Family Wealth Group, LLC Purchases and Sells in Q3 2025

Family Wealth Group, LLC

$105 Million
Q3 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	5.5K + 40.79%	$433.97 - $484.08 $2.39M - $2.66M	19K $9.1M
FJUL	10.3K + 56.62%	$51.7 - $54.73 $533K - $564K	28.5K $1.56M
IWY	581 + 3.51%	$243.93 - $275.62 $142K - $160K	17.2K $4.7M
DYNF	6.8K + 39.0%	$54.35 - $59.32 $369K - $403K	24.2K $1.43M
AAPL	140 + 2.29%	$202.38 - $256.87 $28.3K - $36K	6.25K $1.59M
OEF	1.22K + 80.57%	N/A	2.72K $724K

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AOA	5.78K New	$82.71 - $88.14 $478K - $510K	5.78K $509K
BND	5.75K New	$72.57 - $74.72 $417K - $429K	5.75K $427K
GLDM	4.53K New	$64.73 - $76.45 $293K - $346K	4.53K $346K
VXUS	3.7K New	$68.24 - $73.73 $253K - $273K	3.7K $272K
VOT	762 New	$282.75 - $294.19 $215K - $224K	762 $223K
RTX	1.29K New	$144.19 - $167.33 $187K - $217K	1.29K $216K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPAB	-18.8K - 33.26%	$25.21 - $25.99 $474K - $489K	37.7K $975K
VYM	-2.91K - 52.07%	$132.9 - $142.03 $387K - $414K	2.68K $377K
SPLG	-5.86K - 22.47%	$72.65 - $78.68 $426K - $461K	20.2K $1.58M
IWP	-2.11K - 46.42%	$137.51 - $145.26 $290K - $306K	2.43K $346K
SPDW	-6.81K - 21.04%	$39.8 - $42.86 $271K - $292K	25.5K $1.09M
EFG	-1.53K - 9.79%	$106.99 - $114.46 $164K - $175K	14.1K $1.6M

Activity Summary All Purchases 69 New Holdings 16 Increased Positions 53 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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