Institutions / FRG Family Wealth Advisors LLC
FRG Family Wealth Advisors LLC
CIK 1893327 · Institution · as of Dec 31, 2025
Portfolio value
$644.09M
Positions
160
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 160 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $68.34M | 10.6% |
| Vanguard Index Fds | $45.27M | 7.0% |
| Amazon.com Inc | $39.48M | 6.1% |
| Broadcom Inc. | $30.72M | 4.8% |
| Alphabet Inc. | $29.72M | 4.6% |
| Apple Inc. | $25.23M | 3.9% |
| Schwab Strategic Tr | $22.59M | 3.5% |
| Applied Materials Inc /De | $20.47M | 3.2% |
| The Boeing Company | $15.36M | 2.4% |
| Vanguard Specialized Funds | $14.91M | 2.3% |
| Walmart Inc. | $14.69M | 2.3% |
| Warren E. Buffett | $14.29M | 2.2% |
| Costco Wholesale Corp /New | $11.55M | 1.8% |
| Invesco Exchange Traded Fd T | $9.87M | 1.5% |
| Schwab Strategic Tr | $9.16M | 1.4% |
| ELI LILLY & Co | $8.91M | 1.4% |
| Visa Inc | $8.30M | 1.3% |
| Caterpillar Inc | $8.08M | 1.3% |
| J P Morgan Exchange Traded F | $8.03M | 1.2% |
| Deere & Co | $7.55M | 1.2% |
| PROCTER & GAMBLE Co | $7.49M | 1.2% |
| Vanguard Whitehall Fds | $6.56M | 1.0% |
| iShares Tr | $6.34M | 1.0% |
| Automatic Data Processing Inc | $6.31M | 1.0% |
| Johnson & Johnson | $6.26M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.