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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 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NTRA NATERA INC Healthcare 774.0 $210K 0.06% NEW $271.45 +18.2%
102 FCX FREEPORT MCMORAN INC Basic Materials 3,311.0 $208K 0.06% NEW $62.89 +15.2%
103 CIEN CIENA CORP Technology 418.0 $205K 0.06% NEW $490.56 -26.5%
104 MLI MUELLER INDS INC Industrials 1,666.0 $205K 0.06% NEW $122.93 -50.3%
105 WCN WASTE CONNECTIONS INC Industrials 1,221.0 $204K 0.06% NEW $166.69 -1.7%
106 VRT VERTIV HOLDINGS CO Industrials 600.0 $201K 0.06% NEW $334.82 -23.5%
107 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10,647.0 $113K 0.04% NEW $10.57 +2.6%
108 SVC SERVICE PPTYS TR Real Estate 10,876.0 $18K 0.01% -264.0 -2.4% $1.69 +353.8%
109 ALIT ALIGHT INC Technology 10,182.0 $6K 0.00% NEW $11.20 +23.4%
Page 6 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%