FAMILY WEALTH PARTNERS, LLC - Portfolio Stock Holdings
FAMILY WEALTH PARTNERS, LLC disclosed 125 stock positions in a recent SEC 13F filing. $325,911,039 of stock holdings were filed, with the largest holdings including ITOT, LPLA, and VGIT. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $392,445,796 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
125Est. Stock Holding Value:
$325,911,039Top Stock Holdings By Sector
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Portfolio Stock Holdings - FAMILY WEALTH PARTNERS, LLC
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