What does Family Wealth Group, LLC hold?

Family Wealth Group, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1944877.

What is Family Wealth Group, LLC's AUM?

Family Wealth Group, LLC reported approximately $189.0M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Family Wealth Group, LLC's holdings?

All Family Wealth Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1944877. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Family Wealth Group, LLC's 13F data updated on 13F Pro?

Family Wealth Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Family Wealth Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1944877

Institutional-grade research for retail investors

Sector Allocation

Other93.3%$176.3M
Technology3.0%$5.6M
Financials1.3%$2.5M
Industrials0.8%$1.4M
Consumer Discretionary0.8%$1.4M
Healthcare0.4%$680,829
Consumer Staples0.3%$545,447
Materials0.3%$511,852

AUM History

13fpro.ai/research/fund/family-wealth-group-llc-1944877

Conviction and streaks

Concentrating · top 10 = 42.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold10.0% weight · held 6 quarters

$Conviction hold8.8% weight · held 5 quarters

$Conviction hold3.5% weight · held 5 quarters

$Conviction hold3.3% weight · held 6 quarters

$Conviction hold2.7% weight · held 6 quarters

$Accumulating+160% shares · 6 quarters running

$QQQAccumulating+97% shares · 6 quarters running

$Accumulating+351% shares · 5 quarters running

$Accumulating+1339% shares · 4 quarters running

$Accumulating+310% shares · 4 quarters running

$Trimming-19% shares · 7 quarters running

$Trimming-35% shares · 7 quarters running

$Trimming-56% shares · 7 quarters running

$Trimming-52% shares · 7 quarters running

$Trimming-67% shares · 6 quarters running

Largest positions — Q2 2026

VANGUARD
$18.9M
VANGUARD
$16.7M
CAPITOL
$6.5M
AIM
$6.4M
SPDR
$6.2M
AIM
$5.6M
ELEVATION
$5.2M
ISHARES
$4.9M
ISHARES
$4.7M
AIM
$4.4M
AIM
$3.6M
ISHARES
$3.1M
AIM
$3.0M
FIRST
$3.0M
BLACKROCK
$2.8M
FIRST
$2.6M
FIRST
$2.6M
BLACKROCK
$2.6M
FIRST
$2.5M
FIRST
$2.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/family-wealth-group-llc-1944877

Family Wealth Group, LLC 13F holdings — Q2 2026

$189.0M portfolio (+20.1% QoQ) · 116 holdings · Q2 2026 13F · top 10 are 42% of the stock portfolio

1
VANGUARD INDEX FDS - SP 500 ETF SHS
$18.9M
10.0% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - GROWTH ETF
$16.7M
8.8% of stocks
+575%This quarter—Since filed—Held
AIQuality—Est. buy—
3
CAPITOL SER TR - STERL CAP BD ETF
$6.5M
3.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
4
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT
$6.4M
3.4% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
5
SPDR SERIES TRUST - ST STR P500ETF
$6.2M
3.3% of stocks
+136%This quarter—Since filed—Held
AIQuality—Est. buy—
6
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT
$5.6M
3.0% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
7
ELEVATION SERIES TRUST - TRUE SE BUFF ETF
$5.2M
2.7% of stocks
+113%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - RUS TP200 GR ETF
$4.9M
2.6% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES INC - CORE MSCI EMKT
$4.7M
2.5% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
10
AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC
$4.4M
2.3% of stocks
+13%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - SP 500 ETF SHS	$18.9M	10.0%	-3%	—	—	—	—
2	VANGUARD INDEX FDS - GROWTH ETF	$16.7M	8.8%	+575%	—	—	—	—
3	CAPITOL SER TR - STERL CAP BD ETF	$6.5M	3.5%	+6%	—	—	—	—
4	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	$6.4M	3.4%	New	—	New this quarter	—	—
5	SPDR SERIES TRUST - ST STR P500ETF	$6.2M	3.3%	+136%	—	—	—	—
6	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT	$5.6M	3.0%	New	—	New this quarter	—	—
7	ELEVATION SERIES TRUST - TRUE SE BUFF ETF	$5.2M	2.7%	+113%	—	—	—	—
8	ISHARES TR - RUS TP200 GR ETF	$4.9M	2.6%	-2%	—	—	—	—
9	ISHARES INC - CORE MSCI EMKT	$4.7M	2.5%	-9%	—	—	—	—
10	AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC	$4.4M	2.3%	+13%	—	—	—	—

