FWL INVESTMENT MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1829231
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13F Reported Value
ⓘ$544.7M
Holdings
501
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FWL INVESTMENT MANAGEMENT, LLC disclosed 501 positions worth $544.7M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 5.9% of the equity portfolio. During the quarter the fund opened 174 new positions and exited 23 — including a new stake in $ENTG and a full exit from $DE. The portfolio is most concentrated in Technology (25.7% of disclosed assets). All figures are sourced directly from FWL INVESTMENT MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1829231.
AI Fund Analysis
Diversifying
$MU5.9% weight
Held 8 quarters
ALERIAN MLP ETF - ETF
4.8% weight
Held 10 quarters
$GOOG4.8% weight
Held 10 quarters
STATE STREET SPDR BLOOMBER
4.8% weight
Held 10 quarters
$LNG4.7% weight
Held 10 quarters
ALERIAN MLP ETF - ETF
9 quarters accumulating
$NVDA9 quarters accumulating
STATE STREET UTILITIES SEL
9 quarters accumulating
$TSLA6 quarters accumulating
$AVGO6 quarters accumulating
Sector Allocation
TechnologyOtherEnergyFinancialsIndustrialsMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 86.2#4
Quality
$32.3M27,995 sh ALERIAN MLP ETF - ETF
—Quality
$26.1M503,526 sh- 78.2#57
Quality
$26.1M73,774 sh STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF
—Quality
$26.0M283,610 sh- 66.5
Quality
$25.6M107,188 sh - 85.9
Quality
$25.5M127,674 sh - 64.3
Quality
$19.8M266,950 sh - 87.5
Quality
$19.0M15,864 sh - 47.6
Quality
$17.7M85,567 sh - 59.5
Quality
$16.9M146,976 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICRON TECHNOLOGY INC$MU | 86.2#4 | $32.3M | 27,995 |
| ALERIAN MLP ETF - ETF | — | $26.1M | 503,526 |
 Alphabet Inc.$GOOGL | 78.2#57 | $26.1M | 73,774 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | — | $26.0M | 283,610 |
| Cheniere Energy, Inc.$LNG | 66.5 | $25.6M | 107,188 |
| NVIDIA CORP$NVDA | 85.9 | $25.5M | 127,674 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3 | $19.8M | 266,950 |
 ELI LILLY & Co$LLY | 87.5 | $19.0M | 15,864 |
 LANDSTAR SYSTEM INC$LSTR | 47.6 | $17.7M | 85,567 |
 ENTERGY CORP /DE/$ETR | 59.5 | $16.9M | 146,976 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FWL INVESTMENT MANAGEMENT, LLC's 501 positions.
Showing top 10 of 501 holdings.
Sector Allocation
Technology
$139.9M
Other
$139.6M
Energy
$57.5M
Financials
$54.3M
Industrials
$49.5M
Materials
$26.7M
Healthcare
$26.7M
Utilities
$20.5M
Top Holdings — FWL INVESTMENT MANAGEMENT, LLC (Q2 2026)
Top 150 of 501 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MU | MICRON TECHNOLOGY INC | $32.3M | 5.9% | -35% | 86.2 |
| 2 | — | ALERIAN MLP ETF - ETF | $26.1M | 4.8% | +6% | — |
| 3 | $GOOGL | Alphabet Inc. | $26.1M | 4.8% | +4% | 78.2 |
| 4 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $26.0M | 4.8% | +5% | — |
| 5 | $LNG | Cheniere Energy, Inc. | $25.6M | 4.7% | +11% | 66.5 |
