Holdings of FRG Family Wealth Advisors LLC
144 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 47.6 % of the equity sleeve
Sector breakdown
- Technology 25.8 %
- Industrials 8.2 %
- Consumer staples 8.2 %
- Consumer discretionary 7.2 %
- Health care 6.2 %
- Communication 4.8 %
- Financials 4.7 %
- Funds 2.0 %
- Utilities 1.6 %
- Real estate 0.5 %
- Energy 0.5 %
- Unattributed 30.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.3 %
- TW 0.5 %
- NL 0.1 %
- GB 0.0 %
- DK 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 140 | 587.9M $ | 99.34 % |
| 2 | TW | 1 | 2.8M $ | 0.48 % |
| 3 | NL | 1 | 647.2K $ | 0.11 % |
| 4 | GB | 1 | 241K $ | 0.04 % |
| 5 | DK | 1 | 210.6K $ | 0.04 % |
Positions
Cite this page
Titelia. "Holdings of FRG Family Wealth Advisors LLC". https://titelia.com/en/funds/US13F1893327