Family Wealth Partners, LLC ETF holdings
Matthews, NC
Reported $282.4M in 49 ETFs in its Form 13F for June 30, 2026.
ETF value
$282.4M
ETFs held
49
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
86.7%
of $325.8M
Top 10 of 49 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $51.4M | 312,866 | +6,745 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $19.2M | 326,090 | +14,955 shares |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | $14.5M | 355,940 | +16,433 shares |
| AVDV | Avantis International Small Cap Value ETF | $13.9M | 134,910 | +6,960 shares |
| AVUV | Avantis US Small Cap Value ETF | $13.6M | 109,213 | +5,699 shares |
| DUHP | Dimensional US High Profitability ETF | $13.4M | 320,624 | +21,273 shares |
| DIHP | Dimensional International High Profitability ETF | $12.9M | 377,838 | +24,782 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $12.7M | 142,445 | +4,906 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $11.5M | 47,274 | −210 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $10.9M | 29,367 | −118 shares |
39 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002016217. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Family Wealth Partners, LLC own?
Family Wealth Partners, LLC reported 49 ETF positions worth $282.4M in its Form 13F for June 30, 2026. The largest was ITOT, at $51.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.