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:
55.1%
Gain +0.74%
Monthly
1.32%
Yearly
17.04%
Drawdown
19.56%
$325.28M
Equity
Holdings
$325.28M
Investment
$261.88M
$75.25M
Profit +$1.51M
Realized
$11.85M
Unrealized
$63.4M
Dividends
$13.82M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$1.51M
Win %
67%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$2.01M
Win %
67%
This Month
Compared to last month
Gain
0.67%
Profit
$2.17M
Win %
67%
This Year
Compared to last year
Gain
-0.19%
Profit
-$624,301.3
Win %
68%
SVC Service Properties Trust
+5.9%
+$750.44 
WCN Waste Connections Inc.
+5.32%
+$10,183.14 
MRSH Marsh & McLennan Companies, Inc.
+5.02%
+$11,778.2 
GPK Graphic Packaging Holding Company
+4.95%
+$4,418.51 
ABNB Airbnb, Inc.
+4.23%
+$16,407.44 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.52%
+$10,743.12 
BMY Bristol-Myers Squibb Company
+2.76%
+$10,436.2 
BSX Boston Scientific Corporation
+2.59%
+$5,858.21 
WFC Wells Fargo & Company
+2.56%
+$5,686.29 
TSLX Sixth Street Specialty Lending Inc.
+2.27%
+$14,009.97 
PSEC Prospect Capital Corporation
+2.19%
+$8,455.51 
JEF Jefferies Financial Group Inc.
+2.15%
+$4,619.16 
MOH Molina Healthcare Inc.
+1.92%
+$5,248.6 
OBDC Blue Owl Capital Corporation
+1.83%
+$16,350.3 
GBDC Golub Capital BDC, Inc.
+1.82%
+$17,579.32 
FSK FS KKR Capital Corp.
+1.8%
+$23,539.1 
ALIT Alight Inc.
+1.78%
+$1,629.12 
PNFP Pinnacle Financial Partners Inc.
+1.77%
+$3,962.24 
DKNG DraftKings Inc.
+1.69%
+$2,705.6 
LMT Lockheed Martin Corporation
+1.68%
+$4,706.09 
WMT Walmart Inc.
+1.64%
+$7,324.5 
ARCC Ares Capital Corporation
+1.59%
+$10,563.07 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.43%
+$157,658.79 
REZ iShares Residential and Multisector Real Estate ETF
+1.42%
+$10,076.25 
IWC iShares Micro-Cap ETF
+1.4%
+$6,922.28 
VB Vanguard Small-Cap ETF
+1.33%
+$103,197.19 
GE General Electric Company
+1.31%
+$2,297.73 
VGK Vanguard FTSE Europe ETF
+1.25%
+$24,859.37 
WPC W. P. Carey Inc.
+1.24%
+$8,598.36 
MSFT Microsoft Corp.
+1.23%
+$6,838.2 
CB Chubb Limited
+1.21%
+$3,875.37 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+1.19%
+$13,798.23 
TPSC Timothy Plan US Small Cap Core ETF
+1.17%
+$29,409.45 
ISMD Inspire Small/Mid Cap ETF
+1.14%
+$12,201.8 
FDX FedEx Corporation
+1.12%
+$3,090.48 
JBHT J.B. Hunt Transport Services, Inc.
+1.11%
+$3,942.38 
DFSI Dimensional International Sustainability Core 1 ETF
+1.07%
+$5,400 
VNQ Vanguard Real Estate ETF
+1.01%
+$40,544.57 
SNDA Sonida Senior Living Inc.
+1.01%
+$4,048.92 
VTR Ventas Inc.
+1%
+$8,428.56 
DIHP Dimensional International High Profitability Portfolio
+0.95%
+$120,908.16 
MU Micron Technology, Inc.
