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Aryn Sands

Family Wealth Partners, Llc

Assets Managed
$325.832M
Holdings
109
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.26%(2Q avg: 8.41%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Family Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 325.832M in assets, with a quarterly growth rate of 11.26% and a 2-quarter average growth rate of 8.41%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 2.21%
15.78%
$51.394M
312,866 shares@ $164.27 avg price
LPLA
Lpl Financial Holdings Inc
Recent Activity
Decreased -3.43%
5.98%
$19.456M
69,073 shares@ $281.68 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 4.81%
5.91%
$19.233M
326,090 shares@ $58.99 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 4.85%
4.44%
$14.465M
355,940 shares@ $40.65 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 5.44%
4.27%
$13.902M
134,910 shares@ $103.05 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.51%
4.19%
$13.625M
109,213 shares@ $124.77 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 7.11%
4.11%
$13.38M
320,624 shares@ $41.74 avg price
DIHP
Dimensional International Hi
Recent Activity
Increased 7.02%
3.96%
$12.894M
377,838 shares@ $34.13 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 3.57%
3.9%
$12.679M
142,445 shares@ $89.01 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Decreased -0.44%
3.53%
$11.487M
47,274 shares@ $243.0 avg price

1-10 of 109