Family Wealth Partners, LLC Incresed Positions 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
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
AVUV
American Centy ETF Tr Avantis

ETFs
2.47K
+ 2.78%
$75.17 - $91.21 $186K - $226K
91.6K $8.35B
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
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.04K
+ 5.21%
$49.57 - $50.27 $299K - $304K
122K $6.13B
VNQ
Vanguard Specialized Funds Van

ETFs
3.94K
+ 14.04%
$79.79 - $91.42 $314K - $360K
32K $2.85B
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
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
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email