FAMILY WEALTH PARTNERS, LLC
Top Portfolio Positions
55 positions ·
$42,785,261 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
71,531 | $21,518,670 | 50.29% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
105,371 | $1,072,676 | 2.51% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
72,973 | $923,838 | 2.16% | |
| NVDA |
Nvidia Corp
Technology
|
4,969 | $866,593 | 2.03% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
77,771 | $860,147 | 2.01% | |
| VTR |
Ventas, Inc.
Real Estate
|
9,505 | $777,318 | 1.82% | |
| WELL |
Welltower Inc.
Real Estate
|
3,630 | $717,687 | 1.68% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
10,309 | $700,599 | 1.64% | |
| EPR |
Epr Properties
Real Estate
|
13,649 | $681,904 | 1.59% | |
| TSLX |
Sixth Street Specialty Lending, Inc.
Financial Services
|
32,736 | $601,687 | 1.41% |
Portfolio Trend
Holdings in SNDA
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,141 | 10,454 | Shares | Sole | 2026-04-14 | |
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