Family Wealth Partners, LLC 13F 持仓 · 2026年Q2
Family Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 3.26 亿美元。前几大持仓：ITOT（15.77%）、LPLA（5.97%）、VGIT（5.90%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $51.4M | 15.77% | 312,866 | 增持 |
| 2 | LPLA | LPL FINL HLDGS INC | $19.5M | 5.97% | 69,073 | 减持 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $19.2M | 5.90% | 326,090 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $14.5M | 4.44% | 355,940 | 增持 |
| 5 | AVDV | AMERICAN CENTY ETF TR | $13.9M | 4.27% | 134,910 | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $13.6M | 4.18% | 109,213 | 增持 |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $13.4M | 4.11% | 320,624 | 增持 |
| 8 | DIHP | DIMENSIONAL ETF TRUST | $12.9M | 3.96% | 377,838 | 增持 |
| 9 | IDEV | ISHARES TR | $12.7M | 3.89% | 142,445 | 增持 |
| 10 | VBR | VANGUARD INDEX FDS | $11.5M | 3.53% | 47,274 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $10.9M | 3.34% | 29,367 | 减持 |
| 12 | DFSD | DIMENSIONAL ETF TRUST | $10.4M | 3.18% | 217,274 | 增持 |
| 13 | VB | VANGUARD INDEX FDS | $8.3M | 2.55% | 27,366 | 减持 |
| 14 | VTIP | VANGUARD MALVERN FDS | $8.0M | 2.44% | 158,373 | 增持 |
| 15 | PTL | NORTHERN LTS FD TR IV | $7.1M | 2.19% | 24,931 | 增持 |
| 16 | VOO | VANGUARD INDEX FDS | $6.4M | 1.97% | 9,355 | 减持 |
| 17 | VTV | VANGUARD INDEX FDS | $6.0M | 1.85% | 27,690 | 减持 |
| 18 | VNQ | VANGUARD INDEX FDS | $4.3M | 1.31% | 44,311 | 增持 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $4.0M | 1.22% | 55,990 | 减持 |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.09% | 42,532 | 减持 |
| 21 | TPIF | TIMOTHY PLAN | $3.0M | 0.92% | 80,497 | 增持 |
| 22 | DLS | WISDOMTREE TR | $3.0M | 0.91% | 35,382 | 减持 |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.87% | 18,431 | 减持 |
| 24 | VPL | VANGUARD INTL EQUITY INDEX F | $2.8M | 0.86% | 24,358 | 减持 |
| 25 | DFAC | DIMENSIONAL ETF TRUST | $2.7M | 0.84% | 61,978 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR