FAMILY WEALTH PARTNERS, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FAMILY WEALTH PARTNERS, LLC opened 4 positions, added to 19, reduced 22, sold out of 4 and left 4 unchanged. The largest increase in value was DUHP (+$13,379,651); the largest decrease was DUHP (-$11,000,928).
- DUHP: Country of operation —; Class US HIGH PROFITAB; Shares 2026-03-31 299,351; Shares 2026-06-30 0.
- DFSD: Country of operation —; Class SHORT DURATION F; Shares 2026-03-31 208,391; Shares 2026-06-30 0.
- DFAC: Country of operation —; Class US CORE EQUITY 2; Shares 2026-03-31 61,978; Shares 2026-06-30 0.
- AOA: Country of operation —; Class CORE 80/20 AGGRE; Shares 2026-03-31 2,616; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2016217): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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