All holdings — Family Wealth Group, LLC (Q2 2026)

Sort

116 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund	—	$3.6M	1.9%	96K	New	—	—	13F
12	—	ISHARES TR - RUS TP200 VL ETFetf/fund	—	$3.1M	1.7%	30K	+1%	—	—	13F
13	—	AIM ETF PRODUCTS TRUST - ALLIANZIM US EQTetf/fund	—	$3.0M	1.6%	73K	New	—	—	13F
14	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$3.0M	1.6%	49K	+12%	—	—	13F
15	—	BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund	—	$2.8M	1.5%	40K	+19%	—	—	13F
16	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$2.6M	1.4%	50K	-3%	—	—	13F
17	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	—	$2.6M	1.4%	76K	-5%	—	—	13F
18	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund	—	$2.6M	1.4%	70K	+22%	—	—	13F
19	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	—	$2.5M	1.3%	70K	-0.4%	—	—	13F
20	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$2.5M	1.3%	44K	+35%	—	—	13F
21	—	ISHARES TR - SP 500 GRWT ETFetf/fund	—	$2.4M	1.3%	18K	+13%	—	—	13F
22	—	ISHARES TR - CORE MSCI INTLetf/fund	—	$2.3M	1.2%	26K	-7%	—	—	13F
23	—	ABRDN FDS - EMER MKTS DI ETFetf/fund	—	$2.2M	1.1%	44K	-6%	—	—	13F
24	—	PIMCO ETF TR - ULTR SH GO AC FDetf/fund	—	$2.1M	1.1%	21K	+231%	—	—	13F
25	$AAPL	Apple Inc.	Technology	$2.1M	1.1%	7,209	+1%	5 qtrsAdded 5 qtrs in a row	75.7	13F
26	—	ISHARES INC - MSCI GBL MIN VOL	—	$2.1M	1.1%	17K	+0.9%
27	—	ISHARES TR - CORE UNIVRSL USD	—	$1.9M	1.0%	42K	+34%
28	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$1.9M	1.0%	34K	-3%
29	—	ISHARES TR - EAFE GRWTH ETF	—	$1.8M	1.0%	15K	+15%
30	—	ISHARES TR - SP 500 VAL ETF	—	$1.8M	0.9%	7,793	-14%
31	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.7M	0.9%	31K	-2%
32	—	ELEVATION SERIES TRUST - TRUE ST SEPT ETF	—	$1.7M	0.9%	38K	+12%
33	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.7M	0.9%	29K	+0.5%
34	—	ISHARES TR - EAFE VALUE ETF	—	$1.7M	0.9%	22K	-3%
35	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.6M	0.9%	4,397	+44%
36	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.6M	0.8%	34K	+171%
37	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.6M	0.8%	29K	-0.1%
38	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.6M	0.8%	26K	+11%
39	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	—	$1.5M	0.8%	40K	+5%
40	—	ISHARES TR - RUS MDCP VAL ETF	—	$1.5M	0.8%	8,914	-11%
41	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.4M	0.8%	24K	-5%
42	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.4M	0.8%	27K	+2%
43	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.4M	0.7%	1,871	+11%
44	$IVZ	Invesco Ltd.	Financials	$1.3M	0.7%	22K	-3%
45	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$1.3M	0.7%	15K	+63%
46	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	—	$1.2M	0.7%	35K	-3%
47	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.2M	0.7%	22K	-7%
48	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	—	$1.1M	0.6%	21K	-8%
49	—	ELEVATION SERIES TRUST - TRUE QU BEAR ETF	—	$1.1M	0.6%	44K	+21%
50	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$989K	0.5%	20K	-13%
51	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$933K	0.5%	13K	+8%
52	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$897K	0.5%	5,679	+36%
53	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$885K	0.5%	21K	+5%
54	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	—	$881K	0.5%	7,259	-4%
55	$NVDA	NVIDIA CORP	Technology	$881K	0.5%	4,401	-15%
56	—	ISHARES TR - MSCI USA MMENTM	—	$873K	0.5%	2,545	-25%
57	$MSFT	MICROSOFT CORP	Technology	$810K	0.4%	2,171	+1%
58	—	VANGUARD WORLD FD - INF TECH ETF	—	$746K	0.4%	6,240	+1826%
59	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	—	$724K	0.4%	14K	+18%
60	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$724K	0.4%	28K	-11%
