Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FAMILY WEALTH PARTNERS, LLC (CIK 2016217) reported $292.9M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($43.6M, 14.88%), LPLA ($21.5M, 7.35%), VGIT ($18.5M, 6.33%), AVDV ($12.8M, 4.36%), DFEM ($11.7M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $43.6M | 14.88% | 306,121 | Added |
| 2 | LPLA | LPL FINL HLDGS INC | $21.5M | 7.35% | 71,531 | Trimmed |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $18.5M | 6.33% | 311,135 | Added |
| 4 | AVDV | AMERICAN CENTY ETF TR | $12.8M | 4.36% | 127,950 | Added |
| 5 | DFEM | DIMENSIONAL ETF TRUST | $11.7M | 4.00% | 339,507 | Added |
| 6 | IDEV | ISHARES TR | $11.5M | 3.92% | 137,539 | Added |
| 7 | AVUV | AMERICAN CENTY ETF TR | $11.4M | 3.90% | 103,514 | Added |
| 8 | DIHP | DIMENSIONAL ETF TRUST | $11.4M | 3.88% | 353,056 | Added |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $11.0M | 3.76% | 299,351 | Added |
| 10 | VBR | VANGUARD INDEX FDS | $10.3M | 3.52% | 47,484 | Trimmed |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $10.0M | 3.41% | 208,391 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $9.5M | 3.23% | 29,485 | Trimmed |
| 13 | VTIP | VANGUARD MALVERN FDS | $7.6M | 2.60% | 152,291 | Added |
| 14 | VB | VANGUARD INDEX FDS | $7.2M | 2.47% | 27,635 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $5.6M | 1.92% | 9,408 | Trimmed |
| 16 | PTL | NORTHERN LTS FD TR IV | $5.6M | 1.91% | 22,288 | Added |
| 17 | VTV | VANGUARD INDEX FDS | $5.5M | 1.86% | 27,800 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $3.8M | 1.29% | 42,620 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 1.24% | 56,602 | Added |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.11% | 43,402 | Trimmed |
| 21 | DLS | WISDOMTREE TR | $2.9M | 0.99% | 35,591 | Trimmed |
| 22 | VSS | VANGUARD INTL EQUITY INDEX F | $2.7M | 0.92% | 18,577 | Trimmed |
| 23 | AGG | ISHARES TR | $2.6M | 0.88% | 26,052 | Trimmed |
| 24 | TPIF | TIMOTHY PLAN | $2.5M | 0.87% | 70,614 | Added |
| 25 | VPL | VANGUARD INTL EQUITY INDEX F | $2.4M | 0.83% | 24,840 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31