§ 13F · FUND PROFILE
FAMILY WEALTH PARTNERS, LLC.
AUM · $326M (13F)Positions · 109Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 313K | $51M | 15.8% | +2% |
| 2 | LPLA | LPL FINL HLDGS INC | 69K | $19M | 6.0% | −3% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 326K | $19M | 5.9% | +5% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 356K | $14M | 4.4% | +5% |
| 5 | AVDV | AMERICAN CENTY ETF TR | 135K | $14M | 4.3% | +5% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 109K | $14M | 4.2% | +6% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 321K | $13M | 4.1% | +7% |
| 8 | DIHP | DIMENSIONAL ETF TRUST | 378K | $13M | 4.0% | +7% |
| 9 | IDEV | ISHARES TR | 142K | $13M | 3.9% | +4% |
| 10 | VBR | VANGUARD INDEX FDS | 47K | $11M | 3.5% | ±0% |
§ 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 $326 million in assets. The fund runs a portfolio of 109 positions.
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