§ 13F · FUND PROFILE
FRG Family Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $575.4T (13F)Positions · 153Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 141K | $68.3T | 10.6% | −1% |
| 2 | VTI | VANGUARD INDEX FDS | 135K | $45.3T | 7.0% | −3% |
| 3 | AMZN | AMAZON COM INC | 171K | $39.5T | 6.1% | ±0% |
| 4 | AVGO | BROADCOM INC | 89K | $30.7T | 4.8% | −6% |
| 5 | GOOGL | ALPHABET INC | 95K | $29.7T | 4.6% | ±0% |
| 6 | AAPL | APPLE INC | 93K | $25.2T | 3.9% | −1% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 692K | $22.6T | 3.5% | −3% |
| 8 | AMAT | APPLIED MATLS INC | 80K | $20.5T | 3.2% | ±0% |
| 9 | BA | BOEING CO | 71K | $15.4T | 2.4% | −3% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 68K | $14.9T | 2.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FRG SIGNAL
AC read
FRG Family Wealth Advisors LLC is a Other fund managing $575424.8 trillion in assets. The fund runs a portfolio of 153 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed