FRG Family Wealth Advisors LLC
Sector Allocation
- Technology30.9%$188.7M
- Other30.2%$184.0M
- Consumer Staples8.0%$48.9M
- Financials7.4%$45.2M
- Industrials7.0%$42.9M
- Consumer Discretionary7.0%$42.6M
- Healthcare6.2%$37.7M
- Utilities1.9%$11.7M
- Energy0.7%$4.3M
- Real Estate0.5%$3.2M
AUM History
13fpro.ai/research/fund/frg-family-wealth-advisors-llc-1893327
Conviction and streaks
Diversifying · top 10 = 46.2%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.
Largest positions — Q1 2026
MSFT
$52.8M- VANGUARD$42.9M
AMZN
$34.7MAVGO
$27.1MAMAT
$26.1MGOOGL
$26.1MAAPL
$22.8M- SCHWAB$18.7M
WMT
$16.1M- VANGUARD$14.5M
BA
$14.1MBRK.B
$13.3MCOST
$12.9M- J$12.3M
- SCHWAB$10.0M
CAT
$9.7MIVZ
$9.1MDE
$8.9MLLY
$7.6M- VANGUARD$7.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/frg-family-wealth-advisors-llc-1893327
FRG Family Wealth Advisors LLC 13F holdings — Q1 2026
$610.5M portfolio (-5.2% QoQ) · 156 holdings · Q1 2026 13F · top 10 are 46% of the stock portfolio
Includes $319K of put/call options ($0 puts, $319K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $610.2M. Weights use the stock portfolio.
$52.8M
8.7% of stocks
+1%This quarter+25.4%Since filed9+ qtrsHeld- 2
VANGUARD INDEX FDS
$42.9M
7.0% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $34.7M
5.7% of stocks
-3%This quarter-5.6%Since filed9+ qtrsHeld$27.1M
4.4% of stocks
-1%This quarter-22.1%Since filed9+ qtrsHeld$26.1M
4.3% of stocks
-4%This quarter-7.1%Since filed9+ qtrsHeld$26.1M
4.3% of stocks
-4%This quarter-8.2%Since filed9+ qtrsHeld$22.8M
3.7% of stocks
-3%This quarter+26.9%Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 8
SCHWAB STRATEGIC TR
$18.7M
3.1% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $16.1M
2.6% of stocks
-2%This quarter-7.4%Since filed9+ qtrsHeld- 10
VANGUARD SPECIALIZED FUNDS
$14.5M
2.4% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — FRG Family Wealth Advisors LLC (Q1 2026)
156 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 | BOEING CO | Industrials | $14.1M | 2.3% | 71K | +0.1% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $13.3M | 2.2% | 28K | -2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $12.9M | 2.1% | 13K | -4% | 9+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | J P MORGAN EXCHANGE TRADED F | — | $12.3M | 2.0% | 243K | +53% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR | — | $10.0M | 1.6% | 325K | -3% | — | — | 13F |
| 16 | CATERPILLAR INC | Industrials | $9.7M | 1.6% | 14K | -3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Invesco Ltd. | Financials | $9.1M | 1.5% | 201K | -7% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | DEERE & CO | Industrials | $8.9M | 1.5% | 16K | -2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $7.6M | 1.2% | 8,209 | -0.9% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | VANGUARD WHITEHALL FDSetf/fund | — | $7.2M | 1.2% | 77K | +5% | — | — | 13F |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $7.2M | 1.2% | 50K | -5% | 9+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANECK ETF TRUSTetf/fund | — | $7.1M | 1.2% | 19K | +8% | — | — | 13F |
| 23 | JOHNSON & JOHNSON | Healthcare | $6.9M | 1.1% | 28K | -7% | 9+ qtrsTrimmed 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VISA INC. | Financials | $6.5M | 1.1% | 22K | -9% | 9+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TRetf/fund | — | $6.3M | 1.0% | 94K | -3% | — | — | 13F |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $5.1M | 0.8% | 23K | -12% | |||
| 27 | $KLAC | KLA CORP | Technology | $5.0M | 0.8% | 3,400 | -0.1% | |||
| 28 | $PEP | PEPSICO INC | Consumer Staples | $4.9M | 0.8% | 32K | -8% | |||
| 29 | — | VANGUARD WHITEHALL FDS | — | $4.6M | 0.8% | 31K | +5% | |||
| 30 | — | J P MORGAN EXCHANGE TRADED F | — | $4.6M | 0.8% | 80K | -5% | |||
