Family Wealth Group, LLC - Q12026 Holdings

Family Wealth Group, LLC holds 117 stocks with a total portfolio value of $ 157.38M as of Q12026. In Q12026, Family Wealth Group, LLC added 14 new positions, increased stakes in 55 stocks, reduced 45 holdings, and fully exited 8 positions. The largest holding is Vanguard Index Fds (VOO), representing 10.73% of the total portfolio.