FAMILY WEALTH PARTNERS, LLC

Est. AUM

$292.9M

13F long equity, this entity only

Positions

105

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$43.6M	306121	14.88%	SOLE
2	LPL FINL HLDGS INC	COM	$21.5M	71531	7.35%	SOLE
3	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$18.5M	311135	6.33%	SOLE
4	AMERICAN CENTY ETF TR	INTL SMCP VLU	$12.8M	127950	4.36%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$11.7M	339507	4.00%	SOLE
6	ISHARES TR	CORE MSCI INTL	$11.5M	137539	3.92%	SOLE
7	AMERICAN CENTY ETF TR	US SML CP VALU	$11.4M	103514	3.90%	SOLE
8	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$11.4M	353056	3.88%	SOLE
9	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$11.0M	299351	3.76%	SOLE
10	VANGUARD INDEX FDS	SM CP VAL ETF	$10.3M	47484	3.52%	SOLE
11	DIMENSIONAL ETF TRUST	SHORT DURATION F	$10.0M	208391	3.41%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$9.5M	29485	3.23%	SOLE
13	VANGUARD MALVERN FDS	STRM INFPROIDX	$7.6M	152291	2.60%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$7.2M	27635	2.47%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.6M	9408	1.92%	SOLE
16	NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$5.6M	22288	1.91%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$5.5M	27800	1.86%	SOLE
18	VANGUARD INDEX FDS	REAL ESTATE ETF	$3.8M	42620	1.29%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	56602	1.24%	SOLE
20	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.3M	43402	1.11%	SOLE
21	WISDOMTREE TR	INTL SMCAP DIV	$2.9M	35591	0.99%	SOLE
22	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.7M	18577	0.92%	SOLE
23	ISHARES TR	CORE US AGGBD ET	$2.6M	26052	0.88%	SOLE
24	TIMOTHY PLAN	INTL ETF	$2.5M	70614	0.87%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$2.4M	24840	0.83%	SOLE
26	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.4M	61978	0.82%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.4M	30191	0.81%	SOLE
28	ISHARES TR	1 3 YR TREAS BD	$2.2M	27132	0.76%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.2M	40441	0.75%	SOLE
30	TIMOTHY PLAN	U S SM CP CORE	$2.1M	49510	0.72%	SOLE
31	WISDOMTREE TR	EMG MKTS SMCAP	$2.1M	34128	0.70%	SOLE
32	VANGUARD STAR FDS	VG TL INTL STK F	$2.0M	25879	0.68%	SOLE
33	ISHARES TR	CRE U S REIT ETF	$1.9M	32519	0.66%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$1.9M	23099	0.65%	SOLE
35	TIMOTHY PLAN	HIG DV STK ETF	$1.7M	41795	0.59%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$1.7M	2622	0.58%	SOLE
37	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	20470	0.51%	SOLE
38	VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$1.1M	10559	0.37%	SOLE
39	FS KKR CAP CORP	COM	$1.1M	105371	0.37%	SOLE
40	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.0M	19051	0.34%	SOLE
41	GOLUB CAP BDC INC	COM	$924K	72973	0.32%	SOLE
42	VANGUARD BD INDEX FDS	INTERMED TERM	$869K	11261	0.30%	SOLE
43	NVIDIA CORPORATION	COM	$867K	4969	0.30%	SOLE
44	BLUE OWL CAPITAL CORPORATION	COM	$859K	77771	0.29%	SOLE
45	ISHARES TR	EAFE SML CP ETF	$847K	10803	0.29%	SOLE
46	NORTHERN LTS FD TR IV	INSPIRE SML/ MID	$843K	21079	0.29%	SOLE
47	ISHARES TR	MSCI USA QLT FCT	$824K	4298	0.28%	SOLE
48	VENTAS INC	COM	$777K	9505	0.27%	SOLE
49	WELLTOWER INC	COM	$717K	3630	0.24%	SOLE
50	WP CAREY INC	COM	$701K	10309	0.24%	SOLE

1–50 of 105

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.