Family Wealth Partners, LLC Top Holdings and 13F Report (2025) About Family Wealth Partners, LLCInvestment ActivityFamily Wealth Partners, LLC has $249.87 million in total holdings as of June 30, 2025.Family Wealth Partners, LLC owns shares of 62 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.07% of the portfolio was purchased this quarter.About 1.35% of the portfolio was sold this quarter.This quarter, Family Wealth Partners, LLC has purchased 51 new stocks and bought additional shares in 26 stocks.Family Wealth Partners, LLC sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings LPL Financial $41,959,870iShares Core S&P Total U.S. Stock Market ETF $37,408,509Vanguard Intermediate-Term Treasury ETF $14,574,842Avantis International Small Cap Value ETF $9,948,466iShares Core MSCI International Developed Markets ETF $9,464,562 Largest New Holdings this Quarter 921932778 - Vanguard S&P Small-Cap 600 Value ETF $862,631 Holding25434V807 - Dimensional International Value ETF $767,385 Holding464288273 - iShares MSCI EAFE Small-Cap ETF $711,072 Holding46432F339 - iShares MSCI USA Quality Factor ETF $710,987 Holding594918104 - Microsoft $396,980 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 8,126 shares (about $2.47M)iShares Core S&P Total U.S. Stock Market ETF 7,557 shares (about $1.02M)Vanguard S&P Small-Cap 600 Value ETF 10,081 shares (about $862.63K)Dimensional International Value ETF 17,917 shares (about $767.39K)iShares MSCI EAFE Small-Cap ETF 9,784 shares (about $711.07K) Largest Sales this Quarter Vanguard S&P 500 ETF 934 shares (about $530.55K)iShares Core U.S. Aggregate Bond ETF 4,744 shares (about $470.61K)Vanguard Value ETF 2,147 shares (about $379.47K)Vanguard Small-Cap ETF 1,399 shares (about $331.53K)Vanguard Small-Cap Value ETF 1,512 shares (about $294.85K) 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$41,959,870$16,124 ▼0.0%111,90216.8%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$37,408,509$1,020,497 ▲2.8%277,01815.0%ETFVGITVanguard Intermediate-Term Treasury ETF$14,574,842$407,425 ▲2.9%243,6865.8%ETFAVDVAvantis International Small Cap Value ETF$9,948,466$250,050 ▲2.6%125,4854.0%ETFIDEViShares Core MSCI International Developed Markets ETF$9,464,562$235,724 ▲2.6%124,4683.8%ETFDUHPDimensional US High Profitability ETF$9,305,961$300,376 ▲3.3%261,6973.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,300,329$199,925 ▲2.2%313,3533.7%ETFDIHPDimensional International High Profitability ETF$9,290,472$197,789 ▲2.2%315,0383.7%ETFVBRVanguard Small-Cap Value ETF$9,278,336$294,854 ▼-3.1%47,5793.7%ETFVTIVanguard Total Stock Market ETF$9,041,196$2,469,704 ▲37.6%29,7483.6%ETFAVUVAvantis U.S. Small Cap Value ETF$8,346,808$225,383 ▲2.8%91,6223.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,785,977$442,076 ▲6.0%162,1743.1%ETFVBVanguard Small-Cap ETF$6,534,621$331,530 ▼-4.8%27,5752.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,133,571$303,579 ▲5.2%122,0132.5%ManufacturingVOOVanguard S&P 500 ETF$5,519,037$530,546 ▼-8.8%9,7162.2%ETFVTVVanguard Value ETF$4,669,188$379,467 ▼-7.5%26,4181.