FRG Family Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Bellevue, WA
CIK
0001893327
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 376 509,737 MSFT, VTI, AMZN, BA 13F-HR 5/15/2024 000189332724000002
Q4 2023 143 492,943 MSFT, BA, VTI, AMZN 13F-HR 1/9/2024 000189332724000001
Q3 2023 137 442,544 MSFT, VTI, BA, AMZN 13F-HR 10/11/2023 000189332723000005
Q2 2023 135 456,556 MSFT, BA, VTI, AMZN 13F-HR 7/13/2023 000189332723000004
Q1 2023 142 437,544 MSFT, BA, VTI, AMZN 13F-HR 4/18/2023 000189332723000002
Q4 2022 139 419,680 MSFT, BA, VTI, AMZN 13F-HR 1/25/2023 000189332723000001
Q3 2022 138 405,001 MSFT, VTI, JPST, AMZN 13F-HR 10/12/2022 000189332722000028
Q2 2022 139 432,924 MSFT, JPST, VTI, BA 13F-HR 7/11/2022 000189332722000027
Q1 2022 145 513,960 MSFT, AMZN, JPST, BA 13F-HR 5/6/2022 000189332722000026
Q4 2021 143 535,875 MSFT, BA, AMZN, VTI 13F-HR 2/9/2022 000184256022000002
Q3 2021 136 508,967 MSFT, BA, JPST, AMZN 13F-HR 3/2/2022 000189332722000025
Q2 2021 136 526,619 MSFT, BA, JPST, AMZN 13F-HR 3/2/2022 000189332722000024
Q1 2021 132 490,956 BA, MSFT, JPST, AMZN 13F-HR 3/2/2022 000189332722000023
Q4 2020 129 459,201 BA, MSFT, AMZN, JPST 13F-HR 3/2/2022 000189332722000022
Q3 2020 120 411,473 MSFT, BA, AMZN, JPST 13F-HR 3/2/2022 000189332722000021
Q2 2020 117 379,006 BA, MSFT, AMZN, JPST 13F-HR 3/2/2022 000189332722000020
Q1 2020 112 329,515 BA, JPST, MSFT, AMZN 13F-HR 3/2/2022 000189332722000019
Q4 2019 122 413,360 BA, JPST, MSFT, AMZN 13F-HR 3/2/2022 000189332722000018
Q3 2019 121 387,580 BA, JPST, MSFT, AMZN 13F-HR 3/2/2022 000189332722000017
Q2 2019 128 379,671 BA, MSFT, AMZN, JPST 13F-HR 3/2/2022 000189332722000016
Q1 2019 125 352,818 BA, MSFT, AMZN, BRK-B 13F-HR 3/2/2022 000189332722000015
Q4 2018 127 305,836 BA, MSFT, AMZN, BRK-B 13F-HR 3/2/2022 000189332722000014
Q3 2018 142 364,600 BA, AMZN, MSFT, BRK-B 13F-HR 3/2/2022 000189332722000013
Q2 2018 150 334,228 BA, AMZN, MSFT, BRK-B 13F-HR 3/2/2022 000189332722000012
Q1 2018 146 301,157 BA, MSFT, AMZN, AMAT 13F-HR 3/2/2022 000189332722000011
Q4 2017 143 309,612 BA, MSFT, BOND, AMZN 13F-HR 3/2/2022 000189332722000010
Q3 2017 139 289,925 BA, MSFT, BOND, MINT 13F-HR 3/2/2022 000189332722000009
Q2 2017 135 271,402 BA, MINT, MSFT, BOND 13F-HR 3/2/2022 000189332722000008
Q1 2017 131 256,472 BA, MINT, MSFT, BOND 13F-HR 3/2/2022 000189332722000007
Q4 2016 129 238,895 BA, MINT, BOND, MSFT 13F-HR 3/2/2022 000189332722000006
Q3 2016 126 222,025 BA, BOND, MSFT, MINT 13F-HR 3/2/2022 000189332722000005
Q2 2016 121 221,255 BA, BOND, MINT, MSFT 13F-HR 3/2/2022 000189332722000004
Q1 2016 121 206,292 BA, BOND, MINT, MSFT 13F-HR 3/2/2022 000189332722000003
Q4 2015 121 205,317 BA, BOND, MINT, MSFT 13F-HR 3/2/2022 000189332722000002