Family Wealth Group, LLC - Q42025 Holdings

Family Wealth Group, LLC holds 111 stocks with a total portfolio value of $ 156.98M as of Q42025. In Q42025, Family Wealth Group, LLC added 14 new positions, increased stakes in 53 stocks, reduced 42 holdings, and fully exited 7 positions. The largest holding is Vanguard Index Fds (VOO), representing 11.65% of the total portfolio.