Family Wealth Partners, LLC Portfolio Holdings by Sector

Family Wealth Partners, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT VGIT VBR AVDV DUHP IDEV DIHP DFEM 35 stocks	$171 Million 78.11% of portfolio	19	16	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$36.6 Million 16.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.94 Million 2.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$2 Million 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK GBDC TSLX PSEC 4 stocks	$1.34 Million 0.62% of portfolio	4	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$444,906 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$406,586 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$348,985 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services ORCC 1 stocks	$284,776 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EPR 1 stocks	$214,793 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$203,317 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate SVC 1 stocks	$28,757 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Family Wealth Partners, LLC with notifications on news.