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:
7.32%
Gain
Monthly
0.23%
Yearly
2.82%
Drawdown
31.65%
$322.69M
Equity
Holdings
$322.69M
Investment
$253.91M
$78.46M
Profit +$1.05M
Realized
$9.68M
Unrealized
$68.78M
Dividends
$12.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.05M
Win %
78%
This Week
Compared To Last Week
Gain
0.08%
Profit
$256,708.73
Win %
78%
This Month
Compared to last month
Gain
0.72%
Profit
$2.3M
Win %
78%
This Year
Compared to last year
Gain
10.21%
Profit
$29.9M
Win %
79%
RBLX Roblox Corporation
+3.76%
+$7,576.8 
TPR Tapestry Inc.
+3.43%
+$7,219.84 
GOOG Alphabet Inc
+3.37%
+$14,074.76 
GOOGL Alphabet Inc
+3.14%
+$11,335.16 
AMZN Amazon.com Inc
+3%
+$13,149.67 
MSFT Microsoft Corp.
+2.94%
+$17,169.02 
NYT New York Times Co.
+2.89%
+$5,268.67 
FSK FS KKR Capital Corp.
+2.46%
+$27,923.31 
BMY Bristol-Myers Squibb Company
+2.45%
+$10,773.58 
TSLX Sixth Street Specialty Lending Inc.
+2.39%
+$13,421.76 
MRK Merck & Co., Inc.
+2.19%
+$6,151.2 
DKNG DraftKings Inc.
+2.04%
+$5,214.6 
GBDC Golub Capital BDC, Inc.
+1.85%
+$17,571.9 
DG Dollar General Corporation
+1.76%
+$3,688.56 
ABNB Airbnb, Inc.
+1.63%
+$5,247.83 
OBDC Blue Owl Capital Corporation
+1.55%
+$13,221.07 
COF Capital One Financial Corporation
+1.53%
+$4,202.1 
FDX FedEx Corporation
+1.46%
+$4,351.32 
LPLA LPL Financial Holdings Inc.
+1.4%
+$321,410.24 
ARCC Ares Capital Corporation
+1.3%
+$8,094.56 
GIS General Mills, Inc.
+1.12%
+$2,290.67 
EPR EPR Properties
+1.07%
+$8,735.36 
DHR Danaher Corporation
+1.04%
+$2,853.84 
REGN Regeneron Pharmaceuticals, Inc.
+0.99%
+$2,428.12 
SNDA Sonida Senior Living Inc.
+0.99%
+$4,129.33 
GE General Electric Company
+0.94%
+$3,066.12 
WPC W. P. Carey Inc.
+0.91%
+$6,752.4 
PSEC Prospect Capital Corporation
+0.88%
+$4,256.34 
EXPE Expedia Group, Inc.
+0.88%
+$2,215.89 
ADT ADT Inc.
+0.82%
+$876.21 
DLS WisdomTree International SmallCap Dividend Fund
+0.79%
+$23,845.97 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.71%
+$6,373.77 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.7%
+$8,552.79 
SVC Service Properties Trust
+0.69%
+$131.67 
VGK Vanguard FTSE Europe ETF
+0.68%
+$13,859.4 
AVDV Avantis International Small Cap Value ETF
+0.57%
+$75,490.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$71,942.23 
TPSC Timothy Plan US Small Cap Core ETF
+0.56%
+$13,130.05 
VWO Vanguard FTSE Emerging Markets ETF
+0.53%
+$12,738.92 
VNQ Vanguard Real Estate ETF
+0.53%
+$21,949.3 
ISMD Inspire Small/Mid Cap ETF
+0.51%
+$5,265.53 
PNFP Pinnacle Financial Partners Inc.
+0.49%
+$1,730.19 
VTR Ventas Inc.
