Family Wealth Partners
Family Wealth Partners reported 105 stocks worth $331M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are ITOT (16.3%), VGIT (6.1%) and LPLA (5.7%). Compared with Q2 2026, the fund opened new positions in DUHP, SPY and FTNT, added to ITOT, VGIT and AVDV, trimmed LPLA, VB and VOO and sold out of WMT, PCG and EIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ITOT Ishares TR | $54M | 16.3% | 325K | +12K (+4%) | 8 of 8 | |
| 2 |  VGIT Vanguard Scottsdale Fds | $20.1M | 6.1% | 355K | +29K (+9%) | 8 of 8 | |
| 3 |  LPLA Lpl Financial | $18.7M | 5.7% | 61K | −7,826 (−11%) | 8 of 8 | |
| 4 |  AVDV Avantis International Small Cap Value ETF | $15.3M | 4.6% | 140K | +4,601 (+3%) | 8 of 8 | |
| 5 |  DFEM Dimensional ETF Trust | $14.8M | 4.5% | 373K | +17K (+5%) | 8 of 8 | |
| 6 |  DUHP Dfa Invt Dimensions Group in | $14M | 4.2% | 335K | New position | 1 of 8 | |
| 7 |  AVUV American Centy ETF TR | $13.4M | 4.0% | 114K | +4,358 (+4%) | 8 of 8 | |
| 8 |  IDEV Ishares TR | $13.3M | 4.0% | 149K | +6,494 (+5%) | 8 of 8 | |
| 9 |  DIHP Dimensional Intern High | $13.3M | 4.0% | 395K | +17K (+5%) | 8 of 8 | |
| 10 |  VBR Vanguard Index Fds | $11.1M | 3.4% | 48K | +876 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $13.4M | 321K |
 WMT Walmart Inc | $437K | 3,855 |
 PCG Pg&E Corp | $378K | 22K |
 EIX Edison Intl | $357K | 4,792 |
 CRS Carpenter Technology Corp | $302K | 489 |
🔒 Free account: see all 21.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Family Wealth Partners 13F FAQ
What does Family Wealth Partners own?
Family Wealth Partners reported 105 stocks worth $331M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are ITOT (16.3%), VGIT (6.1%) and LPLA (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Family Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 50 added to, 24 trimmed and 21 sold out. New positions include DUHP, SPY and FTNT. It sold all of WMT, PCG and EIX.
When will Family Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Family Wealth Partners's portfolio worth?
The Q3 2026 filing reports $331M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.