SEC Form 13F

FAMILY WEALTH PARTNERS, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$325,831,542
Positions109

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$51,394,425312,866
LPL FINL HLDGS INCLPLACOM$19,456,46669,073
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$19,232,807326,090
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$14,465,406355,940
AMERICAN CENTY ETF TRAVDVINTL SMCP VLU$13,902,450134,910
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$13,625,446109,213
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$13,379,651320,624
DIMENSIONAL ETF TRUSTDIHPINTL HIGH PROFIT$12,893,709377,838
ISHARES TRIDEVCORE MSCI INTL$12,679,011142,445
VANGUARD INDEX FDSVBRSM CP VAL ETF$11,487,17847,274

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page