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Portfolio (Quarterly) Guide ↗

FAMILY WEALTH PARTNERS, LLC

· CIK 0002016217
13F Portfolio $326M AUM 109 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 36 Added 30 Reduced 16 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTR VENTAS INC Real Estate 10,034.0 $891K 0.27% +529.0 +5.6% $88.80 +3.7%
22 EPR EPR PPTYS Real Estate 14,509.0 $842K 0.26% +860.0 +6.3% $58.01 +2.3%
23 WELL WELLTOWER INC Real Estate 3,678.0 $835K 0.26% +48.0 +1.3% $226.94 +5.9%
24 WPC WP CAREY INC Real Estate 10,884.0 $778K 0.24% +575.0 +5.6% $71.50 -1.9%
25 REZ ISHARES TR 8,061.0 $763K 0.23% +513.0 +6.8% $94.69 -0.4%
26 DFSU DIMENSIONAL ETF TRUST 14,370.0 $670K 0.21% +258.0 +1.8% $46.63 +2.4%
27 ARCC ARES CAPITAL CORP Financial Services 35,807.0 $663K 0.20% +3K +8.4% $18.53 +7.4%
28 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 35,923.0 $617K 0.19% +3K +9.7% $17.17 +7.5%
29 PLD PROLOGIS INC. Real Estate 4,520.0 $612K 0.19% +905.0 +25.0% $135.47 +3.1%
30 PSEC PROSPECT CAP CORP Financial Services 241,586.0 $558K 0.17% +29K +13.5% $2.31 -4.3%
31 DFSI DIMENSIONAL ETF TRUST 11,250.0 $507K 0.16% +275.0 +2.5% $45.10 +3.2%
32 SNDA SONIDA SENIOR LIVING INC Healthcare 11,247.0 $459K 0.14% +793.0 +7.6% $40.80 -7.4%
33 EIX EDISON INTL Utilities 4,792.0 $357K 0.11% +47.0 +1.0% $74.45 -21.0%
34 ABNB AIRBNB INC Consumer Cyclical 2,324.0 $333K 0.10% +130.0 +5.9% $143.10 +27.6%
35 CB CHUBB LIMITED Financial Services 914.0 $311K 0.10% +21.0 +2.4% $340.74 -0.6%
36 PSX PHILLIPS 66 Energy 1,284.0 $217K 0.07% +184.0 +16.7% $169.05 +49.1%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 59.2%
Technology 10.8%
Real Estate 9.6%
Industrials 7.6%
Healthcare 5.7%
Utilities 3.0%
Consumer Cyclical 1.6%
Consumer Defensive 1.6%
Basic Materials 0.5%
Energy 0.5%