FWG Investments, LLC.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lexington, KY
CIK
0001944877
Alternate names
Family Wealth Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 114 102,914 VOO, IWY, AUGT, IEMG 13F-HR 11/14/2024 000194487724000006
Q2 2024 112 101,093 VOO, IWY, SPLG, IEMG 13F-HR 8/14/2024 000194487724000004
Q1 2024 109 92,853 VOO, IWY, IEMG, SPLG 13F-HR 8/14/2024 000194487724000003
Q4 2023 100 80,892 VOO, IWY, IEMG, SPLG 13F-HR 2/14/2024 000194487724000001