FAMILY WEALTH PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSEC | 150K | $389.74K |
 | LPLA | 102K | $36.43M |
 | FSK | 75K | $1.11M |
 | OBDC | 58K | $715.62K |
 | GBDC | 55K | $740.29K |
 | ARCC | 25K | $510.67K |
 | TSLX | 25K | $540.11K |
 | ADT | 19K | $152.27K |
 | PCG | 18K | $293.86K |
 | EPR | 11K | $569.96K |
 | SVC | 11K | $19.92K |
 | WPC | 9K | $549.54K |
 | VTR | 9K | $658.54K |
 | CNC | 7K | $294.84K |
 | INTC | 7K | $259.96K |
 | BMY | 6K | $297.75K |
 | NVDA | 5K | $931.02K |
 | WMT | 4K | $463.39K |
 | PLD | 4K | $472.77K |
 | WELL | 4K | $662.08K |
Prospect Capital Corporation
PSEC
Shares Held
150K
Value
$389.74K
LPL Financial Holdings Inc.
LPLA
Shares Held
102K
Value
$36.43M
FS KKR Capital Corp.
FSK
Shares Held
75K
Value
$1.11M
Blue Owl Capital Corporation
OBDC
Shares Held
58K
Value
$715.62K
Golub Capital BDC, Inc.
GBDC
Shares Held
55K
Value
$740.29K
Ares Capital Corporation
ARCC
Shares Held
25K
Value
$510.67K
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
25K
Value
$540.11K
ADT Inc.
ADT
Shares Held
19K
Value
$152.27K
Pacific Gas & Electric Co.
PCG
Shares Held
18K
Value
$293.86K
EPR Properties
EPR
Shares Held
11K
Value
$569.96K
Service Properties Trust
SVC
Shares Held
11K
Value
$19.92K
W. P. Carey Inc.
WPC
Shares Held
9K
Value
$549.54K
Ventas, Inc.
VTR
Shares Held
9K
Value
$658.54K
Centene Corporation
CNC
Shares Held
7K
Value
$294.84K
Intel Corporation
INTC
Shares Held
7K
Value
$259.96K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$297.75K
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$931.02K
Walmart Inc.
WMT
Shares Held
4K
Value
$463.39K
Prologis, Inc.
PLD
Shares Held
4K
Value
$472.77K
Welltower Inc.
WELL
Shares Held
4K
Value
$662.08K