FAMILY WEALTH PARTNERS, LLC
SEC Form 13F institutional filer · CIK 0002016217
13F-HR · 44 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
90.4%
FAMILY WEALTH PARTNERS, LLC — $107M AUM allocation strategy
FAMILY WEALTH PARTNERS, LLC files SEC Form 13F and reports $107M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 2.1%, followed by Real Estate 1.9% and Industrials 0.8%.
The top 10 holdings account for 90% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
FAMILY WEALTH PARTNERS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$107M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
90% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +62K sh · +$5.82M+$VOO +18.3K sh · +$691K+$PCG +7.98K sh · +$168K
Biggest trims (shares)
−$MRK −354 sh · −$2.24K−$SNDK −341 sh · +$141K−$VB −286 sh · +$36.1K
Exited to nil (held last quarter, gone now)
$IVZ ($372K last qtr)$PEP ($236K last qtr)$VRSN ($222K last qtr)$AAPL ($218K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care REITs1.4%—
- Semiconductors1.2%—
- Consumer Staples Merchandise Retail0.6%—
- Systems Software0.6%—
- Industrial REITs0.5%—
- Pharmaceuticals0.5%—
- Multi-Utilities0.5%—
- Construction & Engineering0.5%—
- Other holdings94.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 4.97K | $867K | -23 | 0.8% |
| $VTR | Ventas Inc | 9.51K | $777K | +995 | 0.7% |
| $WELL | Welltower Inc | 3.63K | $717K | +63 | 0.7% |
| $WMT | Walmart Inc | 4.75K | $591K | +596 | 0.6% |
| $MSFT | Microsoft Corporation | 1.52K | $561K | +680 | 0.5% |
| $PLD | Prologis Inc | 3.62K | $477K | -88 | 0.4% |
…and 38 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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