Notify me when FRG Family Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 160 | $644,093,598 | +$19,468,741 | -$15,676,972 | +$3,791,769 | MSFT, VTI, AMZN, AVGO, GOOGL | 13F-HR | 21 Jan 2026, 15:50 |
| Q3 2025 | 155 | $621,289,110 | +$24,990,730 | -$19,400,912 | +$5,589,818 | MSFT, VTI, AMZN, AVGO, AAPL | 13F-HR | 13 Nov 2025, 13:46 |
| Q2 2025 | 153 | $575,424,762 | +$10,575,504 | -$7,631,199 | +$2,944,305 | MSFT, VTI, AMZN, AVGO, SCHG | 13F-HR | 04 Aug 2025, 10:33 |
| Q1 2025 | 144 | $517,651,013 | +$7,217,116 | -$12,562,108 | -$5,344,992 | MSFT, VTI, AMZN, AAPL, SCHG | 13F-HR | 15 May 2025, 13:07 |
| Q4 2024 | 145 | $550,894,041 | +$32,271,880 | -$25,400,900 | +$6,870,980 | MSFT, VTI, AMZN, AAPL, AVGO | 13F-HR | 13 Feb 2025, 11:43 |
| Q3 2024 | 147 | $558,780,048 | +$6,844,859 | -$9,151,864 | -$2,307,005 | MSFT, VTI, AMZN, AAPL, AMAT | 13F-HR | 15 Nov 2024, 17:51 |
| Q2 2024 | 138 | $482,910,568 | +$9,978,849 | -$15,114,824 | -$5,135,975 | MSFT, VTI, AMZN, AAPL, BA | 13F-HR | 07 Aug 2024, 13:28 |
| Q1 2024 | 376 | $509,121,790 | +$25,479,669 | -$11,409,252 | +$14,070,417 | MSFT, VTI, AMZN, BA, AMAT | 13F-HR | 15 May 2024, 17:14 |
| Q4 2023 | 143 | $492,943,677 | +$6,868,824 | -$11,542,069 | -$4,673,245 | MSFT, BA, VTI, AMZN, AAPL | 13F-HR | 09 Jan 2024, 09:47 |
| Q3 2023 | 137 | $442,544,038 | +$19,994,316 | -$8,702,014 | +$11,292,302 | MSFT, VTI, BA, AMZN, AAPL | 13F-HR | 11 Oct 2023, 15:19 |
| Q2 2023 | 135 | $456,556,740 | +$2,582,610 | -$17,672,230 | -$15,089,620 | MSFT, BA, VTI, AMZN, AAPL | 13F-HR | 13 Jul 2023, 15:50 |
| Q1 2023 | 142 | $437,544,779 | +$2,896,152 | -$12,853,989 | -$9,957,837 | MSFT, BA, VTI, AMZN, AAPL | 13F-HR | 18 Apr 2023, 13:32 |
| Q4 2022 | 139 | $419,680,935 | +$5,680,192 | -$25,825,902 | -$20,145,710 | MSFT, BA, VTI, AMZN, AAPL | 13F-HR | 25 Jan 2023, 14:59 |
| Q3 2022 | 138 | $405,001,000 | +$17,122,217 | -$10,780,291 | +$6,341,926 | MSFT, VTI, JPST, AMZN, BA | 13F-HR | 12 Oct 2022, 11:27 |
| Q2 2022 | 139 | $432,924,000 | +$23,976,021 | -$6,260,511 | +$17,715,510 | MSFT, JPST, VTI, BA, AMZN | 13F-HR | 11 Jul 2022, 16:43 |
| Q1 2022 | 145 | $513,960,000 | +$14,142,757 | -$6,019,411 | +$8,123,346 | MSFT, AMZN, JPST, BA, VTI | 13F-HR | 06 May 2022, 16:17 |
| Q4 2021 | 143 | $535,875,000 | +$9,540,891 | -$24,201,548 | -$14,660,657 | MSFT, BA, AMZN, VTI, JPST | 13F-HR | 09 Feb 2022, 15:10 |
| Q3 2021 | 136 | $508,967,000 | +$3,014,682 | -$14,971,267 | -$11,956,585 | MSFT, BA, JPST, AMZN, VTI | 13F-HR | 02 Mar 2022, 11:42 |
| Q2 2021 | 136 | $526,619,000 | +$14,145,248 | -$4,959,780 | +$9,185,468 | MSFT, BA, JPST, AMZN, VTI | 13F-HR | 02 Mar 2022, 11:41 |
| Q1 2021 | 132 | $490,956,000 | +$12,038,568 | -$7,223,684 | +$4,814,884 | BA, MSFT, JPST, AMZN, VTI | 13F-HR | 02 Mar 2022, 11:40 |
