Family Wealth Partners, LLC Portfolio Holdings

Family Wealth Partners, LLC

  • $250 Billion
  • Q2 2025

Family Wealth Partners, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $42B, Ishares Core S&P Total U.S. St with a value of $37.4B, Vanguard Intermediate Term Tre with a value of $14.6B, American Centy ETF Tr Avantis with a value of $9.95B, and Ishares Core Msci Intl Develop with a value of $9.46B.

Examining the 13F form we can see an increase of $30.8B in the current position value, from $219B to 250B.

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.

Portfolio value $250 Billion
ETFs: $201 Billion
Financial Services: $45 Billion
Real Estate: $1.7 Billion
Technology: $1.37 Billion
Consumer Cyclical: $316 Million
Communication Services: $206 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$495M
$26.5 Million 0.01% of portfolio
11,067
Q2 2025 Added 0.44%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $250 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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