Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s First Watch Restaurant Group FWRG Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$264K	Buy	+21,151	New	+$248K	﹤0.01%	3328

Other funds holding FWRG

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's FWRG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in First Watch Restaurant Group (FWRG) in Q2 2026: 21,151 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #3328 among its holdings.

10 funds tracked by Wall St. Rank hold FWRG as of Q2 2026.

Wealth Enhancement Advisory Services held 21,151 shares of First Watch Restaurant Group worth $264K as of Q2 2026.
First Watch Restaurant Group was a new Wealth Enhancement Advisory Services position in Q2 2026.
First Watch Restaurant Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3328 holding.
10 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.