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.