FAMILY WEALTH PARTNERS, LLC
All 13F Filings
- Location
- Matthews, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 325,832
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 109 | 325,832 | 13F-HR | FAMILY WEALTH PARTNERS, LLC |
| Q1 2026 | 4/14/2026 | 105 | 292,859 | 13F-HR | FAMILY WEALTH PARTNERS, LLC |
| Q4 2025 | 1/14/2026 | 92 | 277,438 | 13F-HR | FAMILY WEALTH PARTNERS, LLC |
| Q3 2025 | 11/12/2025 | 81 | 266,793 | 13F-HR | FAMILY WEALTH PARTNERS, LLC |
| Q2 2025 | 7/15/2025 | 62 | 249,874 | 13F-HR | FAMILY WEALTH PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.46 K | 16.1% | 1.443 K | 0 | 1.443 K |
| ETFs | 271.1 K | 83.2% | 31.59 K | 0 | 31.59 K |
| Debt | 2.307 K | 0.7% | 0 | 60 | -60 |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
325,832
Holdings
109
QoQ value change ($000)
32,973
(11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.