Holdings
Family Wealth Partners, LLC
As of Sep 30, 2026, Family Wealth Partners, LLC reported 102 positions worth US$328M. Largest: iShares Core S&P Total U.S. Stock Market ETF, Vanguard Intermediate-Term Treasury ETF and Lpl Financial Holdings Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P Total U.S. Stock Market ETF | 325K | US$54M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 355K | US$20.1M | new | Sep 30, 2026 |
| Lpl Financial Holdings Inc. | 61,247 | US$18.7M | −7,826 | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 140K | US$15.3M | new | Sep 30, 2026 |
| Dimensional Emerging Markets Core Equity 2 ETF | 373K | US$14.8M | new | Sep 30, 2026 |
| U.S. High Relative Profitability Portfolio: ETF Class Shares | 335K | US$14M | new | Sep 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 114K | US$13.4M | new | Sep 30, 2026 |
| iShares Core MSCI International Developed Markets ETF | 149K | US$13.3M | new | Sep 30, 2026 |
| Dimensional International High Profitability ETF | 395K | US$13.3M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap Value ETF | 48,150 | US$11.1M | new | Sep 30, 2026 |