FRG Family Wealth Advisors LLC
•CIK: 1893327•Filing: Q4 2025
**FRG Family Wealth Advisors LLC** manages $644M across a diversified portfolio of 160 positions. The strategy exhibits a significant concentration in mega-cap technology and growth names, notably holding $68.3M in MSFT and $45.3M in VTI. Key allocations also include substantial positions in AMZN ($39.5M), AVGO ($30.7M), and GOOGL ($29.7M). This structure reflects a core conviction in established, market-leading technology and index-tracking assets.
Total AUM
$644.1M
QoQ Performance
+3.7%
Positions
128
Top 10 Concentration
48.5%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
VTI
AMZN
MSFT10.6%
VTI7.0%
AMZN6.1%
AVGO4.8%
GOOGL4.6%
AAPL3.9%
SCHG3.5%
AMAT3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.5%
Technology26.1%
Consumer11.7%
Industrial5.8%
Healthcare5.3%
Financial4.7%
Consumer Staples1.6%
Real Estate0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑41 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023