+0.93%
+$7,327.2 
TPIF Timothy Plan International ETF
+0.9%
+$26,564.01 
AVUV Avantis U.S. Small Cap Value ETF
+0.89%
+$115,219.71 
USRT iShares Core U.S. REIT ETF
+0.85%
+$17,968.08 
DUHP Dimensional US High Profitability ETF
+0.84%
+$113,821.52 
DFSU Dimensional US Sustainability Core 1 ETF
+0.81%
+$5,532.45 
VTV Vanguard Value ETF
+0.78%
+$47,626.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.75%
+$94,725.93 
EIX Edison International
+0.72%
+$1,916.8 
WELL Welltower Inc.
+0.71%
+$6,068.7 
DFIV Dimensional International Value ETF
+0.66%
+$6,939.38 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.62%
+$17,353.84 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.61%
+$4,987.56 
EPR EPR Properties
+0.57%
+$4,497.79 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$13,776.29 
CNC Centene Corporation
+0.56%
+$3,028.74 
BND Vanguard Total Bond Market Index Fund
+0.55%
+$7,843.29 
FCX Freeport-McMoRan Inc.
+0.53%
+$1,225.07 
TPHD Timothy Plan High Dividend Stock ETF
+0.48%
+$9,723.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$4,551.58 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.45%
+$83,152.95 
LPLA LPL Financial Holdings Inc.
+0.44%
+$97,393.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.43%
+$47,280.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.42%
+$16,427.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.4%
+$211,184.55 
CMI Cummins Inc.
+0.4%
+$619.83 
AOA iShares Core Aggressive Allocation ETF
+0.34%
+$863.28 
VOO Vanguard S&P 500 ETF
+0.29%
+$19,458.49 
PG Procter & Gamble Co
+0.29%
+$689.4 
BNDX Vanguard Total International Bond ETF
+0.29%
+$922.05 
IVV iShares Core S&P 500 ETF
+0.28%
+$5,716.01 
VEU Vanguard FTSE All-World ex-US ETF
+0.28%
+$9,569.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.22%
+$4,743.22 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.22%
+$982.43 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$595.08 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.21%
+$21,727.4 
BSV Vanguard Short-Term Bond ETF
+0.19%
+$4,293.02 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$11,877.98 
PTL Inspire 500 ETF
+0.15%
+$10,097.06 
SHY iShares 1-3 Year Treasury Bond ETF
+0.12%
+$2,708.81 
TER Teradyne, Inc.
-5.04%
-$13,510.06 
VRT Vertiv Holdings Co
-4.63%
-$6,192 
FIX Comfort Systems USA, Inc.
-3.64%
-$16,898.16 
WDC Western Digital Corporation
-3.41%
-$13,174.12 
PSX Phillips 66
-3.35%
-$12,788.64 
PLD Prologis Inc.
-3.1%
-$18,306.05 
LRCX Lam Research Corporation
-2.74%
-$9,349.57 
SNDK SanDisk Corporation
-2.72%
-$4,275.04 
FTI TechnipFMC plc
-2.44%
-$8,815.69 
INTC Intel Corporation
-2.15%
-$5,287.76 
EME EMCOR Group, Inc.
-2.07%
-$4,251.49 
GEV GE Vernova Inc.
-1.78%
-$4,405.25 
NVDA NVIDIA Corporation
-1.59%
-$6,541.08 
MLI Mueller Industries Inc.
-0.98%
-$1,982.54 
CIEN Ciena Corporation
-0.97%
-$1,454.64 
PCG PG&E Corporation
-0.87%
-$2,581.64 
VPL Vanguard FTSE Pacific ETF
-0.87%
-$23,627.26 
ES Eversource Energy
-0.87%
-$1,742.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$106,782 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.6%
-$12,925.44 
MRK Merck & Co., Inc.
-0.44%
-$1,532.7 
CRS Carpenter Technology Corporation
-0.41%
-$755.51 
DLS WisdomTree International SmallCap Dividend Fund
-0.4%
-$12,029.88 
VWO Vanguard FTSE Emerging Markets ETF
-0.31%
-$7,464.94 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$4,423.44 
SNOW Snowflake Inc.
