Family Wealth Partners, LLC Purchases in Q4 2025

Family Wealth Partners, LLC

  • $277 Billion
  • Q4 2025
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
Timothy Plan Intl ETF (De)

ETFs
25.9K
+ 123.12%
$32.8 - $34.5 $849K - $893K
46.9K $1.63B
VGIT
Vanguard Intermediate Term Tre

ETFs
14.5K
+ 5.65%
$59.84 - $60.54 $867K - $877K
271K $16.3B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
18.1K
+ 126.26%
$39.83 - $41.72 $722K - $756K
32.5K $1.35B
TPHD
Timothy Plan High Divid Stk Et

ETFs
15.4K
+ 129.69%
$37.87 - $39.43 $583K - $607K
27.3K $1.05B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.8K
+ 6.32%
$48.17 - $48.5 $521K - $525K
182K $8.72B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.11K
New
$117.68 - $124.18 $366K - $387K
3.11K $372M
MU
Micron Technology Inc

Technology
1.14K
New
$181.6 - $253.3 $207K - $289K
1.14K $326M
BMY
Bristol Myers Squibb CO

Healthcare
5.52K
New
$42.6 - $49.08 $235K - $271K
5.52K $298M
CNC
Centene Corp

Healthcare
7.17K
New
$33.15 - $38.7 $238K - $277K
7.17K $295M
CB
Chubb LTD

Financial Services
898
New
$268.2 - $296.22 $241K - $266K
898 $280M
ZM
Zoom Video Communications, Inc.

Technology
3.18K
New
$79.17 - $87.23 $252K - $277K
3.18K $274M
EXPE
Expedia Group, Inc.

Consumer Cyclical
914
New
$210.33 - $273.65 $192K - $250K
914 $259M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
327
New
$557.73 - $694.99 $182K - $227K
327 $252M
LMT
Lockheed Martin Corp

Industrials
491
New
$452.1 - $514.24 $222K - $252K
491 $237M
FDX
Fedex Corp

Industrials
786
New
$224.63 - $268.67 $177K - $211K
786 $227M
FIX
Comfort Systems Usa Inc

Industrials
241
New
$790.72 - $1010.64 $191K - $244K
241 $225M
JBHT
Hunt J B Transport Services Inc

Industrials
1.15K
New
$132.68 - $172.64 $152K - $198K
1.15K $223M
VRSN
Verisign Inc

Technology
913
New
$232.82 - $275.44 $213K - $251K
913 $222M
AAPL
Apple Inc.

Technology
803
New
$245.27 - $275.25 $197K - $221K
803 $218M
Sandisk Corp
899
New
N/A
899 $213M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.22K
New
$84.38 - $93.6 $187K - $208K
2.22K $212M
HUBS
Hubspot Inc

Technology
510
New
$386.35 - $494.58 $197K - $252K
510 $205M
Lam Research Corp
1.19K
New
N/A
1.19K $203M
MEDP
Medpace Holdings, Inc.

Healthcare
361
New
$501.22 - $605.2 $181K - $218K
361 $203M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.52K
+ 5.12%
$49.98 - $50.22 $326K - $327K
134K $6.62B
GOOG
Alphabet Inc.

Communication Services
190
+ 19.41%
$237.49 - $291.74 $45.1K - $55.4K
1.17K $367M
VTR
Ventas, Inc.

Real Estate
799
+ 10.36%
$67.45 - $78.0 $53.9K - $62.3K
8.51K $659M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
124
+ 0.54%
$79.18 - $82.25 $9.82K - $10.2K
23.1K $1.93B
FSK
Fs Kkr Capital Corp

Financial Services
6.21K
+ 8.99%
$14.16 - $15.65 $87.9K - $97.1K
75.2K $1.11B
DFIV
Dimensional ETF Tr

ETFs
23
+ 0.12%
$45.13 - $48.25 $1.04K - $1.11K
19.1K $951M
PCG
Pg&E Corp

Utilities
3.61K
+ 24.62%
$15.63 - $16.81 $56.5K - $60.7K
18.3K $294M
PLD
Prologis, Inc.

Real Estate
113
+ 3.15%
$111.23 - $127.18 $12.6K - $14.4K
3.7K $473M
WMT
Walmart Inc.

Consumer Defensive
28
+ 0.68%
$101.18 - $109.03 $2.83K - $3.05K
4.16K $463M
DFSI
Dimensional ETF Tr Dimen Intl
432
+ 6.08%
N/A
7.54K $323M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
42
+ 0.4%
$91.21 - $97.35 $3.83K - $4.09K
10.6K $1.03B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
98
+ 0.53%
$139.66 - $144.52 $13.7K - $14.2K
18.7K $2.67B
WELL
Welltower Inc.

Real Estate
2
+ 0.06%
$165.94 - $193.82 $332 - $388
3.57K $662M
QUAL
Ishares Msci Usa Quality Facto

ETFs
24
+ 0.56%
$191.01 - $199.18 $4.58K - $4.78K
4.3K $854M
ORCC
Owl Rock Capital Corp

Financial Services
3.13K
+ 5.75%
N/A
57.6K $716M
BND
Vanguard Bd Index Fd Inc Total

ETFs
339
+ 1.71%
$74.09 - $75.1 $25.1K - $25.5K
20.1K $1.49B
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.69K
+ 3.19%
$13.33 - $14.31 $22.5K - $24.2K
54.6K $740M
PSEC
Prospect Capital Corp

Financial Services
13.2K
+ 9.63%
$2.54 - $2.88 $33.6K - $38.1K
150K $390M
DFSU
Dimensional ETF Tr Dimen Us Su
47
+ 0.51%
N/A
9.23K $401M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
15
+ 0.14%
$75.19 - $77.98 $1.13K - $1.17K
10.8K $838M
ARCC
Ares Capital Corp

Financial Services
703
+ 2.86%
$18.9 - $20.61 $13.3K - $14.5K
25.2K $511M
DGS
Wisdomtree Emerging Markets Sm

ETFs
15
+ 0.04%
$55.31 - $57.46 $830 - $862
34.8K $1.99B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
+ 1.3%
$79.55 - $80.13 $6.05K - $6.09K
5.9K $471M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
84
+ 0.78%
$77.73 - $78.84 $6.53K - $6.62K
10.8K $842M
Activity Summary
Buys All Purchases 59 New Holdings 19 Increased Positions 40 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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