Family Wealth Partners, LLC holds a focused book of 109 stocks worth $325.8M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-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 equity book.
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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.
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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 109 | $325.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 105 | $292.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 92 | $277.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 81 | $266.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 62 | $249.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 51 | $219.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 43 | $210.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 44 | $195.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.