Family Wealth Partners

Family Wealth Partners as of March 31, 2025

Portfolio Holdings for Family Wealth Partners

Family Wealth Partners holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Lpl Financial Holdings (LPLA) 16.7 $37M 112k 327.14
Ishares Tr Core S&p Ttl Stk (ITOT) 15.0 $33M 270k 122.01
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.4 $14M 237k 59.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.2 $9.1M 49k 186.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.9 $8.5M 122k 69.74
Dimensional Etf Trust Us High Profitab (DUHP) 3.8 $8.4M 253k 33.14
Ishares Tr Core Msci Intl (IDEV) 3.8 $8.4M 121k 68.89
Dimensional Etf Trust Intl High Profit (DIHP) 3.8 $8.3M 308k 26.94
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.7 $8.1M 307k 26.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $7.8M 89k 87.17
Dimensional Etf Trust Short Duration F (DFSD) 3.3 $7.3M 153k 47.52
Vanguard Index Fds Small Cp Etf (VB) 2.9 $6.4M 29k 221.75
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $5.9M 22k 274.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.6 $5.8M 116k 49.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $5.5M 11k 513.91
Vanguard Index Fds Value Etf (VTV) 2.3 $4.9M 29k 172.74
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $3.6M 37k 98.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $2.9M 48k 60.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.7M 34k 78.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $2.6M 31k 82.73
Wisdomtree Tr Intl Smcap Div (DLS) 1.2 $2.6M 39k 66.00
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $2.5M 28k 90.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $2.3M 46k 50.83
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $2.3M 20k 115.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $2.0M 62k 32.99
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.9 $2.0M 28k 72.46
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.8M 29k 62.10
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.8 $1.8M 25k 70.21
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $1.7M 34k 48.31
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.5M 2.6k 561.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 26k 45.26
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.1M 15k 73.45
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $857k 11k 76.57
Fs Kkr Capital Corp (FSK) 0.3 $677k 32k 20.95
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $481k 8.3k 57.60
NVIDIA Corporation (NVDA) 0.2 $445k 4.1k 108.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $432k 5.5k 78.94
Amazon (AMZN) 0.2 $407k 2.1k 190.26
Apple (AAPL) 0.2 $349k 1.6k 222.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $346k 7.1k 48.82
Ishares Tr Micro-cap Etf (IWC) 0.1 $315k 2.8k 110.89
Golub Capital BDC (GBDC) 0.1 $292k 19k 15.14
Owl Rock Capital Corporation (OBDC) 0.1 $285k 19k 14.66
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $278k 7.8k 35.81
Dimensional Etf Trust International (DFSI) 0.1 $244k 7.0k 34.89
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $236k 3.1k 76.49
Epr Pptys Com Sh Ben Int (EPR) 0.1 $215k 4.1k 52.61
Wp Carey (WPC) 0.1 $203k 3.2k 63.10
Sixth Street Specialty Lending (TSLX) 0.1 $201k 9.0k 22.38
Prospect Capital Corporation (PSEC) 0.1 $174k 42k 4.10
Service Pptys Tr Com Sh Ben Int (SVC) 0.0 $29k 11k 2.61