What does FAMILY WEALTH PARTNERS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

FAMILY WEALTH PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$44M306K14.9%

LPL FINL HLDGS INC

$22M72K7.3%

VANGUARD SCOTTSDALE FDS

$19M311K6.3%

AMERICAN CENTY ETF TR

$13M128K4.4%

DIMENSIONAL ETF TRUST

$12M340K4.0%

ISHARES TR

$11M138K3.9%

AMERICAN CENTY ETF TR

$11M104K3.9%

DIMENSIONAL ETF TRUST

$11M353K3.9%

DIMENSIONAL ETF TRUST

$11M299K3.8%

VANGUARD INDEX FDS

$10M47K3.5%

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