SEC 13F Intelligence

Frg Family Wealth Advisors LLC / AAPL

Frg Family Wealth Advisors LLC’s Apple Inc Position

Does Frg Family Wealth Advisors LLC own Apple Inc (AAPL)? Yes89.7K shares worth $23M (+3.73% of its 13F portfolio) as of Q1 2026, down from 92.8K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
89.7K
% of Portfolio
+3.73%
Quarters Held
18
currently held

Position History AAPL

Reported value by quarter
Q4 ’21: $19MQ4 ’21Q1 ’22: $19MQ2 ’22: $15MQ3 ’22: $15MQ3 ’22Q4 ’22: $14MQ1 ’23: $17MQ2 ’23: $20MQ2 ’23Q3 ’23: $17MQ4 ’23: $19MQ1 ’24: $17MQ1 ’24Q2 ’24: $21MQ3 ’24: $23MQ4 ’24: $25MQ4 ’24Q1 ’25: $22MQ2 ’25: $20MQ3 ’25: $24MQ3 ’25Q4 ’25: $25MQ1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202689.7K$23M+3.73%
Q4 202592.8K$25M+3.92%
Q3 202593.9K$24M+3.85%
Q2 202596.9K$20M+3.46%
Q1 202597.7K$22M+4.19%
Q4 202498.9K$25M+4.50%
Q3 202499.2K$23M+4.13%
Q2 202499.5K$21M+3.99%
Q1 202499.8K$17M+3.33%
Q4 202399.5K$19M+3.89%
Q3 2023101.2K$17M+3.92%
Q2 2023104.0K$20M+4.42%
Q1 2023104.7K$17M+3.95%
Q4 2022106.0K$14M+3.28%
Q3 2022107.4K$15M+3.67%
Q2 2022107.4K$15M+3.39%
Q1 2022108.0K$19M+3.67%
Q4 2021107.4K$19M+3.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Frg Family Wealth Advisors LLC’s full portfolio or all institutional holders of AAPL.