Family Wealth Partners, LLC Portfolio Holdings

Family Wealth Partners, LLC

  • $219 Billion
  • Q1 2025

Family Wealth Partners, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $219 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $36.6B, Ishares Core S&P Total U.S. St with a value of $32.9B, Vanguard Intermediate Term Tre with a value of $14.1B, Vanguard Small Cap Value ETF with a value of $9.15B, and American Centy ETF Tr Avantis with a value of $8.53B.

Examining the 13F form we can see an increase of $8.71B in the current position value, from $210B to 219B.

Family Wealth Partners, LLC is based out at Matthews, NC

Below you can find more details about Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $219 Billion
ETFs: $179 Billion
Financial Services: $38.3 Billion
Technology: $794 Million
Real Estate: $447 Million
Consumer Cyclical: $407 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.4B
$36.6 Billion 16.72% of portfolio
111,945
Q1 2025 Added 3.79%
$0
$32.9 Billion 15.01% of portfolio
269,461
Q1 2025 Added 5.52%
$0
$14.1 Billion 6.42% of portfolio
236,874
Q1 2025 Added 8.95%
$0
$9.15 Billion 4.17% of portfolio
49,091
Q1 2025 Reduced 1.9%
$0
$8.53 Billion 3.89% of portfolio
122,331
Q1 2025 Added 6.97%
$0
$8.39 Billion 3.83% of portfolio
253,250
Q1 2025 Added 5.75%
$0
$8.36 Billion 3.82% of portfolio
121,368
Q1 2025 Added 7.29%
$0
$8.31 Billion 3.79% of portfolio
308,331
Q1 2025 Added 7.86%
$0
$8.11 Billion 3.7% of portfolio
306,617
Q1 2025 Added 7.33%
$0
$7.77 Billion 3.55% of portfolio
89,148
Q1 2025 Added 8.58%
$0
$7.27 Billion 3.32% of portfolio
152,966
Q1 2025 Added 8.18%
$0
$6.43 Billion 2.93% of portfolio
28,974
Q1 2025 Reduced 1.63%
$0
$5.94 Billion 2.71% of portfolio
21,622
Q1 2025 Reduced 2.48%
$0
$5.79 Billion 2.64% of portfolio
115,974
Q1 2025 Added 6.85%
$0
$5.47 Billion 2.5% of portfolio
10,650
Q1 2025 Reduced 2.11%
$0
$4.93 Billion 2.25% of portfolio
28,565
Q1 2025 Reduced 3.22%
$0
$2.91 Billion 1.33% of portfolio
48,021
Q1 2025 Reduced 1.74%
$0
$2.67 Billion 1.22% of portfolio
34,139
Q1 2025 Reduced 3.96%
$0
$2.6 Billion 1.19% of portfolio
31,418
Q1 2025 Reduced 3.63%
$0
$2.56 Billion 1.17% of portfolio
38,767
Q1 2025 Reduced 1.8%
$0
$2.54 Billion 1.16% of portfolio
28,057
Q1 2025 Added 10.36%
$0
$2.34 Billion 1.07% of portfolio
45,994
Q1 2025 Reduced 1.84%
$0
$2.28 Billion 1.04% of portfolio
19,749
Q1 2025 Added 0.14%
$0
$2.04 Billion 0.93% of portfolio
61,978
Q1 2025 Added 2.28%
$0
$2 Billion 0.92% of portfolio
27,668
Q1 2025 Reduced 1.57%
$0
$1.8 Billion 0.82% of portfolio
29,008
Q1 2025 Reduced 1.75%
$0
$1.78 Billion 0.81% of portfolio
25,386
Q1 2025 Reduced 1.8%
$0
$1.66 Billion 0.76% of portfolio
34,439
Q1 2025 Reduced 1.02%
$0
$1.47 Billion 0.67% of portfolio
2,616
Q1 2025 Reduced 0.42%
$0
$1.19 Billion 0.55% of portfolio
26,381
Q1 2025 Reduced 2.79%
$0
$1.08 Billion 0.5% of portfolio
14,770
Q1 2025 Added 4.12%
$0
$857 Million 0.39% of portfolio
11,194
Q1 2025 Added 0.28%
$0
$677 Million 0.31% of portfolio
32,332
Q1 2025 Added 32.75%
$0
$481 Million 0.22% of portfolio
8,349
Q1 2025 Added 123.83%
$0
$432 Million 0.2% of portfolio
5,466
Q1 2025 Added 0.05%
$241B
$445 Million 0.2% of portfolio
4,105
Q1 2025 New
$1.7T
$407 Million 0.19% of portfolio
2,137
Q1 2025 New
$0
$346 Million 0.16% of portfolio
7,086
Q1 2025 Added 1.1%
$3.1T
$349 Million 0.16% of portfolio
1,571
Q1 2025 Added 24.98%
$0
$315 Million 0.14% of portfolio
2,837
Q1 2025 Reduced 0.7%
-
$278 Million 0.13% of portfolio
-
Q1 2025 Added 2.29%
$2.37B
$292 Million 0.13% of portfolio
19,310
Q1 2025 New
$5.27B
$285 Million 0.13% of portfolio
19,425
Q1 2025 New
$0
$236 Million 0.11% of portfolio
3,082
Q1 2025 Added 0.39%
-
$244 Million 0.11% of portfolio
-
Q1 2025 Added 5.7%
$3.67B
$215 Million 0.1% of portfolio
4,083
Q1 2025 New
$0
$201 Million 0.09% of portfolio
8,977
Q1 2025 New
$12.7B
$203 Million 0.09% of portfolio
3,222
Q1 2025 New
$0
$174 Million 0.08% of portfolio
42,333
Q1 2025 Added 99.54%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $219 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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