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FRG Family Wealth Advisors LLC
FRG Family Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Bellevue, Washington. Founded in 2009 by Benjamin Dale Johnson and Jimmy Shanggee, the firm focuses on providing personalized wealth management and advisory services to high-net-worth individuals and families. They aim to help clients achieve multi-generational wealth preservation and growth while tailoring investment strategies to individual family needs.
Investment Strategy
FRG Family Wealth Advisors LLC constructs custom investment portfolios emphasizing diversification across asset classes, with a particular focus on long-term growth, risk management, and tax efficiency. They manage allocations across equities (including large well-known technology companies and diversified ETFs), fixed income, and other investment vehicles, adjusting allocations in response to evolving client goals and market conditions. Their strategy places significant emphasis on blue-chip stocks, dividend growth, and index-based solutions tailored to high-net-worth clients.
Latest 13F Filing Activity
FRG Family Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 153 equity positions with a total 13F market value of $575M. The fund increased holdings in Microsoft Corp., Broadcom Inc., Amazon Com Inc. among other positions. FRG Family Wealth Advisors LLC reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.40% | $71.3M | 143,395 | $86.16 | $497.41 | +$17.0M |
V VTI | VANGUARD INDEX FDS | 7.55% | $43.4M | 142,950 | $173.30 | $303.93 | +$4.1M |
A AMZN | AMAZON COM INC | 6.58% | $37.8M | 172,454 | $62.44 | $219.39 | +$4.6M |
A AVGO | BROADCOM INC | 4.61% | $26.5M | 96,178 | $152.31 | $275.65 | +$10.6M |
S SCHG | SCHWAB STRATEGIC TR | 3.65% | $21.0M | 718,962 | $13.07 | $29.21 | +$3.4M |
Industry Allocation
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