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Family Wealth Group, LLC
Family Wealth Group, LLC is a Lexington, Kentucky-based investment advisory firm founded in 2007. As a registered investment adviser with the SEC, the firm specializes in holistic retirement and wealth management services, including tax planning, estate planning, and customized investment strategies. The firm employs a multidisciplinary team of advisors and support staff, serving individuals and families seeking long-term financial planning and legacy solutions.
Investment Strategy
Family Wealth Group, LLC follows a holistic, client-centric investment approach focused on retirement income planning, asset protection, and long-term wealth management. The firm designs customized strategies based on each client's retirement goals and objectives, incorporating tax-efficient investment solutions, risk management, and comprehensive estate and legacy planning alongside traditional asset management. The practice emphasizes ongoing partnership and regular reviews to ensure that client plans evolve with changing life circumstances.
Latest 13F Filing Activity
Family Wealth Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $132M. The fund increased holdings in Capitol Ser TR, Vanguard Index FDS, Ishares Inc. among other positions. Family Wealth Group, LLC reduced exposure to Ishares TR, First TR Exchng Traded FD VI, Listed FD TR among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.26% | $17.4M | 30,701 | $436.80 | $568.03 | +$1.5M |
S SCEC | CAPITOL SER TR | 4.56% | $6.0M | 237,264 | $25.27 | $25.27 | +$6.0M |
V VUG | VANGUARD INDEX FDS | 4.49% | $5.9M | 13,483 | $438.40 | $438.40 | +$5.9M |
I IEMG | ISHARES INC | 4.14% | $5.4M | 90,699 | $52.70 | $60.03 | +$1.3M |
I IWY | ISHARES TR | 3.11% | $4.1M | 16,576 | $175.22 | $246.51 | +$558.6K |
Industry Allocation
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