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FAMILY WEALTH PARTNERS, LLC

Q2 2026 13F Holdings

  • Location
    matthews, NC
  • Num holdings

    109

  • Value ($000)

    $325,832

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$51.39M
16 %

312,866

L
LPLA

LPL FINL HLDGS INC

COM
50212V100
$19.46M
6 %

69,073

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$19.23M
6 %

326,090

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$14.47M
4 %

355,940

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$13.9M
4 %

134,910

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$13.63M
4 %

109,213

D
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROF ETF
25434V831
$13.38M
4 %

320,624

D
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
25434V765
$12.89M
4 %

377,838

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$12.68M
4 %

142,445

V
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
922908611
$11.49M
4 %

47,274

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