§ 13F · FUND PROFILE
FAMILY WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $267M (13F)Positions · 81Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 306K | $44M | 14.9% | +16% |
| 2 | LPLA | LPL FINL HLDGS INC | 72K | $22M | 7.3% | −30% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 311K | $19M | 6.3% | +15% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 128K | $13M | 4.4% | +8% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 340K | $12M | 4.0% | +12% |
| 6 | IDEV | ISHARES TR | 138K | $11M | 3.9% | +14% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 104K | $11M | 3.9% | +15% |
| 8 | DIHP | DIMENSIONAL ETF TRUST | 353K | $11M | 3.9% | +15% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 299K | $11M | 3.8% | +17% |
| 10 | VBR | VANGUARD INDEX FDS | 47K | $10M | 3.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
FAMILY WEALTH PARTNERS, LLC is a Other fund managing $267 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed