FRG Family Wealth Advisors LLC
FRG Family Wealth Advisors LLC reported 156 positions worth $610.5M as of March 31, 2026 (13F filed April 24, 2026). Largest holding: MSFT (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $52.8M | 8.66% | 142,760 | — | — | |
| ▸ 2 | VTI | SH | $42.9M | 7.03% | 133,812 | — | — | |
| ▸ 3 | AMZN | SH | $34.7M | 5.69% | 166,748 | — | — | |
| ▸ 4 | AVGO | SH | $27.1M | 4.44% | 87,589 | — | — | |
| ▸ 5 | AMAT | SH | $26.1M | 4.28% | 76,453 | — | — | |
| ▸ 6 | GOOGL | SH | $26.1M | 4.28% | 90,790 | — | — | |
| ▸ 7 | AAPL | SH | $22.8M | 3.73% | 89,749 | — | — | |
| ▸ 8 | SCHG | SH | $18.7M | 3.06% | 641,988 | — | — | |
| ▸ 9 | WMT | SH | $16.1M | 2.63% | 129,427 | — | — | |
| ▸ 10 | VIG | SH | $14.5M | 2.37% | 67,389 | — | — |
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Frequently Asked Questions
What stocks does FRG Family Wealth Advisors LLC hold as of Q1 2026?
FRG Family Wealth Advisors LLC reported 156 positions worth $610.5M in its Q1 2026 13F filing. Largest positions: MSFT (8.7%), VTI (7.0%), AMZN (5.7%), AVGO (4.4%) and AMAT (4.3%).
What did FRG Family Wealth Advisors LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did FRG Family Wealth Advisors LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.