Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Family Wealth Partners, Llc > Profile

Instuitional Investor - Family Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Family Wealth Partners, Llc
Portfolio Value $219,052,478
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lpl Financial Holdings Inc.
 LPLA 111,945 $36,621,668 16.72%
2.
Ishares Trust
 IEF 269,461 $32,876,886 15.01%
3.
Vanguard Scottsdale Funds
 236,874 $14,070,288 6.42%
4.
Vanguard Index Fds - SM CP VAL ETF
 49,091 $9,145,089 4.17%
5.
American Centy Etf Tr
 122,331 $8,531,353 3.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)