FAMILY WEALTH PARTNERS, LLC

Q3 2025 13F Holdings

  • Location
    matthews, NC
  • Num holdings

    81

  • Value ($000)

    $266,793

  • Date Filed
    11/12/2025
  • 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
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$39.90M
15 %

273,916

L
LPLA

LPL FINL HLDGS INC

COM
50212V100
$35.15M
13 %

105,644

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$15.41M
6 %

256,694

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$10.91M
4 %

122,553

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$10.32M
4 %

49,445

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$10.00M
4 %

311,684

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
25434V831
$9.91M
4 %

262,489

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$9.88M
4 %

123,221

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.84M
4 %

29,973

D
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
25434V765
$9.54M
4 %

313,950

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 81