FAMILY WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, FAMILY WEALTH PARTNERS, LLC held in its portfolio 92 assets valued at $277,438,115 (i.e. $277.44M).
The most valuable assets in the portfolio included: ISHARES TR ($39.32M), LPL FINL HLDGS INC ($36.43M), and VANGUARD SCOTTSDALE FDS ($16.25M).
The chart below shows the top 10 valuable assets, and the table below shows the top 92 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FAMILY WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 264461 | 39322779 | CORE S&P TTL STK |
| LPL FINL HLDGS INC | 102005 | 36433104 | COM |
| VANGUARD SCOTTSDALE FDS | 271186 | 16252181 | INTER TERM TREAS |
| AMERICAN CENTY ETF TR | 118242 | 11111209 | INTL SMCP VLU |
| VANGUARD INDEX FDS | 48400 | 10250663 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 302430 | 10004399 | EMERGING MKTS CO |
| ISHARES TR | 120587 | 9946000 | CORE MSCI INTL |
| VANGUARD INDEX FDS | 29633 | 9934926 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 255815 | 9728644 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 305780 | 9682521 | INTL HIGH PROFIT |
| AMERICAN CENTY ETF TR | 90365 | 9215454 | US SML CP VALU |
| DIMENSIONAL ETF TRUST | 181953 | 8724625 | SHORT DURATION F |
| VANGUARD INDEX FDS | 27921 | 7202202 | SMALL CP ETF |
| VANGUARD MALVERN FDS | 133916 | 6623486 | STRM INFPROIDX |
| VANGUARD INDEX FDS | 9492 | 5952482 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 26306 | 5024223 | VALUE ETF |
| NORTHERN LTS FD TR IV | 14208 | 3526284 | INSPIRE 500 ETF |
| VANGUARD TAX-MANAGED FDS | 55842 | 3488441 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 38269 | 3386439 | REAL ESTATE ETF |
| VANGUARD INTL EQUITY INDEX F | 43782 | 3220624 | ALLWRLD EX US |
| WISDOMTREE TR | 36737 | 2976054 | INTL SMCAP DIV |
| ISHARES TR | 29399 | 2936382 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 18653 | 2673528 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 61978 | 2453709 | US CORE EQUITY 2 |
| VANGUARD BD INDEX FDS | 30916 | 2436453 | SHORT TRM BOND |
| ISHARES TR | 29111 | 2410999 | 1 3 YR TREAS BD |
| VANGUARD INTL EQUITY INDEX F | 25559 | 2310556 | FTSE PACIFIC ETF |
| VANGUARD INTL EQUITY INDEX F | 40274 | 2165152 | FTSE EMR MKT ETF |
| WISDOMTREE TR | 34845 | 1994541 | EMG MKTS SMCAP |
| VANGUARD STAR FDS | 26298 | 1983945 | VG TL INTL STK F |
| VANGUARD INTL EQUITY INDEX F | 23083 | 1929934 | FTSE EUROPE ETF |
| ISHARES TR | 2622 | 1795956 | CORE S&P500 ETF |
| TIMOTHY PLAN | 46889 | 1626124 | INTL ETF |
| VANGUARD BD INDEX FDS | 20143 | 1491983 | TOTAL BND MRKT |
| ISHARES TR | 25838 | 1471753 | CRE U S REIT ETF |
| TIMOTHY PLAN | 32479 | 1346239 | U S SM CP CORE |
| FS KKR CAP CORP | 75225 | 1114078 | COM |
| TIMOTHY PLAN | 27255 | 1050154 | HIG DV STK ETF |
| VANGUARD ADMIRAL FDS INC | 10553 | 1031627 | SMLCP 600 VAL |
| DIMENSIONAL ETF TRUST | 19051 | 950645 | INTERNATNAL VAL |
| NVIDIA CORPORATION | 4992 | 931024 | COM |
| ISHARES TR | 4298 | 853704 | MSCI USA QLT FCT |
| VANGUARD BD INDEX FDS | 10806 | 841533 | INTERMED TERM |
| ISHARES TR | 10803 | 837526 | EAFE SML CP ETF |
| GOLUB CAP BDC INC | 54554 | 740291 | COM |
| BLUE OWL CAPITAL CORPORATION | 57572 | 715622 | COM |
| WELLTOWER INC | 3567 | 662077 | COM |
| VENTAS INC | 8510 | 658537 | COM |
| EPR PPTYS | 11422 | 569958 | COM SH BEN INT |
| WP CAREY INC | 8539 | 549541 | COM |
| SIXTH STREET SPECIALTY LENDI | 24867 | 540112 | COM |
| NORTHERN LTS FD TR IV | 13815 | 532973 | INSPIRE SML/ MID |
| ARES CAPITAL CORP | 25243 | 510670 | COM |
| ISHARES TR | 5933 | 490334 | RESIDENTIAL MULT |
| PROLOGIS INC. | 3703 | 472767 | COM |
| VANGUARD SCOTTSDALE FDS | 5903 | 470616 | SHRT TRM CORP BD |
| WALMART INC | 4159 | 463386 | COM |
| ISHARES TR | 2837 | 447334 | MICRO-CAP ETF |
| MICROSOFT CORP | 836 | 404371 | COM |
| DIMENSIONAL ETF TRUST | 9234 | 401019 | US SUSTAINABILTY |
| PROSPECT CAP CORP | 150479 | 389741 | COM |
| INVESCO EXCH TRADED FD TR II | 3114 | 371562 | S&P 500 MOMNTM |
| ALPHABET INC | 1169 | 366840 | CAP STK CL C |
| VANGUARD CHARLOTTE FDS | 7069 | 341573 | TOTAL INT BD ETF |
| MICRON TECHNOLOGY INC | 1142 | 325938 | COM |
| DIMENSIONAL ETF TRUST | 7536 | 322893 | INTERNATIONAL |
| AMAZON COM INC | 1376 | 317608 | COM |
| BRISTOL-MYERS SQUIBB CO | 5520 | 297749 | COM |
| CENTENE CORP DEL | 7165 | 294840 | COM |
| PG&E CORP | 18286 | 293856 | COM |
| MERCK & CO INC | 2684 | 282518 | COM |
| CHUBB LIMITED | 898 | 280284 | COM |
| ZOOM COMMUNICATIONS INC | 3179 | 274316 | CL A |
| INTEL CORP | 7045 | 259961 | COM |
| EXPEDIA GROUP INC | 914 | 258945 | COM NEW |
| REGENERON PHARMACEUTICALS | 327 | 252401 | COM |
| LOCKHEED MARTIN CORP | 491 | 237482 | COM |
| PEPSICO INC | 1647 | 236377 | COM |
| ISHARES TR | 2607 | 233501 | CORE 80/20 AGGRE |
| FEDEX CORP | 786 | 227044 | COM |
| COMFORT SYS USA INC | 241 | 224923 | COM |
| HUNT J B TRANS SVCS INC | 1149 | 223297 | COM |
| VERISIGN INC | 913 | 221813 | COM |
| APPLE INC | 803 | 218334 | COM |
| SANDISK CORP | 899 | 213405 | COM |
| PINNACLE FINL PARTNERS INC | 2219 | 211715 | COM |
| HUBSPOT INC | 510 | 204663 | COM |
| LAM RESEARCH CORP | 1188 | 203362 | COM NEW |
| MEDPACE HLDGS INC | 361 | 202756 | COM |
| GENERAL DYNAMICS CORP | 601 | 202333 | COM |
| ADT INC DEL | 18869 | 152273 | COM |
| SERVICE PPTYS TR | 10825 | 19919 | COM SH BEN INT |
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