Family Wealth Group, LLC Portfolio Holdings
Family Wealth Group, LLC
- $115 Million
- Q4 2025
Family Wealth Group, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $115 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18M, Vanguard Growth ETF with a value of $11.7M, Ishares Tr Russell 200 Growth with a value of $4.84M, Aim ETF Tr Allianzim Us Lg Cap with a value of $4.33M, and Ishares Inc with a value of $3.87M.
Examining the 13F form we can see an increase of $9.5M in the current position value, from $105M to 115M.
Family Wealth Group, LLC is based out at Lexington, KY
Below you can find more details about Family Wealth Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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