FAMILY WEALTH PARTNERS, LLC: 13F holdings
CIK 20162172026Q2
| Positions | 109 |
|---|
| Reported value | $325.8m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 109 (+4 vs prior quarter) |
|---|
| Reported value | $325.8m (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 312,866 | $51.4m | 15.8% |
| LPLA LPL FINL HLDGS INC | 69,073 | $19.5m | 6.0% |
| VGIT VANGUARD SCOTTSDALE FDS | 326,090 | $19.2m | 5.9% |
| DFEM DIMENSIONAL ETF TRUST | 355,940 | $14.5m | 4.4% |
| AVDV AMERICAN CENTY ETF TR | 134,910 | $13.9m | 4.3% |
| AVUV AMERICAN CENTY ETF TR | 109,213 | $13.6m | 4.2% |
| DIMENSIONAL ETF TRUST | 320,624 | $13.4m | 4.1% |
| DIHP DIMENSIONAL ETF TRUST | 377,838 | $12.9m | 4.0% |
| VGK ISHARES TR | 142,445 | $12.7m | 3.9% |
| VBR VANGUARD INDEX FDS | 47,274 | $11.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016217")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples