FWP
Family Wealth Partners LLC Portfolio
Invests via FAMILY WEALTH PARTNERS, LLC | Managed by Aryn Sands
Invests via FAMILY WEALTH PARTNERS, LLC
Managed by Aryn Sands
Automatically Tracked
Company Profile
Founded as a multi-family office, FAMILY WEALTH PARTNERS, LLC provides wealth management, financial planning and fiduciary services to high-net-worth families and private clients. The firm emphasizes customized portfolio construction, tax-aware strategies, estate planning coordination and access to alternative investments. Relevant to investors as a capital allocator and gatekeeper to private markets for client-directed allocations.
Founded as a multi-family office, FAMILY WEALTH PARTNERS, LLC provides wealth management, financial planning and fiduciary services to high-net-worth families and private clients. The firm emphasizes customized portfolio construction, tax-aware strategies, estate planning coordination and access to alternative investments. Relevant to investors as a capital allocator and gatekeeper to private markets for client-directed allocations.
Investment Philosophy & Strategy
Operates a fiduciary, client-centric capital allocation approach focused on tailored multi‑asset portfolios, tax-aware optimization, estate-coordinated allocation and diversified exposure to alternatives. Prioritizes long‑term wealth preservation and intergenerational transfer through risk‑adjusted allocations that blend liquid public equities and fixed income with selective private market commitments under disciplined due diligence. Employs liability‑aware frameworks, active rebalancing, tax‑loss harvesting and curated manager selection to enhance diversification, manage downside risk and deliver bespoke outcomes for high‑net‑worth clients.
Operates a fiduciary, client-centric capital allocation approach focused on tailored multi‑asset portfolios, tax-aware optimization, estate-coordinated allocation and diversified exposure to alternatives. Prioritizes long‑term wealth preservation and intergenerational transfer through risk‑adjusted allocations that blend liquid public equities and fixed income with selective private market commitments under disciplined due diligence. Employs liability‑aware frameworks, active rebalancing, tax‑loss harvesting and curated manager selection to enhance diversification, manage downside risk and deliver bespoke outcomes for high‑net‑worth clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
62.38%
Gain -0.65%
Monthly
1.52%
Yearly
19.92%
Drawdown
19.56%
$334.74M
Equity
Holdings
$334.74M
Investment
$261.88M
$84.71M
Profit -$1.33M
Realized
$11.85M
Unrealized
$72.86M
Dividends
$12.43M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$1.33M
Win %
74%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$934,882.02
Win %
74%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.33M
Win %
74%
This Year
Compared to last year
Gain
2.71%
Profit
$8.83M
Win %
74%
VRT Vertiv Holdings Co
+6.18%
+$8,442.01 
LPLA LPL Financial Holdings Inc.
+4.28%
+$1M 
FTI TechnipFMC plc
+3.98%
+$14,250.74 
CRS Carpenter Technology Corporation
+3.17%
+$7,799.54 
MSFT Microsoft Corp.
+3.02%
+$14,219.27 
NVDA NVIDIA Corporation
+2.93%
+$10,614.9 
CNC Centene Corporation
+2.27%
+$10,717.08 
WDC Western Digital Corporation
+2.21%
+$12,531.66 
FIX Comfort Systems USA, Inc.
+1.88%
+$9,586.84 
VTR Ventas Inc.
+1.73%
+$15,954.06 
BSX Boston Scientific Corporation
+1.59%
+$3,835.42 
LMT Lockheed Martin Corporation
+1.5%
+$4,625.68 
GE General Electric Company
+1.42%
+$2,882.19 
CIEN Ciena Corporation
+1.34%
+$2,081.63 
WFC Wells Fargo & Company
+1.19%
+$2,801.94 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$22,596.56 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$3,896.38 
GEV GE Vernova Inc.
+0.85%
+$2,185.53 
VOO Vanguard S&P 500 ETF
+0.71%
+$45,465.67 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,872.35 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,424.64 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$4,512.18 
WCN Waste Connections Inc.
+0.67%
+$1,355.31 
TER Teradyne, Inc.
+0.6%
+$1,641.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$300,354.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$56,971.98 
PSX Phillips 66
+0.51%
+$1,386.69 
SNDA Sonida Senior Living Inc.
