13F Filings History of FRG Family Wealth Advisors LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$644,093,598
Signature - Title
Janet Messer - Chief Compliance Officer
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by FRG Family Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FRG Family Wealth Advisors LLC reported 160 stock holdings with total value $644,093,598 as of Q4 2025. Top holdings included MSFT, VTI, AMZN, AVGO, and GOOGL.

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Holdings Value
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