FAMILY WEALTH PARTNERS, LLC
CIK: 0002016217SEC EDGAR →
Portfolio Value
$277.4M
Holdings
92
As of
Q4 2025
New Positions
20
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 264,461 | $39.3M | 14.17% |
| 2 | LPL FINL HLDGS INC | 102,005 | $36.4M | 13.13% |
| 3 | VANGUARD SCOTTSDALE FDS | 271,186 | $16.3M | 5.86% |
| 4 | AMERICAN CENTY ETF TR | 118,242 | $11.1M | 4.00% |
| 5 | VANGUARD INDEX FDS | 48,400 | $10.3M | 3.69% |
| 6 | DIMENSIONAL ETF TRUST | 302,430 | $10.0M | 3.61% |
| 7 | ISHARES TR | 120,587 | $9.9M | 3.58% |
| 8 | VANGUARD INDEX FDS | 29,633 | $9.9M | 3.58% |
| 9 | DIMENSIONAL ETF TRUST | 255,815 | $9.7M | 3.51% |
| 10 | DIMENSIONAL ETF TRUST | 305,780 | $9.7M | 3.49% |
Quarterly Changes
Top Buys
New Positions (19)
$371K · 3K shares
$325K · 1K shares
$297K · 6K shares
$294K · 7K shares
$280K · 898 shares
$274K · 3K shares
$258K · 914 shares
$252K · 327 shares
$237K · 491 shares
$227K · 786 shares
$224K · 241 shares
$223K · 1K shares
$221K · 913 shares
$218K · 803 shares
$213K · 899 shares
$211K · 2K shares
$204K · 510 shares
$203K · 1K shares
$202K · 361 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $266.3M | 96.0% |
| Technology | 10 | $3.3M | 1.2% |
| Real Estate | 4 | $2.3M | 0.8% |
| Healthcare | 5 | $1.3M | 0.5% |
| Industrials | 6 | $1.3M | 0.5% |
| Unknown | 3 | $1.0M | 0.4% |
| Consumer Defensive | 2 | $699K | 0.3% |
| Consumer Cyclical | 2 | $575K | 0.2% |
| Communication Services | 1 | $366K | 0.1% |
| Utilities | 1 | $293K | 0.1% |