StockDriftsStockDriftsTop 50 FRG Family Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 8.66% | 142.8K | $52.8M | +1.03%(+1.46K) | $173.52(+133.52%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 7.03% | 133.8K | $42.9M | -0.91%(-1.23K) | $175.48(+107.84%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.69% | 166.7K | $34.7M | -2.51%(-4.29K) | $97.20(+177.90%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.44% | 87.6K | $27.1M | -1.32%(-1.17K) | $137.69(+202.71%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.28% | 76.5K | $26.1M | -4.04%(-3.21K) | $53.92(+709.67%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.28% | 90.8K | $26.1M | -4.37%(-4.15K) | $67.63(+495.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.73% | 89.7K | $22.8M | -3.30%(-3.06K) | $104.46(+186.10%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.06% | 642.0K | $18.7M | -7.29%(-50.49K) | $13.20(+160.10%) | 2026-03-31 | |
| WMT | WALMART INC | 2.64% | 129.4K | $16.1M | -1.85%(-2.45K) | $39.29(+234.61%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.38% | 67.4K | $14.5M | -0.67%(-455) | $115.48(+98.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.38% | +61.74% | +9.66% | +58.55% |
| Top 20 Holdings Unweighted | +19.12% | +69.01% | +11.31% | +70.84% |
FRG Family Wealth Advisors LLC reports $610.54M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (8.7%), VTI (7.0%) and AMZN (5.7%). The top 20 holdings account for 63.39% of reported assets. Its disclosed equity book has returned +61.74% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from FRG Family Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1893327). View FRG Family Wealth Advisors LLC’s 13F filings on SEC