FWL INVESTMENT MANAGEMENT, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$415.7B

Holdings

365

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (365 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC CAP STK CL C
74,967$23.5B5.66%
2
GDXVANECK GOLD MINERS ETF
250,389$21.5B5.17%
3
AMLPALERIAN MLP ETF
392,396$18.4B4.44%
4
MSFTMICROSOFT CORP COM
37,349$18.1B4.35%
5
GQ9SPDR GOLD SHARES
44,176$17.5B4.21%
6
LNGCHENIERE ENERGY INC COM NEW
86,286$16.8B4.04%
7
NVDANVIDIA CORPORATION COM
87,333$16.3B3.92%
8
MUMICRON TECHNOLOGY INC COM
55,665$15.9B3.82%
9
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
161,112$14.7B3.54%
10
WMBWILLIAMS COS INC COM
233,833$14.1B3.38%
11
CCOCAMECO CORP COM
153,047$14.0B3.37%
12
AGNCAGNC INVT CORP COM
1,253,847$13.4B3.23%
13
ORCLORACLE CORP COM
61,965$12.1B2.91%
14
COPXGLOBAL X COPPER MINERS ETF
156,889$11.3B2.71%
15
CA8ACACI INTL INC CL A
20,734$11.0B2.66%
16
ETNEATON CORP
34,327$10.9B2.63%
17
IBNICICI BANK LIMITED ADR
343,892$10.2B2.47%
18
MDTMEDTRONIC PLC SHS
105,899$10.2B2.45%
19
ETRENTERGY CORP NEW COM
103,364$9.6B2.30%
20
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
111,288$9.1B2.20%
21
IRENIREN LIMITED ORDINARY SHARES
237,859$9.0B2.16%
22
AAPLAPPLE INC COM
25,017$6.8B1.64%
23
AMZNAMAZON COM INC COM
26,012$6.0B1.44%
24
SCHWSCHWAB CHARLES CORP COM
51,032$5.1B1.23%
25
JPMJPMORGAN CHASE & CO. COM
14,176$4.6B1.10%
26
TEMTEMPUS AI INC CL A
76,843$4.5B1.09%
27
VRTVERTIV HOLDINGS CO COM CL A
25,438$4.1B0.99%
28
EWYISHARES MSCI SOUTH KOREA ETF
41,748$4.1B0.98%
29
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
8,052$4.0B0.97%
30
NVTNVENT ELECTRIC PLC SHS
37,970$3.9B0.93%
31
WMTWALMART INC COM
33,263$3.7B0.89%
32
TSLATESLA INC COM
8,046$3.6B0.87%
33
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
41,232$3.1B0.75%
34
PLTRPALANTIR TECHNOLOGIES INC CL A
16,549$2.9B0.71%
35
NDQINVESCO QQQ TRUST SERIES I
4,423$2.7B0.65%
36
QCOMQUALCOMM INC COM
15,875$2.7B0.65%
37
URAGLOBAL X URANIUM ETF
61,214$2.6B0.63%
38
COSTCOSTCO WHSL CORP NEW COM
3,021$2.6B0.63%
39
HDHOME DEPOT INC COM
6,958$2.4B0.58%
40
GOOGLALPHABET INC CAP STK CL A
7,245$2.3B0.55%
41
IAU*ISHARES GOLD TRUST
24,966$2.0B0.49%
42
LSTRLANDSTAR SYS INC COM
13,212$1.9B0.46%
43
VVISA INC COM CL A
5,341$1.9B0.45%
44
GDGENERAL DYNAMICS CORP COM
5,432$1.8B0.44%
45
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
7,463$1.7B0.41%
46
METAMETA PLATFORMS INC CL A
2,500$1.6B0.40%
47
GSGOLDMAN SACHS GROUP INC COM
1,721$1.5B0.36%
48
AMGNAMGEN INC COM
4,559$1.5B0.36%
49
IWFISHARES RUSSELL 1000 GROWTH ETF
2,975$1.4B0.34%
50
FPEIFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
71,095$1.4B0.33%
51
AGIALAMOS GOLD INC NEW COM CL A
32,641$1.3B0.30%
52
CYBRCYBERARK SOFTWARE LTD SHS
2,787$1.2B0.30%
