13F Filings History of FAMILY WEALTH PARTNERS, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$277,438,115
Signature - Title
Aryn Sands - Agent
Location
Matthews, NC
Summary
This page shows a list of all the recent 13F filings made by FAMILY WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FAMILY WEALTH PARTNERS, LLC reported 92 stock holdings with total value $277,438,115 as of Q4 2025. Top holdings included ITOT, LPLA, VGIT, AVDV, and VBR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $277,438,115 +$11,590,772 -$7,457,141 +$4,133,631 ITOT, LPLA, VGIT, AVDV, VBR 13F-HR 13 Jan 2026, 17:34
Q3 2025 81 $266,793,332 +$13,560,602 -$3,602,558 +$9,958,044 ITOT, LPLA, VGIT, AVDV, VBR 13F-HR 12 Nov 2025, 12:28
Q2 2025 62 $249,873,604 +$15,155,677 -$3,370,521 +$11,785,156 LPLA, ITOT, VGIT, AVDV, IDEV 13F-HR 14 Jul 2025, 20:27
Q1 2025 51 $219,052,478 +$11,509,965 -$1,464,962 +$10,045,003 LPLA, ITOT, VGIT, VBR, AVDV 13F-HR 16 Apr 2025, 21:29
Q4 2024 43 $210,337,961 +$20,300,791 -$15,134,665 +$5,166,126 LPLA, ITOT, VGIT, VBR, DUHP 13F-HR 14 Jan 2025, 17:51
Q3 2024 44 $195,467,646 +$2,074,364 -$1,777,329 +$297,035 LPLA, ITOT, VGIT, VBR, VB 13F-HR 09 Oct 2024, 18:31
Q2 2024 41 $192,712,072 +$14,472,396 -$484,696 +$13,987,700 LPLA, ITOT, VGIT, VBR, VB 13F-HR 10 Jul 2024, 21:16
Q1 2024 41 $176,476,657 +$47,829,895 -$8,897,191 +$38,932,704 LPLA, ITOT, VGIT, VBR, VB 13F-HR 16 Apr 2024, 13:12
Q4 2023 40 $129,554,342 $0 $0 $0 LPLA, ITOT, VBR, VB, VTI 13F-HR 20 Mar 2024, 15:54