+0.5%
+$2,249.4 
MOH Molina Healthcare Inc.
+0.47%
+$1,199.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$56,950.4 
PNFP Pinnacle Financial Partners Inc.
+0.37%
+$942.24 
PG Procter & Gamble Co
+0.37%
+$811.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$954.18 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$9,916.48 
MRK Merck & Co., Inc.
+0.32%
+$959.42 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$758.64 
CMI Cummins Inc.
+0.19%
+$363.57 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,719.24 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$2,106.6 
TPHD Timothy Plan High Dividend Stock ETF
+0.16%
+$3,320.31 
CB Chubb Limited
+0.15%
+$484.42 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$2,968.95 
FSK FS KKR Capital Corp.
+0.1%
+$1,238.9 
WMT Walmart Inc.
+0.09%
+$385.51 
PTL Inspire 500 ETF
+0.07%
+$4,985.7 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,368.52 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$80.63 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
ALIT Alight Inc.
-7.06%
-$13,134.78 
EIX Edison International
-6.81%
-$25,685.12 
MU Micron Technology, Inc.
-5.9%
-$44,401.75 
SNDK SanDisk Corporation
-5.09%
-$7,294.56 
ES Eversource Energy
-3.05%
-$6,761.25 
EPR EPR Properties
-3.03%
-$28,147.49 
PCG PG&E Corporation
-2.25%
-$8,979.6 
GPK Graphic Packaging Holding Company
-2.1%
-$2,448.81 
SNOW Snowflake Inc.
-1.62%
-$6,931.17 
LRCX Lam Research Corporation
-1.58%
-$5,583.61 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,681.91 
PLD Prologis Inc.
-1.08%
-$7,141.6 
INTC Intel Corporation
-1.02%
-$2,336.16 
DKNG DraftKings Inc.
-1.01%
-$2,029.2 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$27,037.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,395.11 
PSEC Prospect Capital Corporation
-0.93%
-$4,831.72 
TPIF Timothy Plan International ETF
-0.89%
-$27,368.98 
JEF Jefferies Financial Group Inc.
-0.89%
-$2,395.12 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$94,013.7 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$1,470.59 
IWC iShares Micro-Cap ETF
-0.7%
-$3,773.24 
MLI Mueller Industries Inc.
-0.67%
-$1,499.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$26,315.08 
WPC W. P. Carey Inc.
-0.65%
-$5,224.34 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$83,124.36 
EME EMCOR Group, Inc.
-0.62%
-$1,358.5 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$3,150 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$5,077.41 
VNQ Vanguard Real Estate ETF
-0.54%
-$23,927.94 
USRT iShares Core U.S. REIT ETF
-0.54%
-$12,784.98 
WELL Welltower Inc.
-0.51%
-$4,376.82 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$67,455 
DFIV Dimensional International Value ETF
-0.47%
-$5,133.24 
TSLX Sixth Street Specialty Lending Inc.
-0.46%
-$2,873.84 
VGK Vanguard FTSE Europe ETF
-0.44%
-$9,250 
FDX FedEx Corporation
-0.37%
-$1,090.2 
SVC Service Properties Trust
-0.37%
-$65.26 
ARCC Ares Capital Corporation
-0.37%
-$2,506.49 
OBDC Blue Owl Capital Corporation
-0.37%
-$3,535.2 
ABNB Airbnb, Inc.
-0.37%
-$1,301.44 
ISMD Inspire Small/Mid Cap ETF
-0.28%
-$3,167.82 
VTV Vanguard Value ETF
-0.27%
-$16,336.82 
DUHP Dimensional US High Profitability ETF
-0.27%
-$35,268.64 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,821.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$6,498.25 
BNDX Vanguard Total International Bond ETF
-0.23%
-$751.3 
VB Vanguard Small-Cap ETF
-0.22%
-$18,061.01 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$7,655.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,615.02 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,681.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$22,691.52 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$32,609 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$4,953.48 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$4,423.26 
GBDC Golub Capital BDC, Inc.
