account_balance

Investment manager · 13F filer · SEC CIK 2016217

Family Wealth Partners, LLC

Reported value$331Mas of Sep 30, 2026
Positions105 16 new, 20 sold out
Top 10 weight56.8%ITOT alone is 16%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 16.3% Added +4%
VGIT Vanguard Scottsdale FDS 6.1% Added +9%
LPLA LPL Financial Holdings Inc. 5.7% Trimmed −11%
AVDV American Centy ETF Tr 4.6% Added +3%
DFEM Dimensional ETF Trust 4.5% Added +5%
DUHP Dfa Invt Dimensions Group In 4.2% Added +4%
AVUV American Centy ETF Tr 4.0% Added +4%
IDEV iShares Tr 4.0% Added +5%
DIHP Dimensional ETF Trust 4.0% Added +5%
VBR Vanguard Index FDS 3.4% Held
VTI Vanguard Index FDS 3.3% Held
DFSD Dimensional ETF Trust 3.3% Added +8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • LPLA −11%
  • BSV −4%
  • VEA −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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