| Q4 2020 | 129 | $459,201,000 | +$10,118,319 | -$9,287,274 | +$831,045 | BA, MSFT, AMZN, JPST, VTI | 13F-HR | 02 Mar 2022, 11:38 |
| Q3 2020 | 120 | $411,473,000 | +$9,807,439 | -$8,288,652 | +$1,518,787 | MSFT, BA, AMZN, JPST, VTI | 13F-HR | 02 Mar 2022, 11:37 |
| Q2 2020 | 117 | $376,366,000 | +$6,839,227 | -$12,597,878 | -$5,758,651 | BA, MSFT, AMZN, JPST, VTI | 13F-HR | 02 Mar 2022, 11:36 |
| Q1 2020 | 112 | $327,620,000 | +$9,225,631 | -$11,679,789 | -$2,454,158 | BA, JPST, MSFT, AMZN, VTI | 13F-HR | 02 Mar 2022, 11:35 |
| Q4 2019 | 122 | $411,168,000 | +$27,700,356 | -$15,786,168 | +$11,914,188 | BA, JPST, MSFT, AMZN, VTI | 13F-HR | 02 Mar 2022, 11:34 |
| Q3 2019 | 121 | $385,891,000 | +$16,950,910 | -$13,879,394 | +$3,071,516 | BA, JPST, MSFT, AMZN, PG | 13F-HR | 02 Mar 2022, 11:33 |
| Q2 2019 | 128 | $378,110,000 | +$32,269,533 | -$14,269,706 | +$17,999,827 | BA, MSFT, AMZN, JPST, BRKB | 13F-HR | 02 Mar 2022, 11:31 |
| Q1 2019 | 125 | $351,270,000 | +$19,426,477 | -$11,468,830 | +$7,957,647 | BA, MSFT, AMZN, BRKB, JNJ | 13F-HR | 02 Mar 2022, 11:31 |
| Q4 2018 | 127 | $304,581,000 | +$7,651,450 | -$22,050,105 | -$14,398,655 | BA, MSFT, AMZN, BRKB, JNJ | 13F-HR | 02 Mar 2022, 11:30 |
| Q3 2018 | 142 | $362,812,000 | +$19,824,599 | -$17,243,225 | +$2,581,374 | BA, AMZN, MSFT, BRKB, JNJ | 13F-HR | 02 Mar 2022, 11:28 |
| Q2 2018 | 150 | $332,768,000 | +$47,300,192 | -$19,076,843 | +$28,223,349 | BA, AMZN, MSFT, BRKB, AMAT | 13F-HR | 02 Mar 2022, 11:27 |
| Q1 2018 | 146 | $299,899,000 | +$12,146,269 | -$18,913,838 | -$6,767,569 | BA, MSFT, AMZN, AMAT, BRKB | 13F-HR | 02 Mar 2022, 11:27 |
| Q4 2017 | 143 | $308,361,000 | +$9,156,167 | -$5,814,495 | +$3,341,672 | BA, MSFT, BOND, AMZN, BRKB | 13F-HR | 02 Mar 2022, 11:26 |
| Q3 2017 | 139 | $288,813,000 | +$13,568,427 | -$9,127,555 | +$4,440,872 | BA, MSFT, BOND, MINT, AMAT | 13F-HR | 02 Mar 2022, 11:24 |
| Q2 2017 | 135 | $270,365,000 | +$10,673,809 | -$3,669,025 | +$7,004,784 | BA, MINT, MSFT, BOND, JNJ | 13F-HR | 02 Mar 2022, 11:23 |
| Q1 2017 | 131 | $255,524,000 | +$12,301,180 | -$5,280,214 | +$7,020,966 | BA, MINT, MSFT, BOND, JNJ | 13F-HR | 02 Mar 2022, 11:23 |
| Q4 2016 | 129 | $238,149,000 | +$14,769,251 | -$4,877,880 | +$9,891,371 | BA, MINT, BOND, MSFT, BRKB | 13F-HR | 02 Mar 2022, 11:22 |
| Q3 2016 | 126 | $221,390,000 | +$5,824,585 | -$6,816,555 | -$991,970 | BA, BOND, MSFT, MINT, JNJ | 13F-HR | 02 Mar 2022, 11:21 |
| Q2 2016 | 121 | $221,255,000 | +$10,613,106 | -$5,563,729 | +$5,049,377 | BA, BOND, MINT, MSFT, JNJ | 13F-HR | 02 Mar 2022, 11:20 |
| Q1 2016 | 121 | $205,397,000 | +$3,497,866 | -$7,184,798 | -$3,686,932 | BA, BOND, MINT, MSFT, JNJ | 13F-HR | 02 Mar 2022, 11:19 |
| Q4 2015 | 121 | $204,516,000 | $0 | $0 | $0 | BA, BOND, MINT, MSFT, GE | 13F-HR | 02 Mar 2022, 11:18 |