FWL INVESTMENT MANAGEMENT, LLC
RIA/Wealth
FWL INVESTMENT MANAGEMENT, LLC is a RIA/Wealth based in Dallas, TX led by Frederick Wayne Lear, reporting $805.7M in AUM as of Q3 2025 with GDX as the largest holding (5% allocation).
Managing PartnerFrederick Wayne Lear
- Portfolio Value
- $387.4M
- Positions
- 333
- Top Holding
- GDX at 5.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FWL INVESTMENT MANAGEMENT, LLC's portfolio (43% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.1M | 5.20% | +$791.4K Bought | — 263.6K shares | |
Software - Infrastructure Technology | $19.5M | 5.03% | -$1.4M Sold | 0.00% 69.3K shares | |
Internet Content & Information Communication Services | $18.7M | 4.82% | +$220.9K Bought | 0.00% 76.7K shares | |
Oil & Gas Midstream Energy | $17.3M | 4.47% | +$2.2M Bought | 0.03% 73.7K shares | |
Software - Infrastructure Technology | $17.2M | 4.43% | +$818.9K Bought | 0.00% 33.1K shares | |
ETF ETF | $16.0M | 4.13% | +$4.1M Bought | — 341.1K shares | |
Unknown Unknown | $15.6M | 4.02% | +$725.2K Bought | — 43.8K shares | |
Semiconductors Technology | $15.1M | 3.90% | +$810.9K Bought | 0.00% 80.9K shares | |
Industrial - Machinery Industrials | $14.1M | 3.64% | +$2.1M Bought | 0.01% 37.7K shares | |
Oil & Gas Midstream Energy | $12.9M | 3.33% | +$2.6M Bought | 0.02% 203.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FWL INVESTMENT MANAGEMENT, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for FWL INVESTMENT MANAGEMENT, LLC
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