Family Wealth Partners, LLC Reduced Holdings in Q3 2025

Family Wealth Partners, LLC

  • $267 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
-6.26K
- 5.59%
$332.69 - $399.0 $2.08M - $2.5M
106K $35.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-303
- 0.98%
$82.38 - $83.0 $25K - $25.1K
30.6K $2.53B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-137
- 0.43%
$78.11 - $79.07 $10.7K - $10.8K
31.6K $2.49B
BNDX
Vanguard Total International B

ETFs
-36
- 0.52%
$49.0 - $49.51 $1.76K - $1.78K
6.88K $340M
SVC
Service Properties Trust

Real Estate
-303
- 2.74%
$2.28 - $3.04 $691 - $921
10.8K $29.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-63
- 0.58%
$76.16 - $78.59 $4.8K - $4.95K
10.7K $837M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-287
- 0.9%
$97.75 - $100.75 $28.1K - $28.9K
31.5K $3.16B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-110
- 0.55%
$72.57 - $74.72 $7.98K - $8.22K
19.8K $1.47B
AOA
Ishares Tr Core Aggressive All

ETFs
-57
- 1.97%
$82.71 - $88.14 $4.71K - $5.02K
2.84K $250M
GOOG
Alphabet Inc.

Communication Services
-185
- 15.89%
$175.16 - $255.24 $32.4K - $47.2K
979 $238M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-344
- 1.28%
$68.24 - $73.73 $23.5K - $25.4K
26.5K $1.95B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-175
- 0.68%
$80.54 - $89.67 $14.1K - $15.7K
25.6K $2.25B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-149
- 0.8%
$133.48 - $144.38 $19.9K - $21.5K
18.6K $2.64B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-258
- 0.67%
$74.73 - $80.82 $19.3K - $20.9K
38.4K $3.06B
VEU
Vanguard Ftse All World Ex Us

ETFs
-344
- 0.77%
$66.38 - $71.68 $22.8K - $24.7K
44.1K $3.15B
VTV
Vanguard Value ETF

ETFs
-30
- 0.11%
$175.51 - $186.57 $5.27K - $5.6K
26.4K $4.92B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.09K
- 0.35%
$28.69 - $30.59 $31.2K - $33.3K
314K $9.54B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-69
- 0.71%
$567.77 - $614.76 $39.2K - $42.4K
9.65K $5.91B
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.25K
- 1.0%
$74.68 - $80.26 $93.1K - $100K
123K $9.88B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.67K
- 0.53%
$29.55 - $32.52 $49.3K - $54.3K
312K $10B
AVDV
American Centy ETF Tr Avantis

ETFs
-2.93K
- 2.34%
$79.24 - $89.03 $232K - $261K
123K $10.9B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.1K
- 1.12%
$135.0 - $146.02 $419K - $453K
274K $39.9B
Activity Summary
Buys All Purchases 55 New Holdings 20 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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