61	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$717K	0.4%	2,367	+74%
62	$AMZN	AMAZON COM INC	Consumer Discretionary	$702K	0.4%	2,946	-2%
63	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$698K	0.4%	12K	+52%
64	—	ISHARES TR - CORE 80 20 ETF	—	$696K	0.4%	7,131	+0.3%
65	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT	—	$691K	0.4%	21K	—
66	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	—	$686K	0.4%	2,240	+8%
67	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$681K	0.4%	2,803	-0.2%
68	—	BLACKROCK ETF TRUST - ISHA US THEM ETF	—	$677K	0.4%	16K	-17%
69	$JPM	JPMORGAN CHASE & CO	Financials	$650K	0.3%	1,987	+37%
70	—	VANGUARD INDEX FDS - VALUE ETF	—	$639K	0.3%	2,931	+25%
71	$AVGO	Broadcom Inc.	Technology	$638K	0.3%	1,688	-4%
72	$SPY	SPDR S&P 500 ETF TRUST	—	$608K	0.3%	814	-0.6%
73	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	—	$586K	0.3%	21K	New
74	—	ISHARES TR - US TREAS BD ETF	—	$586K	0.3%	26K	+25%
75	$WMT	Walmart Inc.	Consumer Staples	$545K	0.3%	4,816	+2%
76	—	SPDR SERIES TRUST - ST STR P500GRW	—	$530K	0.3%	4,451	+12%
77	—	SSGA ACTIVE TR - STATE STREET US	—	$524K	0.3%	8,076	-9%
78	—	BLACKROCK ETF TRUST II - ISHA GLO USD ETF	—	$519K	0.3%	10K	New
79	—	ISHARES TR - CORE SP500 ETF	—	$504K	0.3%	673	-39%
80	—	ISHARES TR - RUS MD CP GR ETF	—	$501K	0.3%	3,421	+10%
81	$DE	DEERE & CO	Industrials	$498K	0.3%	785	New
82	—	VANGUARD ADMIRAL FDS INC - MIDCP 400 GRTH	—	$495K	0.3%	3,382	+67%
83	$TSLA	Tesla, Inc.	Consumer Discretionary	$460K	0.2%	1,094	+0.2%
84	—	SPDR SERIES TRUST - ST STR P500VAL	—	$444K	0.2%	7,302	+7%
85	—	ISHARES TR - CORE SP MCP ETF	—	$443K	0.2%	5,739	-13%
86	—	ISHARES TR - CORE SP SCP ETF	—	$424K	0.2%	2,860	-28%
87	—	BONDBLOXX ETF TRUST - BLOOMBERG TEN YR	—	$408K	0.2%	8,958	+32%
88	—	STERLING CAP FDS - NATIONAL MUNI BD	—	$407K	0.2%	16K	New
89	$FIX	COMFORT SYSTEMS USA INC	Industrials	$393K	0.2%	198	-14%
90	—	ISHARES TR - MBS ETF	—	$380K	0.2%	4,018	+20%
91	$GOOGL	Alphabet Inc.	Technology	$376K	0.2%	1,051	-4%
92	—	ELEVATION SERIES TRUST - SP AU DE IN ETF	—	$356K	0.2%	14K	+18%
93	$ABBV	AbbVie Inc.	Healthcare	$350K	0.2%	1,392	+0.2%
94	$ETN	Eaton Corp plc	Industrials	$341K	0.2%	801	-1%
95	—	AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF	—	$334K	0.2%	9,613	New
96	$MRK	Merck & Co., Inc.	Healthcare	$330K	0.2%	2,572	-19%
97	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$328K	0.2%	13K	-39%
98	$GOOG	Alphabet Inc.	Technology	$319K	0.2%	903	-1.0%
99	$PGR	PROGRESSIVE CORP/OH/	Financials	$311K	0.2%	1,424	—
100	$STLD	STEEL DYNAMICS INC	Materials	$307K	0.2%	1,336	—
101	—	ISHARES TR - CORE MSCI EAFE	—	$292K	0.1%	3,022	+5%
102	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL	—	$282K	0.1%	2,651	-45%
103	$CSCO	CISCO SYSTEMS, INC.	Technology	$265K	0.1%	2,260	New
104	—	AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF	—	$261K	0.1%	7,598	New
105	—	INNOVATOR ETFS TRUST - US EQTY BUF DEC	—	$259K	0.1%	4,867	-58%
106	$HD	HOME DEPOT, INC.	Consumer Discretionary	$248K	0.1%	702	-1%
107	$SHOP	SHOPIFY INC.	Technology	$231K	0.1%	2,020	+7%
108	—	AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF	—	$218K	0.1%	5,642	New
109	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY	—	$216K	0.1%	6,921	New
110	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$216K	0.1%	6,802	New
111	$CAT	CATERPILLAR INC	Industrials	$210K	0.1%	197	New
112	—	VANGUARD INDEX FDS - MID CAP ETF	—	$210K	0.1%	2,600	New
113	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$209K	0.1%	4,637	New
114	$GLW	CORNING INC /NY	Materials	$205K	0.1%	804	New
115	$V	VISA INC.	Financials	$205K	0.1%	597	New
116	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$200K	0.1%	4,546	New

