FAMILY WEALTH PARTNERS, LLC

Q1 2025 13F Holdings

  • Location
    matthews, NC
  • Num holdings

    51

  • Value ($000)

    $219,052

  • Date Filed
    04/17/2025
  • Form type
    13F-HR
  • CIK
    0002016217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Created with Highcharts 12.1.2FAMILY WEALTH PARTNERS, LLCHighcharts.com
LPL FINL HLDGS INC 16.72%
ISHARES TR 15.01%
VANGUARD SCOTTSDALE FDS 6.42%
VANGUARD INDEX FDS 4.17%
AMERICAN CENTY ETF TR 3.89%
DIMENSIONAL ETF TRUST 3.83%
ISHARES TR 3.82%
DIMENSIONAL ETF TRUST 3.79%
DIMENSIONAL ETF TRUST 3.70%
AMERICAN CENTY ETF TR 3.55%
DIMENSIONAL ETF TRUST 3.32%
VANGUARD INDEX FDS 2.93%
VANGUARD INDEX FDS 2.71%
VANGUARD MALVERN FDS 2.64%
VANGUARD INDEX FDS 2.50%
VANGUARD INDEX FDS 2.25%
ISHARES TR 1.65%
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LPLA
LPLA

LPL FINL HLDGS INC

COM
$36.62M
17 %

111,945

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$32.88M
15 %

269,461

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$14.07M
6 %

236,874

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$9.15M
4 %

49,091

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$8.53M
4 %

122,331

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$8.39M
4 %

253,250

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$8.36M
4 %

121,368

DIHP
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$8.31M
4 %

308,331

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$8.11M
4 %

306,617

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$7.77M
4 %

89,148

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