0	$218k		302.00	720.04	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$211k	+4%	4.9k	42.78	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$208k		7.1k	29.43	View chart
Targa Res Corp Stock (TRGP)	0.0	$206k	NEW	767.00	268.14	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$205k	+791%	3.7k	56.01	View chart
Franklin Ftse South Korea Etf Etf (FLKR)	0.0	$198k		3.0k	66.08	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$196k	-2%	2.7k	73.66	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$194k		2.0k	98.96	View chart
Capital One Finl Corp Stock (COF)	0.0	$185k		922.00	200.62	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$181k	+3%	5.7k	31.97	View chart
Oneok Stock (OKE)	0.0	$180k	+11%	2.1k	86.94	View chart
Nextera Energy Stock (NEE)	0.0	$171k		1.9k	87.77	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.0	$166k		222.00	746.77	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$162k	+168%	875.00	185.23	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$159k		518.00	306.30	View chart
Exxonmobil Holdings Corp Stock	0.0	$157k	NEW	1.1k	136.72	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$150k	-2%	1.2k	127.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$149k	-35%	265.00	563.29	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$149k	-25%	3.5k	42.06	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$139k	+107%	6.8k	20.49	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$138k	+34%	1.6k	86.42	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$134k	NEW	4.0k	33.84	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$134k		1.0k	127.51	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$127k	NEW	2.5k	50.63	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$127k	+2728%	198.00	640.34	View chart
Eaton Corp Stock (ETN)	0.0	$126k	-12%	295.00	426.57	View chart
Applied Matls Stock (AMAT)	0.0	$124k	+53%	172.00	723.00	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$123k	+411%	2.3k	53.11	View chart
Cencora Stock (COR)	0.0	$119k	NEW	420.00	282.98	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.0	$117k	-3%	2.8k	42.41	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.0	$113k		2.1k	53.33	View chart
Merck & Co Stock (MRK)	0.0	$111k	-42%	866.00	128.50	View chart
Ishares Us Transportation Etf Etf (IYT)	0.0	$106k	NEW	1.2k	86.75	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$105k	NEW	1.2k	87.88	View chart
Uber Technologies Stock (UBER)	0.0	$105k	+10%	1.5k	72.16	View chart
Caterpillar Stock (CAT)	0.0	$104k	NEW	98.00	1064.90	View chart
Cms Energy Corp Stock (CMS)	0.0	$103k		1.4k	76.50	View chart
Dominion Energy Stock (D)	0.0	$102k		1.5k	68.29	View chart
Coinshares Bitcoin Mining Etf Etf (WGMI)	0.0	$101k	-7%	1.6k	63.06	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$100k		1.1k	93.92	View chart
American Tower Corp Reit (AMT)	0.0	$99k		606.00	163.57	View chart
Regan Floating Rate Mbs Etf Etf (MBSF)	0.0	$97k	+342%	3.8k	25.68	View chart
Xylem Stock (XYL)	0.0	$97k	+71%	820.00	118.21	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$95k	NEW	3.9k	24.14	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$94k	NEW	2.4k	39.46	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$94k	-11%	1.2k	79.42	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$93k	+73%	848.00	109.07	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.0	$91k	+9%	517.00	175.33	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$89k		586.00	152.18	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$87k	NEW	774.00	112.32	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$87k	NEW	545.00	158.66	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$86k	+19%	43.00	1989.44	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$83k		210.00	396.61	View chart
Netflix Stock (NFLX)	0.0	$82k	+187%	1.2k	71.40	View chart
Nextnav Stock (NN)	0.0	$82k		4.6k	17.83	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$78k	+337%	153.00	509.46	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$77k	+81%	1.6k	49.41	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$77k		516.00	148.31	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$76k		116.00	655.89	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$76k	+91%	253.00	300.45	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$75k		567.00	132.22	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$74k	-3%	281.00	264.72	View chart
Berkley W R Corp Stock (WRB)	0.0	$74k	-6%	1.1k	70.53	View chart
Wisdomtree Bloomberg Us Dollar Bullish Fund Etf (USDU)	0.0	$74k	NEW	2.7k	26.75	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.0	$73k	NEW	642.00	113.82	View chart
Calamos Strategic Total Return Com Sh Ben Int Cef (CSQ)	0.0	$73k	NEW	3.6k	20.56	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$72k	NEW	416.00	173.52	View chart
Pepsico Stock (PEP)	0.0	$72k	+11%	532.00	135.40	View chart
Xtrackers Harvest Csi 300 China A-shares Etf Etf (ASHR)	0.0	$71k	NEW	1.9k	36.66	View chart
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)	0.0	$70k	NEW	1.7k	40.58	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$70k	NEW	643.00	109.43	View chart
Chubb Stock (CB)	0.0	$70k	NEW	205.00	340.74	View chart
Republic Svcs Stock (RSG)	0.0	$69k	NEW	325.00	213.08	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$69k		100.00	686.81	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$69k		200.00	342.83	View chart
Valero Energy Corp Stock (VLO)	0.0	$66k	NEW	254.00	260.44	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$65k	+19%	1.2k	54.02	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$65k		85.00	763.14	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$63k	NEW	1.3k	50.49	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$63k		153.00	409.50	View chart
Icici Bank Adr (IBN)	0.0	$63k	-99%	2.2k	29.02	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$61k		1.1k	55.20	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$57k	-6%	111.00	513.60	View chart
Advanced Micro Devices Stock (AMD)	0.0	$56k	+34%	97.00	580.91	View chart
Intercontinental Exchange Stock (ICE)	0.0	$55k	-15%	450.00	123.11	View chart
Parker-hannifin Corp Stock (PH)	0.0	$54k	+103%	55.00	978.13	View chart
Sterling Infrastructure Stock (STRL)	0.0	$54k	+255%	64.00	839.36	View chart
Palo Alto Networks Stock (PANW)	0.0	$52k	+26%	152.00	341.02	View chart
Generac Hldgs Stock (GNRC)	0.0	$51k		175.00	292.81	View chart
Morgan Stanley Stock (MS)	0.0	$50k	NEW	237.00	209.04	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$49k	NEW	1.6k	31.10	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$48k	+14%	2.0k	24.27	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$48k		365.00	131.60	View chart
First Solar Stock (FSLR)	0.0	$47k		200.00	235.96	View chart
Sprott Gold Miners Etf Etf (SGDM)	0.0	$47k	-25%	750.00	62.87	View chart
Prologis Reit (PLD)	0.0	$47k	+8%	347.00	135.47	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$46k	NEW	429.00	107.82	View chart
Stryker Corporation Stock (SYK)	0.0	$46k	+11%	145.00	314.84	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$45k		735.00	60.79	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$44k		120.00	370.04	View chart
Arm Holdings Adr (ARM)	0.0	$44k		125.00	354.57	View chart
Duke Energy Corp Stock (DUK)	0.0	$44k	+7%	349.00	126.58	View chart
Kinross Gold Corp Stock (KGC)	0.0	$43k	+34%	1.8k	23.62	View chart
Verizon Communications Stock (VZ)	0.0	$43k	+41%	1.0k	42.34	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.0	$42k		366.00	115.98	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.0	$42k		332.00	127.45	View chart
Kla Corp Stock (KLAC)	0.0	$42k	+3400%	140.00	301.71	View chart
Enphase Energy Stock (ENPH)	0.0	$42k	NEW	850.00	49.24	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$42k	NEW	225.00	184.53	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	0.0	$41k	+4097%	1.6k	25.03	View chart
Principal Financial Group Stock (PFG)	0.0	$41k		380.00	107.78	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$41k	-5%	938.00	43.14	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.0	$40k		400.00	101.10	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$40k		440.00	90.46	View chart
Arista Networks Stock (ANET)	0.0	$39k	+494%	232.00	169.88	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$39k		158.00	245.28	View chart
Boeing Stock (BA)	0.0	$38k		177.00	216.47	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$37k		100.00	365.87	View chart
Southern Stock (SO)	0.0	$36k	+8%	380.00	95.71	View chart
Franklin Ftse United Kingdom Etf Etf (FLGB)	0.0	$35k		1.0k	35.29	View chart
At&t Stock (T)	0.0	$34k	+6%	1.7k	20.70	View chart
Cummins Stock (CMI)	0.0	$34k	+118%	48.00	713.21	View chart
Emcor Group Stock (EME)	0.0	$34k	+272%	41.00	829.88	View chart
Solaris Energy Infras Inc Com Cl A Stock (SEI)	0.0	$32k	+111%	402.00	80.46	View chart
International Business Machs Stock (IBM)	0.0	$32k	-35%	112.00	281.21	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$31k	-52%	488.00	64.01	View chart
Celestica Stock (CLS)	0.0	$31k	+193%	85.00	364.80	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$31k		270.00	114.18	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$30k	NEW	290.00	103.96	View chart
Sumitomo Mitsui Fin Grp Adr (SMFG)	0.0	$30k	+294%	1.2k	23.58	View chart
Illinois Tool Wks Stock (ITW)	0.0	$28k	+3%	103.00	270.47	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$28k	-93%	564.00	49.39	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$27k	+22%	76.00	360.38	View chart
First Trust Natural Gas Etf Etf (FCG)	0.0	$27k	-10%	1.0k	26.62	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$27k	+16%	253.00	107.13	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$24k		414.00	58.25	View chart
Emerson Elec Stock (EMR)	0.0	$24k		168.00	143.15	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$24k	NEW	251.00	95.44	View chart
Cintas Corp Stock (CTAS)	0.0	$24k		140.00	170.08	View chart
Cvs Health Corp Stock (CVS)	0.0	$24k	NEW	230.00	103.45	View chart
Mercadolibre Stock (MELI)	0.0	$24k		14.00	1697.36	View chart

