Family Wealth Partners, LLC holds a focused book of 109 reported positions worth $325.8M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Snowflake Inc and trimmed LPL Financial Holdings Inc. Their largest long position is Ishares Core S&P Total U.S. at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Family Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Family Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Family Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 17 / 80 | $1.0B |
| GuidedMoney, LLC | 12 / 80 | $194.7M |
| Define Financial, LLC | 15 / 80 | $186.3M |
| Prospera Capital Management, LLC | 22 / 80 | $272.2M |
| Kearns & Associates LLC | 8 / 80 | $172.6M |
| Beacon Financial Strategies CORP | 23 / 80 | $157.6M |
| Ballentine Capital Advisors, Inc | 13 / 80 | $203.6M |
| Vista Capital Partners, Inc. | 27 / 80 | $864.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Family Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $51.4M | 312.9K | 15.8% | ▲+2.2% Added · +7K sh | |
| 2 | LPL Finl Hldgs Inc COM | $19.5M | 69.1K | 6.0% | ▼−3.4% Reduced · −2K sh | |
| 3 | Vanguard Scottsdale FDS INTER TERM TREAS | $19.2M | 326.1K | 5.9% | ▲+4.8% Added · +15K sh | |
| 4 | Dimensional ETF Trust EMERGING MKTS CO | $14.5M | 355.9K | 4.4% | ▲+4.8% Added · +16K sh | |
| 5 | American Centy ETF TR INTL SMCP VLU | $13.9M | 134.9K | 4.3% | ▲+5.4% Added · +7K sh | |
| 6 | American Centy ETF TR US SML CP VALU | $13.6M | 109.2K | 4.2% | ▲+5.5% Added · +6K sh | |
| 7 | Dimensional ETF Trust US HIGH PROF ETF | $13.4M | 320.6K | 4.1% | ▲+7.1% Added · +21K sh | |
| 8 | Dimensional ETF Trust INTL HIGH PROFIT | $12.9M | 377.8K | 4.0% | ▲+7.0% Added · +25K sh | |
| 9 | Ishares TR CORE MSCI INTL | $12.7M | 142.4K | 3.9% | ▲+3.6% Added · +5K sh | |
| 10 | Vanguard Index FDS SM CP VAL ETF | $11.5M | 47.3K | 3.5% | ▼−0.4% Reduced · −210 sh | |
| 11 | Vanguard Index FDS TOTAL STK MKT | $10.9M | 29.4K | 3.3% | ▼−0.4% Reduced · −118 sh | |
| 12 | Dimensional ETF Trust SHOR DUR FIX ETF | $10.4M | 217.3K | 3.2% | ▲+4.3% Added · +9K sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $8.3M | 27.4K | 2.5% | ▼−1.0% Reduced · −269 sh | |
| 14 | Vanguard Malvern FDS STRM INFPROIDX | $8.0M | 158.4K | 2.4% | ▲+4.0% Added · +6K sh | |
| 15 | Northern LTS FD TR IV INSPIRE 500 ETF | $7.1M | 24.9K | 2.2% | ▲+12% Added · +3K sh | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $6.4M | 9.4K | 2.0% | ▼−0.6% Reduced · −53 sh | |
| 17 | Vanguard Index FDS VALUE ETF | $6.0M | 27.7K | 1.9% | ▼−0.4% Reduced · −110 sh | |
| 18 | Vanguard Index FDS REAL ESTATE ETF | $4.3M | 44.3K | 1.3% | ▲+4.0% Added · +2K sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.0M | 56.0K | 1.2% | ▼−1.1% Reduced · −612 sh | |
| 20 | Vanguard Intl Equity Index F ALLWRLD EX US | $3.6M | 42.5K | 1.1% | ▼−2.0% Reduced · −870 sh | |
| 21 | Timothy Plan INTL ETF | $3.0M | 80.5K | 0.9% | ▲+14% Added · +10K sh | |
| 22 | Wisdomtree TR INTL SMCAP DIV | $3.0M | 35.4K | 0.9% | ▼−0.6% Reduced · −209 sh | |
| 23 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $2.8M | 18.4K | 0.9% | ▼−0.8% Reduced · −146 sh | |