What changed in Q2 2026

Against the previous quarter's 13F: 20 new, 51 added to, 42 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.

New positions (20)

AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$6.4M
first bought this quarter
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$5.6M
first bought this quarter
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$3.6M
first bought this quarter
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$3.0M
first bought this quarter
BLACKROCK ETF TRUST - ISHA SYST AL ETF$586K
first bought this quarter
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$519K
first bought this quarter

+14 more in the Excel export

Added to (51)

VANGUARD INDEX FDS - GROWTH ETF+575%
now $16.7M
SPDR SERIES TRUST - ST STR P500ETF+136%
now $6.2M
ELEVATION SERIES TRUST - TRUE SE BUFF ETF+113%
now $5.2M
PIMCO ETF TR - ULTR SH GO AC FD+231%
now $2.1M
VANGUARD WORLD FD - INF TECH ETF+1826%
now $746K
AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC+13%
now $4.4M

+45 more in the Excel export

Trimmed (42)

VANGUARD INDEX FDS - SP 500 ETF SHS-3%
now $18.9M
ISHARES INC - CORE MSCI EMKT-9%
now $4.7M
INNOVATOR ETFS TRUST - US EQTY BUF DEC-58%
now $259K
ISHARES TR - CORE SP500 ETF-39%
now $504K
ISHARES TR - MSCI USA MMENTM-25%
now $873K
ISHARES TR - SP 500 VAL ETF-14%
now $1.8M

+36 more in the Excel export

Sold out (21)

AIM ETF PRODUCTS TRUSTwas $4.7M
AIM ETF PRODUCTS TRUSTwas $4.3M
AIM ETF PRODUCTS TRUSTwas $2.9M
AIM ETF PRODUCTS TRUSTwas $1.7M
ISHARES TRwas $1.2M
AIM ETF PRODUCTS TRUSTwas $1.1M

+15 more in the Excel export

Holdings by quarter

Every 13F Family Wealth Group, LLC has filed, 10 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Family Wealth Group's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+4.3%

Value-weighted move of the 10 largest stock positions

Turnover

16%

Last quarter; 45% over the last 4

Top 10 weight

42%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

79%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Family Wealth Group, LLC disclosed 116 positions worth $189.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 21. The portfolio is most concentrated in Other (93.3% of disclosed assets). All figures are sourced directly from Family Wealth Group, LLC’s Form 13F-HR filing with the SEC under CIK 1944877.

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AI-Powered Hedge Fund Analysis: Family Wealth Group, LLC

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Every holding in Family Wealth Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.