Past Filings by Fwl Investment Management

SEC 13F filings are viewable for Fwl Investment Management going back to 2020

Fwl Investment Management 2026 Q2 filed Aug. 14, 2026
Fwl Investment Management 2026 Q1 filed May 15, 2026
Fwl Investment Management 2025 Q4 filed Feb. 17, 2026
Fwl Investment Management 2025 Q3 filed Nov. 17, 2025
Fwl Investment Management 2025 Q2 filed Aug. 14, 2025
Fwl Investment Management 2025 Q1 filed May 15, 2025
Fwl Investment Management 2024 Q4 filed Feb. 14, 2025
Fwl Investment Management 2024 Q3 filed Nov. 14, 2024
Fwl Investment Management 2024 Q2 filed Aug. 13, 2024
Fwl Investment Management 2024 Q1 filed May 13, 2024
Fwl Investment Management 2023 Q3 filed Nov. 13, 2023
Fwl Investment Management 2023 Q2 filed Aug. 10, 2023
Fwl Investment Management 2023 Q1 filed May 10, 2023
Fwl Investment Management 2022 Q4 filed Feb. 15, 2023
Fwl Investment Management 2022 Q3 filed Nov. 14, 2022
Fwl Investment Management 2022 Q2 filed Aug. 8, 2022

View all past filings

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