53
APDAIR PRODS & CHEMS INC COM
4,967$1.2B0.29%
54
SHYISHARES 1-3 YEAR TREASURY BOND ETF
12,485$1.0B0.25%
55
MLPAGLOBAL X MLP ETF
21,353$1.0B0.25%
56
IVVISHARES CORE S&P 500 ETF
1,503$1.0B0.25%
57
CVXCHEVRON CORP NEW COM
6,677$1.0B0.24%
58
QQQMINVESCO NASDAQ 100 ETF
3,428$867.0M0.21%
59
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
38,619$863.0M0.21%
60
PFFISHARES PREFERRED & INCOME SECURITIES ETF
21,525$666.0M0.16%
61
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF
14,433$616.0M0.15%
62
VUGVANGUARD GROWTH ETF
1,200$585.0M0.14%
63
COWZPACER US CASH COWS 100 ETF
9,376$564.0M0.14%
64
VGTVANGUARD INFORMATION TECHNOLOGY ETF
697$525.0M0.13%
65
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
3,409$521.0M0.13%
66
AVGOBROADCOM INC COM
1,456$503.0M0.12%
67
VTVVANGUARD VALUE ETF
2,278$435.0M0.10%
68
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF
4,646$424.0M0.10%
69
SKYYFIRST TRUST CLOUD COMPUTING ETF
2,523$328.0M0.08%
70
EDVVANGUARD EXTENDED DURATION TREASURY ETF
4,761$309.0M0.07%
71
SILGLOBAL X SILVER MINERS ETF
3,535$295.0M0.07%
72
MMM3M CO COM
1,805$288.0M0.07%
73
AGGISHARES CORE U.S. AGGREGATE BOND ETF
2,848$284.0M0.07%
74
REMISHARES MORTGAGE REAL ESTATE ETF
12,846$284.0M0.07%
75
FQALFIDELITY QUALITY FACTOR ETF
3,678$278.0M0.07%
76
ABBVABBVIE INC COM
1,189$271.0M0.07%
77
QUALISHARES MSCI USA QUALITY FACTOR ETF
1,357$269.0M0.06%
78
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
1,754$252.0M0.06%
79
INDAISHARES MSCI INDIA ETF
4,292$231.0M0.06%
80
SPTLSTATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
8,500$224.0M0.05%
81
COFCAPITAL ONE FINL CORP COM
922$223.0M0.05%
82
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
5,480$220.0M0.05%
83
LLYELI LILLY & CO COM
205$220.0M0.05%
84
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
912$219.0M0.05%
85
DGROISHARES CORE DIVIDEND GROWTH ETF
3,058$212.0M0.05%
86
VONGVANGUARD RUSSELL 1000 GROWTH ETF
1,600$194.0M0.05%
87
EPIWISDOMTREE INDIA EARNINGS FUND
4,113$190.0M0.05%
88
SCHXSCHWAB U.S. LARGE-CAP ETF
7,050$189.0M0.05%
89
CSCOCISCO SYS INC COM
2,459$189.0M0.05%
90
HACKAMPLIFY CYBERSECURITY ETF
2,160$173.0M0.04%
91
EWJISHARES MSCI JAPAN ETF
2,113$170.0M0.04%
92
AXPAMERICAN EXPRESS CO COM
438$162.0M0.04%
93
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
3,410$162.0M0.04%
94
SPYSPDR S&P 500 ETF TRUST
237$161.0M0.04%
95
KMIKINDER MORGAN INC DEL COM
5,500$151.0M0.04%
96
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
2,465$149.0M0.04%
97
IYFISHARES U.S. FINANCIALS ETF
1,148$148.0M0.04%
98
MRKMERCK & CO INC COM
1,395$146.0M0.04%
99
VOTVANGUARD MID-CAP GROWTH ETF
518$144.0M0.03%
100
FTCSFIRST TRUST CAPITAL STRENGTH ETF
1,519$140.0M0.03%
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