FAMILY WEALTH PARTNERS, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 105 distinct securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), including several from the iShares and Vanguard families. Significant holdings include the iShares Core S&P 500 ETF (464287150) with 325,040 shares, the Vanguard Total International Stock ETF (922042775) with 422,744 shares, and the Vanguard S&P 500 ETF (922908363) with 9,258 shares.
Among individual equities, Ares Capital Corporation (04010L103) is the largest holding with 39,844 shares. Other notable positions include Blue Owl Capital Corporation (69121K104) with 100,586 shares, FS KKR Capital Corp (302635206) with 135,097 shares, and Prologis Inc. (74340W103) with 5,054 shares.
The filing also lists positions in major technology and industrial companies, such as Microsoft (594918104), NVIDIA (67066G104), Amazon (023135106), and Chevron (166764100), alongside various financial institutions including JPMorgan Chase & Co. and Wells Fargo & Co.
