Family Wealth Partners, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $35.2B, Ishares Core S&P Total U.S. St with a value of $32.8B, Vanguard Intermediate Term Tre with a value of $12.6B, Vanguard Small Cap Value ETF with a value of $9.92B, and Dimensional ETF Tr Dimensional with a value of $8.09B.
Examining the 13F form we can see an increase of $14.9B in the current position value, from $195B to 210B.
Family Wealth Partners, LLC is based out at Matthews, NC
Below you can find more details about Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.
