Family Wealth Partners, LLC Top Holdings and 13F Report (2026) About Family Wealth Partners, LLCInvestment ActivityFamily Wealth Partners, LLC has $292.86 million in total holdings as of March 31, 2026.Family Wealth Partners, LLC owns shares of 105 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 11.29% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Family Wealth Partners, LLC has purchased 92 new stocks and bought additional shares in 53 stocks.Family Wealth Partners, LLC sold shares of 23 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $43,586,648LPL Financial $21,518,653Vanguard Intermediate-Term Treasury ETF $18,528,036Avantis International Small Cap Value ETF $12,772,992Dimensional Emerging Markets Core Equity 2 ETF $11,725,574 Largest New Holdings this Quarter G87110105 - TechnipFMC $359,545 Holding281020107 - Edison International $347,239 Holding140475203 - SONIDA SENIOR LIVING INC $337,140 Holding72348N109 - PINNACLE FINL PARTNERS INC $304,160 Holding958102105 - Western Digital $296,187 Holding Largest Purchases this Quarter iShares Core S&P Total U.S. Stock Market ETF 41,660 shares (about $5.93M)Vanguard Intermediate-Term Treasury ETF 39,949 shares (about $2.38M)NORTHERN LTS FD TR IV 8,080 shares (about $2.02M)Dimensional US High Profitability ETF 43,536 shares (about $1.60M)Dimensional International High Profitability ETF 47,276 shares (about $1.52M) Largest Sales this Quarter LPL Financial 30,474 shares (about $9.17M)iShares Core U.S. Aggregate Bond ETF 3,347 shares (about $332.26K)SANDISK CORP 341 shares (about $216.65K)Vanguard Small-Cap Value ETF 916 shares (about $199.00K)iShares 1-3 Year Treasury Bond ETF 1,979 shares (about $163.41K) 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 PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$43,586,648$5,931,706 ▲15.8%306,12114.9%ETFLPLALPL Financial$21,518,653$9,167,486 ▼-29.9%71,5317.3%FinanceVGITVanguard Intermediate-Term Treasury ETF$18,528,036$2,378,956 ▲14.7%311,1356.3%ETFAVDVAvantis International Small Cap Value ETF$12,772,992$969,130 ▲8.2%127,9504.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$11,725,574$1,280,531 ▲12.3%339,5074.0%ETFIDEViShares Core MSCI International Developed Markets ETF$11,490,390$1,416,217 ▲14.1%137,5393.9%ETFAVUVAvantis U.S. Small Cap Value ETF$11,432,715$1,452,255 ▲14.6%103,5143.9%ETFDIHPDimensional International High Profitability ETF$11,372,180$1,522,793 ▲15.5%353,0563.9%ETFDUHPDimensional US High Profitability ETF$11,000,928$1,599,916 ▲17.0%299,3513.8%ETFVBRVanguard Small-Cap Value ETF$10,315,839$199,000 ▼-1.9%47,4843.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$9,977,732$1,265,848 ▲14.5%208,3913.4%ETFVTIVanguard Total Stock Market ETF$9,459,009$47,480 ▼-0.5%29,4853.