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,157,078$470,610 ▼-13.0%31,8251.3%FinanceVEAVanguard FTSE Developed Markets ETF$3,142,508$520,388 ▲19.8%55,1221.3%ETFVEUVanguard FTSE All-World ex-US ETF$2,987,842$240,108 ▼-7.4%44,4491.2%ETFDLSWisdomTree International SmallCap Dividend Fund$2,905,593$6,159 ▼-0.2%38,6851.2%FinanceVNQVanguard Real Estate ETF$2,849,490$350,720 ▲14.0%31,9951.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,557,019$46,235 ▼-1.8%30,8601.0%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,513,625$140,437 ▼-5.3%18,7041.0%ETFBSVVanguard Short-Term Bond ETF$2,498,373$188,326 ▼-7.0%31,7461.0%ETFDFACDimensional U.S. Core Equity 2 ETF$2,221,2920.0%61,9780.9%ETFVPLVanguard FTSE Pacific ETF$2,118,803$154,994 ▼-6.8%25,7820.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,972,525$667,714 ▲51.2%39,8810.8%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,896,056$6,353 ▼-0.3%34,3240.8%FinanceVXUSVanguard Total International Stock ETF$1,853,763$150,410 ▼-7.5%26,8310.7%ETFVGKVanguard FTSE Europe ETF$1,792,250$175,149 ▼-8.9%23,1260.7%ETFIVViShares Core S&P 500 ETF$1,624,3130.0%2,6160.7%ETFBNDVanguard Total Bond Market ETF$1,466,285$378,757 ▲34.8%19,9140.6%ETFFSKFS KKR Capital$1,038,292$367,401 ▲54.8%50,0380.4%FinanceUSRTiShares Core U.S. REIT ETF$930,911$458,697 ▲97.1%16,4590.4%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$862,631$862,631 ▲New Holding10,0810.3%ETFBIVVanguard Intermediate-Term Bond ETF$834,144$31,633 ▼-3.7%10,7850.3%ETFDFIVDimensional International Value ETF$767,385$767,385 ▲New Holding17,9170.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$711,072$711,072 ▲New Holding9,7840.3%ETFQUALiShares MSCI USA Quality Factor ETF$710,987$710,987 ▲New Holding3,8890.3%ETFNVDANVIDIA$648,5600.0%4,1050.3%Computer and TechnologyGBDCGolub Capital BDC$517,969$235,076 ▲83.1%35,3560.2%FinanceOBDCBlue Owl Capital$515,507$236,953 ▲85.1%35,9490.2%FinanceEPREPR Properties$435,515$197,628 ▲83.1%7,4750.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$415,488$19,081 ▼-4.4%5,2260.2%ETFMSFTMicrosoft$396,980$396,980 ▲New Holding7980.2%Computer and TechnologyTSLXSixth Street Specialty Lending$388,028$174,288 ▲81.5%16,2970.2%FinanceWPCW.P. Carey$369,770$168,792 ▲84.0%5,9280.1%FinanceIWCiShares Micro-Cap ETF$362,1220.0%2,8370.1%ETFARCCAres Capital$357,847$357,847 ▲New Holding16,2950.1%FinanceBNDXVanguard Total International Bond ETF$342,186$8,665 ▼-2.5%6,9110.1%ETFDFSUDimensional US Sustainability Core 1 ETF$334,486$29,594 ▲9.7%8,5220.1%ETFWELLWelltower$323,454$323,454 ▲New Holding2,1040.1%FinanceAAPLApple$322,547$205 ▲0.1%1,5720.1%Computer and TechnologyAMZNAmazon.com$315,702$153,134 ▼-32.7%1,4390.1%Retail/WholesaleREZiShares Residential and Multisector Real Estate ETF$312,633$312,633 ▲New Holding3,7970.1%ETFVTRVentas$288,790$288,790 ▲New Holding4,5730.1%FinanceDFSIDimensional International Sustainability Core 1 ETF$264,386$11,192 ▼-4.1%6,7090.1%ETFPSECProspect Capital$258,170$123,552 ▲91.8%81,1860.1%FinancePLDPrologis$255,003$255,003 ▲New Holding2,4260.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$241,544$15,514 ▼-6.0%2,8960.1%ETFGOOGAlphabet$206,485$206,485 ▲New Holding1,1640.1%Computer and TechnologySVCService Properties Trust$26,450$117 ▲0.4%11,0670.0%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. 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