Wavvest Wealth LLC’s First Watch Restaurant Group FWRG Stock Holding History

Wavvest Wealth LLC’s Portfolio FWRG Stock Details FWRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$412K	Buy	+40,490	New	+$487K	0.33%	71

Other funds holding FWRG

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wavvest Wealth LLC's FWRG Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in First Watch Restaurant Group (FWRG) in Q3 2026: 40,490 shares worth $412K. The stake represents 0.33% of the portfolio and ranks #71 among its holdings.

20 funds tracked by Wall St. Rank hold FWRG as of Q3 2026.

Wavvest Wealth LLC held 40,490 shares of First Watch Restaurant Group worth $412K as of Q3 2026.
First Watch Restaurant Group was a new Wavvest Wealth LLC position in Q3 2026.
First Watch Restaurant Group made up 0.33% of Wavvest Wealth LLC's portfolio in Q3 2026, its #71 holding.
20 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.