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FAMILY WEALTH PARTNERS, LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $331,063,533
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $54,047,722
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $20,131,283
- LPL FINL HLDGS INC · COM · 50212V100 · shares: $18,729,314
- AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $15,259,750
- DIMENSIONAL ETF TRUST · EMERGING MKTS CO · 25434V732 · shares: $14,797,812
- DFA INVT DIMENSIONS GROUP IN · U.S. HIGH RELATI · 25239Y196 · shares: $14,040,391
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $13,375,258
- ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $13,327,055
- DIMENSIONAL ETF TRUST · INTL HIGH PROFIT · 25434V765 · shares: $13,314,658
- VANGUARD INDEX FDS · MRNGSTR SML CP V · 922908611 · shares: $11,124,125
Reported holdings
105 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VERISIGN INC | COM | 92343E102 | — | 751 shares | $211,790 |
| ZSCALER INC | COM | 98980G102 | — | 1,058 shares | $210,986 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 589 shares | $204,548 |
| MUELLER INDS INC | COM | 624756102 | — | 3,332 shares | $201,953 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 3,142 shares | $200,742 |