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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 $210,337,961
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Lpl Financial Holdings Inc.
 LPLA 107,861 $35,217,676 16.74%
2.
Ishares Trust
 IEF 255,356 $32,843,909 15.61%
3.
Vanguard Scottsdale Funds
 217,407 $12,609,601 5.99%
4.
Vanguard Index Fds
 50,041 $9,917,096 4.71%
5.
Dimensional Etf Trust
 239,486 $8,092,220 3.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)