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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 $292,859,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 306,121 $43,586,648 14.88%
2.
Lpl Financial Holdings Inc.
 LPLA 71,531 $21,518,653 7.35%
3.
Vanguard Scottsdale Funds
 311,135 $18,528,036 6.33%
4.
American Centy Etf Tr
 127,950 $12,772,992 4.36%
5.
Dimensional Etf Trust
 339,507 $11,725,574 4%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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