Family Wealth Group, LLC Purchases in Q4 2025

Family Wealth Group, LLC

  • $115 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
127K
New
$33.56 - $34.42 $4.26M - $4.36M
127K $4.33M
VUG
Vanguard Growth ETF

ETFs
5.16K
+ 27.2%
$470.44 - $504.26 $2.43M - $2.6M
24.1K $11.7M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
18.2K
+ 55.52%
$47.0 - $48.8 $855K - $888K
51K $2.45M
IVE
Ishares S&P 500 Value ETF

ETFs
3.31K
+ 75.69%
$202.52 - $212.07 $670K - $701K
7.68K $1.61M
VTV
Vanguard Value ETF

ETFs
2.33K
New
$182.87 - $189.72 $426K - $442K
2.33K $436K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.31K
+ 171.78%
$279.76 - $298.12 $366K - $390K
2.07K $579K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.23K
+ 21.61%
$57.9 - $61.26 $303K - $321K
29.5K $1.77M
BNDX
Vanguard Total International B

ETFs
5.27K
New
$49.3 - $49.91 $260K - $263K
5.27K $260K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.04K
+ 20.69%
$118.29 - $126.28 $242K - $258K
11.9K $1.44M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.04K
+ 54.47%
$245.79 - $258.02 $256K - $269K
2.96K $727K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
8.57K
New
$25.94 - $26.36 $222K - $226K
8.57K $222K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
6.92K
+ 23.05%
$30.62 - $31.9 $212K - $221K
37K $1.15M
GOOGL
Alphabet Inc.

Communication Services
745
New
$236.57 - $291.31 $176K - $217K
745 $205K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.83K
+ 12.94%
$48.68 - $50.07 $187K - $192K
33.5K $1.66M
OEF
Ishares S&P 100 ETF

ETFs
656
+ 24.09%
N/A
3.38K $898K
AAPL
Apple Inc.

Technology
270
+ 4.32%
$245.27 - $275.25 $66.2K - $74.3K
6.52K $1.74M
IWY
Ishares Tr Russell 200 Growth

ETFs
392
+ 2.28%
$268.43 - $288.26 $105K - $113K
17.5K $4.84M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.2K
+ 16.38%
$46.57 - $47.16 $149K - $151K
22.7K $1.06M
STLD
Steel Dynamics Inc

Basic Materials
1.34K
New
N/A
1.34K $131K
NVDA
Nvidia Corp

Technology
609
+ 14.8%
$179.83 - $207.04 $110K - $126K
4.72K $881K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.22K
+ 6.02%
$76.84 - $80.86 $93.5K - $98.4K
21.4K $1.69M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.28K
+ 9.97%
$23.02 - $24.23 $75.6K - $79.5K
36.2K $866K
EFV
Msci Eafe Value ETF

ETFs
372
+ 1.56%
$66.73 - $70.99 $24.8K - $26.4K
24.2K $1.7M
IWX
Ishares Tr Russell 200 Value E

ETFs
389
+ 1.28%
$86.49 - $90.54 $33.6K - $35.2K
30.8K $2.74M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
840
+ 2.9%
$52.37 - $53.91 $44K - $45.3K
29.8K $1.6M
VTI
Vanguard Total Stock Market Et

ETFs
189
+ 10.66%
$321.8 - $337.95 $60.8K - $63.9K
1.96K $647K
GLDM
World Gold Trust

ETFs
505
+ 11.15%
$76.32 - $86.69 $38.5K - $43.8K
5.03K $407K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
635
+ 17.14%
$72.17 - $75.74 $45.8K - $48.1K
4.34K $325K
QQQ
Invesco Qqq Trust, Series 1

ETFs
73
+ 5.16%
$589.5 - $635.77 $43K - $46.4K
1.49K $898K
BND
Vanguard Bd Index Fd Inc Total

ETFs
636
+ 11.07%
$74.09 - $75.1 $47.1K - $47.8K
6.38K $473K
TSLA
Tesla, Inc.

Consumer Cyclical
191
+ 19.85%
$401.99 - $468.37 $76.8K - $89.5K
1.15K $471K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
186
+ 1.1%
$117.88 - $120.77 $21.9K - $22.5K
17.1K $2.06M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
290
+ 0.97%
$49.87 - $51.3 $14.5K - $14.9K
30.1K $1.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
110
+ 4.1%
$137.47 - $143.13 $15.1K - $15.7K
2.79K $393K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
160
+ 0.49%
$51.71 - $52.8 $8.27K - $8.45K
33.1K $1.73M
VBR
Vanguard Small Cap Value ETF

ETFs
93
+ 3.44%
$201.42 - $211.15 $18.7K - $19.6K
2.8K $574K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.47%
$656.2 - $690.71 $3.28K - $3.45K
1.06K $718K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10
+ 0.13%
$54.27 - $56.85 $543 - $569
7.46K $419K
VONV
Vanguard Russell 1000 Value Et

ETFs
39
+ 0.81%
$87.55 - $91.32 $3.41K - $3.56K
4.86K $437K
IWS
Ishares Russell Midcap Value E

ETFs
174
+ 1.65%
$135.66 - $140.93 $23.6K - $24.5K
10.7K $1.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
132
+ 5.43%
$136.84 - $145.3 $18.1K - $19.2K
2.56K $350K
PSEC
Prospect Capital Corp

Financial Services
99
+ 0.67%
$2.54 - $2.88 $251 - $285
14.9K $41K
Blackrock ETF Trust
2.79K
+ 23.67%
N/A
14.6K $0
Blackrock ETF Trust
3.52K
+ 24.3%
N/A
18K $0
Innovator Etfs Trust
343
+ 3.64%
N/A
9.76K $0
Aim ETF Products Trust
2.48K
+ 2.97%
N/A
85.9K $0
Aim ETF Products Trust
37.2K
New
N/A
37.2K $0
Aim ETF Products Trust
1.09K
+ 1.92%
N/A
58.2K $0
Aim ETF Products Trust
214
+ 2.15%
N/A
10.2K $0
Activity Summary
Buys All Purchases 67 New Holdings 14 Increased Positions 53 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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