| 24 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $2.8M | 24.4K | 0.9% | ▼−1.9% Reduced · −482 sh | |
| 25 | Dimensional ETF Trust US COR EQU 2 ETF | $2.7M | 62.0K | 0.8% | —Held | |
| 26 | Timothy Plan U S SM CP CORE | $2.7M | 56.0K | 0.8% | ▲+13% Added · +7K sh | |
| 27 | Ishares TR CORE US AGGBD ET | $2.6M | 26.0K | 0.8% | ▼−0.2% Reduced · −59 sh | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.4M | 40.4K | 0.7% | ▼−0.2% Reduced · −90 sh | |
| 29 | Vanguard BD Index FDS SHORT TRM BOND | $2.3M | 29.6K | 0.7% | ▼−1.9% Reduced · −584 sh | |
| 30 | Ishares TR CRE U S REIT ETF | $2.3M | 34.6K | 0.7% | ▲+6.3% Added · +2K sh | |
| 31 | Ishares TR 1 3 YR TREAS BD | $2.2M | 27.1K | 0.7% | ▼−0.3% Reduced · −71 sh | |
| 32 | Vanguard Star FDS VG TL INTL STK F | $2.2M | 25.6K | 0.7% | ▼−0.9% Reduced · −240 sh | |
| 33 | Wisdomtree TR EMG MKTS SMCAP | $2.2M | 33.8K | 0.7% | ▼−1.0% Reduced · −336 sh | |
| 34 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $2.0M | 23.1K | 0.6% | ▲+0.1% Added · +26 sh | |
| 35 | Timothy Plan HIG DV STK ETF | $2.0M | 47.4K | 0.6% | ▲+13% Added · +6K sh | |
| 36 | Ishares TR CORE S&P500 ETF | $2.0M | 2.6K | 0.6% | —Held | |
| 37 | Vanguard BD Index FDS TOTAL BND MRKT | $1.5M | 20.1K | 0.5% | ▼−1.8% Reduced · −359 sh | |
| 38 | FS KKR Cap Corp COM | $1.3M | 123.9K | 0.4% | ▲+18% Added · +19K sh | |
| 39 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $1.2M | 10.5K | 0.4% | ▼−0.2% Reduced · −26 sh | |
| 40 | Northern LTS FD TR IV INSPIRE SML/ MID | $1.2M | 23.5K | 0.4% | ▲+11% Added · +2K sh | |
| 41 | Golub Cap BDC Inc COM | $1.0M | 79.9K | 0.3% | ▲+9.5% Added · +7K sh | |
| 42 | Dimensional ETF Trust INTERNATNAL VAL | $1.0M | 19.0K | 0.3% | ▼−0.2% Reduced · −39 sh | |
| 43 | Micron Technology Inc COM | $993K | 860 | 0.3% | ▼−38% Reduced · −518 sh | |
| 44 | Blue Owl Capital Corporation COM | $961K | 88.4K | 0.3% | ▲+14% Added · +11K sh | |
| 45 | Ishares TR MSCI USA QLT FCT | $943K | 4.3K | 0.3% | —Held | |
| 46 | Ventas Inc COM | $891K | 10.0K | 0.3% | ▲+5.6% Added · +529 sh | |
| 47 | Ishares TR EAFE SML CP ETF | $889K | 10.8K | 0.3% | —Held | |
| 48 | Vanguard BD Index FDS INTERMED TERM | $860K | 11.2K | 0.3% | ▼−0.5% Reduced · −53 sh | |
| 49 | Epr Pptys COM SH BEN INT | $842K | 14.5K | 0.3% | ▲+6.3% Added · +860 sh | |
| 50 | Welltower Inc COM | $835K | 3.7K | 0.3% | ▲+1.3% Added · +48 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2016217/holdings"
Use Arkolith to show FAMILY WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 10d | 109 | $325.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 105 | $292.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 92 | $277.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 81 | $266.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 62 | $249.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 51 | $219.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 43 | $210.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 44 | $195.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.