FAMILY WEALTH PARTNERS, LLC
CIK: 0002016217SEC EDGAR →
Portfolio Value
$277.4B
Holdings
92
As of
Q4 2025
New Positions
20
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 264,461 | $39.3B | 14.17% |
| 2 | LPL FINL HLDGS INC | 102,005 | $36.4B | 13.13% |
| 3 | VANGUARD SCOTTSDALE FDS | 271,186 | $16.3B | 5.86% |
| 4 | AMERICAN CENTY ETF TR | 118,242 | $11.1B | 4.00% |
| 5 | VANGUARD INDEX FDS | 48,400 | $10.3B | 3.69% |
| 6 | DIMENSIONAL ETF TRUST | 302,430 | $10.0B | 3.61% |
| 7 | ISHARES TR | 120,587 | $9.9B | 3.58% |
| 8 | VANGUARD INDEX FDS | 29,633 | $9.9B | 3.58% |
| 9 | DIMENSIONAL ETF TRUST | 255,815 | $9.7B | 3.51% |
| 10 | DIMENSIONAL ETF TRUST | 305,780 | $9.7B | 3.49% |
Quarterly Changes
Top Buys
New Positions (19)
$371.0M · 3K shares
$325.0M · 1K shares
$297.0M · 6K shares
$294.0M · 7K shares
$280.0M · 898 shares
$274.0M · 3K shares
$258.0M · 914 shares
$252.0M · 327 shares
$237.0M · 491 shares
$227.0M · 786 shares
$224.0M · 241 shares
$223.0M · 1K shares
$221.0M · 913 shares
$218.0M · 803 shares
$213.0M · 899 shares
$211.0M · 2K shares
$204.0M · 510 shares
$203.0M · 1K shares
$202.0M · 361 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $266.3B | 96.0% |
| Technology | 10 | $3.3B | 1.2% |
| Real Estate | 4 | $2.3B | 0.8% |
| Healthcare | 5 | $1.3B | 0.5% |
| Industrials | 6 | $1.3B | 0.5% |
| Unknown | 3 | $1.0B | 0.4% |
| Consumer Defensive | 2 | $699.0M | 0.3% |
| Consumer Cyclical | 2 | $575.0M | 0.2% |
| Communication Services | 1 | $366.0M | 0.1% |
| Utilities | 1 | $293.0M | 0.1% |