13F Insight
DOSSIER · 13F-HR · Q3 2026

FAMILY WEALTH PARTNERS, LLC

$331M in tracked AUM across 105 positions as of Q3 2026.

FW
CIK 0002016217 · last filed Sep 30, 2026
Total AUM
$331M
as of Q3 2026
Holdings
105
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

FAMILY WEALTH PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$54M325K16.3%02
VGIT
VANGUARD SCOTTSDALE FDS
$20M355K6.1%03
LPLA
LPL FINL HLDGS INC
$19M61K5.7%04
AVDV
AMERICAN CENTY ETF TR
$15M140K4.6%05
DFEM
DIMENSIONAL ETF TRUST
$15M373K4.5%06
DUHP
DFA INVT DIMENSIONS GROUP IN
$14M335K4.2%07
AVUV
AMERICAN CENTY ETF TR
$13M114K4.0%08
IDEV
ISHARES TR
$13M149K4.0%09
DIHP
DIMENSIONAL ETF TRUST
$13M395K4.0%10
VBR
VANGUARD INDEX FDS
$11M48K3.4%

Filing history

2026Q3Sep 30
$331M▲ 1.6%
105 positionsView →2026Q2Jun 30
$326M▲ 11.3%
109 positionsView →2026Q1Mar 31
$293M▲ 5.6%
105 positionsView →2025Q4Dec 31
$277M▲ 4.0%
92 positionsView →2025Q3Sep 30
$267M▲ 6.8%
81 positionsLocked2025Q2Jun 30
$250M▲ 14.1%
62 positionsLocked2025Q1Mar 31
$219M▲ 4.1%
51 positionsLocked2024Q4Dec 31
$210M▲ 7.6%
43 positionsLocked2024Q3Sep 30
$195M▲ 1.4%
44 positionsLocked2024Q2Jun 30
$193M▲ 9.2%
41 positionsLocked2024Q1Mar 31
$176M▲ 36.2%
41 positionsLocked2023Q4Dec 31
$130M—
40 positionsLocked