StockDriftsStockDriftsTop 50 Family Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 15.77% | 312.9K | $51.4M | +2.20%(+6.75K) | $115.95(+46.25%) | 2026-06-30 | |
| LPLA | LPL FINL HLDGS INC | 5.97% | 69.1K | $19.5M | -3.44%(-2.46K) | $242.86(+53.86%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 5.9% | 326.1K | $19.2M | +4.81%(+14.96K) | $58.90(-0.90%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.44% | 355.9K | $14.5M | +4.84%(+16.43K) | $26.85(+46.80%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.27% | 134.9K | $13.9M | +5.44%(+6.96K) | $68.21(+60.95%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.18% | 109.2K | $13.6M | +5.51%(+5.70K) | $92.77(+37.41%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.11% | 320.6K | $13.4M | +7.11%(+21.27K) | $31.59(+34.99%) | 2026-06-30 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.96% | 377.8K | $12.9M | +7.02%(+24.78K) | $26.96(+32.45%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.89% | 142.4K | $12.7M | +3.57%(+4.91K) | $67.48(+38.31%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.53% | 47.3K | $11.5M | -0.44%(-210) | $173.69(+44.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.68% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.06% |
Family Wealth Partners LLC reports $325.83M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (15.8%), LPLA (6.0%) and VGIT (5.9%). The top 20 holdings account for 77.16% of reported assets. Its disclosed equity book has returned +39.68% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Family Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2016217). View Family Wealth Partners LLC’s 13F filings on SEC