FAMILY WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$195M
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 44 stock holdings with total value $195M as of Q3 2024. Top holdings included LPLA, ITOT, VGIT, VBR, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 44 $195M +$2.07M -$1.78M +$297K LPLA, ITOT, VGIT, VBR, VB 13F-HR 10/9/2024, 06:31 PM
Q2 2024 41 $193M +$14.5M -$485K +$14M LPLA, ITOT, VGIT, VBR, VB 13F-HR 7/10/2024, 09:16 PM
Q1 2024 41 $176M +$47.8M -$8.9M +$38.9M LPLA, ITOT, VGIT, VBR, VB 13F-HR 4/16/2024, 01:12 PM
Q4 2023 40 $130M $0 $0 LPLA, ITOT, VBR, VB, VTI 13F-HR 3/20/2024, 03:54 PM