Family Wealth Partners, LLC Purchases and Sells in Q3 2025

Family Wealth Partners, LLC

$267 Billion
Q3 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBR	1.87K + 3.92%	$195.41 - $212.37 $365K - $396K	49.4K $10.3B
AVUV	716 + 0.78%	$90.37 - $102.12 $64.7K - $73.1K	92.3K $9.19B
VGIT	13K + 5.34%	$58.97 - $60.36 $767K - $785K	257K $15.4B
VTI	225 + 0.76%	$303.93 - $329.86 $68.4K - $74.2K	30K $9.84B
VB	898 + 3.26%	$237.58 - $259.17 $213K - $233K	28.5K $7.24B
DUHP	792 + 0.3%	$35.76 - $37.93 $28.3K - $30K	262K $9.91B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NORTHERN LTS FD TR IV	6.39K New	N/A	6.39K $1.59B
TPIF	21K New	$31.81 - $33.66 $668K - $707K	21K $701M
TPSC	14.4K New	$38.56 - $42.17 $554K - $605K	14.4K $597M
TPHD	11.9K New	$38.0 - $39.42 $451K - $468K	11.9K $467M
WMT	4.13K New	$94.4 - $104.27 $390K - $431K	4.13K $426M
PEP	1.94K New	$133.81 - $152.16 $260K - $295K	1.94K $273M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LPLA	-6.26K - 5.59%	$332.69 - $399.0 $2.08M - $2.5M	106K $35.1B
SHY	-303 - 0.98%	$82.38 - $83.0 $25K - $25.1K	30.6K $2.53B
BSV	-137 - 0.43%	$78.11 - $79.07 $10.7K - $10.8K	31.6K $2.49B
BNDX	-36 - 0.52%	$49.0 - $49.51 $1.76K - $1.78K	6.88K $340M
SVC	-303 - 2.74%	$2.28 - $3.04 $691 - $921	10.8K $29.2M
BIV	-63 - 0.58%	$76.16 - $78.59 $4.8K - $4.95K	10.7K $837M

Activity Summary All Purchases 55 New Holdings 20 Increased Positions 35 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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