Family Wealth Partners, LLC Purchases and Sells in Q4 2025

Family Wealth Partners, LLC

$277 Billion
Q4 2025

Top Buys

Incresed Positions

40 operations

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	25.9K + 123.12%	$32.8 - $34.5 $849K - $893K	46.9K $1.63B
VGIT	14.5K + 5.65%	$59.84 - $60.54 $867K - $877K	271K $16.3B
TPSC	18.1K + 126.26%	$39.83 - $41.72 $722K - $756K	32.5K $1.35B
TPHD	15.4K + 129.69%	$37.87 - $39.43 $583K - $607K	27.3K $1.05B
DFSD	10.8K + 6.32%	$48.17 - $48.5 $521K - $525K	182K $8.72B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	3.11K New	$117.68 - $124.18 $366K - $387K	3.11K $372M
MU	1.14K New	$181.6 - $253.3 $207K - $289K	1.14K $326M
BMY	5.52K New	$42.6 - $49.08 $235K - $271K	5.52K $298M
CNC	7.17K New	$33.15 - $38.7 $238K - $277K	7.17K $295M
CB	898 New	$268.2 - $296.22 $241K - $266K	898 $280M
ZM	3.18K New	$79.17 - $87.23 $252K - $277K	3.18K $274M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-9.46K - 3.45%	$142.79 - $150.05 $1.35M - $1.42M	264K $39.3B
AGG	-2.14K - 6.78%	$99.87 - $101.27 $214K - $217K	29.4K $2.94B
DUHP	-6.67K - 2.54%	$37.18 - $38.47 $248K - $257K	256K $9.73B
SHY	-1.45K - 4.73%	$82.69 - $83.12 $120K - $120K	29.1K $2.41B
DLS	-1.69K - 4.4%	$76.99 - $79.92 $130K - $135K	36.7K $2.98B
VBR	-1.05K - 2.11%	$201.42 - $211.15 $210K - $221K	48.4K $10.3B

Activity Summary All Purchases 59 New Holdings 19 Increased Positions 40 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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