FAMILY WEALTH PARTNERS, LLC - Portfolio overview

FAMILY WEALTH PARTNERS, LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 14.82%
2. LPLA - LPL FINL HLDGS INC, 7.32%
3. VGIT - VANGUARD SCOTTSDALE FDS, 6.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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