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Home > Institutional Investor > Family Wealth Partners, Llc > Profile

Instuitional Investor - Family Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Family Wealth Partners, Llc
Portfolio Value $277,438,115
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 264,461 $39,322,779 14.17%
2.
Lpl Financial Holdings Inc.
 LPLA 102,005 $36,433,104 13.13%
3.
Vanguard Scottsdale Funds
 271,186 $16,252,181 5.86%
4.
American Centy Etf Tr
 118,242 $11,111,209 4%
5.
Vanguard Index Fds - SM CP VAL ETF
 48,400 $10,250,663 3.69%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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