FAMILY WEALTH GROUP, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 7K | $1.81M |
 | NVDA | 5K | $899.47K |
 | WMT | 5K | $587.85K |
 | MRK | 3K | $381.16K |
 | AMZN | 3K | $626.78K |
 | MSFT | 2K | $794.78K |
 | SHOP | 2K | $224.78K |
 | AVGO | 2K | $543.83K |
 | JPM | 1K | $426.11K |
 | PGR | 1K | $282.29K |
 | ABBV | 1K | $302.20K |
 | STLD | 1K | $240.48K |
 | TSLA | 1K | $406.09K |
 | GOOGL | 1K | $314.08K |
 | GOOG | 912 | $261.65K |
 | ETN | 812 | $290.45K |
 | HD | 711 | $233.94K |
 | FIX | 231 | $318.74K |
Apple Inc.
AAPL
Shares Held
7K
Value
$1.81M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$899.47K
Walmart Inc.
WMT
Shares Held
5K
Value
$587.85K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$381.16K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$626.78K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$794.78K
Shopify Inc.
SHOP
Shares Held
2K
Value
$224.78K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$543.83K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$426.11K
The Progressive Corporation
PGR
Shares Held
1K
Value
$282.29K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$302.20K
Steel Dynamics, Inc.
STLD
Shares Held
1K
Value
$240.48K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$406.09K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$314.08K
Alphabet Inc.
GOOG
Shares Held
912
Value
$261.65K
Eaton Corporation plc
ETN
Shares Held
812
Value
$290.45K
The Home Depot, Inc.
HD
Shares Held
711
Value
$233.94K
Comfort Systems USA, Inc.
FIX
Shares Held
231
Value
$318.74K