| 31 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.5M | 0.7% | 22K | -9% | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.5M | 0.7% | 12K | -4% | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $4.5M | 0.7% | 26K | -2% | |||
| 34 | — | VANECK ETF TRUST | — | $4.4M | 0.7% | 174K | -0.1% | |||
| 35 | — | GOLDMAN SACHS ETF TR | — | $4.3M | 0.7% | 87K | +193% | |||
| 36 | — | J P MORGAN EXCHANGE TRADED F | — | $4.3M | 0.7% | 78K | -14% | |||
| 37 | — | SCHWAB STRATEGIC TR | — | $4.2M | 0.7% | 152K | +7% | |||
| 38 | $CEG | Constellation Energy Corp | Utilities | $4.1M | 0.7% | 15K | -4% | |||
| 39 | — | VANGUARD WORLD FD | — | $4.1M | 0.7% | 5,834 | -12% | |||
| 40 | $TT | Trane Technologies plc | Technology | $4.0M | 0.7% | 9,644 | -0.1% | |||
| 41 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.8M | 0.6% | 7,680 | -2% | |||
| 42 | $MRK | Merck & Co., Inc. | Healthcare | $3.7M | 0.6% | 31K | -12% | |||
| 43 | $BLK | BlackRock, Inc. | Financials | $3.5M | 0.6% | 3,595 | -7% | |||
| 44 | — | ISHARES TR | — | $3.4M | 0.6% | 20K | -6% | |||
| 45 | — | GLOBAL X FDS | — | $3.3M | 0.6% | 71K | +0.3% | |||
| 46 | — | VANGUARD INTL EQUITY INDEX F | — | $3.2M | 0.5% | 42K | +12% | |||
| 47 | $KO | COCA COLA CO | Consumer Staples | $3.1M | 0.5% | 41K | -8% | |||
| 48 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $3.1M | 0.5% | 18K | -9% | |||
| 49 | — | GOLDMAN SACHS ETF TR | — | $2.9M | 0.5% | 59K | +566% | |||
| 50 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.8M | 0.5% | 8,356 | +3% | |||
| 51 | $SRE | SEMPRA | Utilities | $2.6M | 0.4% | 26K | -18% | |||
| 52 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.6M | 0.4% | 8,213 | -20% | |||
| 53 | $FDX | FEDEX CORP | Industrials | $2.3M | 0.4% | 6,595 | +0.9% | |||
| 54 | — | ISHARES TR | — | $2.1M | 0.3% | 17K | -4% | |||
| 55 | — | VANGUARD WORLD FD | — | $2.0M | 0.3% | 5,376 | -3% | |||
| 56 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.3% | 11K | -1% | |||
| 57 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.9M | 0.3% | 22K | +149% | |||
| 58 | $RTX | RTX Corp | Industrials | $1.8M | 0.3% | 9,289 | -4% | |||
| 59 | $ANET | Arista Networks, Inc. | Technology | $1.8M | 0.3% | 14K | +5% | |||
| 60 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.8M | 0.3% | 11K | -12% | |||
| 61 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.6M | 0.3% | 5,649 | -25% | |||
| 62 | $GLDM | World Gold Trust | Financials | $1.6M | 0.3% | 18K | +12% | |||
| 63 | $WM | WASTE MANAGEMENT INC | Utilities | $1.6M | 0.3% | 6,961 | -5% | |||
| 64 | $PLTR | Palantir Technologies Inc. | Technology | $1.6M | 0.3% | 11K | -8% | |||
| 65 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.6M | 0.3% | 15K | -6% | |||
| 66 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.5M | 0.3% | 18K | -2% | |||
| 67 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.5M | 0.3% | 7,900 | -0.0% | |||
| 68 | $CVX | CHEVRON CORP | Energy | $1.5M | 0.3% | 7,403 | -4% | |||
| 69 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.5M | 0.3% | 3,862 | +0.4% | |||
| 70 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $1.5M | 0.2% | 25K | -20% | |||
| 71 | — | VANGUARD INDEX FDS | — | $1.5M | 0.2% | 2,468 | +5% | |||
| 72 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.4M | 0.2% | 3,150 | — | |||
| 73 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.4M | 0.2% | 21K | — | |||
| 74 | — | FIDELITY COVINGTON TRUST | — | $1.3M | 0.2% | 25K | — | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.3M | 0.2% | 16K | -14% | |||
| 76 | — | VANGUARD WORLD FD | — | $1.3M | 0.2% | 7,245 | — | |||
| 77 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.2% | 4,354 | +15% | |||
| 78 | $CB | Chubb Ltd | Financials | $1.2M | 0.2% | 3,783 | +5% | |||
| 79 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.2% | 3,351 | — | |||
| 80 | $NVS | NOVARTIS AG | Healthcare | $1.2M | 0.2% | 7,605 | -26% | |||
