Family Wealth Partners, LLC Portfolio Holdings

Family Wealth Partners, LLC

  • $267 Billion
  • Q3 2025

Family Wealth Partners, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $39.9B, Lpl Financial Holdings Inc. with a value of $35.1B, Vanguard Intermediate Term Tre with a value of $15.4B, American Centy ETF Tr Avantis with a value of $10.9B, and Vanguard Small Cap Value ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $250B to 267B.

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 $267 Billion
ETFs: $217 Billion
Financial Services: $39.2 Billion
Real Estate: $2.86 Billion
Technology: $2.08 Billion
Consumer Cyclical: $784 Million
Communication Services: $706 Million
Consumer Defensive: $699 Million
Healthcare: $447 Million
Other: $587 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.9 Billion 14.95% of portfolio
273,916
Q3 2025 Reduced 1.12%
$29.6B
$35.1 Billion 13.17% of portfolio
105,644
Q3 2025 Reduced 5.59%
$0
$15.4 Billion 5.78% of portfolio
256,694
Q3 2025 Added 5.34%
$0
$10.9 Billion 4.09% of portfolio
122,553
Q3 2025 Reduced 2.34%
$0
$10.3 Billion 3.87% of portfolio
49,445
Q3 2025 Added 3.92%
$0
$10 Billion 3.75% of portfolio
311,684
Q3 2025 Reduced 0.53%
$0
$9.91 Billion 3.72% of portfolio
262,489
Q3 2025 Added 0.3%
$0
$9.88 Billion 3.7% of portfolio
123,221
Q3 2025 Reduced 1.0%
$0
$9.84 Billion 3.69% of portfolio
29,973
Q3 2025 Added 0.76%
$0
$9.54 Billion 3.58% of portfolio
313,950
Q3 2025 Reduced 0.35%
$0
$9.19 Billion 3.44% of portfolio
92,338
Q3 2025 Added 0.78%
$0
$8.25 Billion 3.09% of portfolio
171,136
Q3 2025 Added 5.53%
$0
$7.24 Billion 2.71% of portfolio
28,473
Q3 2025 Added 3.26%
$0
$6.45 Billion 2.42% of portfolio
127,399
Q3 2025 Added 4.41%
$0
$5.91 Billion 2.21% of portfolio
9,647
Q3 2025 Reduced 0.71%
$0
$4.92 Billion 1.84% of portfolio
26,388
Q3 2025 Reduced 0.11%
$0
$3.35 Billion 1.26% of portfolio
55,895
Q3 2025 Added 1.4%
$0
$3.16 Billion 1.19% of portfolio
31,538
Q3 2025 Reduced 0.9%
$0
$3.15 Billion 1.18% of portfolio
44,105
Q3 2025 Reduced 0.77%
$0
$3.06 Billion 1.15% of portfolio
38,427
Q3 2025 Reduced 0.67%
$0
$2.64 Billion 0.99% of portfolio
18,555
Q3 2025 Reduced 0.8%
$0
$2.53 Billion 0.95% of portfolio
30,557
Q3 2025 Reduced 0.98%
$0
$2.49 Billion 0.93% of portfolio
31,609
Q3 2025 Reduced 0.43%
$0
$2.39 Billion 0.9% of portfolio
61,978
Q1 2025 Added 2.28%
$0
$2.25 Billion 0.84% of portfolio
25,607
Q3 2025 Reduced 0.68%
$0
$2.19 Billion 0.82% of portfolio
40,444
Q3 2025 Added 1.41%
$0
$1.99 Billion 0.75% of portfolio
34,830
Q3 2025 Added 1.47%
$0
$1.95 Billion 0.73% of portfolio
26,487
Q3 2025 Reduced 1.28%
$0
$1.83 Billion 0.69% of portfolio
22,959
Q3 2025 Reduced 0.72%
$0
$1.75 Billion 0.66% of portfolio
2,622
Q3 2025 Added 0.23%
Northern Lts Fd Tr Iv
-
$1.59 Billion 0.6% of portfolio
-
Q3 2025 New
$0
$1.48 Billion 0.55% of portfolio
25,149
Q3 2025 Added 52.8%
$0
$1.47 Billion 0.55% of portfolio
19,804
Q3 2025 Reduced 0.55%
$0
$1.03 Billion 0.39% of portfolio
69,018
Q3 2025 Added 37.93%
$0
$1 Billion 0.38% of portfolio
10,511
Q3 2025 Added 4.27%
$465B
$930 Million 0.35% of portfolio
4,983
Q3 2025 Added 21.39%
$0
$878 Million 0.33% of portfolio
19,028
Q3 2025 Added 6.2%
$0
$837 Million 0.31% of portfolio
10,722
Q3 2025 Reduced 0.58%
$0
$828 Million 0.31% of portfolio
10,788
Q3 2025 Added 10.26%
$0
$831 Million 0.31% of portfolio
4,274
Q3 2025 Added 9.9%
$2.37B
$724 Million 0.27% of portfolio
52,866
Q3 2025 Added 49.52%
$5.27B
$695 Million 0.26% of portfolio
54,442
Q3 2025 Added 51.44%
$0
$701 Million 0.26% of portfolio
21,015
Q3 2025 New
$3.85B
$649 Million 0.24% of portfolio
11,193
Q3 2025 Added 49.74%
$89.8B
$635 Million 0.24% of portfolio
3,565
Q3 2025 Added 69.44%
$14B
$591 Million 0.22% of portfolio
8,747
Q3 2025 Added 47.55%
$0
$597 Million 0.22% of portfolio
14,355
Q3 2025 New
$0
$555 Million 0.21% of portfolio
24,265
Q3 2025 Added 48.89%
$31.2B
$540 Million 0.2% of portfolio
7,711
Q3 2025 Added 68.62%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $267 Billion
  • Prior Value $250 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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