Institutions / Family Wealth Partners, LLC

Family Wealth Partners, LLC

CIK 2016217 · Institution · as of Dec 31, 2025

Portfolio value

$277.44M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 92 →

Company	Class	Value	Shares	% of portfolio
iShares MSCI UAE ETF	—	$39.32M	264,461	14.2%
LPL Financial Holdings Inc.	—	$36.43M	102,005	13.1%
Vanguard Scottsdale Fds	—	$16.25M	271,186	5.9%
American Centy ETF Tr	—	$11.11M	118,242	4.0%
Vanguard Index Fds	—	$10.25M	48,400	3.7%
Dimensional ETF Trust	—	$10.00M	302,430	3.6%
iShares MSCI UAE ETF	—	$9.95M	120,587	3.6%
Vanguard Index Fds	—	$9.93M	29,633	3.6%
Dimensional ETF Trust	—	$9.73M	255,815	3.5%
Dimensional ETF Trust	—	$9.68M	305,780	3.5%
American Centy ETF Tr	—	$9.22M	90,365	3.3%
Dimensional ETF Trust	—	$8.72M	181,953	3.1%
Vanguard Index Fds	—	$7.20M	27,921	2.6%
Vanguard Malvern Fds	—	$6.62M	133,916	2.4%
Vanguard Index Fds	—	$5.95M	9,492	2.1%
Vanguard Index Fds	—	$5.02M	26,306	1.8%
Northern Lts Fd Tr IV	—	$3.53M	14,208	1.3%
Vanguard Tax-Managed Fds	—	$3.49M	55,842	1.3%
Vanguard Index Fds	—	$3.39M	38,269	1.2%
Vanguard Intl Equity Index F	—	$3.22M	43,782	1.2%
WisdomTree Tr	—	$2.98M	36,737	1.1%
iShares Tr	—	$2.94M	29,399	1.1%
Vanguard Intl Equity Index F	—	$2.67M	18,653	1.0%
Dimensional ETF Trust	—	$2.45M	61,978	0.9%
Vanguard Bd Index Fds	—	$2.44M	30,916	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.