FAMILY WEALTH PARTNERS, LLC
Q1 2026 13F Holdings
- Locationmatthews, NC
- Num holdings
105
- Value ($000)
$292,859
- Date Filed 04/14/2026
- Form type13F-HR
- CIK 0002016217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $43.59M | 15 % | 306,121 | ||
LPL FINL HLDGS INC | COM | 50212V100 | $21.52M | 7 % | 71,531 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $18.53M | 6 % | 311,135 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $12.77M | 4 % | 127,950 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $11.73M | 4 % | 339,507 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $11.49M | 4 % | 137,539 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $11.43M | 4 % | 103,514 | ||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $11.37M | 4 % | 353,056 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $11M | 4 % | 299,351 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.32M | 4 % | 47,484 |
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