Family Wealth Partners, LLC Incresed Positions in Q4 2025

Family Wealth Partners, LLC

  • $277 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Iv
7.82K
+ 122.35%
N/A
14.2K $3.53B
TPIF
Timothy Plan Intl ETF (De)

ETFs
25.9K
+ 123.12%
$32.8 - $34.5 $849K - $893K
46.9K $1.63B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.5K
+ 5.65%
$59.84 - $60.54 $867K - $877K
271K $16.3B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
18.1K
+ 126.26%
$39.83 - $41.72 $722K - $756K
32.5K $1.35B
TPHD
Timothy Plan High Divid Stk Et

ETFs
15.4K
+ 129.69%
$37.87 - $39.43 $583K - $607K
27.3K $1.05B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.8K
+ 6.32%
$48.17 - $48.5 $521K - $525K
182K $8.72B
ISMD
Northern Lts Fd Tr Iv

ETFs
7.67K
+ 124.63%
$37.19 - $39.32 $285K - $301K
13.8K $533M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.52K
+ 5.12%
$49.98 - $50.22 $326K - $327K
134K $6.62B
GOOG
Alphabet Inc.

Communication Services
190
+ 19.41%
$237.49 - $291.74 $45.1K - $55.4K
1.17K $367M
VTR
Ventas, Inc.

Real Estate
799
+ 10.36%
$67.45 - $78.0 $53.9K - $62.3K
8.51K $659M
FSK
Fs Kkr Capital Corp

Financial Services
6.21K
+ 8.99%
$14.16 - $15.65 $87.9K - $97.1K
75.2K $1.11B
DFIV
Dimensional ETF Tr

ETFs
23
+ 0.12%
$45.13 - $48.25 $1.04K - $1.11K
19.1K $951M
PCG
Pg&E Corp

Utilities
3.61K
+ 24.62%
$15.63 - $16.81 $56.5K - $60.7K
18.3K $294M
PLD
Prologis, Inc.

Real Estate
113
+ 3.15%
$111.23 - $127.18 $12.6K - $14.4K
3.7K $473M
WMT
Walmart Inc.

Consumer Defensive
28
+ 0.68%
$101.18 - $109.03 $2.83K - $3.05K
4.16K $463M
DFSI
Dimensional ETF Tr Dimen Intl
432
+ 6.08%
N/A
7.54K $323M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
42
+ 0.4%
$91.21 - $97.35 $3.83K - $4.09K
10.6K $1.03B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
98
+ 0.53%
$139.66 - $144.52 $13.7K - $14.2K
18.7K $2.67B
WELL
Welltower Inc.

Real Estate
2
+ 0.06%
$165.94 - $193.82 $332 - $388
3.57K $662M
QUAL
Ishares Msci Usa Quality Facto

ETFs
24
+ 0.56%
$191.01 - $199.18 $4.58K - $4.78K
4.3K $854M
ORCC
Owl Rock Capital Corp

Financial Services
3.13K
+ 5.75%
N/A
57.6K $716M
BND
Vanguard Bd Index Fd Inc Total

ETFs
339
+ 1.71%
$74.09 - $75.1 $25.1K - $25.5K
20.1K $1.49B
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.69K
+ 3.19%
$13.33 - $14.31 $22.5K - $24.2K
54.6K $740M
PSEC
Prospect Capital Corp

Financial Services
13.2K
+ 9.63%
$2.54 - $2.88 $33.6K - $38.1K
150K $390M
DFSU
Dimensional ETF Tr Dimen Us Su
47
+ 0.51%
N/A
9.23K $401M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
15
+ 0.14%
$75.19 - $77.98 $1.13K - $1.17K
10.8K $838M
ARCC
Ares Capital Corp

Financial Services
703
+ 2.86%
$18.9 - $20.61 $13.3K - $14.5K
25.2K $511M
DGS
Wisdomtree Emerging Markets Sm

ETFs
15
+ 0.04%
$55.31 - $57.46 $830 - $862
34.8K $1.99B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
+ 1.3%
$79.55 - $80.13 $6.05K - $6.09K
5.9K $471M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
84
+ 0.78%
$77.73 - $78.84 $6.53K - $6.62K
10.8K $842M
BNDX
Vanguard Total International B

ETFs
194
+ 2.82%
$49.3 - $49.91 $9.56K - $9.68K
7.07K $342M
NVDA
Nvidia Corp

Technology
9
+ 0.18%
$179.83 - $207.04 $1.62K - $1.86K
4.99K $931M
REZ
Ishares Tr Residential And Mul

ETFs
144
+ 2.49%
$81.26 - $85.37 $11.7K - $12.3K
5.93K $490M
USRT
Ishares Core U.S. Reit ETF

ETFs
689
+ 2.74%
$56.64 - $59.67 $39K - $41.1K
25.8K $1.47B
ADT
Adt Inc.

Industrials
463
+ 2.52%
$8.08 - $8.84 $3.74K - $4.09K
18.9K $152M
SVC
Service Properties Trust

Real Estate
61
+ 0.57%
$1.7 - $2.67 $104 - $163
10.8K $19.9M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
602
+ 2.48%
$20.86 - $22.89 $12.6K - $13.8K
24.9K $540M
VNQ
Vanguard Specialized Funds Van

ETFs
836
+ 2.23%
$88.13 - $92.69 $73.7K - $77.5K
38.3K $3.39B
EPR
Epr Properties

Real Estate
229
+ 2.05%
$48.97 - $58.32 $11.2K - $13.4K
11.4K $570M
Activity Summary
Buys All Purchases 59 New Holdings 19 Increased Positions 40 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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