FAMILY WEALTH PARTNERS, LLC

RIA/Wealth

FAMILY WEALTH PARTNERS, LLC is a RIA/Wealth based in Medford, NJ led by Thomas Edward Dundorf, reporting $312.1M in AUM as of Q3 2025 with 82% ETF concentration and 60% concentrated in top 10 holdings.

FounderThomas Edward Dundorf

Portfolio Value: $266.8M
Positions: 81
Top Holding: ITOT at 14.95%
Last Reported: Q3 2025

Address152 Himmelein Road, Suite 700, Medford, NJ, 08055, United States

Top Holdings

Largest long holdings in FAMILY WEALTH PARTNERS, LLC's portfolio (60.3% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$39.9M	14.95%	-$451.8K Sold	— 273.9K shares	Q4 2023 Held for 1y 11m
2 LPL Financial Holdings LPLA	Financial - Capital Markets Financial Services	$35.1M	13.17%	-$2.1M Sold	0.13% 105.6K shares	Q4 2023 Held for 1y 11m
3 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$15.4M	5.78%	+$780.9K Bought	— 256.7K shares	Q4 2023 Held for 1y 11m
4 Avantis International Small Cap Value AVDV	ETF ETF	$10.9M	4.09%	-$261.0K Sold	— 122.6K shares	Q4 2023 Held for 1y 11m
5 Vanguard Small-Cap Value VBR	ETF ETF	$10.3M	3.87%	+$389.5K Bought	— 49.4K shares	Q4 2023 Held for 1y 11m
6 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$10.0M	3.75%	-$53.5K Sold	— 311.7K shares	Q4 2023 Held for 1y 11m
7 Dimensional US High Profitability DUHP	ETF ETF	$9.9M	3.72%	+$29.9K Bought	— 262.5K shares	Q4 2023 Held for 1y 11m
8 iShares Core MSCI International Developed Markets IDEV	ETF ETF	$9.9M	3.70%	-$100.0K Sold	— 123.2K shares	Q4 2023 Held for 1y 11m
9 Vanguard Total Stock Market VTI	ETF ETF	$9.8M	3.69%	+$73.8K Bought	— 30.0K shares	Q4 2023 Held for 1y 11m
10 Dimensional International High Profitability DIHP	ETF ETF	$9.5M	3.58%	-$33.1K Sold	— 314.0K shares	Q4 2023 Held for 1y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FAMILY WEALTH PARTNERS, LLC's latest filing

See all changes

GthenC

Market Value

$266.8M

Prior: $249.9M

Q/Q Change

+6.77%

+$16.9M

Net Flows % of MV

+3.73%

Turnover Ratio

3.22%

New Purchases

20 stocks

$7.2M

Added To

35 stocks

+$6.4M

Sold Out Of

1 stocks

$322.5K

Reduced Holdings

23 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 PTL Inspire 500 ETF PTL	New	0 → 6.4K +$1.6M
2 Timothy Plan International TPIF	New	0 → 21.0K +$701.5K
3 Timothy Plan US Small Cap Core TPSC	New	0 → 14.4K +$596.7K
4 Timothy Plan High Dividend Stock TPHD	New	0 → 11.9K +$466.8K
5 Walmart WMT	New	0 → 4.1K +$425.8K

Decreased Positions

Position	Shares Δ	Change
1 Apple AAPL	Sold	1.6K → 0 −$322.5K
2 Alphabet Inc. GOOG	-15.89%	1.2K → 979.0 −$45.1K
3 LPL Financial Holdings LPLA	-5.59%	111.9K → 105.6K −$2.1M
4 Service Properties Trust SVC	-2.74%	11.1K → 10.8K −$821.2
5 Avantis International Small Cap Value AVDV	-2.34%	125.5K → 122.6K −$261.0K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for FAMILY WEALTH PARTNERS, LLC

View analytics

GthenA

Sector Allocation

ETF

82.20%

Financial Services

14.70%

Real Estate

1.10%

Technology

0.90%

Consumer Cyclical

0.30%

Consumer Defensive

0.30%

Communication Services

0.20%

Healthcare

0.20%

Industrials

0.10%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

1.06%

Large Cap ($10B - $200B)

15.12%

Mid Cap ($2B - $10B)

1.43%

Small Cap ($300M - $2B)

0.15%

N/A (ETF or Unknown)

82.23%

Portfolio Concentration

Top 10 Holdings %

60.29%

Top 20 Holdings %

80.92%

Top 50 Holdings %

96.53%

Top 100 Holdings %

100.0%