FAMILY WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSEC | 137K | $377.46K |
 | LPLA | 106K | $35.15M |
 | FSK | 69K | $1.03M |
 | OBDC | 54K | $695.23K |
 | GBDC | 53K | $723.73K |
 | ARCC | 25K | $500.85K |
 | TSLX | 24K | $554.69K |
 | ADT | 18K | $160.32K |
 | PCG | 15K | $221.27K |
 | EPR | 11K | $649.33K |
 | SVC | 11K | $29.17K |
 | WPC | 9K | $591.06K |
 | VTR | 8K | $539.67K |
 | INTC | 7K | $236.36K |
 | NVDA | 5K | $929.74K |
 | WMT | 4K | $425.77K |
 | PLD | 4K | $411.16K |
 | WELL | 4K | $635.11K |
 | NTNX | 3K | $204.80K |
 | MRK | 3K | $225.27K |
Prospect Capital Corporation
PSEC
Shares Held
137K
Value
$377.46K
LPL Financial Holdings Inc.
LPLA
Shares Held
106K
Value
$35.15M
FS KKR Capital Corp.
FSK
Shares Held
69K
Value
$1.03M
Blue Owl Capital Corporation
OBDC
Shares Held
54K
Value
$695.23K
Golub Capital BDC, Inc.
GBDC
Shares Held
53K
Value
$723.73K
Ares Capital Corporation
ARCC
Shares Held
25K
Value
$500.85K
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
24K
Value
$554.69K
ADT Inc.
ADT
Shares Held
18K
Value
$160.32K
Pacific Gas & Electric Co.
PCG
Shares Held
15K
Value
$221.27K
EPR Properties
EPR
Shares Held
11K
Value
$649.33K
Service Properties Trust
SVC
Shares Held
11K
Value
$29.17K
W. P. Carey Inc.
WPC
Shares Held
9K
Value
$591.06K
Ventas, Inc.
VTR
Shares Held
8K
Value
$539.67K
Intel Corporation
INTC
Shares Held
7K
Value
$236.36K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$929.74K
Walmart Inc.
WMT
Shares Held
4K
Value
$425.77K
Prologis, Inc.
PLD
Shares Held
4K
Value
$411.16K
Welltower Inc.
WELL
Shares Held
4K
Value
$635.11K
Nutanix, Inc.
NTNX
Shares Held
3K
Value
$204.80K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$225.27K