Long-term investor
Family Wealth Partners, LLC @familywealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002016217).
Record
- Tracked since 2025-06-30 (454 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +19.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 15.8% · long · since 2025-06-30
- LPLA · 6.0% · long · since 2025-06-30
- 92206C706 · 5.9% · long · since 2025-06-30
- 25434V732 · 4.4% · long · since 2025-06-30
- 025072802 · 4.3% · long · since 2025-06-30
- 025072877 · 4.2% · long · since 2025-06-30
- 25434V831 · 4.1% · long · since 2025-06-30
- 25434V765 · 4.0% · long · since 2025-06-30
- 46435G326 · 3.9% · long · since 2025-06-30
- 922908611 · 3.5% · long · since 2025-06-30
- 922908769 · 3.3% · long · since 2025-06-30
- 25434V864 · 3.2% · long · since 2025-06-30