Family Wealth Partners, LLC Top Holdings and 13F Report (2025) About Family Wealth Partners, LLCInvestment ActivityFamily Wealth Partners, LLC has $210.34 million in total holdings as of December 31, 2024.Family Wealth Partners, LLC owns shares of 43 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.65% of the portfolio was purchased this quarter.About 7.20% of the portfolio was sold this quarter.This quarter, Family Wealth Partners, LLC has purchased 44 new stocks and bought additional shares in 27 stocks.Family Wealth Partners, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings LPL Financial $35,217,676iShares Core S&P Total U.S. Stock Market ETF $32,843,909Vanguard Intermediate-Term Treasury Index ETF $12,609,601Vanguard Small-Cap Value ETF $9,917,096Dimensional US High Profitability ETF $8,092,220 Largest New Holdings this Quarter iShares Core U.S. REIT ETF $213,766 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 41,591 shares (about $5.35M)Vanguard Intermediate-Term Treasury Index ETF 36,974 shares (about $2.14M)Dimensional International High Profitability ETF 61,176 shares (about $1.54M)iShares Core MSCI International Developed Markets ETF 23,456 shares (about $1.51M)Avantis International Small Cap Value ETF 23,089 shares (about $1.50M) Largest Sales this Quarter LPL Financial 40,035 shares (about $13.07M)Apple 2,000 shares (about $500.87K)Vanguard Total Bond Market ETF 2,918 shares (about $209.83K)Vanguard Intermediate-Term Bond ETF 2,728 shares (about $203.86K)Vanguard S&P 500 ETF 374 shares (about $201.51K) 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$35,217,676$13,071,821 ▼-27.1%107,86116.7%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$32,843,909$5,349,438 ▲19.5%255,35615.6%ETFVGITVanguard Intermediate-Term Treasury Index ETF$12,609,601$2,144,491 ▲20.5%217,4076.0%ETFVBRVanguard Small-Cap Value ETF$9,917,096$491,089 ▲5.2%50,0414.7%ETFDUHPDimensional US High Profitability ETF$8,092,220$1,343,793 ▲19.9%239,4863.8%ETFAVUVAvantis U.S. Small Cap Value ETF$7,925,464$1,333,556 ▲20.2%82,1043.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,481,725$1,490,630 ▲24.9%285,6713.6%ETFAVDVAvantis International Small Cap Value ETF$7,442,474$1,502,630 ▲25.3%114,3593.5%ETFIDEViShares Core MSCI International Developed Markets ETF$7,293,144$1,512,203 ▲26.2%113,1253.5%ETFDIHPDimensional International High Profitability ETF$7,212,197$1,543,470 ▲27.2%285,8583.4%ETFVBVanguard Small-Cap ETF$7,077,473$125,186 ▲1.8%29,4553.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$6,629,037$1,133,515 ▲20.6%141,4043.2%ETFVTIVanguard Total Stock Market ETF$6,425,311$180,840 ▼-2.7%22,1713.1%ETFVOOVanguard S&P 500 ETF$5,862,071$201,509 ▼-3.3%10,8802.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,255,507$697,877 ▲15.3%108,5402.5%ManufacturingVTVVanguard Value ETF$4,997,074$33,014 ▼-0.7%29,5162.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,779,757$250,679 ▲7.1%39,0071.8%FinanceVEUVanguard FTSE All-World ex-US ETF$2,805,564$38,063 ▲1.4%48,8691.3%ETFBSVVanguard Short-Term Bond ETF$2,746,657$68,616 ▼-2.4%35,5461.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,672,627$194,866 ▲7.9%32,6011.3%ManufacturingDLSWisdomTree International SmallCap Dividend Fund$2,485,048$237,759 ▲10.6%39,4771.2%FinanceVNQVanguard Real Estate ETF$2,264,765$122,930 ▲5.7%25,4241.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,257,748$78,532 ▲3.6%19,7221.1%ETFVEAVanguard FTSE Developed Markets ETF$2,240,648$37,873 ▲1.7%46,8561.1%ETFDFACDimensional U.S. Core Equity 2 ETF$2,096,0160.0%60,5961.0%ETFVPLVanguard FTSE Pacific ETF$1,996,793$40,848 ▲2.1%28,1080.9%ETFVXUSVanguard Total International Stock ETF$1,739,985$26,696 ▲1.6%29,5260.8%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,702,157$245,821 ▲16.9%34,7950.8%FinanceVGKVanguard FTSE Europe ETF$1,640,810$74,703 ▲4.8%25,8520.8%ETFIVViShares Core S&P 500 ETF$1,546,214$14,715 ▼-0.9%2,6270.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,195,186$101,159 ▼-7.8%27,1390.6%ETFBNDVanguard Total Bond Market ETF$1,020,051$209,835 ▼-17.1%14,1850.5%ETFBIVVanguard Intermediate-Term Bond ETF$834,193$203,859 ▼-19.6%11,1630.4%ETFFSKFS KKR Capital$529,006$34,230 ▲6.9%24,3560.3%FinanceVCSHVanguard Short-Term Corporate Bond ETF$426,173$121,151 ▼-22.1%5,4630.2%ETFIWCiShares Micro-Cap ETF$372,455$11,603 ▼-3.0%2,8570.2%ETFBNDXVanguard Total International Bond ETF$343,807$101,489 ▼-22.8%7,0090.2%ETFAAPLApple$314,798$500,872 ▼-61.4%1,2570.1%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$287,813$6,670 ▼-2.3%7,5940.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$235,170$1,838 ▲0.8%3,0700.1%ETFDFSIDimensional International Sustainability Core 1 ETF$217,336$2,727 ▲1.3%6,6160.1%ETFUSRTiShares Core U.S. REIT ETF$213,766$213,766 ▲New Holding3,7300.1%ETFPSECProspect Capital$91,439$31,580 ▲52.8%21,2150.0%FinanceROOFNYLI CBRE NextGen Real Estate ETF$0$238,863 ▼-100.0%00.0%ETFSVCService Properties Trust$0$68,651 ▼-100.0%00.0%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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