| 81 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.1M | 0.2% | 14K | -22% | |||
| 82 | $J | JACOBS SOLUTIONS INC. | Industrials | $1.1M | 0.2% | 8,505 | -6% | |||
| 83 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.1M | 0.2% | 8,234 | -25% | |||
| 84 | $EXC | EXELON CORP | Utilities | $1.1M | 0.2% | 22K | -4% | |||
| 85 | — | VANGUARD INDEX FDS | — | $1.1M | 0.2% | 2,418 | +5% | |||
| 86 | — | BLACKROCK ETF TRUST | — | $1.0M | 0.2% | 17K | +46% | |||
| 87 | $CRM | Salesforce, Inc. | Technology | $1.0M | 0.2% | 5,376 | -41% | |||
| 88 | $MA | Mastercard Inc | Financials | $986K | 0.2% | 1,973 | +4% | |||
| 89 | $BX | Blackstone Inc. | Financials | $971K | 0.2% | 8,440 | -14% | |||
| 90 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $960K | 0.2% | 1,664 | +4% | |||
| 91 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $958K | 0.2% | 17K | -4% | |||
| 92 | $ORCL | ORACLE CORP | Technology | $952K | 0.2% | 6,471 | -23% | |||
| 93 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $930K | 0.1% | 4,114 | -0.2% | |||
| 94 | $LMT | LOCKHEED MARTIN CORP | Industrials | $920K | 0.1% | 1,522 | -3% | |||
| 95 | — | VANGUARD WORLD FD | — | $879K | 0.1% | 3,227 | +3% | |||
| 96 | $ELV | Elevance Health, Inc. | Healthcare | $849K | 0.1% | 2,900 | -24% | |||
| 97 | — | INVESCO EXCHANGE TRADED FD T | — | $812K | 0.1% | 11K | -32% | |||
| 98 | — | SPDR SERIES TRUST | — | $773K | 0.1% | 2,370 | -8% | |||
| 99 | $MMM | 3M CO | Healthcare | $759K | 0.1% | 5,225 | — | |||
| 100 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $699K | 0.1% | 7,160 | — | |||
| 101 | — | ISHARES TR | — | $693K | 0.1% | 7,475 | — | |||
| 102 | — | VANGUARD WORLD FD | — | $660K | 0.1% | 5,879 | — | |||
| 103 | $ASML | ASML HOLDING NV | Technology | $647K | 0.1% | 490 | +11% | |||
| 104 | $IBIT | iShares Bitcoin Trust ETF | Financials | $639K | 0.1% | 17K | +3% | |||
| 105 | — | SCHWAB STRATEGIC TR | — | $629K | 0.1% | 25K | +40% | |||
| 106 | $PSX | Phillips 66 | Energy | $620K | 0.1% | 3,401 | -35% | |||
| 107 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $592K | 0.1% | 6,605 | +0.1% | |||
| 108 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $575K | 0.1% | 3,000 | — | |||
| 109 | $PFE | PFIZER INC | Healthcare | $570K | 0.1% | 20K | -21% | |||
| 110 | $CSX | CSX CORP | Industrials | $566K | 0.1% | 14K | -0.4% | |||
| 111 | $IR | Ingersoll Rand Inc. | Industrials | $539K | 0.1% | 6,727 | +0.9% | |||
| 112 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $522K | 0.1% | 2,384 | +0.4% | |||
| 113 | — | ISHARES TR | — | $515K | 0.1% | 3,888 | — | |||
| 114 | — | ISHARES TR | — | $472K | 0.1% | 2,460 | -41% | |||
| 115 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $467K | 0.1% | 1,725 | -0.4% | |||
| 116 | $PANW | Palo Alto Networks Inc | Technology | $463K | 0.1% | 2,888 | +0.3% | |||
| 117 | — | VANECK ETF TRUST | — | $452K | 0.1% | 3,395 | -80% | |||
| 118 | $WT | WisdomTree, Inc. | Financials | $441K | 0.1% | 2,780 | — | |||
| 119 | $WAT | WATERS CORP /DE/ | Healthcare | $438K | 0.1% | 1,471 | New | |||
| 120 | $HODL | VanEck Bitcoin ETF | Financials | $406K | 0.1% | 21K | -8% | |||
| 121 | — | SELECT SECTOR SPDR TR | — | $404K | 0.1% | 6,600 | — | |||
| 122 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $396K | 0.1% | 7,880 | -17% | |||
| 123 | — | VANGUARD STAR FDS | — | $394K | 0.1% | 5,113 | — | |||
| 124 | — | VANGUARD INDEX FDS | — | $393K | 0.1% | 1,369 | — | |||
| 125 | $MDT | Medtronic plc | Healthcare | $390K | 0.1% | 4,506 | -7% | |||
| 126 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $388K | 0.1% | 3,900 | — | |||
| 127 | $ETR | ENTERGY CORP /DE/ | Utilities | $381K | 0.1% | 3,390 | — | |||
| 128 | $CMI | CUMMINS INC | Industrials | $372K | 0.1% | 691 | — | |||
| 129 | — | VANGUARD INDEX FDS | — | $360K | 0.1% | 1,835 | — | |||
