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FAMILY WEALTH PARTNERS, LLC

13F
FAMILY WEALTH PARTNERS, LLC
Last update 2024-10-10 44 Stocks (3 new)
Value $195.00 Mil Turnover 1 %
Countries:
Top Holdings: LPLA(17.60%)ITOT(13.74%)VGIT(5.58%)VBR(4.89%)VB(3.51%)
Summary Stock Picks Current Portfolio
FAMILY WEALTH PARTNERS, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
LPLA 		LPL Financial Holdings Inc
147,896
34,405.0
+0.41%
17.600
+0.07%
0.200
+59.64%
+45.71%
24,717.7
Capital Markets
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
213,765
26,853.1
+1.45%
13.740
+0.20%
0.040
+9.46%
+27.78%
66,242.3
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
180,433
10,901.7
-0.63%
5.580
-0.03%
0.040
-2.37%
+2.12%
30,655.5
 
VBR 		Vanguard Small Cap Value ETF
47,563
9,549.7
-2.30%
4.890
-0.11%
0.030
+10.12%
+18.53%
30,116.4
 
VB 		Vanguard Small Cap ETF
28,934
6,863.5
-1.39%
3.510
-0.05%
0.010
+12.70%
+20.43%
59,215.4
 
DUHP 		Dimensional US High Profitability ETF
199,717
6,804.4
+1.98%
3.480
+0.07%
0.100
+4.76%
+22.23%
7,343.7
 
AVUV 		Avantis U.S. Small Cap Value ETF
68,289
6,552.3
+2.22%
3.350
+0.07%
0.050
+13.60%
+15.76%
15,925.2
 
VTI 		Vanguard Total Stock Market ETF
22,795
6,454.7
-1.33%
3.300
-0.04%
0.000
+9.34%
+27.79%
433,230.9
 
AVDV 		Avantis International Small Cap Value ETF
91,270
6,450.1
+2.89%
3.300
+0.09%
0.090
+0.59%
+11.08%
6,461.6
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
228,755
6,439.4
+3.30%
3.290
+0.11%
0.140
+1.96%
+8.61%
4,421.6
 

FAMILY WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

FAMILY WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LPLA 		LPL Financial Holdings Inc2024-03-31Add
+11.44%
●
230.75 ($252.41) 273.77
$330.10
30.78%
Add 108.38%
146,940
76,426
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-03-31Add
+4.47%
●
103.16 ($109.67) 115.3
$133.22
21.47%
Add 58.75%
184,674
68,344
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-03-31Add
+2.08%
●
58.07 ($58.67) 59.52
$58.61
-0.10%
Add 66.22%
157,490
62,741
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-06-30Add
+1.60%
●
108.78 ($114.77) 119.23
$133.22
16.08%
Add 14.1%
210,704
26,030
AVDV 		Avantis International Small Cap Value ETF2024-03-31Add
+1.15%
●
59.95 ($62.34) 65.89
$68.16
9.34%
Add 65.1%
78,258
30,859
AVUV 		Avantis U.S. Small Cap Value ETF2024-03-31Add
+1.15%
●
84.87 ($88.48) 93.71
$102.69
16.06%
Add 59.48%
57,762
21,544
DUHP 		Dimensional US High Profitability ETF2024-03-31Add
+1.14%
●
28.16 ($29.98) 31.61
$34.97
16.64%
Add 58.79%
171,172
63,375
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF2024-03-31Add
+1.13%
●
23.62 ($24.79) 25.64
$27.11
9.36%
Add 66.94%
194,273
77,903
IDEV 		iShares Core MSCI International Developed Markets ETF2024-03-31Add
+1.13%
●
61.63 ($64.37) 67.27
$67.51
4.88%
Add 64.32%
76,054
29,771
DIHP 		Dimensional International High Profitability ETF2024-03-31Add
+1.12%
●
24.77 ($25.97) 26.98
$26.22
0.96%
Add 63.71%
189,056
73,577

FAMILY WEALTH PARTNERS, LLC Total Holding History ($B)

To

FAMILY WEALTH PARTNERS, LLC's Asset Allocation

To

FAMILY WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FAMILY WEALTH PARTNERS, LLC's Hypothetical Growth since 2024-09-30

FAMILY WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FAMILY WEALTH PARTNERS, LLC's Holdings Heat Map

Size field:

FAMILY WEALTH PARTNERS, LLC's Holdings Bubble Chart

FAMILY WEALTH PARTNERS, LLC News

  • 1

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