Family Wealth Partners, LLC Top Holdings and 13F Report (2025) About Family Wealth Partners, LLCInvestment ActivityFamily Wealth Partners, LLC has $219.05 million in total holdings as of March 31, 2025.Family Wealth Partners, LLC owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.25% of the portfolio was purchased this quarter.About 0.67% of the portfolio was sold this quarter.This quarter, Family Wealth Partners, LLC has purchased 43 new stocks and bought additional shares in 25 stocks.Family Wealth Partners, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings LPL Financial $36,621,668iShares Core S&P Total U.S. Stock Market ETF $32,876,886Vanguard Intermediate-Term Treasury Index ETF $14,070,288Vanguard Small-Cap Value ETF $9,145,089Avantis International Small Cap Value ETF $8,531,353 Largest New Holdings this Quarter 67066G104 - NVIDIA $444,906 Holding023135106 - Amazon.com $406,586 Holding38173M102 - Golub Capital BDC $292,352 Holding69121K104 - Blue Owl Capital $284,776 Holding26884U109 - EPR Properties $214,793 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 14,105 shares (about $1.72M)LPL Financial 4,084 shares (about $1.34M)Vanguard Intermediate-Term Treasury Index ETF 19,467 shares (about $1.16M)Avantis U.S. Small Cap Value ETF 7,044 shares (about $614.02K)Dimensional International High Profitability ETF 22,473 shares (about $605.42K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 2,438 shares (about $241.17K)Vanguard Small-Cap Value ETF 950 shares (about $176.97K)Vanguard Value ETF 951 shares (about $164.28K)Vanguard Total Stock Market ETF 549 shares (about $150.88K)Vanguard S&P 500 ETF 230 shares (about $118.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLPLALPL Financial$36,621,668$1,336,039 ▲3.8%111,94516.7%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$32,876,886$1,720,948 ▲5.5%269,46115.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$14,070,288$1,156,338 ▲9.0%236,8746.4%ETFVBRVanguard Small-Cap Value ETF$9,145,089$176,974 ▼-1.9%49,0914.2%ETFAVDVAvantis International Small Cap Value ETF$8,531,353$555,967 ▲7.0%122,3313.9%ETFDUHPDimensional US High Profitability ETF$8,392,718$456,140 ▲5.7%253,2503.8%ETFIDEViShares Core MSCI International Developed Markets ETF$8,361,015$567,858 ▲7.3%121,3683.8%ETFDIHPDimensional International High Profitability ETF$8,306,439$605,423 ▲7.9%308,3313.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,113,083$554,231 ▲7.3%306,6173.7%ETFAVUVAvantis U.S. Small Cap Value ETF$7,771,018$614,024 ▲8.6%89,1483.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,268,953$549,427 ▲8.2%152,9663.3%ETFVBVanguard Small-Cap ETF$6,425,072$106,663 ▼-1.6%28,9742.9%ETFVTIVanguard Total Stock Market ETF$5,942,476$150,884 ▼-2.5%21,6222.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,787,102$370,957 ▲6.8%115,9742.6%ManufacturingVOOVanguard S&P 500 ETF$5,473,185$118,200 ▼-2.1%10,6502.5%ETFVTVVanguard Value ETF$4,934,318$164,276 ▼-3.2%28,5652.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,617,378$241,165 ▼-6.3%36,5691.7%FinanceVEUVanguard FTSE All-World ex-US ETF$2,912,959$51,440 ▼-1.7%48,0211.3%ETFBSVVanguard Short-Term Bond ETF$2,672,382$110,139 ▼-4.0%34,1391.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,599,245$97,871 ▼-3.6%31,4181.2%ManufacturingDLSWisdomTree International SmallCap Dividend Fund$2,558,709$46,862 ▼-1.8%38,7671.2%FinanceVNQVanguard Real Estate ETF$2,540,269$238,391 ▲10.4%28,0571.2%ETFVEAVanguard FTSE Developed Markets ETF$2,337,879$43,816 ▼-1.8%45,9941.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,282,958$3,121 ▲0.1%19,7491.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,044,654$45,592 ▲2.3%61,9780.9%ETFVPLVanguard FTSE Pacific ETF$2,004,793$31,882 ▼-1.6%27,6680.9%ETFVXUSVanguard Total International Stock ETF$1,801,427$32,168 ▼-1.8%29,0080.8%ETFVGKVanguard FTSE Europe ETF$1,782,367$32,718 ▼-1.8%25,3860.8%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,663,755$17,198 ▼-1.0%34,4390.8%FinanceIVViShares Core S&P 500 ETF$1,469,966$6,181 ▼-0.4%2,6160.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,193,995$34,307 ▼-2.8%26,3810.5%ETFBNDVanguard Total Bond Market ETF$1,084,823$42,967 ▲4.1%14,7700.5%ETFBIVVanguard Intermediate-Term Bond ETF$857,108$2,374 ▲0.3%11,1940.4%ETFFSKFS KKR Capital$677,350$167,096 ▲32.7%32,3320.3%FinanceUSRTiShares Core U.S. REIT ETF$480,902$266,054 ▲123.8%8,3490.2%ETFNVDANVIDIA$444,906$444,906 ▲New Holding4,1050.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$431,510$237 ▲0.1%5,4660.2%ETFAMZNAmazon.com$406,586$406,586 ▲New Holding2,1370.2%Retail/WholesaleAAPLApple$348,985$69,753 ▲25.0%1,5710.2%Computer and TechnologyBNDXVanguard Total International Bond ETF$345,945$3,759 ▲1.1%7,0860.2%ETFIWCiShares Micro-Cap ETF$314,609$2,218 ▼-0.7%2,8370.1%ETFGBDCGolub Capital BDC$292,352$292,352 ▲New Holding19,3100.1%FinanceOBDCBlue Owl Capital$284,776$284,776 ▲New Holding19,4250.1%FinanceDFSUDimensional US Sustainability Core 1 ETF$278,166$6,231 ▲2.3%7,7680.1%ETFDFSIDimensional International Sustainability Core 1 ETF$243,981$13,153 ▲5.7%6,9930.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$235,751$918 ▲0.4%3,0820.1%ETFEPREPR Properties$214,793$214,793 ▲New Holding4,0830.1%FinanceWPCW. P. Carey$203,317$203,317 ▲New Holding3,2220.1%FinanceTSLXSixth Street Specialty Lending$200,896$200,896 ▲New Holding8,9770.1%FinancePSECProspect Capital$173,566$86,584 ▲99.5%42,3330.1%FinanceSVCService Properties Trust$28,757$28,757 ▲New Holding11,0180.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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