FRG Family Wealth Advisors LLC - Portfolio overview

FRG Family Wealth Advisors LLC has 169 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 8.59%
2. VTI - VANGUARD INDEX FDS, 6.98%
3. AMZN - AMAZON COM INC, 5.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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