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HWG Holdings LP
HWG Holdings LP is a Houston, Texas-based investment management firm registered as an institutional investment manager with the U.S. Securities and Exchange Commission (SEC). The firm files regular 13F reports, indicating it manages significant assets, primarily in public equity markets. Exact founding year, employee count, and detailed ownership structure are not publicly disclosed. The firm serves institutional and high-net-worth clients, focusing on portfolio management and compliance with SEC regulations.
Investment Strategy
HWG Holdings LP primarily manages a diverse portfolio of publicly traded equities, actively adjusting holdings across major index funds (such as IVV and QQQ) and large-cap technology stocks (such as AAPL and MSFT). The firm employs an active management style, including consistently reviewing its positions, adding new stocks, and trimming or exiting positions as market opportunities and risk assessments evolve. This approach reflects a focus on portfolio diversification, growth sectors, and tactical asset allocation, with a significant allocation to major ETFs and blue-chip stocks.
Latest 13F Filing Activity
HWG Holdings LP filed their most recent 13F report on Sep 30, 2025 disclosing 51 equity positions with a total 13F market value of $395M. The fund increased holdings in Nvidia Corp., Mueller Inds Inc., Invsc QQQ Trust SRS 1 Etf among other positions. HWG Holdings LP reduced exposure to Natera Inc., Royal Caribbean Group F, Archrock Inc. among others.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 11.21% | $44.2M | 66,077 | $562.72 | $669.30 | -$143.6K |
Q QQQ | INVSC QQQ TRUST SRS 1 ETF | 9.84% | $38.8M | 64,704 | $556.54 | $600.37 | +$6.7M |
N NVDA | NVIDIA CORP | 6.55% | $25.8M | 138,478 | $162.54 | $186.58 | +$8.0M |
M MSFT | MICROSOFT CORP | 6.52% | $25.7M | 49,705 | $468.58 | $517.95 | +$2.6M |
| ALPHABET INC. CLASS A | 5.46% | $21.6M | 88,686 | $177.45 | $243.10 | +$6.6M |
Industry Allocation
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