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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRS CARPENTER TECHNOLOGY CORP Industrials 489.0 $302K 0.09% NEW $616.84 -23.3%
82 MRK MERCK & CO INC Healthcare 2,340.0 $301K 0.09% $128.50 +16.7%
83 MOH MOLINA HEALTHCARE INC Healthcare 1,304.0 $298K 0.09% NEW $228.70 -11.2%
84 FDX FEDEX CORP Industrials 948.0 $297K 0.09% $313.13 +3.8%
85 LMT LOCKHEED MARTIN CORP Industrials 536.0 $273K 0.08% -87.0 -14.0% $509.46 +6.9%
86 BERKSHIRE HATHAWAY INC DEL 513.0 $257K 0.08% NEW $500.39
87 AOA ISHARES TR 2,616.0 $255K 0.08% $97.61 +0.6%
88 SNDK SANDISK CORP Technology 112.0 $255K 0.08% -446.0 -79.9% $2273.73 -32.4%
89 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,888.0 $244K 0.07% NEW $49.98 +4.0%
90 PINNACLE FINL PARTNERS INC 2,416.0 $244K 0.07% -1K -31.6% $100.88
91 EME EMCOR GROUP INC Industrials 275.0 $228K 0.07% NEW $829.88 -11.4%
92 WFC WELLS FARGO & CO Financial Services 2,747.0 $227K 0.07% NEW $82.64 +5.3%
93 PG PROCTER & GAMBLE CO Consumer Defensive 1,532.0 $225K 0.07% NEW $146.67 -0.3%
94 BSX BOSTON SCIENTIFIC CORP Healthcare 5,254.0 $224K 0.07% NEW $42.68 +12.7%
95 MRSH MARSH & MCLENNAN COS INC Financial Services 1,316.0 $219K 0.07% NEW $166.67 +12.5%
96 ES EVERSOURCE ENERGY Utilities 3,005.0 $217K 0.07% NEW $72.27 -2.4%
97 PSX PHILLIPS 66 Energy 1,284.0 $217K 0.07% +184.0 +16.7% $169.05 +49.1%
98 GE GE AEROSPACE Industrials 573.0 $214K 0.07% -345.0 -37.6% $373.73 -11.4%
99 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,455.0 $214K 0.07% -2K -16.8% $25.26 -7.2%
100 CMI CUMMINS INC Industrials 298.0 $213K 0.07% NEW $713.21 -22.7%
Page 5 of 6  ·  109 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%