FAMILY WEALTH PARTNERS, LLC
Q1 2025 13F Holdings
- Locationmatthews, NC
- Num holdings
51
- Value ($000)
$219,052
- Date Filed04/17/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LPLA LPL FINL HLDGS INC | COM | 50212V100 | $36.62 M | 17 % | 111,945 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $32.88 M | 15 % | 269,461 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $14.07 M | 6 % | 236,874 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $9.15 M | 4 % | 49,091 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $8.53 M | 4 % | 122,331 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.39 M | 4 % | 253,250 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $8.36 M | 4 % | 121,368 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $8.31 M | 4 % | 308,331 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $8.11 M | 4 % | 306,617 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.77 M | 4 % | 89,148 |
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