FAMILY WEALTH PARTNERS, LLC
Q2 2025 13F Holdings
- Locationmatthews, NC
- Num holdings
62
- Value ($000)
$249,874
- Date Filed07/15/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LPLA LPL FINL HLDGS INC | COM | 50212V100 | $41.96M | 17 % | 111,902 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $37.41M | 15 % | 277,018 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $14.57M | 6 % | 243,686 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $9.95M | 4 % | 125,485 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $9.46M | 4 % | 124,468 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.31M | 4 % | 261,697 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $9.30M | 4 % | 313,353 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $9.29M | 4 % | 315,038 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $9.28M | 4 % | 47,579 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.04M | 4 % | 29,748 |
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