Family Wealth Partners, LLC Top Holdings and 13F Report (2026) About Family Wealth Partners, LLCInvestment ActivityFamily Wealth Partners, LLC has $331.06 million in total holdings as of September 30, 2026.Family Wealth Partners, LLC owns shares of 105 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.70% of the portfolio was purchased this quarter.About 6.45% of the portfolio was sold this quarter.This quarter, Family Wealth Partners, LLC has purchased 109 new stocks and bought additional shares in 51 stocks.Family Wealth Partners, LLC sold shares of 25 stocks and completely divested from 21 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $54,047,722Vanguard Intermediate-Term Treasury ETF $20,131,283LPL Financial $18,729,314Avantis International Small Cap Value ETF $15,259,750Dimensional Emerging Markets Core Equity 2 ETF $14,797,812 Largest New Holdings this Quarter 25239Y196 - DFA INVT DIMENSIONS GROUP IN $14,040,391 Holding78462F103 - SPDR S&P 500 ETF Trust $466,730 Holding34959E109 - Fortinet $302,104 Holding781154109 - RUBRIK INC. $293,043 Holding68389X105 - Oracle $282,046 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 334,583 shares (about $14.04M)iShares Core S&P Total U.S. Stock Market ETF 12,174 shares (about $2.02M)Vanguard Intermediate-Term Treasury ETF 29,210 shares (about $1.66M)Dimensional Short-Duration Fixed Income ETF 18,015 shares (about $837.19K)Dimensional Emerging Markets Core Equity 2 ETF 16,613 shares (about $659.87K) Largest Sales this Quarter LPL Financial 7,826 shares (about $2.39M)Micron Technology 253 shares (about $269.47K)Vanguard FTSE Developed Markets ETF 1,988 shares (about $140.37K)Vanguard Small-Cap ETF 319 shares (about $90.75K)Vanguard Short-Term Bond ETF 1,096 shares (about $83.73K) 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$54,047,722$2,024,295 ▲3.9%325,04016.3%ETFVGITVanguard Intermediate-Term Treasury ETF$20,131,283$1,655,037 ▲9.0%355,3006.1%ETFLPLALPL Financial$18,729,314$2,393,188 ▼-11.3%61,2475.7%FinanceAVDVAvantis International Small Cap Value ETF$15,259,750$503,259 ▲3.4%139,5114.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,797,812$659,869 ▲4.7%372,5534.5%ETFDFA INVT DIMENSIONS GROUP IN$14,040,391$14,040,391 ▲New Holding334,5834.2%U.S. HIGH RELATIAVUVAvantis U.S. Small Cap Value ETF$13,375,258$513,242 ▲4.0%113,5714.0%ETFIDEViShares Core MSCI International Developed Markets ETF$13,327,055$581,083 ▲4.6%148,9394.0%ETFDIHPDimensional International High Profitability ETF$13,314,658$585,296 ▲4.6%395,2114.0%ETFVBRVanguard Small-Cap Value ETF$11,124,125$202,383 ▲1.9%48,1503.4%ETFVTIVanguard Total Stock Market ETF$11,032,444$42,289 ▲0.4%29,4803.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,934,341$837,192 ▲8.3%235,2893.