Frg Family Wealth Advisors LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $554 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $71.3M, Vanguard Total Stock Market Et with a value of $43.4M, Amazon Com Inc with a value of $37.8M, Broadcom Inc. with a value of $26.5M, and Schwab Strategic Tr Us Large C with a value of $21M.
Examining the 13F form we can see an increase of $53.6M in the current position value, from $500M to 554M.
Below you can find more details about Frg Family Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$554 Million
Technology: $152 Million
ETFs: $151 Million
Industrials: $54.2 Million
Consumer Defensive: $49.6 Million
Consumer Cyclical: $45.4 Million
Healthcare: $34.9 Million
Financial Services: $30.4 Million
Communication Services: $19.8 Million
Other: $17.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