-0.13%
-$632.7 
AVDV Avantis International Small Cap Value ETF
-0.09%
-$13,491 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.09%
-$810.23 Events
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Dividends
Dividend Analysis
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| Trades 671 | Longs Won 481/671 71% | Profit Factor 19.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $453,100.14 |
| Average Win $165,081.63 | Best Trade (Oct 15) $6.52M | Sharpe Ratio -67.31 |
| Average Loss -$21,866.78 | Worst Trade (Oct 14) -$235,884.92 | Z-Score 6.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 4d | Expectancy $112,145.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABNB Airbnb, Inc. | 2,324 | $295,660.98 | $404,654.88 | - | $108,993.9 | 36.86% | +4.226% |
| AGG iShares Core U.S. Aggregate Bond ETF | 25,993 | $2.57M | $2.48M | - | -$92,355.51 | -3.59% | +0.559% |
| ALIT Alight Inc. | 10,182 | $5,702 | $93,165.3 | - | $87,463.3 | 1,533.91% | +1.78% |
| AOA iShares Core Aggressive Allocation ETF | 2,616 | $181,368.25 | $254,798.4 | - | $73,430.15 | 40.49% | +0.34% |
| ARCC Ares Capital Corporation | 35,807 | $732,005.32 | $676,215.19 | - | -$55,790.13 | -7.62% | +1.587% |
| AVDV Avantis International Small Cap Value ETF | 134,910 | $9.4M | $14.46M | - | $5.06M | 53.88% | -0.093% |
| AVUV Avantis U.S. Small Cap Value ETF | 109,213 | $10.46M | $13.13M | - | $2.68M | 25.6% | +0.885% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,208 | $856,570.41 | $823,956.12 | - | -$32,614.29 | -3.81% | +0.609% |
| BMY Bristol-Myers Squibb Company | 6,383 | $359,081.32 | $388,820.44 | - | $29,739.12 | 8.28% | +2.758% |
| BND Vanguard Total Bond Market Index Fund | 20,111 | $1.48M | $1.42M | - | -$56,063.43 | -3.79% | +0.554% |
| BNDX Vanguard Total International Bond ETF | 6,830 | $336,923.27 | $322,273.55 | - | -$14,649.72 | -4.35% | +0.287% |
| BRK-B Berkshire Hathaway Inc. | 513 | $256,700 | $270,612.63 | - | $13,912.63 | 5.42% | +0.22% |
| BSV Vanguard Short-Term Bond ETF | 29,607 | $2.28M | $2.27M | - | -$13,692.33 | -0.6% | +0.19% |
| BSX Boston Scientific Corporation | 5,254 | $224,241 | $231,780.21 | - | $7,539.21 | 3.36% | +2.593% |
| CB Chubb Limited | 914 | $285,878.93 | $323,912.46 | - | $38,033.53 | 13.3% | +1.211% |
| CIEN Ciena Corporation | 418 | $205,054 | $148,858.16 | - | -$56,195.84 | -27.41% | -0.968% |
| CMI Cummins Inc. | 298 | $212,537 | $157,355.92 | - | -$55,181.08 | -25.96% | +0.395% |
| CNC Centene Corporation | 7,766 | $292,717.95 | $547,891.3 | - | $255,173.35 | 87.17% | +0.556% |
| CRS Carpenter Technology Corporation | 489 | $301,635 | $184,932.46 | - | -$116,702.54 | -38.69% | -0.407% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 61,978 | $1.82M | $2.8M | - | $982,733.08 | 54.09% | +0.624% |
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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 - $1.63M, Vanguard Intermediate-Term Treasury Fund - $1.43M, Avantis International Small Cap Value ETF - $1.07M, and SanDisk Corporation - $1.04M. 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, Veeva Systems Inc - $55,487.11, and Microsoft Corp - $54,679.97. 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 $13.82M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.43M, iShares Core S&P Total U.S. Stock Market ETF - $1.1M, Avantis International Small Cap Value ETF - $855,854.98, Dimensional Short-Duration Fixed Income ETF - $838,976.7, 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.
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