| 6 | $NVDA | NVIDIA CORP | $25.5M | 4.7% | +11% | 85.9 |
| 7 | $WMB | WILLIAMS COMPANIES, INC. | $19.8M | 3.6% | +2% | 64.3 |
| 8 | $LLY | ELI LILLY & Co | $19.0M | 3.5% | +1131% | 87.5 |
| 9 | $LSTR | LANDSTAR SYSTEM INC | $17.7M | 3.3% | +4% | 47.6 |
| 10 | $ETR | ENTERGY CORP /DE/ | $16.9M | 3.1% | +4% | 59.5 |
| 11 | — | STATE STREET SPDR S&P BIOTECH ETF - ETF | $15.0M | 2.8% | NEW | — |
| 12 | — | GLOBAL X COPPER MINERS ETF - ETF | $14.9M | 2.7% | +6% | — |
| 13 |  $GLD | SPDR GOLD TRUST | $14.6M | 2.7% | +1% | — |
| 14 |  $CCJ | CAMECO CORP | $14.5M | 2.7% | +10% | — |
| 15 | — | VANECK GOLD MINERS ETF - ETF | $12.3M | 2.3% | -13% | — |
| 16 |  $AGNC | AGNC Investment Corp. | $11.8M | 2.2% | +18% | — |
| 17 |  $QCOM | QUALCOMM INC/DE | $11.2M | 2.1% | +33% | 70.5 |
| 18 |  $MSFT | MICROSOFT CORP | $10.5M | 1.9% | -24% | 79.8 |
| 19 |  $ENTG | ENTEGRIS INC | $10.0M | 1.8% | NEW | 58 |
| 20 | — | ISHARES MSCI SOUTH KOREA ETF - ETF | $8.9M | 1.6% | -10% | — |
| 21 |  $IREN | IREN Ltd | $8.2M | 1.5% | +11% | 46.3 |
| 22 |  $NVT | nVent Electric plc | $7.6M | 1.4% | +6% | — |
| 23 |  $JCI | Johnson Controls International plc | $7.1M | 1.3% | +417% | — |
| 24 |  $AAPL | Apple Inc. | $6.9M | 1.3% | -2% | 76.4 |
| 25 |  $CACI | CACI INTERNATIONAL INC /DE/ | $6.7M | 1.2% | -37% | 65 |
| 26 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $6.5M | 1.2% | NEW | 72.6 |
| 27 |  $SLV | iShares Silver Trust | $6.0M | 1.1% | +865% | — |
| 28 |  $AMZN | AMAZON COM INC | $5.9M | 1.1% | -0% | 68.7 |
| 29 |  $APTV | Aptiv PLC | $5.7M | 1.0% | +81% | — |
| 30 |  $FANG | Diamondback Energy, Inc. | $5.6M | 1.0% | NEW | 76.1 |
| 31 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | $5.6M | 1.0% | +26% | — |
| 32 |  $CVX | CHEVRON CORP | $5.5M | 1.0% | +161% | 62.8 |
| 33 | $TSLA | Tesla, Inc. | $5.4M | 1.0% | +13% | 53.9 |
| 34 |  $JPM | JPMORGAN CHASE & CO | $4.9M | 0.9% | -2% | 70.7 |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.8M | 0.7% | -6% | 73.8 |
| 36 |  $YMM | Full Truck Alliance Co. Ltd. | $3.6M | 0.7% | +26% | — |
| 37 |  $GS | GOLDMAN SACHS GROUP INC | $3.6M | 0.7% | +74% | 73.5 |
| 38 |  $WMT | Walmart Inc. | $3.6M | 0.7% | -4% | 60.2 |
| 39 | — | GLOBAL X SILVER MINERS ETF - ETF | $3.2M | 0.6% | +95% | — |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.2M | 0.6% | -1% | — |
| 41 |  $CRCL | Circle Internet Group, Inc. | $3.0M | 0.6% | -8% | 67.5 |
| 42 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.7M | 0.5% | -3% | 66.2 |
| 43 | $GOOG | Alphabet Inc. | $2.7M | 0.5% | +4% | 78.2 |
| 44 | — | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND - ETF | $2.6M | 0.5% | +0% | — |
| 45 |  $MDT | Medtronic plc | $2.5M | 0.5% | -84% | 68.7 |
| 46 |  $V | VISA INC. | $2.5M | 0.5% | -2% | 82.9 |
| 47 | — | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF - ETF | $2.4M | 0.5% | NEW | — |
| 48 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $2.4M | 0.4% | -29% | 44.6 |
