Frg Family Wealth Advisors LLC Portfolio Holdings
Frg Family Wealth Advisors LLC
- $595 Million
- Q3 2025
Frg Family Wealth Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $595 Million distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $74M, Vanguard Total Stock Market Et with a value of $45.5M, Amazon Com Inc with a value of $37.7M, Broadcom Inc. with a value of $31.2M, and Apple Inc. with a value of $23.9M.
Examining the 13F form we can see an increase of $41.4M in the current position value, from $554M to 595M.
Below you can find more details about Frg Family Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$595 Million
ETFs: $169 Million
Technology: $167 Million
Industrials: $52.8 Million
Consumer Defensive: $47.8 Million
Consumer Cyclical: $47.2 Million
Healthcare: $36.8 Million
Financial Services: $30.2 Million
Communication Services: $25.9 Million
Other: $18.3 Million