Family Wealth Partners, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationmatthews, NC
- CIK0002016217
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
62 | $249.87 M | LPLA, ITOT, VANGUARD SCOTTSDALE FDS, AVDV | 13F-HR | Jul 15, 2025 | 000175496025000372 | ||
51 | $219.05 M | LPLA, ITOT, VANGUARD SCOTTSDALE FDS, VBR | 13F-HR | Apr 17, 2025 | 000175496025000212 | ||
43 | $210.34 M | LPLA, ITOT, VANGUARD SCOTTSDALE FDS, VBR | 13F-HR | Jan 14, 2025 | 000175496025000029 | ||
44 | $195.47 M | LPLA, ITOT, VANGUARD SCOTTSDALE FDS, VBR | 13F-HR | Oct 10, 2024 | 000175496024000483 | ||
41 | $192.71 M | LPLA, ITOT, VANGUARD SCOTTSDALE FDS, VBR | 13F-HR | Jul 11, 2024 | 000175496024000228 | ||
41 | $176.48 M | LPLA, ITOT, VANGUARD SCOTTSDALE FDS, VBR | 13F-HR | Apr 16, 2024 | 000175496024000140 | ||
40 | $129.56 M | LPLA, ITOT, VBR, VB | 13F-HR | Mar 20, 2024 | 000175496024000105 |