FAMILY WEALTH PARTNERS, LLC
Q3 2025 13F Holdings
- Locationmatthews, NC
- Num holdings
81
- Value ($000)
$266,793
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002016217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $39.90 M | 15 % | 273,916 | ||
LPLA LPL FINL HLDGS INC | COM | 50212V100 | $35.15 M | 13 % | 105,644 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $15.41 M | 6 % | 256,694 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $10.91 M | 4 % | 122,553 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.32 M | 4 % | 49,445 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10.00 M | 4 % | 311,684 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.91 M | 4 % | 262,489 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $9.88 M | 4 % | 123,221 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.84 M | 4 % | 29,973 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $9.54 M | 4 % | 313,950 |
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