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,353,794$558,695 ▲7.2%169,7242.5%ETFVBVanguard Small-Cap ETF$7,694,577$90,752 ▼-1.2%27,0472.3%ETFNORTHERN LTS FD TR IV$6,931,470$146,685 ▲2.2%25,4702.1%INSPIRE 500 ETFVOOVanguard S&P 500 ETF$6,488,286$67,981 ▼-1.0%9,2582.0%ETFVTVVanguard Value ETF$5,921,135$62,014 ▼-1.0%27,4031.8%ETFVNQVanguard Real Estate ETF$4,338,912$367,305 ▲9.2%48,4091.3%ETFVEAVanguard FTSE Developed Markets ETF$3,813,110$140,374 ▼-3.6%54,0021.2%ETFVEUVanguard FTSE All-World ex-US ETF$3,507,464$21,406 ▼-0.6%42,2741.1%ETFDLSWisdomTree International SmallCap Dividend Fund$3,077,157$7,760 ▼-0.3%35,2930.9%ETFTPIFTimothy Plan International ETF$3,039,439$51,776 ▲1.7%81,8920.9%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,835,237$26,238 ▼-0.9%18,2620.9%ETFVPLVanguard FTSE Pacific ETF$2,785,994$34,858 ▼-1.2%24,0570.8%ETFDFACDimensional U.S. Core Equity 2 ETF$2,754,9220.0%61,9780.8%ETFTPSCTimothy Plan US Small Cap Core ETF$2,511,885$7,600 ▲0.3%56,1880.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,483,119$25,715 ▲1.0%26,2650.8%ETFVWOVanguard FTSE Emerging Markets ETF$2,354,306$38,907 ▼-1.6%39,6950.7%ETFUSRTiShares Core U.S. REIT ETF$2,284,503$156,660 ▲7.4%37,0980.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,200,607$3,248 ▲0.1%27,1010.7%ETFBSVVanguard Short-Term Bond ETF$2,178,240$83,734 ▼-3.7%28,5110.7%ETFVXUSVanguard Total International Stock ETF$2,154,996$23,279 ▼-1.1%25,3650.7%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,140,302$5,307 ▲0.2%33,8760.6%ETFIVViShares Core S&P 500 ETF$2,118,389$110,285 ▲5.5%2,7660.6%ETFVGKVanguard FTSE Europe ETF$1,972,098$35,154 ▼-1.8%22,7200.6%ETFTPHDTimothy Plan High Dividend Stock ETF$1,961,437$37,558 ▲2.0%48,3590.6%ETFFSKFS KKR Capital$1,484,716$123,165 ▲9.0%135,0970.4%FinanceBNDVanguard Total Bond Market ETF$1,389,388$21,396 ▼-1.5%19,8060.4%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$1,158,754$110 ▲0.0%10,5340.4%ETFGBDCGolub Capital BDC$1,114,157$104,943 ▲10.4%88,2150.3%FinanceISMDInspire Small/Mid Cap ETF$1,082,216$5,377 ▼-0.5%23,3490.3%ETFDFIVDimensional International Value ETF$1,062,0100.0%19,0120.3%ETFOBDCBlue Owl Capital$1,055,150$128,041 ▲13.8%100,5860.3%FinanceQUALiShares MSCI USA Quality Factor ETF$964,418$9,333 ▲1.0%4,3400.3%ETFWELLWelltower$942,835$96,010 ▲11.3%4,0950.3%Real EstateSCZiShares MSCI EAFE Small-Cap ETF$911,618$338 ▼0.0%10,7990.3%ETFVTRVentas$877,606$24,487 ▲2.9%10,3220.3%Real EstateEPREPR Properties$872,552$58,151 ▲7.1%15,5450.3%Real EstateBIVVanguard Intermediate-Term Bond ETF$805,472$11,148 ▼-1.4%11,0550.2%ETFWPCW.P. Carey$803,867$100,435 ▲14.3%12,4380.2%Real EstateREZiShares Residential and Multisector Real Estate ETF$762,706$50,617 ▲7.1%8,6340.2%ETFARCCAres Capital$761,012$77,106 ▲11.3%39,8440.2%FinanceTSLXSixth Street Specialty Lending$740,784$93,452 ▲14.4%41,1090.2%FinanceDFSUDimensional US Sustainability Core 1 ETF$672,529$5,283 ▼-0.8%14,2580.2%ETFPLDPrologis$656,154$69,328 ▲11.8%5,0540.2%Real EstateMUMicron Technology$646,522$269,473 ▼-29.4%6070.2%TechnologyMSFTMicrosoft$600,169$64,634 ▲12.1%1,1700.2%TechnologyPSECProspect Capital$590,936$88,437 ▲17.6%284,1040.2%FinanceNVDANVIDIA$550,663$126,075 ▲29.7%2,4110.2%TechnologyIWCiShares Micro-Cap ETF$524,2060.0%2,8370.2%ETFDFSIDimensional International Sustainability Core 1 ETF$519,838$11,654 ▲2.3%11,5080.2%ETFFIXComfort Systems USA$497,8810.0%3010.2%IndustrialsCNCCentene$482,4240.0%7,7660.1%HealthcareSNOWSnowflake$475,384$12,903 ▼-2.6%1,4000.1%TechnologySPYSPDR S&P 500 ETF Trust$466,730$466,730 ▲New Holding6120.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$447,197$772 ▲0.2%5,7890.1%ETFLAM RESEARCH CORP$419,836$29,566 ▲7.6%1,2780.1%COM NEWWDCWestern Digital$417,194$65,442 ▼-13.6%9180.1%TechnologyBMYBristol Myers Squibb$398,2990.0%6,3830.1%HealthcareMRKMerck & Co., Inc.$390,884$50,859 ▲15.0%2,6900.1%HealthcareINTCIntel$389,545$87,527 ▲29.0%3,2400.1%TechnologyABNBAirbnb$373,3510.0%2,3240.1%Consumer DiscretionarySONIDA SENIOR LIVING INC$366,443$56,220 ▼-13.3%9,7510.1%COMFTITechnipFMC$353,2520.0%5,2010.1%EnergyJBHTJ.B. Hunt Transport Services$343,6930.0%1,5340.1%IndustrialsPSXPhillips 66$331,648$3,830 ▲1.2%1,2990.1%EnergyCBChubb$323,299$26,020 ▲8.8%9940.1%FinanceNTRANatera$319,9020.0%7740.1%HealthcareBNDXVanguard Total International Bond ETF$318,057$2,062 ▼-0.6%6,7860.1%ETFFTNTFortinet$302,104$302,104 ▲New Holding1,6900.1%TechnologyRUBRIK INC.$293,043$293,043 ▲New Holding2,5600.1%CL AORCLOracle$282,046$282,046 ▲New Holding2,0540.1%TechnologyTERTeradyne$281,840$17,239 ▼-5.8%7030.1%TechnologyLMTLockheed Martin$272,9580.0%5360.1%IndustrialsAMZNAmazon.com$272,570$272,570 ▲New Holding1,0940.1%Consumer DiscretionaryFDXFedEx$271,121$855 ▲0.3%9510.1%IndustrialsBRK.BBerkshire Hathaway$266,901$11,453 ▲4.5%5360.1%FinanceOXYOccidental Petroleum$259,506$259,506 ▲New Holding4,6910.1%EnergyCOFCapital One Financial$258,521$258,521 ▲New Holding1,3390.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$255,354$875 ▲0.3%2,6250.1%ETFGE VERNOVA INC$251,880$1,901 ▲0.8%2650.1%COMCVXChevron$251,033$251,033 ▲New Holding1,2290.1%EnergyDUKDuke Energy$241,437$241,437 ▲New Holding2,1180.1%UtilitiesWFCWells Fargo & Company$233,906$14,009 ▲6.4%2,9220.1%FinanceMOHMolina Healthcare$233,349$13,237 ▼-5.4%1,2340.1%HealthcarePGProcter & Gamble$233,070$10,462 ▲4.7%1,6040.1%Consumer StaplesCCitigroup$230,215$230,215 ▲New Holding1,7780.1%FinanceMARSH & MCLENNAN COS INC$224,6810.0%1,3160.1%COMBLACKROCK INC$219,066$219,066 ▲New Holding2070.1%COMVEEVVeeva Systems$218,084$218,084 ▲New Holding7640.1%HealthcareShowing largest 100 holdings. 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