FRG Family Wealth Advisors LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 610,536
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 156 | 610,536 | 13F-HR | FRG Family Wealth Advisors LLC |
| Q4 2025 | 1/21/2026 | 160 | 644,094 | 13F-HR | FRG Family Wealth Advisors LLC |
| Q3 2025 | 11/13/2025 | 155 | 621,289 | 13F-HR | FRG Family Wealth Advisors LLC |
| Q2 2025 | 8/4/2025 | 153 | 575,425 | 13F-HR | FRG Family Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
319
(0.1% of total reported value)
· QoQ Δ:
+319
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 413.4 K | 67.7% | 0 | 141.9 K | -141.9 K |
| ETFs | 196.8 K | 32.3% | 108.3 K | 0 | 108.3 K |
| Other | 0 | 0.0% | 0 | 228 | -228 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
610,536
Holdings
156
QoQ value change ($000)
-33,558
(-5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.