Family Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $39.32M | 14.2% |
| LPL Financial Holdings Inc. | $36.43M | 13.1% |
| VANGUARD SCOTTSDALE FDS | $16.25M | 5.9% |
| AMERICAN CENTY ETF TR | $11.11M | 4.0% |
| VANGUARD INDEX FDS | $10.25M | 3.7% |
| DIMENSIONAL ETF TRUST | $10.00M | 3.6% |
| iShares MSCI UAE ETF | $9.95M | 3.6% |
| VANGUARD INDEX FDS | $9.93M | 3.6% |
| DIMENSIONAL ETF TRUST | $9.73M | 3.5% |
| DIMENSIONAL ETF TRUST | $9.68M | 3.5% |
| AMERICAN CENTY ETF TR | $9.22M | 3.3% |
| DIMENSIONAL ETF TRUST | $8.72M | 3.1% |
| VANGUARD INDEX FDS | $7.20M | 2.6% |
| VANGUARD MALVERN FDS | $6.62M | 2.4% |
| VANGUARD INDEX FDS | $5.95M | 2.1% |
| VANGUARD INDEX FDS | $5.02M | 1.8% |
| NORTHERN LTS FD TR IV | $3.53M | 1.3% |
| VANGUARD TAX-MANAGED FDS | $3.49M | 1.3% |
| VANGUARD INDEX FDS | $3.39M | 1.2% |
| VANGUARD INTL EQUITY INDEX F | $3.22M | 1.2% |
| WISDOMTREE TR | $2.98M | 1.1% |
| ISHARES TR | $2.94M | 1.1% |
| VANGUARD INTL EQUITY INDEX F | $2.67M | 1.0% |
| DIMENSIONAL ETF TRUST | $2.45M | 0.9% |
| VANGUARD BD INDEX FDS | $2.44M | 0.9% |
| ISHARES TR | $2.41M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $2.31M | 0.8% |
| VANGUARD INTL EQUITY INDEX F | $2.17M | 0.8% |
| WISDOMTREE TR | $1.99M | 0.7% |
| VANGUARD STAR FDS | $1.98M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $1.93M | 0.7% |
| ISHARES TR | $1.80M | 0.6% |
| TIMOTHY PLAN | $1.63M | 0.6% |
| VANGUARD BD INDEX FDS | $1.49M | 0.5% |
| ISHARES TR | $1.47M | 0.5% |
| TIMOTHY PLAN | $1.35M | 0.5% |
| FS KKR Capital CorpFSK | $1.11M | 0.4% |
| TIMOTHY PLAN | $1.05M | 0.4% |
| VANGUARD ADMIRAL FDS INC | $1.03M | 0.4% |
| DIMENSIONAL ETF TRUST | $950.6K | 0.3% |
| NVIDIA Corp | $931.0K | 0.3% |
| iShares MSCI UAE ETF | $853.7K | 0.3% |
| VANGUARD BD INDEX FDS | $841.5K | 0.3% |
| ISHARES TR | $837.5K | 0.3% |
| GOLUB CAP BDC INC | $740.3K | 0.3% |
| Blue Owl Capital CorpOBDC | $715.6K | 0.3% |
| Welltower, Inc. | $662.1K | 0.2% |
| Ventas, Inc. | $658.5K | 0.2% |
| EPR Properties | $570.0K | 0.2% |
| WP Carey Inc | $549.5K | 0.2% |