FAMILY WEALTH PARTNERS, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Matthews, NC
CIK
0002016217
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
41
176,476
LPLA, ITOT, VGIT, VBR
13F-HR
4/16/2024
000175496024000140
Q4 2023
40
129,554
LPLA, ITOT, VBR, VB
13F-HR
3/20/2024
000175496024000105