Family Wealth Partners, LLC Purchases in Q2 2025

Family Wealth Partners, LLC

  • $250 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.56K
+ 2.8%
$108.12 - $135.04 $817K - $1.02M
277K $37.4B
VTI
Vanguard Total Stock Market Et

ETFs
8.13K
+ 37.58%
$243.75 - $303.93 $1.98M - $2.47M
29.7K $9.04B
AVDV
American Centy ETF Tr Avantis

ETFs
3.15K
+ 2.58%
$61.76 - $79.32 $195K - $250K
125K $9.95B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.74K
+ 2.2%
$23.4 - $29.68 $158K - $200K
313K $9.3B
IDEV
Ishares Core Msci Intl Develop

ETFs
3.1K
+ 2.55%
$61.79 - $76.67 $192K - $238K
124K $9.46B
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.71K
+ 2.18%
$24.32 - $29.74 $163K - $199K
315K $9.29B
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.45K
+ 3.34%
$29.36 - $35.56 $248K - $300K
262K $9.31B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
10.1K
New
$71.94 - $86.02 $725K - $867K
10.1K $863M
VEA
Vanguard Ftse Developed Market

ETFs
9.13K
+ 19.85%
$45.65 - $57.01 $417K - $520K
55.1K $3.14B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13.5K
+ 51.17%
$39.89 - $49.46 $539K - $668K
39.9K $1.97B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.78K
New
$57.14 - $72.68 $559K - $711K
9.78K $711M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.89K
New
$152.42 - $182.82 $593K - $711K
3.89K $711M
AVUV
American Centy ETF Tr Avantis

ETFs
2.47K
+ 2.78%
$75.17 - $91.21 $186K - $226K
91.6K $8.35B
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.21K
+ 6.02%
$47.09 - $48.01 $434K - $442K
162K $7.79B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.81K
+ 2.88%
$58.63 - $59.9 $399K - $408K
244K $14.6B
USRT
Ishares Core U.S. Reit ETF

ETFs
8.11K
+ 97.14%
$50.37 - $57.97 $409K - $470K
16.5K $931M
MSFT
Microsoft Corp

Technology
798
New
$354.56 - $497.45 $283K - $397K
798 $397M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.14K
+ 34.83%
$72.02 - $73.82 $370K - $380K
19.9K $1.47B
FSK
Fs Kkr Capital Corp

Financial Services
17.7K
+ 54.76%
$17.95 - $21.5 $318K - $381K
50K $1.04B
ARCC
Ares Capital Corp

Financial Services
16.3K
New
$18.91 - $22.43 $308K - $365K
16.3K $358M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.04K
+ 5.21%
$49.57 - $50.27 $299K - $304K
122K $6.13B
WELL
Welltower Inc.

Real Estate
2.1K
New
$136.49 - $155.22 $287K - $327K
2.1K $323M
REZ
Ishares Tr Residential And Mul

ETFs
3.8K
New
$76.14 - $86.35 $289K - $328K
3.8K $313M
VNQ
Vanguard Specialized Funds Van

ETFs
3.94K
+ 14.04%
$79.79 - $91.42 $314K - $360K
32K $2.85B
VTR
Ventas, Inc.

Real Estate
4.57K
New
$62.45 - $70.08 $286K - $320K
4.57K $289M
PLD
Prologis, Inc.

Real Estate
2.43K
New
$89.76 - $112.34 $218K - $273K
2.43K $255M
ORCC
Owl Rock Capital Corp

Financial Services
16.5K
+ 85.07%
N/A
35.9K $516M
GBDC
Golub Capital Bdc, Inc.

Financial Services
16K
+ 83.1%
$13.03 - $15.28 $209K - $245K
35.4K $518M
EPR
Epr Properties

Real Estate
3.39K
+ 83.08%
$43.53 - $59.11 $148K - $201K
7.48K $436M
GOOG
Alphabet Inc.

Communication Services
1.16K
New
$146.58 - $180.01 $171K - $210K
1.16K $206M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
7.32K
+ 81.54%
$19.16 - $23.81 $140K - $174K
16.3K $388M
WPC
W. P. Carey Inc.

Real Estate
2.71K
+ 83.99%
$56.12 - $64.53 $152K - $175K
5.93K $370M
PSEC
Prospect Capital Corp

Financial Services
38.9K
+ 91.78%
$3.14 - $4.06 $122K - $158K
81.2K $258M
DFSU
Dimensional ETF Tr Dimen Us Su
754
+ 9.71%
N/A
8.52K $334M
SVC
Service Properties Trust

Real Estate
49
+ 0.44%
$1.78 - $2.63 $87.2 - $129
11.1K $26.5M
AAPL
Apple Inc.

Technology
1
+ 0.06%
$172.42 - $223.89 $172 - $224
1.57K $323M
Activity Summary
Buys All Purchases 37 New Holdings 11 Increased Positions 26 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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