FAMILY WEALTH PARTNERS, LLC
Q4 2025 13F Holdings
- Locationmatthews, NC
- Num holdings
92
- Value ($000)
$277,438
- Date Filed01/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $39.32M | 14 % | 264,461 | ||
LPL FINL HLDGS INC | COM | 50212V100 | $36.43M | 13 % | 102,005 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $16.25M | 6 % | 271,186 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $11.11M | 4 % | 118,242 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.25M | 4 % | 48,400 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $10M | 4 % | 302,430 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $9.95M | 4 % | 120,587 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.93M | 4 % | 29,633 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.73M | 4 % | 255,815 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $9.68M | 4 % | 305,780 |
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