| 49 |  $PLTR | Palantir Technologies Inc. | $2.2M | 0.4% | +4% | 84.6 |
| 50 |  $GD | GENERAL DYNAMICS CORP | $1.8M | 0.3% | -4% | 68.7 |
| 51 |  $SCHW | SCHWAB CHARLES CORP | $1.6M | 0.3% | -14% | 79.4 |
| 52 |  $AMGN | AMGEN INC | $1.6M | 0.3% | -3% | 79.2 |
| 53 | — | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF - ETF | $1.4M | 0.3% | -3% | — |
| 54 |  $MRVL | Marvell Technology, Inc. | $1.4M | 0.3% | +170% | 76.5 |
| 55 |  $IAU | ISHARES GOLD TRUST | $1.3M | 0.3% | -7% | — |
| 56 |  $APD | Air Products & Chemicals, Inc. | $1.3M | 0.3% | -6% | 46.4 |
| 57 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1.3M | 0.2% | +300% | — |
| 58 | — | GLOBAL X MLP ETF - ETF | $1.3M | 0.2% | -1% | — |
| 59 |  $ABBV | AbbVie Inc. | $1.3M | 0.2% | +4% | 72.6 |
| 60 |  $VST | Vistra Corp. | $1.3M | 0.2% | +3653% | 71.9 |
| 61 | — | ISHARES CORE S&P 500 ETF - ETF | $1.2M | 0.2% | -2% | — |
| 62 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $1.1M | 0.2% | +52% | — |
| 63 | — | ISHARES PREFERRED & INCOME SECURITIES ETF - ETF | $1.0M | 0.2% | +16% | — |
| 64 |  $IVZ | Invesco Ltd. | $934,292 | 0.2% | -12% | — |
| 65 |  $AZN | ASTRAZENECA PLC | $872,442 | 0.2% | +2% | — |
| 66 |  $PM | Philip Morris International Inc. | $853,352 | 0.2% | +1% | 75.9 |
| 67 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $821,544 | 0.1% | +0% | 66.8 |
| 68 |  $AXP | AMERICAN EXPRESS CO | $803,682 | 0.1% | +2% | 69.4 |
| 69 |  $KO | COCA COLA CO | $795,796 | 0.1% | +7% | 69.5 |
| 70 |  $JNJ | JOHNSON & JOHNSON | $713,402 | 0.1% | +5% | 69 |
| 71 |  $CAH | CARDINAL HEALTH INC | $712,680 | 0.1% | +0% | 62.4 |
| 72 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $700,231 | 0.1% | +3% | — |
| 73 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $682,937 | 0.1% | +651% | — |
| 74 |  $ROST | ROSS STORES, INC. | $681,120 | 0.1% | +0% | 70.4 |
| 75 | $AVGO | Broadcom Inc. | $676,173 | 0.1% | +12% | 84.5 |
| 76 |  $RTX | RTX Corp | $639,011 | 0.1% | +2% | 73.2 |
| 77 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - ETF | $623,845 | 0.1% | +6% | — |
| 78 | — | VANGUARD GROWTH ETF - ETF | $620,208 | 0.1% | +500% | — |
| 79 |  $SAP | SAP SE | $602,570 | 0.1% | +0% | — |
| 80 |  $WEC | WEC ENERGY GROUP, INC. | $583,850 | 0.1% | +0% | 60.1 |
| 81 |  $HD | HOME DEPOT, INC. | $574,819 | 0.1% | -7% | 60.3 |
| 82 |  $TEL | TE Connectivity plc | $552,613 | 0.1% | -1% | — |
| 83 | — | VANGUARD VALUE ETF - ETF | $524,558 | 0.1% | +2% | — |
| 84 | — | PACER US CASH COWS 100 ETF - ETF | $524,236 | 0.1% | -10% | — |
| 85 |  $MGM | MGM Resorts International | $446,450 | 0.1% | NEW | 55.2 |
| 86 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - ETF | $445,704 | 0.1% | -4% | — |
| 87 |  $BLK | BlackRock, Inc. | $424,048 | 0.1% | +0% | 70 |
| 88 | — | VANGUARD EXTENDED DURATION TREASURY ETF - ETF | $394,645 | 0.1% | +23% | — |
| 89 |  $WTW | WILLIS TOWERS WATSON PLC | $386,828 | 0.1% | -28% | — |
