Family Wealth Partners, LLC Incresed Positions in Q1 2025

Family Wealth Partners, LLC

  • $219 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
19.5K
+ 8.95%
$57.44 - $59.4 $1.12M - $1.16M
237K $14.1B
LPLA
Lpl Financial Holdings Inc.

Financial Services
4.08K
+ 3.79%
$308.87 - $383.33 $1.26M - $1.57M
112K $36.6B
DIHP
Dimensional ETF Tr Dimensional

ETFs
22.5K
+ 7.86%
$25.1 - $27.85 $564K - $626K
308K $8.31B
AVDV
American Centy ETF Tr Avantis

ETFs
7.97K
+ 6.97%
$63.74 - $71.96 $508K - $574K
122K $8.53B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.24K
+ 7.29%
$63.77 - $71.36 $526K - $588K
121K $8.36B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.6K
+ 8.18%
$46.74 - $47.55 $540K - $550K
153K $7.27B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.9K
+ 7.33%
$25.35 - $27.46 $531K - $575K
307K $8.11B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.43K
+ 6.85%
$48.43 - $49.9 $360K - $371K
116K $5.79B
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.8K
+ 5.75%
$32.57 - $35.82 $448K - $493K
253K $8.39B
VNQ
Vanguard Specialized Funds Van

ETFs
2.63K
+ 10.36%
$85.55 - $94.34 $225K - $248K
28.1K $2.54B
FSK
Fs Kkr Capital Corp

Financial Services
7.98K
+ 32.75%
$20.47 - $24.06 $163K - $192K
32.3K $677M
PSEC
Prospect Capital Corp

Financial Services
21.1K
+ 99.54%
$4.1 - $4.45 $86.6K - $94K
42.3K $174M
BND
Vanguard Bd Index Fd Inc Total

ETFs
585
+ 4.12%
$71.17 - $73.66 $41.6K - $43.1K
14.8K $1.08B
AAPL
Apple Inc.

Technology
314
+ 24.98%
$209.68 - $247.1 $65.8K - $77.6K
1.57K $349M
ITOT
Ishares Core S&P Total U.S. St

ETFs
14.1K
+ 5.52%
$120.29 - $134.6 $1.7M - $1.9M
269K $32.9B
DFSI
Dimensional ETF Tr Dimen Intl
377
+ 5.7%
N/A
6.99K $244M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
27
+ 0.14%
$110.75 - $119.78 $2.99K - $3.23K
19.7K $2.28B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
31
+ 0.28%
$73.78 - $76.59 $2.29K - $2.37K
11.2K $857M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3
+ 0.05%
$77.7 - $78.94 $233 - $237
5.47K $432M
BNDX
Vanguard Total International B

ETFs
77
+ 1.1%
$48.33 - $49.5 $3.72K - $3.81K
7.09K $346M
AOA
Ishares Tr Core Aggressive All

ETFs
12
+ 0.39%
$75.7 - $80.01 $908 - $960
3.08K $236M
DFSU
Dimensional ETF Tr Dimen Us Su
174
+ 2.29%
N/A
7.77K $278M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.38K
+ 2.28%
$32.42 - $36.13 $44.8K - $49.9K
62K $2.04B
AVUV
American Centy ETF Tr Avantis

ETFs
7.04K
+ 8.58%
$84.95 - $100.62 $598K - $709K
89.1K $7.77B
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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