FAMILY WEALTH PARTNERS, LLC

Filed: 1/14/2026ACC: 0001754960-26-000042

📋 What this filing means

FAMILY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $277.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$277.44M

Total AUM (reported)

3.59M

Total Shares

Allocation by class

COM$49.97M18.0%

CORE S&P TTL STK$39.32M14.2%

INTER TERM TREAS$16.25M5.9%

INTL SMCP VLU$11.11M4.0%

SM CP VAL ETF$10.25M3.7%

EMERGING MKTS CO$10.00M3.6%

CORE MSCI INTL$9.95M3.6%

Portfolio Concentration

Top 3$92.01M33.2%

4–10$70.66M25.5%

11–25$69.84M25.2%

Rest$44.93M16.2%

Top 3 weight

33.2%

Top 10 weight

58.6%

Voting Authority Distribution

Total shares with voting rights: 3.59M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.59M

% of voting shares100.0%

Investment Discretion (by position count)

Sole92

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings92

Rows:

ISHARES TR

SOLE

CORE S&P TTL STK

Shares264.46K

TypeSH

Market value$39.32M

14.17%

Sole

0.00

Shared

0.00

None

264.46K

LPL FINL HLDGS INC

SOLE

COM

Shares102K

TypeSH

Market value$36.43M

13.13%

Sole

0.00

Shared

0.00

None

102K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares271.19K

TypeSH

Market value$16.25M

5.86%

Sole

0.00

Shared

0.00

None

271.19K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares118.24K

TypeSH

Market value$11.11M

4.00%

Sole

0.00

Shared

0.00

None

118.24K

VANGUARD INDEX FDS

SOLE

SM CP VAL ETF

Shares48.40K

TypeSH

Market value$10.25M

3.69%

Sole

0.00

Shared

0.00

None

48.40K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS CO

Shares302.43K

TypeSH

Market value$10.00M

3.61%

Sole

0.00

Shared

0.00

None

302.43K

ISHARES TR

SOLE

CORE MSCI INTL

Shares120.59K

TypeSH

Market value$9.95M

3.58%

Sole

0.00

Shared

0.00

None

120.59K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares29.63K

TypeSH

Market value$9.93M

3.58%

Sole

0.00

Shared

0.00

None

29.63K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares255.81K

TypeSH

Market value$9.73M

3.51%

Sole

0.00

Shared

0.00

None

255.81K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares305.78K

TypeSH

Market value$9.68M

3.49%

Sole

0.00

Shared

0.00

None

305.78K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares90.36K

TypeSH

Market value$9.22M

3.32%

Sole

0.00

Shared

0.00

None

90.36K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares181.95K

TypeSH

Market value$8.72M

3.14%

Sole

0.00

Shared

0.00

None

181.95K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares27.92K

TypeSH

Market value$7.20M

2.60%

Sole

0.00

Shared

0.00

None

27.92K

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares133.92K

TypeSH

Market value$6.62M

2.39%

Sole

0.00

Shared

0.00

None

133.92K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares9.49K

TypeSH

Market value$5.95M

2.15%

Sole

0.00

Shared

0.00

None

9.49K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares26.31K

TypeSH

Market value$5.02M

1.81%

Sole

0.00

Shared

0.00

None

26.31K

NORTHERN LTS FD TR IV

SOLE

INSPIRE 500 ETF

Shares14.21K

TypeSH

Market value$3.53M

1.27%

Sole

0.00

Shared

0.00

None

14.21K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares55.84K

TypeSH

Market value$3.49M

1.26%

Sole

0.00

Shared

0.00

None

55.84K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares38.27K

TypeSH

Market value$3.39M

1.22%

Sole

0.00

Shared

0.00

None

38.27K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares43.78K

TypeSH

Market value$3.22M

1.16%

Sole

0.00

Shared

0.00

None

43.78K

WISDOMTREE TR

SOLE

INTL SMCAP DIV

Shares36.74K

TypeSH

Market value$2.98M

1.07%

Sole

0.00

Shared

0.00

None

36.74K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares29.40K

TypeSH

Market value$2.94M

1.06%

Sole

0.00

Shared

0.00

None

29.40K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE SMCAP ETF

Shares18.65K

TypeSH

Market value$2.67M

0.96%

Sole

0.00

Shared

0.00

None

18.65K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares61.98K

TypeSH

Market value$2.45M

0.88%

Sole

0.00

Shared

0.00

None

61.98K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares30.92K

TypeSH

Market value$2.44M

0.88%

Sole

0.00

Shared

0.00

None

30.92K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P TTL STK	264.46K	SH	$39.32M 14.17%	264.46K
LPL FINL HLDGS INCSOLE	COM	102K	SH	$36.43M 13.13%	102K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	271.19K	SH	$16.25M 5.86%	271.19K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	118.24K	SH	$11.11M 4.00%	118.24K
VANGUARD INDEX FDSSOLE	SM CP VAL ETF	48.40K	SH	$10.25M 3.69%	48.40K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS CO	302.43K	SH	$10.00M 3.61%	302.43K
ISHARES TRSOLE	CORE MSCI INTL	120.59K	SH	$9.95M 3.58%	120.59K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	29.63K	SH	$9.93M 3.58%	29.63K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	255.81K	SH	$9.73M 3.51%	255.81K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	305.78K	SH	$9.68M 3.49%	305.78K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	90.36K	SH	$9.22M 3.32%	90.36K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	181.95K	SH	$8.72M 3.14%	181.95K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	27.92K	SH	$7.20M 2.60%	27.92K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	133.92K	SH	$6.62M 2.39%	133.92K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	9.49K	SH	$5.95M 2.15%	9.49K
VANGUARD INDEX FDSSOLE	VALUE ETF	26.31K	SH	$5.02M 1.81%	26.31K
NORTHERN LTS FD TR IVSOLE	INSPIRE 500 ETF	14.21K	SH	$3.53M 1.27%	14.21K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	55.84K	SH	$3.49M 1.26%	55.84K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	38.27K	SH	$3.39M 1.22%	38.27K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	43.78K	SH	$3.22M 1.16%	43.78K
WISDOMTREE TRSOLE	INTL SMCAP DIV	36.74K	SH	$2.98M 1.07%	36.74K
ISHARES TRSOLE	CORE US AGGBD ET	29.40K	SH	$2.94M 1.06%	29.40K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE SMCAP ETF	18.65K	SH	$2.67M 0.96%	18.65K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	61.98K	SH	$2.45M 0.88%	61.98K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	30.92K	SH	$2.44M 0.88%	30.92K

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