| 90 |  $AGI | ALAMOS GOLD INC | $379,462 | 0.1% | -25% | — |
| 91 |  $SPGI | S&P Global Inc. | $346,171 | 0.1% | +0% | 76.1 |
| 92 |  $TLN | Talen Energy Corp | $335,459 | 0.1% | NEW | 57.2 |
| 93 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $334,172 | 0.1% | +0% | — |
| 94 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $294,183 | 0.1% | +49% | — |
| 95 |  $MMM | 3M CO | $292,248 | 0.1% | +0% | 64.9 |
| 96 |  $CSCO | CISCO SYSTEMS, INC. | $292,240 | 0.1% | +23% | 70.3 |
| 97 | — | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF - ETF | $288,530 | 0.1% | +10% | — |
| 98 | — | FIDELITY QUALITY FACTOR ETF - ETF | $280,857 | 0.1% | -3% | — |
| 99 |  $PG | PROCTER & GAMBLE Co | $276,123 | 0.1% | -22% | 64.6 |
| 100 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $272,971 | 0.1% | -4% | — |
| 101 | — | ISHARES MSCI JAPAN ETF - ETF | $270,930 | 0.1% | +24% | — |
| 102 | — | ISHARES MORTGAGE REAL ESTATE ETF - ETF | $266,731 | 0.1% | -15% | — |
| 103 | $IVZ | Invesco Ltd. | $262,575 | 0.1% | -2% | — |
| 104 | — | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF - ETF | $262,208 | 0.1% | -3% | — |
| 105 |  $ORCL | ORACLE CORP | $252,506 | 0.1% | +1658% | 66.2 |
| 106 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $241,694 | 0.0% | -3% | — |
| 107 | — | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF - ETF | $229,676 | 0.0% | -4% | — |
| 108 |  $VRT | Vertiv Holdings Co | $224,329 | 0.0% | +0% | 81 |
| 109 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $222,067 | 0.0% | -1% | — |
| 110 |  $PWR | QUANTA SERVICES, INC. | $217,452 | 0.0% | +0% | 72.1 |
| 111 |  $WT | WisdomTree, Inc. | $210,598 | 0.0% | +5% | 59.9 |
| 112 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $207,482 | 0.0% | +0% | — |
| 113 |  $TRGP | Targa Resources Corp. | $205,663 | 0.0% | NEW | 63.3 |
| 114 |  $MP | MP Materials Corp. / DE | $204,717 | 0.0% | +791% | 34.2 |
| 115 | — | FRANKLIN FTSE SOUTH KOREA ETF - ETF | $198,240 | 0.0% | +0% | — |
| 116 | — | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF - ETF | $195,567 | 0.0% | -2% | — |
| 117 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $194,258 | 0.0% | +0% | — |
| 118 |  $COF | CAPITAL ONE FINANCIAL CORP | $184,972 | 0.0% | +0% | 62.4 |
| 119 |  $KMI | KINDER MORGAN, INC. | $181,334 | 0.0% | +3% | 71.3 |
| 120 |  $OKE | ONEOK INC /NEW/ | $180,140 | 0.0% | +11% | 71.7 |
| 121 |  $NEE | NEXTERA ENERGY INC | $170,713 | 0.0% | -1% | 64.6 |
| 122 |  $SPY | SPDR S&P 500 ETF TRUST | $165,783 | 0.0% | +1% | — |
| 123 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $162,076 | 0.0% | +168% | — |
| 124 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $158,663 | 0.0% | +0% | — |
| 125 |  $XOM.R34088 | EXXON MOBIL CORP | $157,091 | 0.0% | -5% | 57.9 |
| 126 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $150,177 | 0.0% | -2% | — |
| 127 |  $META | Meta Platforms, Inc. | $149,272 | 0.0% | -35% | 79.6 |