| 130 | — | SELECT SECTOR SPDR TR | — | $359K | 0.1% | 2,698 | — | |||
| 131 | — | DIMENSIONAL ETF TRUST | — | $356K | 0.1% | 9,161 | +0.3% | |||
| 132 | — | DIMENSIONAL ETF TRUST | — | $354K | 0.1% | 4,993 | — | |||
| 133 | — | EXCHANGE TRADED CONCEPTS TRU | — | $349K | 0.1% | 5,310 | — | |||
| 134 | $ALLE | Allegion plc | Industrials | $336K | 0.1% | 2,311 | -5% | |||
| 135 | $INTC | INTEL CORP | Technology | $321K | 0.1% | 7,281 | +14% | |||
| 136 | $DUK | Duke Energy CORP | Utilities | $321K | 0.1% | 2,450 | — | |||
| 137 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $315K | 0.1% | 1,546 | -0.1% | |||
| 138 | — | SPDR SERIES TRUST | — | $307K | 0.1% | 1,204 | +61% | |||
| 139 | — | GLOBAL X FDS | — | $307K | 0.1% | 6,040 | -7% | |||
| 140 | — | ISHARES TR | — | $297K | 0.1% | 8,065 | +32% | |||
| 141 | $IREN | IREN Ltd | Financials | $292K | 0.1% | 8,532 | +49% | |||
| 142 | $IAUM | iShares Gold Trust Micro | Financials | $291K | 0.1% | 6,240 | — | |||
| 143 | — | SELECT SECTOR SPDR TR | — | $273K | 0.0% | 1,860 | — | |||
| 144 | $NFLX | NETFLIX INC | Communication Services | $266K | 0.0% | 2,770 | +8% | |||
| 145 | $BP | BP PLC | Energy | $241K | 0.0% | 5,127 | -45% | |||
| 146 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $237K | 0.0% | 3,256 | New | |||
| 147 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $236K | 0.0% | 2,230 | — | |||
| 148 | — | DIMENSIONAL ETF TRUST | — | $233K | 0.0% | 6,848 | +0.2% | |||
| 149 | $META | Meta Platforms, Inc. | Technology | $225K | 0.0% | 394 | New | |||
| 150 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $223K | — | 600 | New |
What changed in Q1 2026
Against the previous quarter's 13F: 6 new, 39 added to, 82 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$WATWATERS CORP /DE/$438K
first bought this quarter
$ADMArcher-Daniels-Midland Co$237K
first bought this quarter
$METAMeta Platforms, Inc.$225K
first bought this quarter
$TSLACALLTesla, Inc.$223K
first bought this quarter
$NVONOVO NORDISK A S$211K
first bought this quarter
$IBITCALLiShares Bitcoin Trust ETF$96K
first bought this quarter
Added to (39)
- J P MORGAN EXCHANGE TRADED F+53%
now $12.3M
- GOLDMAN SACHS ETF TR+193%
now $4.3M
$GSGOLDMAN SACHS GROUP INC+149%
now $1.9M · held 4 qtrs, 4 adds in a row
now $52.8M · held 9+ qtrs
- VANECK ETF TRUST+8%
now $7.1M
- VANGUARD INTL EQUITY INDEX F+12%
now $3.2M
+33 more in the Excel export
Trimmed (82)
- SCHWAB STRATEGIC TR-7%
now $18.7M
now $26.1M · held 9+ qtrs
now $26.1M · held 9+ qtrs
now $34.7M · held 9+ qtrs
now $22.8M · held 9+ qtrs, 3 trims in a row
now $9.1M · held 9+ qtrs
+76 more in the Excel export
Holdings by quarter
Every 13F FRG Family Wealth Advisors LLC has filed, 40 earlier quarters. Pick one to see what it held then.
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Q1 2026 13F filed with the SEC on Apr 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of FRG Family Wealth Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+1.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
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 2024 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
FRG Family Wealth Advisors LLC disclosed 156 positions worth $610.5M in its Form 13F-HR for Q1 2026 — $610.2M in common stock plus $319,100 of put/call option positions (reported at underlying notional value, not premium at risk), led by $MSFT (MICROSOFT CORP) at 8.7% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 11 — including a new stake in $WAT and a full exit from $AZN. The portfolio is most concentrated in Technology (30.9% of disclosed assets). All figures are sourced directly from FRG Family Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1893327.
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Every holding in FRG Family Wealth Advisors 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.