-0.08%
-$799.06 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,776.42 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$288.95 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$6,518.22 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$270.66 Events
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Dividends
Dividend Analysis
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| Trades 671 | Longs Won 511/671 76% | Profit Factor 31.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $499,878.96 |
| Average Win $171,273.35 | Best Trade (Aug 13) $7.2M | Sharpe Ratio -10.04 |
| Average Loss -$17,587.41 | Worst Trade (Aug 02) -$180,248.32 | Z-Score 14.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $126,239.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABNB Airbnb, Inc. | 2,324 | $295,660.98 | $352,132.48 | - | $56,471.5 | 19.1% | -0.368% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,993 | $2.57M | $2.53M | - | -$39,849.65 | -1.55% | -0.256% |
| ALIT Alight Inc. | 10,182 | $5,702 | $172,890.36 | - | $167,188.36 | 2,932.1% | -7.061% |
| AOA iShares Core Aggressive Allocation ETF | 2,616 | $181,368.25 | $253,098 | - | $71,729.75 | 39.55% | +0.301% |
| ARCC Ares Capital Corporation | 35,807 | $732,005.32 | $671,739.32 | - | -$60,266 | -8.23% | -0.372% |
| AVDV Avantis International Small Cap Value ETF | 134,910 | $9.4M | $14.12M | - | $4.72M | 50.24% | -0.476% |
| AVUV Avantis U.S. Small Cap Value ETF | 109,213 | $10.46M | $13.68M | - | $3.23M | 30.86% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,208 | $856,570.41 | $846,652.32 | - | -$9,918.09 | -1.16% | -0.198% |
| BMY Bristol-Myers Squibb Company | 6,383 | $359,081.32 | $416,873.73 | - | $57,792.41 | 16.09% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 20,111 | $1.48M | $1.45M | - | -$27,103.59 | -1.83% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 6,830 | $336,923.27 | $326,269.1 | - | -$10,654.17 | -3.16% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 513 | $256,700 | $262,420.02 | - | $5,720.02 | 2.23% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 29,607 | $2.28M | $2.3M | - | $16,654.85 | 0.73% | -0.077% |
| BSX Boston Scientific Corporation | 5,254 | $224,241 | $245,519.42 | - | $21,278.42 | 9.49% | +1.587% |
| CB Chubb Limited | 914 | $285,878.93 | $320,521.51 | - | $34,642.58 | 12.12% | +0.151% |
| CIEN Ciena Corporation | 418 | $205,054 | $157,606.89 | - | -$47,447.11 | -23.14% | +1.338% |
| CMI Cummins Inc. | 298 | $212,537 | $188,991.6 | - | -$23,545.4 | -11.08% | +0.193% |
| CNC Centene Corporation | 7,766 | $292,717.95 | $483,200.52 | - | $190,482.57 | 65.07% | +2.268% |
| CRS Carpenter Technology Corporation | 489 | $301,635 | $254,113.73 | - | -$47,521.27 | -15.75% | +3.167% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 61,978 | $1.82M | $2.76M | - | $940,588.04 | 51.77% | +0.361% |
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FAQ
Which stocks have generated the highest profits for Family Wealth Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: LPL Financial Holdings Inc - $7.36M, iShares Core S&P Total U.S. Stock Market ETF - $1.49M, Vanguard Intermediate-Term Treasury Fund - $1.3M, SanDisk Corporation - $1.04M, and Avantis International Small Cap Value ETF - $997,029.26. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Roblox Corporation - $100,846.1, HubSpot, Inc - $80,172, Nutanix, Inc - $62,493.43, Microsoft Corp - $55,630.01, and Veeva Systems Inc - $55,487.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Family Wealth Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.43M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.3M, iShares Core S&P Total U.S. Stock Market ETF - $954,221.61, Avantis International Small Cap Value ETF - $783,502.75, Dimensional Short-Duration Fixed Income ETF - $769,944.4, and iShares Core MSCI International Developed Markets ETF (IDEV) - $703,983.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Family Wealth Partners LLC's monthly returns?
Family Wealth Partners LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Family Wealth Partners LLC's strategy be considered aggressive or moderate?
Family Wealth Partners LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Family Wealth Partners LLC's strategy?
Family Wealth Partners LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
