FWL INVESTMENT MANAGEMENT, LLC — 13F holdings

FWL INVESTMENT MANAGEMENT, LLC reported 501 holdings worth $545M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $32.3M (5.9%)
2. AMLP ALPS ETF TR — $26.1M (4.8%)
3. GOOG ALPHABET INC — $26.1M (4.8%)
4. BIL SPDR SERIES TRUST — $26.0M (4.8%)
5. LNG CHENIERE ENERGY INC — $25.6M (4.7%)
6. NVDA NVIDIA CORPORATION — $25.5M (4.7%)
7. WMB WILLIAMS COS INC — $19.8M (3.6%)
8. LLY ELI LILLY & CO — $19.0M (3.5%)
9. LSTR LANDSTAR SYS INC — $17.7M (3.2%)
10. ETR ENTERGY CORP NEW — $16.9M (3.1%)