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Value $
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$103M
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Signature - Title
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Sarah Schmidt - Consultant
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Location
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Lexington, KY
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Summary
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This page shows a list of all the recent 13F filings made by Family Wealth Group, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Family Wealth Group, LLC reported 114 stock holdings with total value $103M as of Q3 2024. Top holdings included VOO, IWY, AUGT, IEMG, and IDEV.