FAMILY WEALTH PARTNERS, LLC
•CIK: 2016217•Filing: Q4 2025
**FAMILY WEALTH PARTNERS, LLC** manages $277M across a diversified portfolio of 92 positions. The fund exhibits notable allocations to broad market and fixed-income exposure, highlighted by significant holdings in ITOT ($39.3M) and LPLA ($36.4M). Further concentration is evident in fixed-income vehicles such as VGIT ($16.3M), alongside substantial technology and sector bets including AVDV ($11.1M) and VBR ($10.3M). This structure suggests a tactical approach balancing core market exposure with targeted sector overweighting.
Total AUM
$277.4M
QoQ Performance
+4.0%
Positions
58
Top 10 Concentration
58.6%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
LPLA
VGIT
ITOT14.2%
LPLA13.1%
VGIT5.9%
AVDV4.0%
VBR3.7%
DFEM3.6%
IDEV3.6%
VTI3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.3%
ETF2.8%
Technology0.9%
Consumer0.3%
Healthcare0.2%
Real Estate0.2%
Industrial0.2%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW19 new positions
↑40 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023