| 128 | — | ARK GENOMIC REVOLUTION ETF - ETF | $148,808 | 0.0% | -26% | — |
| 129 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | $138,799 | 0.0% | +108% | — |
| 130 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | $137,840 | 0.0% | +35% | — |
| 131 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $133,736 | 0.0% | NEW | — |
| 132 | — | ISHARES U.S. FINANCIALS ETF - ETF | $133,630 | 0.0% | +0% | — |
| 133 | — | ISHARES TREASURY FLOATING RATE BOND ETF - ETF | $127,081 | 0.0% | NEW | — |
| 134 | — | ISHARES SEMICONDUCTOR ETF - ETF | $126,787 | 0.0% | +2729% | — |
| 135 |  $ETN | Eaton Corp plc | $125,837 | 0.0% | -12% | — |
| 136 |  $AMAT | APPLIED MATERIALS INC /DE | $124,356 | 0.0% | +54% | 72.3 |
| 137 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $123,268 | 0.0% | +411% | — |
| 138 |  $COR | Cencora, Inc. | $118,852 | 0.0% | NEW | 61.1 |
| 139 | — | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF - ETF | $117,009 | 0.0% | -3% | — |
| 140 | — | ISHARES MSCI INTL MOMENTUM FACTOR ETF - ETF | $112,840 | 0.0% | +0% | — |
| 141 |  $MRK | Merck & Co., Inc. | $111,281 | 0.0% | -42% | 59.9 |
| 142 | — | ISHARES US TRANSPORTATION ETF - ETF | $106,009 | 0.0% | NEW | — |
| 143 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $104,753 | 0.0% | NEW | — |
| 144 |  $UBER | Uber Technologies, Inc | $104,632 | 0.0% | +11% | 73.5 |
| 145 |  $CAT | CATERPILLAR INC | $104,360 | 0.0% | NEW | 66.5 |
| 146 |  $CMS | CMS ENERGY CORP | $103,275 | 0.0% | +0% | 57.3 |
| 147 |  $D | DOMINION ENERGY, INC | $101,752 | 0.0% | +0% | 69.9 |
| 148 |  $WHR | WHIRLPOOL CORP /DE/ | $101,406 | 0.0% | -7% | 42.8 |
| 149 | — | FIRST TRUST CAPITAL STRENGTH ETF - ETF | $99,837 | 0.0% | +0% | — |
| 150 |  $AMT | AMERICAN TOWER CORP /MA/ | $99,123 | 0.0% | +0% | 66.3 |
New Positions (174)
$ENTG ENTEGRIS INC$10.0M$FANG Diamondback Energy, Inc.$5.6M GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF - ETF$2.4M
$MGM MGM Resorts International$446,450$TLN Talen Energy Corp$335,459$TRGP Targa Resources Corp.$205,663 SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF$133,736
ISHARES TREASURY FLOATING RATE BOND ETF - ETF$127,081
$COR Cencora, Inc.$118,852 ISHARES US TRANSPORTATION ETF - ETF$106,009
STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF$104,753
$CAT CATERPILLAR INC$104,360 SCHWAB SHORT-TERM US TREASURY ETF - ETF$95,063
ARK BLOCKCHAIN & FINTECH INNOVATION ETF - ETF$93,954
$WPM Wheaton Precious Metals Corp.$86,936Exited Positions (23)
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$JXN Jackson Financial Inc.
$SBS COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP
$EG EVEREST GROUP, LTD.
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$NXST NEXSTAR MEDIA GROUP, INC.
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$CNX CNX Resources CorpBrowse Top Institutional Investors
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