Family Wealth Group, LLC Reduced Holdings in Q3 2025

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-18.8K
- 33.26%
$25.21 - $25.99 $474K - $489K
37.7K $975K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.91K
- 52.07%
$132.9 - $142.03 $387K - $414K
2.68K $377K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.86K
- 22.47%
$72.65 - $78.68 $426K - $461K
20.2K $1.58M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.11K
- 46.42%
$137.51 - $145.26 $290K - $306K
2.43K $346K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.81K
- 21.04%
$39.8 - $42.86 $271K - $292K
25.5K $1.09M
EFG
Msci Eafe Growth ETF

ETFs
-1.53K
- 9.79%
$106.99 - $114.46 $164K - $175K
14.1K $1.6M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-5.16K
- 13.62%
$44.76 - $47.49 $231K - $245K
32.8K $1.56M
VGSH
Vanguard

ETFs
-1.75K
- 11.19%
$58.43 - $58.88 $102K - $103K
13.9K $817K
SPGI
S&P Global Inc.

Financial Services
-117
- 21.2%
$484.94 - $564.15 $56.7K - $66K
435 $211K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-2.25K
- 18.83%
$54.9 - $59.81 $124K - $135K
9.71K $578K
PSEC
Prospect Capital Corp

Financial Services
-13.1K
- 46.99%
$2.59 - $3.47 $34K - $45.6K
14.8K $40K
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.37K
- 6.63%
$74.68 - $80.26 $177K - $190K
33.3K $2.67M
IDXX
Idexx Laboratories Inc

Healthcare
-139
- 27.58%
$514.61 - $682.78 $71.5K - $94.9K
365 $233K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-846
- 10.95%
$62.09 - $66.51 $52.5K - $56.3K
6.88K $449K
ADP
Automatic Data Processing Inc

Industrials
-47
- 6.36%
$288.69 - $310.94 $13.6K - $14.6K
692 $203K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.04K
- 4.44%
$25.67 - $27.21 $26.7K - $28.3K
22.4K $603K
IVV
Ishares Core S&P 500 ETF

ETFs
-111
- 9.49%
$620.67 - $670.08 $68.9K - $74.4K
1.06K $708K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-735
- 5.06%
$42.16 - $43.5 $31K - $32K
13.8K $600K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-383
- 8.3%
$108.46 - $120.63 $41.5K - $46.2K
4.23K $503K
FJAN
First Exc Trd Viii Cboe Vest U
-683
- 2.02%
N/A
33.1K $0
Innovator Etfs Trust
-290
- 2.99%
N/A
9.42K $0
Innovator Etfs Trust
-418
- 3.29%
N/A
12.3K $0
MSFT
Microsoft Corp

Technology
-62
- 3.01%
$491.09 - $535.64 $30.4K - $33.2K
2K $1.04M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 8.85%
$51.78 - $57.89 $136K - $152K
27K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.27K
- 3.71%
$21.69 - $23.34 $27.5K - $29.6K
32.9K $766K
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 5.84%
$357.4 - $423.42 $19.7K - $23.3K
887 $359K
ABBV
Abb Vie Inc.

Healthcare
-144
- 9.44%
$184.85 - $231.54 $26.6K - $33.3K
1.38K $319K
GOOG
Alphabet Inc.

Communication Services
-225
- 15.77%
$175.16 - $255.24 $39.4K - $57.4K
1.2K $292K
SHOP
Shopify Inc.

Technology
-296
- 10.67%
$112.11 - $157.12 $33.2K - $46.5K
2.48K $368K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-53
- 0.18%
$50.18 - $52.89 $2.66K - $2.8K
28.9K $1.53M
NVDA
Nvidia Corp

Technology
-90
- 2.14%
$153.3 - $186.58 $13.8K - $16.8K
4.11K $767K
TSLA
Tesla, Inc.

Consumer Cyclical
-53
- 5.22%
$293.94 - $444.72 $15.6K - $23.6K
962 $427K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-762
- 2.48%
$567.77 - $614.76 $433K - $468K
29.9K $18.3M
Activity Summary
Buys All Purchases 69 New Holdings 16 Increased Positions 53 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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