FAMILY WEALTH GROUP, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSEC | 15K | $38.63K |
 | AAPL | 7K | $1.77M |
 | WMT | 5K | $601.84K |
 | NVDA | 5K | $880.76K |
 | MRK | 3K | $265.02K |
 | SHOP | 2K | $378.76K |
 | AMZN | 2K | $533.99K |
 | MSFT | 2K | $882.14K |
 | PGR | 1K | $324.50K |
 | STLD | 1K | $226.38K |
 | ABBV | 1K | $285.21K |
 | TSLA | 1K | $518.37K |
 | AVGO | 1K | $390.50K |
 | GOOG | 1K | $321.76K |
 | JPM | 812 | $261.59K |
 | GOOGL | 745 | $233.24K |
 | HD | 637 | $219.33K |
 | SPGI | 385 | $201.40K |
 | IDXX | 320 | $216.49K |
Prospect Capital Corporation
PSEC
Shares Held
15K
Value
$38.63K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.77M
Walmart Inc.
WMT
Shares Held
5K
Value
$601.84K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$880.76K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$265.02K
Shopify Inc.
SHOP
Shares Held
2K
Value
$378.76K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$533.99K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$882.14K
The Progressive Corporation
PGR
Shares Held
1K
Value
$324.50K
Steel Dynamics, Inc.
STLD
Shares Held
1K
Value
$226.38K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$285.21K
Tesla, Inc.
TSLA
Shares Held
1K
Value
$518.37K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$390.50K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$321.76K
JPMorgan Chase & Co.
JPM
Shares Held
812
Value
$261.59K
Alphabet Inc.
GOOGL
Shares Held
745
Value
$233.24K
The Home Depot, Inc.
HD
Shares Held
637
Value
$219.33K
S&P Global Inc.
SPGI
Shares Held
385
Value
$201.40K
IDEXX Laboratories, Inc.
IDXX
Shares Held
320
Value
$216.49K