§ 13F · FUND PROFILE
FAMILY WEALTH PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $249.9T (13F)Positions · 62Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 264K | $39.3T | 14.2% | −3% |
| 2 | LPLA | LPL FINL HLDGS INC | 102K | $36.4T | 13.1% | −3% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | 271K | $16.3T | 5.9% | +6% |
| 4 | AVDV | AMERICAN CENTY ETF TR | 118K | $11.1T | 4.0% | −4% |
| 5 | VBR | VANGUARD INDEX FDS | 48K | $10.3T | 3.7% | −2% |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 302K | $10.0T | 3.6% | −3% |
| 7 | IDEV | ISHARES TR | 121K | $9.9T | 3.6% | −2% |
| 8 | VTI | VANGUARD INDEX FDS | 30K | $9.9T | 3.6% | −1% |
| 9 | DUHP | DIMENSIONAL ETF TRUST | 256K | $9.7T | 3.5% | −3% |
| 10 | DIHP | DIMENSIONAL ETF TRUST | 306K | $9.7T | 3.5% | −3% |
§ 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 $249873.6 trillion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed