Family Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sixth Street Specialty Lending, Inc.TSLX | $540.1K | 0.2% |
| NORTHERN LTS FD TR IV | $533.0K | 0.2% |
| ARES CAPITAL CORPARCC | $510.7K | 0.2% |
| ISHARES TR | $490.3K | 0.2% |
| Prologis Inc | $472.8K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $470.6K | 0.2% |
| Walmart Inc. | $463.4K | 0.2% |
| ISHARES TR | $447.3K | 0.2% |
| MICROSOFT CORP | $404.4K | 0.1% |
| DIMENSIONAL ETF TRUST | $401.0K | 0.1% |
| PROSPECT CAPITAL CORPPSEC | $389.7K | 0.1% |
| INVESCO EXCH TRADED FD TR II | $371.6K | 0.1% |
| Alphabet Inc. | $366.8K | 0.1% |
| VANGUARD CHARLOTTE FDS | $341.6K | 0.1% |
| MICRON TECHNOLOGY INC | $325.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $322.9K | 0.1% |
| Amazon.com Inc | $317.6K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $297.7K | 0.1% |
| Centene Corp | $294.8K | 0.1% |
| PG&E Corp | $293.9K | 0.1% |
| Merck & Co., Inc. | $282.5K | 0.1% |
| Chubb Ltd | $280.3K | 0.1% |
| Zoom Communications, Inc. | $274.3K | 0.1% |
| INTEL CORP | $260.0K | 0.1% |
| Expedia Group Inc | $258.9K | 0.1% |
| REGENERON PHARMACEUTICALS, INC. | $252.4K | 0.1% |
| LOCKHEED MARTIN CORP | $237.5K | 0.1% |
| PEPSICO INC | $236.4K | 0.1% |
| ISHARES TR | $233.5K | 0.1% |
| FedEx Corp | $227.0K | 0.1% |
| Comfort Systems USA Inc | $224.9K | 0.1% |
| HUNT J B TRANSPORT SERVICES INC | $223.3K | 0.1% |
| VeriSign Inc | $221.8K | 0.1% |
| Apple Inc. | $218.3K | 0.1% |
| Sandisk Corp | $213.4K | 0.1% |
| Pinnacle Financial Partners, Inc. | $211.7K | 0.1% |
| HUBSPOT INC | $204.7K | 0.1% |
| LAM RESEARCH CORP | $203.4K | 0.1% |
| Medpace Holdings, Inc. | $202.8K | 0.1% |
| GENERAL DYNAMICS CORP | $202.3K | 0.1% |
| ADT Inc. | $152.3K | 0.1% |
| Service Properties Trust | $19.9K | 0.0% |