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)

StockValue
NEENEXTERA ENERGY INC COM
$136K
PWRQUANTA SVCS INC COM
$127K
FLNCFLUENCE ENERGY INC COM CL A
$124K
XOMEXXON MOBIL CORP COM
$124K
UBERUBER TECHNOLOGIES INC COM
$123K
ARKGARK GENOMIC REVOLUTION ETF
$122K
SOXQINVESCO PHLX SEMICONDUCTOR ETF
$120K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$120K
OKEONEOK INC NEW COM
$118K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$116K
VTIVANGUARD TOTAL STOCK MARKET ETF
$113K
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
$113K
JNJJOHNSON & JOHNSON COM
$111K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$111K
IAIISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
$108K
AMTAMERICAN TOWER CORP NEW COM
$106K
TLTISHARES 20 YEAR TREASURY BOND ETF
$104K
IMTMISHARES MSCI INTL MOMENTUM FACTOR ETF
$101K
WRBBERKLEY W R CORP COM
$96K
CMSCMS ENERGY CORP COM
$94K
AMDADVANCED MICRO DEVICES INC COM
$93K
SYKSTRYKER CORPORATION COM
$91K
SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF
$88K
DDOMINION ENERGY INC COM
$87K
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$86K
ICEINTERCONTINENTAL EXCHANGE INC COM
$86K
SDYSTATE STREET SPDR S&P DIVIDEND ETF
$82K
SSOPROSHARES ULTRA S&P 500
$81K
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
$78K
MAMASTERCARD INCORPORATED CL A
$78K
XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
$76K
KK0NEXTNAV INC COMMON STOCK
$76K
VOOVANGUARD S&P 500 ETF
$75K
KSAISHARES MSCI SAUDI ARABIA ETF
$72K
VFHVANGUARD FINANCIALS ETF
$72K
PLDPROLOGIS INC. COM
$69K
SGDMSPROTT GOLD MINERS ETF
$69K
PEPPEPSICO INC COM
$68K
UTHUNITED THERAPEUTICS CORP DEL COM
$68K
T7DTRANSDIGM GROUP INC COM
$66K
IJRISHARES CORE S&P SMALL CAP ETF
$64K
FLKRFRANKLIN FTSE SOUTH KOREA ETF
$64K
TAT&T INC COM
$62K
WGMICOINSHARES BITCOIN MINING ETF
$62K
VGLTVANGUARD LONG-TERM TREASURY ETF
$61K
DUKDUKE ENERGY CORP NEW COM NEW
$58K
IBMINTERNATIONAL BUSINESS MACHS COM
$57K
ARKQARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF
$56K
ICLNISHARES GLOBAL CLEAN ENERGY ETF
$54K
ISRGINTUITIVE SURGICAL INC COM NEW
$54K
SOSOUTHERN CO COM
$54K
GEGE AEROSPACE COM NEW
$54K
RTXRTX CORPORATION COM
$53K
XYLXYLEM INC COM
$51K
LOWLOWES COS INC COM
$51K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$50K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$50K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$50K
CRWDCROWDSTRIKE HLDGS INC CL A
$49K
NFLXNETFLIX INC COM
$49K
NETCLOUDFLARE INC CL A COM
$49K
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$49K
SHOPSHOPIFY INC CL A SUB VTG SHS
$48K
PHPARKER-HANNIFIN CORP COM
$48K
DWDMORGAN STANLEY COM NEW
$47K
RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$45K
URIUNITED RENTALS INC COM
$45K
NLRVANECK URANIUM AND NUCLEAR ETF
$44K
RHCRH PLC ORD
$44K
SFMSPROUTS FMRS MKT INC COM
$43K
CITCINTAS CORP COM
$42K
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
$41K
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF
$41K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$40K
BABOEING CO COM
$38K
BACBANK AMERICA CORP COM
$38K
AMATAPPLIED MATLS INC COM
$38K
IHIISHARES U.S. MEDICAL DEVICES ETF
$38K
CEGCONSTELLATION ENERGY CORP COM
$38K
KBESTATE STREET SPDR S&P BANK ETF
$38K
ASMLASML HOLDING N V N Y REGISTRY SHS
$37K
EWEDWARDS LIFESCIENCES CORP COM
$37K
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
$37K
CMICUMMINS INC COM
$37K
MBSFREGAN FLOATING RATE MBS ETF
$36K
MLB1MERCADOLIBRE INC COM
$36K
SNOWSNOWFLAKE INC COM SHS
$35K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$35K
VSTVISTRA CORP COM
$34K
OEFISHARES S&P 100 ETF
$34K
WFCWELLS FARGO CO NEW COM
$33K
PAGPPLAINS GP HLDGS L P LTD PARTNR INT A
$33K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$33K
DWASINVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
$32K
IWMISHARES RUSSELL 2000 ETF
$32K
BACVERIZON COMMUNICATIONS INC COM
$30K
LDOSLEIDOS HOLDINGS INC COM
$29K
MCKMCKESSON CORP COM
$29K
CDNSCADENCE DESIGN SYSTEM INC COM
$28K
MPMP MATERIALS CORP COM CL A
$28K
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