Family Wealth Partners, LLC Top Holdings and 13F Report (2024) → Watch this FREE trading tutorial while it’s still available (From InvestorPlace) (Ad) About Family Wealth Partners, LLCInvestment ActivityFamily Wealth Partners, LLC has $176.48 million in total holdings as of March 31, 2024.Family Wealth Partners, LLC owns shares of 41 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 27.10% of the portfolio was purchased this quarter.About 5.04% of the portfolio was sold this quarter.This quarter, Family Wealth Partners, LLC has purchased 40 new stocks and bought additional shares in 13 stocks.Family Wealth Partners, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings LPL Financial $38,821,532iShares Core S&P Total U.S. Stock Market ETF $21,292,937Vanguard Intermediate-Term Treasury Index ETF $9,221,039Vanguard Small-Cap Value ETF $8,561,240Vanguard Small-Cap ETF $5,949,450 Largest New Holdings this Quarter Apple $531,083 HoldingCSX $296,906 Holding Largest Purchases this Quarter LPL Financial 76,426 shares (about $20.19M)iShares Core S&P Total U.S. Stock Market ETF 68,344 shares (about $7.88M)Vanguard Intermediate-Term Treasury Index ETF 62,741 shares (about $3.67M)Avantis International Small Cap Value ETF 30,859 shares (about $2.03M)Avantis U.S. Small Cap Value ETF 21,544 shares (about $2.02M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 9,934 shares (about $972.93K)Vanguard Short-Term Bond ETF 10,286 shares (about $788.63K)Vanguard Total Stock Market ETF 2,805 shares (about $729.01K)Vanguard S&P 500 ETF 1,440 shares (about $692.20K)Vanguard Small-Cap Value ETF 3,528 shares (about $676.95K) 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$38,821,532$20,191,741 ▲108.4%146,94022.0%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$21,292,937$7,880,072 ▲58.8%184,67412.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$9,221,039$3,673,485 ▲66.2%157,4905.2%ETFVBRVanguard Small-Cap Value ETF$8,561,240$676,948 ▼-7.3%44,6184.9%ETFVBVanguard Small-Cap ETF$5,949,450$633,416 ▼-9.6%26,0273.4%ETFVTIVanguard Total Stock Market ETF$5,488,752$729,009 ▼-11.7%21,1193.1%ETFAVUVAvantis U.S. Small Cap Value ETF$5,412,880$2,018,889 ▲59.5%57,7623.1%ETFDUHPDimensional US High Profitability ETF$5,410,749$2,003,285 ▲58.8%171,1723.1%ETFVOOVanguard S&P 500 ETF$5,226,117$692,201 ▼-11.7%10,8723.0%ETFAVDVAvantis International Small Cap Value ETF$5,154,072$2,032,374 ▲65.1%78,2582.9%ETFIDEViShares Core MSCI International Developed Markets ETF$5,105,505$1,998,527 ▲64.3%76,0542.9%ETFDIHPDimensional International High Profitability ETF$5,093,170$1,982,165 ▲63.7%189,0562.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,952,019$1,985,748 ▲66.9%194,2732.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,863,372$1,917,680 ▲65.1%103,3882.8%ETFVTVVanguard Value ETF$4,392,076$543,635 ▼-11.0%26,9682.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,086,104$1,316,683 ▲47.5%85,3232.3%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$3,833,062$972,932 ▼-20.2%39,1372.2%FinanceBSVVanguard Short-Term Bond ETF$2,959,474$788,631 ▼-21.0%38,6001.7%ETFVEUVanguard FTSE All-World ex-US ETF$2,718,676$290,905 ▼-9.7%46,3541.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,650,527$541,309 ▼-17.0%32,4101.5%ManufacturingDLSWisdomTree International SmallCap Dividend Fund$2,366,992$59,276 ▼-2.4%36,2981.3%FinanceVEAVanguard FTSE Developed Markets ETF$2,182,054$235,650 ▼-9.7%43,4931.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,121,260$206,576 ▼-8.9%18,1551.2%ETFVPLVanguard FTSE Pacific ETF$1,981,267$227,406 ▼-10.3%26,0591.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,936,0420.0%60,5961.1%ETFVNQVanguard Real Estate ETF$1,878,385$173,050 ▼-8.4%21,7201.1%ETFVGKVanguard FTSE Europe ETF$1,641,426$236,433 ▼-12.6%24,3750.9%ETFVXUSVanguard Total International Stock ETF$1,632,465$202,611 ▼-11.0%27,0720.9%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$1,548,676$109,857 ▼-6.6%30,4500.9%FinanceIVViShares Core S&P 500 ETF$1,356,652$3,679 ▼-0.3%2,5810.8%ETFBNDVanguard Total Bond Market ETF$1,306,104$320,734 ▼-19.7%17,9830.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,137,326$151,293 ▼-11.7%27,2280.6%ETFBIVVanguard Intermediate-Term Bond ETF$1,113,148$333,575 ▼-23.1%14,7630.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$574,986$187,100 ▼-24.6%7,4370.3%ETFAAPLApple$531,083$531,083 ▲New Holding3,0970.3%Computer and TechnologyBNDXVanguard Total International Bond ETF$473,378$156,727 ▼-24.9%9,6230.3%ETFFSKFS KKR Capital$361,762$7,113 ▼-1.9%18,9700.2%FinanceIWCiShares Micro-Cap ETF$356,664$121 ▲0.0%2,9430.2%ETFCSXCSX$296,906$296,906 ▲New Holding8,0090.2%TransportationAOAiShares Core Aggressive Allocation ETF$257,435$30,710 ▼-10.7%3,5040.1%ETFDFSUDimensional US Sustainability Core 1 ETF$229,893$1,136 ▲0.5%6,6810.1%ETFAOKiShares Core Conservative Allocation ETF$0$386,415 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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