+0.49%
+$4,277.25 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.45%
+$12,725.25 
DFSU Dimensional US Sustainability Core 1 ETF
+0.42%
+$2,822.4 
DFIV Dimensional International Value ETF
+0.42%
+$4,476.98 
EIX Edison International
+0.42%
+$1,518.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.38%
+$46,763.26 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$33,951.06 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.29%
+$2,456.02 
DIHP Dimensional International High Profitability Portfolio
+0.23%
+$28,244.48 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$42,003.22 
USRT iShares Core U.S. REIT ETF
+0.22%
+$4,877.85 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$5,601.18 
PCG PG&E Corporation
+0.2%
+$919.31 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$2,968.15 
WMT Walmart Inc.
+0.18%
+$974.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.18%
+$823.76 
IVV iShares Core S&P 500 ETF
+0.18%
+$3,513.53 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$14,566.53 
NEM Newmont Corporation
+0.14%
+$284.99 
VOO Vanguard S&P 500 ETF
+0.14%
+$9,219.84 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$15,332.2 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$3,170.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$2,849.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.12%
+$59,693.6 
BNDX Vanguard Total International Bond ETF
+0.12%
+$377.8 
AOA iShares Core Aggressive Allocation ETF
+0.11%
+$287.76 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$2,306.22 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.1%
+$2,789.01 
VEU Vanguard FTSE All-World ex-US ETF
+0.08%
+$2,821.13 
VB Vanguard Small-Cap ETF
+0.07%
+$5,665.18 
PLD Prologis Inc.
+0.06%
+$325.35 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.05%
+$3,807.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$272.49 
DFSI Dimensional International Sustainability Core 1 ETF
+0.01%
+$54.87 
WDC Western Digital Corporation
-10.08%
-$62,174.1 
SNDK SanDisk Corporation
-9.95%
-$97,596.99 
MU Micron Technology, Inc.
-7.82%
-$105,885.51 
INTC Intel Corporation
-5.52%
-$40,687.58 
TER Teradyne, Inc.
-4.88%
-$12,864.77 
LRCX Lam Research Corporation
-4.76%
-$19,590.12 
PSX Phillips 66
-3.29%
-$7,293 
FTI TechnipFMC plc
-3.12%
-$12,092.33 
CNC Centene Corporation
-2.55%
-$18,178.29 
FIX Comfort Systems USA, Inc.
-2.43%
-$14,388.71 
CB Chubb Limited
-2.29%
-$7,077.02 
GEV GE Vernova Inc.
-2.26%
-$6,325.15 
JBHT J.B. Hunt Transport Services, Inc.
-1.86%
-$8,022.82 
NVDA NVIDIA Corporation
-1.23%
-$12,919.4 
VPL Vanguard FTSE Pacific ETF
-1.14%
-$31,795.2 
PTL Inspire 500 ETF
-0.93%
-$58,840.32 
TPHD Timothy Plan High Dividend Stock ETF
-0.78%
-$13,976.25 
WELL Welltower Inc.
-0.68%
-$5,844.3 
GD General Dynamics Corporation
-0.59%
-$1,395.03 
VTV Vanguard Value ETF
-0.52%
-$31,422.34 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.5%
-$66,203.87 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.46%
-$9,897.12 
REZ iShares Residential and Multisector Real Estate ETF
-0.18%
-$1,320.9 
IWC iShares Micro-Cap ETF
-0.13%
-$723.43 
TPIF Timothy Plan International ETF
-0.08%
-$2,118.42 
NOW ServiceNow, Inc.
-0.03%
-$64.2 
LMT Lockheed Martin Corporation
-0.03%
-$90.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$1,132.04 
DUHP Dimensional US High Profitability ETF
-0.01%
-$1,496.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 574 | Longs Won 450/574 78% | Profit Factor 45.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $484,008.75 |
| Average Win $178,241.97 | Best Trade (Jul 15) $6.26M | Sharpe Ratio -73.37 |
| Average Loss -$14,142.29 | Worst Trade (Jul 15) -$176,353 | Z-Score 16.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $136,681.61 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
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