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,606,950$917,833 ▲13.7%152,2912.6%ManufacturingVBVanguard Small-Cap ETF$7,238,284$74,910 ▼-1.0%27,6352.5%ETFVOOVanguard S&P 500 ETF$5,621,904$50,196 ▼-0.9%9,4081.9%ETFNORTHERN LTS FD TR IV$5,584,371$2,024,485 ▲56.9%22,2881.9%INSPIRE 500 ETFVTVVanguard Value ETF$5,454,319$293,121 ▲5.7%27,8001.9%ETFVNQVanguard Real Estate ETF$3,778,967$385,788 ▲11.4%42,6201.3%ETFVEAVanguard FTSE Developed Markets ETF$3,627,036$48,701 ▲1.4%56,6021.2%ETFVEUVanguard FTSE All-World ex-US ETF$3,259,475$28,538 ▼-0.9%43,4021.1%ETFDLSWisdomTree International SmallCap Dividend Fund$2,900,677$93,399 ▼-3.1%35,5911.0%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,708,307$11,080 ▼-0.4%18,5770.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,586,230$332,263 ▼-11.4%26,0520.9%FinanceTPIFTimothy Plan International ETF$2,544,930$855,049 ▲50.6%70,6140.9%ETFVPLVanguard FTSE Pacific ETF$2,427,610$70,268 ▼-2.8%24,8400.8%ETFDFACDimensional U.S. Core Equity 2 ETF$2,408,4650.0%61,9780.8%ETFBSVVanguard Short-Term Bond ETF$2,367,264$56,847 ▼-2.3%30,1910.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,240,323$163,408 ▼-6.8%27,1320.8%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,185,813$9,026 ▲0.4%40,4410.7%ETFTPSCTimothy Plan US Small Cap Core ETF$2,101,486$722,893 ▲52.4%49,5100.7%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,051,086$43,092 ▼-2.1%34,1280.7%FinanceVXUSVanguard Total International Stock ETF$1,995,561$32,310 ▼-1.6%25,8790.7%ETFUSRTiShares Core U.S. REIT ETF$1,923,476$395,176 ▲25.9%32,5190.7%ETFVGKVanguard FTSE Europe ETF$1,904,025$1,319 ▲0.1%23,0990.7%ETFTPHDTimothy Plan High Dividend Stock ETF$1,728,637$601,373 ▲53.3%41,7950.6%ETFIVViShares Core S&P 500 ETF$1,712,7580.0%2,6220.6%ETFBNDVanguard Total Bond Market ETF$1,507,407$24,080 ▲1.6%20,4700.5%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$1,074,288$610 ▲0.1%10,5590.4%ETFFSKFS KKR Capital$1,071,503$306,550 ▲40.1%105,3710.4%FinanceDFIVDimensional International Value ETF$1,005,5120.0%19,0510.3%ETFGBDCGolub Capital BDC$923,794$233,173 ▲33.8%72,9730.3%FinanceBIVVanguard Intermediate-Term Bond ETF$869,140$35,118 ▲4.2%11,2610.3%ETFNVDANVIDIA$866,604$4,011 ▼-0.5%4,9690.3%Computer and TechnologyOBDCBlue Owl Capital$859,362$223,197 ▲35.1%77,7710.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$847,0320.0%10,8030.3%ETFISMDInspire Small/Mid Cap ETF$842,518$290,339 ▲52.6%21,0790.3%ETFQUALiShares MSCI USA Quality Factor ETF$824,4580.0%4,2980.3%ETFVTRVentas$777,292$81,368 ▲11.7%9,5050.3%FinanceWELLWelltower$717,494$12,452 ▲1.8%3,6300.2%FinanceWPCW.P. Carey$700,572$120,284 ▲20.7%10,3090.2%FinanceEPREPR Properties$681,462$111,189 ▲19.5%13,6490.2%FinanceREZiShares Residential and Multisector Real Estate ETF$627,791$134,325 ▲27.2%7,5480.2%ETFTSLXSixth Street Specialty Lending$600,841$144,429 ▲31.6%32,7360.2%FinanceARCCAres Capital$594,871$140,368 ▲30.9%33,0390.2%FinanceWALMART INC$590,956$74,071 ▲14.3%4,7550.2%COMDFSUDimensional US Sustainability Core 1 ETF$579,848$200,432 ▲52.8%14,1120.2%ETFMSFTMicrosoft$561,220$251,735 ▲81.3%1,5160.2%Computer and TechnologyPSECProspect Capital$554,275$162,357 ▲41.4%212,8170.2%FinancePLDPrologis$477,307$11,619 ▼-2.4%3,6150.2%FinanceBMYBristol Myers Squibb$468,400$133,612 ▲39.9%7,7230.2%MedicalVCSHVanguard Short-Term Corporate Bond ETF$466,463$1,506 ▼-0.3%5,8840.2%ETFMUMicron Technology$465,544$79,730 ▲20.7%1,3780.2%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$465,346$145,815 ▲45.6%10,9750.2%ETFPCGPacific Gas & Electric$461,494$140,209 ▲43.6%26,2660.2%UtilitiesFIXComfort Systems USA$460,583$128,246 ▲38.6%3340.2%ConstructionIWCiShares Micro-Cap ETF$452,7520.0%2,8370.2%ETFLMTLockheed Martin$376,535$79,779 ▲26.9%6230.1%AerospaceAMZNAmazon.com$368,846$82,267 ▲28.7%1,7710.1%Retail/WholesaleFTITechnipFMC$359,545$359,545 ▲New Holding5,2010.1%EnergySANDISK CORP$354,520$216,651 ▼-37.9%5580.1%COMEIXEdison International$347,239$347,239 ▲New Holding4,7450.1%UtilitiesCNCCentene$339,121$104,539 ▲44.6%10,3580.1%MedicalFDXFedEx$337,659$57,701 ▲20.6%9480.1%TransportationSONIDA SENIOR LIVING INC$337,140$337,140 ▲New Holding10,4540.1%COMGOOGAlphabet$335,3470.0%1,1690.1%Computer and TechnologyBNDXVanguard Total International Bond ETF$330,072$9,610 ▼-2.8%6,8690.1%ETFJBHTJ.B. Hunt Transport Services$325,055$81,582 ▲33.5%1,5340.1%TransportationPINNACLE FINL PARTNERS INC$304,160$304,160 ▲New Holding3,5310.1%COMINTCIntel$302,026$8,870 ▼-2.9%6,8440.1%Computer and TechnologyWDCWestern Digital$296,187$296,187 ▲New Holding1,0950.1%Computer and TechnologyCBChubb$291,055$1,630 ▼-0.6%8930.1%FinanceREGNRegeneron Pharmaceuticals$289,740$37,087 ▲14.7%3750.1%MedicalGOOGLAlphabet$288,720$288,720 ▲New Holding1,0040.1%Computer and TechnologyMRKMerck & Co., Inc.$280,276$42,583 ▼-13.2%2,3300.1%MedicalABNBAirbnb$277,058$277,058 ▲New Holding2,1940.1%Consumer DiscretionaryDHRDanaher$262,027$262,027 ▲New Holding1,3820.1%MedicalGEGE Aerospace$260,501$260,501 ▲New Holding9180.1%AerospaceLAM RESEARCH CORP$253,8280.0%1,1880.1%COM NEWCOFCapital One Financial$243,362$243,362 ▲New Holding1,3340.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$231,508$796 ▲0.3%2,6160.1%ETFGE VERNOVA INC$229,573$229,573 ▲New Holding2630.1%COMNEMNewmont$228,516$228,516 ▲New Holding2,1110.1%Basic MaterialsNOWServiceNow$223,737$223,737 ▲New Holding2,1400.1%Computer and TechnologyTERTeradyne$221,159$221,159 ▲New Holding7460.1%Computer and TechnologyDKNGDraftKings$219,594$219,594 ▲New Holding10,1570.1%Consumer DiscretionaryTPRTapestry$219,567$219,567 ▲New Holding1,5560.1%Retail/WholesaleEXPEExpedia Group$218,653$7,619 ▲3.6%9470.1%Retail/WholesaleGDGeneral Dynamics$218,631$12,356 ▲6.0%6370.1%AerospaceNYTNew York Times$209,074$209,074 ▲New Holding2,4970.1%Consumer StaplesRBLXRoblox$209,046$209,046 ▲New Holding3,6960.1%Consumer DiscretionaryShowing 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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