Family Wealth Partners, LLC Sells in Q4 2025

Family Wealth Partners, LLC

  • $277 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.46K
- 3.45%
$142.79 - $150.05 $1.35M - $1.42M
264K $39.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.14K
- 6.78%
$99.87 - $101.27 $214K - $217K
29.4K $2.94B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-6.67K
- 2.54%
$37.18 - $38.47 $248K - $257K
256K $9.73B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.45K
- 4.73%
$82.69 - $83.12 $120K - $120K
29.1K $2.41B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.69K
- 4.4%
$76.99 - $79.92 $130K - $135K
36.7K $2.98B
VBR
Vanguard Small Cap Value ETF

ETFs
-1.05K
- 2.11%
$201.42 - $211.15 $210K - $221K
48.4K $10.3B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-693
- 2.19%
$78.65 - $79.19 $54.5K - $54.9K
30.9K $2.44B
MSFT
Microsoft Corp

Technology
-37
- 4.24%
$496.82 - $542.07 $18.4K - $20.1K
836 $404M
WPC
W. P. Carey Inc.

Real Estate
-208
- 2.38%
$65.26 - $69.2 $13.6K - $14.4K
8.54K $550M
VB
Vanguard Small Cap ETF

ETFs
-552
- 1.94%
$248.1 - $260.08 $137K - $144K
27.9K $7.2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-170
- 0.42%
$52.54 - $55.77 $8.93K - $9.48K
40.3K $2.17B
AOA
Ishares Tr Core Aggressive All

ETFs
-232
- 8.17%
$86.51 - $90.12 $20.1K - $20.9K
2.61K $234M
AMZN
Amazon Com Inc

Consumer Cyclical
-63
- 4.38%
$213.04 - $254.0 $13.4K - $16K
1.38K $318M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-9.25K
- 2.97%
$31.28 - $33.46 $289K - $310K
302K $10B
AVUV
American Centy ETF Tr Avantis

ETFs
-1.97K
- 2.14%
$95.19 - $100.66 $188K - $199K
90.4K $9.22B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-189
- 0.71%
$72.17 - $75.74 $13.6K - $14.3K
26.3K $1.98B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-155
- 1.61%
$600.51 - $631.95 $93.1K - $98K
9.49K $5.95B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-48
- 0.19%
$86.12 - $92.36 $4.13K - $4.43K
25.6K $2.31B
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.63K
- 2.14%
$79.1 - $82.39 $208K - $217K
121K $9.95B
VEU
Vanguard Ftse All World Ex Us

ETFs
-323
- 0.73%
$70.2 - $73.89 $22.7K - $23.9K
43.8K $3.22B
VTI
Vanguard Total Stock Market Et

ETFs
-340
- 1.13%
$321.8 - $337.95 $109K - $115K
29.6K $9.93B
VTV
Vanguard Value ETF

ETFs
-82
- 0.31%
$182.87 - $189.72 $15K - $15.6K
26.3K $5.02B
VEA
Vanguard Ftse Developed Market

ETFs
-53
- 0.09%
$59.18 - $62.09 $3.14K - $3.29K
55.8K $3.49B
DIHP
Dimensional ETF Tr Dimensional

ETFs
-8.17K
- 2.6%
$30.11 - $31.43 $246K - $257K
306K $9.68B
AVDV
American Centy ETF Tr Avantis

ETFs
-4.31K
- 3.52%
$87.37 - $90.92 $377K - $392K
118K $11.1B
LPLA
Lpl Financial Holdings Inc.

Financial Services
-3.64K
- 3.44%
$312.18 - $378.94 $1.14M - $1.38M
102K $36.4B
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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