FRG Family Wealth Advisors LLC 13F Holdings
CIK 0001893327 · Bellevue, WA
As of Sep 30, 2025, FRG Family Wealth Advisors LLC reported 155 positions worth $621.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 142,833 | $74.0M | 11.91% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 138,682 | $45.5M | 7.33% |
| AMAZON.COM INC | AMZN | Equity | 171,590 | $37.7M | 6.06% |
| BROADCOM INC | AVGO | Technology | 94,562 | $31.2M | 5.02% |
| APPLE INC | AAPL | Technology | 93,863 | $23.9M | 3.85% |
| ALPHABET INC | GOOGL | Equity | 95,211 | $23.1M | 3.73% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 711,765 | $22.7M | 3.66% |
| APPLIED MATERIALS INC | AMAT | Technology | 79,446 |