Family Wealth Partners, LLC - Q12026 Holdings

Family Wealth Partners, LLC holds 105 stocks with a total portfolio value of $ 292.86M as of Q12026. In Q12026, Family Wealth Partners, LLC added 20 new positions, increased stakes in 54 stocks, reduced 23 holdings, and fully exited 7 positions. The largest holding is Ishares Tr (ITOT), representing 14.88% of the total portfolio.