FAMILY WEALTH PARTNERS, LLC

Filed: 7/15/2025ACC: 0001754960-25-000372

📋 What this filing means

FAMILY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $249.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$249.87M

Total AUM (reported)

3.19M

Total Shares

Allocation by class

COM$47.96M19.2%

CORE S&P TTL STK$37.41M15.0%

INTER TERM TREAS$14.57M5.8%

INTL SMCP VLU$9.95M4.0%

CORE MSCI INTL$9.46M3.8%

US HIGH PROFITAB$9.31M3.7%

EMERGING MKTS CO$9.30M3.7%

Portfolio Concentration

Top 3$93.94M37.6%

4–10$65.63M26.3%

11–25$63.82M25.5%

Rest$26.48M10.6%

Top 3 weight

37.6%

Top 10 weight

63.9%

Voting Authority Distribution

Total shares with voting rights: 3.19M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.19M

% of voting shares100.0%

Investment Discretion (by position count)

Sole62

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings62

Rows:

LPL FINL HLDGS INC

SOLE

COM

Shares111.90K

TypeSH

Market value$41.96M

16.79%

Sole

0.00

Shared

0.00

None

111.90K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares277.02K

TypeSH

Market value$37.41M

14.97%

Sole

0.00

Shared

0.00

None

277.02K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares243.69K

TypeSH

Market value$14.57M

5.83%

Sole

0.00

Shared

0.00

None

243.69K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares125.48K

TypeSH

Market value$9.95M

3.98%

Sole

0.00

Shared

0.00

None

125.48K

ISHARES TR

SOLE

CORE MSCI INTL

Shares124.47K

TypeSH

Market value$9.46M

3.79%

Sole

0.00

Shared

0.00

None

124.47K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares261.70K

TypeSH

Market value$9.31M

3.72%

Sole

0.00

Shared

0.00

None

261.70K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares313.35K

TypeSH

Market value$9.30M

3.72%

Sole

0.00

Shared

0.00

None

313.35K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares315.04K

TypeSH

Market value$9.29M

3.72%

Sole

0.00

Shared

0.00

None

315.04K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares47.58K

TypeSH

Market value$9.28M

3.71%

Sole

0.00

Shared

0.00

None

47.58K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares29.75K

TypeSH

Market value$9.04M

3.62%

Sole

0.00

Shared

0.00

None

29.75K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares91.62K

TypeSH

Market value$8.35M

3.34%

Sole

0.00

Shared

0.00

None

91.62K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares162.17K

TypeSH

Market value$7.79M

3.12%

Sole

0.00

Shared

0.00

None

162.17K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares27.57K

TypeSH

Market value$6.53M

2.62%

Sole

0.00

Shared

0.00

None

27.57K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares122.01K

TypeSH

Market value$6.13M

2.45%

Sole

0.00

Shared

0.00

None

122.01K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares9.72K

TypeSH

Market value$5.52M

2.21%

Sole

0.00

Shared

0.00

None

9.72K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares26.42K

TypeSH

Market value$4.67M

1.87%

Sole

0.00

Shared

0.00

None

26.42K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares31.82K

TypeSH

Market value$3.16M

1.26%

Sole

0.00

Shared

0.00

None

31.82K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares55.12K

TypeSH

Market value$3.14M

1.26%

Sole

0.00

Shared

0.00

None

55.12K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares44.45K

TypeSH

Market value$2.99M

1.20%

Sole

0.00

Shared

0.00

None

44.45K

WISDOMTREE TR

SOLE

INTL SMCAP DIV

Shares38.69K

TypeSH

Market value$2.91M

1.16%

Sole

0.00

Shared

0.00

None

38.69K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares32K

TypeSH

Market value$2.85M

1.14%

Sole

0.00

Shared

0.00

None

32K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares30.86K

TypeSH

Market value$2.56M

1.02%

Sole

0.00

Shared

0.00

None

30.86K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares18.70K

TypeSH

Market value$2.51M

1.01%

Sole

0.00

Shared

0.00

None

18.70K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares31.75K

TypeSH

Market value$2.50M

1.00%

Sole

0.00

Shared

0.00

None

31.75K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares61.98K

TypeSH

Market value$2.22M

0.89%

Sole

0.00

Shared

0.00

None

61.98K

Issuer	Class	Shares	Type	Value / Portfolio %	None
LPL FINL HLDGS INCSOLE	COM	111.90K	SH	$41.96M 16.79%	111.90K
ISHARES TRSOLE	CORE S&P TTL STK	277.02K	SH	$37.41M 14.97%	277.02K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	243.69K	SH	$14.57M 5.83%	243.69K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	125.48K	SH	$9.95M 3.98%	125.48K
ISHARES TRSOLE	CORE MSCI INTL	124.47K	SH	$9.46M 3.79%	124.47K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	261.70K	SH	$9.31M 3.72%	261.70K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	313.35K	SH	$9.30M 3.72%	313.35K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	315.04K	SH	$9.29M 3.72%	315.04K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	47.58K	SH	$9.28M 3.71%	47.58K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	29.75K	SH	$9.04M 3.62%	29.75K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	91.62K	SH	$8.35M 3.34%	91.62K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	162.17K	SH	$7.79M 3.12%	162.17K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	27.57K	SH	$6.53M 2.62%	27.57K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	122.01K	SH	$6.13M 2.45%	122.01K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	9.72K	SH	$5.52M 2.21%	9.72K
VANGUARD INDEX FDSSOLE	VALUE ETF	26.42K	SH	$4.67M 1.87%	26.42K
ISHARES TRSOLE	CORE US AGGBD ET	31.82K	SH	$3.16M 1.26%	31.82K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	55.12K	SH	$3.14M 1.26%	55.12K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	44.45K	SH	$2.99M 1.20%	44.45K
WISDOMTREE TRSOLE	INTL SMCAP DIV	38.69K	SH	$2.91M 1.16%	38.69K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	32K	SH	$2.85M 1.14%	32K
ISHARES TRSOLE	1 3 YR TREAS BD	30.86K	SH	$2.56M 1.02%	30.86K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	18.70K	SH	$2.51M 1.01%	18.70K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	31.75K	SH	$2.50M 1.00%	31.75K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	61.98K	SH	$2.22M 0.89%	61.98K

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