Fiduciary Wealth Partners
Latest statistics and disclosures from Fiduciary Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, VB, VO, BIV, and represent 66.08% of Fiduciary Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$42M), VEA (+$29M), VB (+$13M), VO (+$5.5M), SPY, AAPL, QQQ, MSFT, IWV, AMZN.
- Started 17 new stock positions in IDEV, BKNG, BLK, LIN, MMC, MDT, ICE, BAC, WMT, ROK. NEE, MS, OKLO, SYK, SGI, PANW, AVLV.
- Reduced shares in these 10 stocks: IWD, ESGV, BIV, HD, IBM, IWO, VSGX, VTEB, IWF, PM.
- Sold out of its positions in EXR, HON, IWO, MRK, NFLX, PH, PM, ETN.
- Fiduciary Wealth Partners was a net buyer of stock by $118M.
- Fiduciary Wealth Partners has $238M in assets under management (AUM), dropping by 124.33%.
- Central Index Key (CIK): 0001666504
Tip: Access up to 7 years of quarterly data
Positions held by Fiduciary Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 31.3 | $75M | +125% | 122k | 612.38 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 16.4 | $39M | +279% | 653k | 59.92 |
|
| Vanguard Small Cap Etf Etf (VB) | 7.6 | $18M | +229% | 71k | 254.28 |
|
| Vanguard Mid Cap Etf Etf (VO) | 6.7 | $16M | +52% | 54k | 293.74 |
|
| Vanguard Intermediate-term Bond Etf (BIV) | 4.1 | $9.7M | -3% | 124k | 78.09 |
|
| Apple Stock (AAPL) | 2.9 | $6.9M | +145% | 27k | 254.63 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 2.2 | $5.2M | +516% | 7.7k | 666.14 |
|
| Microsoft Stock (MSFT) | 2.2 | $5.1M | +165% | 9.9k | 517.97 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.8 | $4.3M | -5% | 9.1k | 468.41 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 1.8 | $4.2M | -18% | 21k | 203.59 |
|
| Powershares Qqq Tr Etf (QQQ) | 1.6 | $3.9M | +3123% | 6.4k | 600.37 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 1.5 | $3.5M | +144% | 9.2k | 378.94 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 1.1 | $2.7M | -9% | 53k | 50.07 |
|
| Nvidia Corp Stock (NVDA) | 1.1 | $2.6M | +43% | 14k | 186.58 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.1 | $2.5M | +173% | 47k | 54.18 |
|
| Amazon.com Stock (AMZN) | 1.0 | $2.4M | +287% | 11k | 219.57 |
|
| Ishares Russell 1000 Etf Etf (IWB) | 0.8 | $1.8M | 5.0k | 365.46 |
|
|
| Google Stock (GOOGL) | 0.7 | $1.6M | +60% | 6.5k | 243.10 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.6 | $1.4M | 3.0k | 463.74 |
|
|
| Home Depot Stock (HD) | 0.6 | $1.4M | -19% | 3.4k | 405.24 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $1.3M | +136% | 4.0k | 315.47 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.4 | $998k | 1.7k | 596.03 |
|
|
| Vanguard Esg International Stock Etf Etf (VSGX) | 0.4 | $885k | -24% | 13k | 69.37 |
|
| Vanguard Extended Market Etf Etf (VXF) | 0.4 | $854k | 4.1k | 209.36 |
|
|
| Ishares Core Msci International Developed Markets Etf Etf (IDEV) | 0.4 | $838k | NEW | 11k | 80.17 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $821k | +28% | 3.4k | 243.57 |
|
| Vanguard Total Stk Mkt Etf (VTI) | 0.3 | $818k | +177% | 2.5k | 328.21 |
|
| Revvity Stock (RVTY) | 0.3 | $813k | 9.3k | 87.65 |
|
|
| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.3 | $783k | -50% | 6.6k | 118.44 |
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $715k | +23% | 3.9k | 185.43 |
|
| General Dynamics Corp Stock (GD) | 0.3 | $689k | +618% | 2.0k | 341.00 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $681k | +20% | 927.00 | 734.17 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $631k | +43% | 1.3k | 502.74 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.3 | $616k | 5.2k | 118.83 |
|
|
| Procter And Gamble Stock (PG) | 0.3 | $608k | +487% | 4.0k | 153.65 |
|
| Oracle Corporation Stock (ORCL) | 0.3 | $602k | +98% | 2.1k | 281.24 |
|
| Waste Management Stock (WM) | 0.2 | $591k | +5719% | 2.7k | 220.80 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $588k | +7% | 6.3k | 93.37 |
|
| Avago Technologies Stock (AVGO) | 0.2 | $568k | 1.7k | 329.97 |
|
|
| Tjx Cos Stock (TJX) | 0.2 | $544k | +625% | 3.8k | 144.54 |
|
| Intuit Stock (INTU) | 0.2 | $509k | -9% | 745.00 | 682.94 |
|
| Abbvie Stock (ABBV) | 0.2 | $502k | +30% | 2.2k | 231.52 |
|
| Costco Wholesale Corp Stock (COST) | 0.2 | $501k | +23% | 541.00 | 925.63 |
|
| Mastercard Stock (MA) | 0.2 | $472k | 829.00 | 568.86 |
|
|
| Applovin Corp Com Cl A Stock (APP) | 0.2 | $466k | +32350% | 649.00 | 718.54 |
|
| Ishares Msci Japan Small-cap Etf Etf (SCJ) | 0.2 | $451k | 4.9k | 92.04 |
|
|
| Lam Research Corp Stock (LRCX) | 0.2 | $445k | 3.3k | 133.91 |
|
|
| Vanguard Russell 3000 Etf Etf (VTHR) | 0.2 | $438k | 1.5k | 294.29 |
|
|
| Oklo Inc Com Cl A Stock (OKLO) | 0.2 | $394k | NEW | 3.5k | 111.63 |
|
| Qualcomm Stock (QCOM) | 0.2 | $389k | +118% | 2.3k | 166.35 |
|
| Palo Alto Networks Stock (PANW) | 0.2 | $387k | NEW | 1.9k | 203.62 |
|
| Pepsico Stock (PEP) | 0.2 | $385k | +1349% | 2.7k | 140.45 |
|
| Booking Holdings Stock (BKNG) | 0.2 | $383k | NEW | 71.00 | 5399.27 |
|
| Amgen Stock (AMGN) | 0.2 | $383k | -7% | 1.4k | 282.20 |
|
| Applied Matls Stock (AMAT) | 0.2 | $375k | +18% | 1.8k | 204.73 |
|
| Intl Business Machines Stock (IBM) | 0.2 | $375k | -45% | 1.3k | 282.16 |
|
| Avantis U.s. Large Cap Value Etf Etf (AVLV) | 0.2 | $365k | NEW | 5.0k | 72.26 |
|
| Caterpillar Stock (CAT) | 0.2 | $362k | +5% | 758.00 | 477.45 |
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.2 | $362k | 2.6k | 139.67 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $362k | +1058% | 3.2k | 112.76 |
|
| Paychex Stock (PAYX) | 0.2 | $360k | +1941% | 2.8k | 126.76 |
|
| Salesforce Stock (CRM) | 0.1 | $352k | 1.5k | 236.94 |
|
|
| Coca Cola Stock (KO) | 0.1 | $340k | +44% | 5.1k | 66.31 |
|
| Royal Bank Of Canada Stock (RY) | 0.1 | $338k | +291% | 2.3k | 147.32 |
|
| Bank America Corp Stock (BAC) | 0.1 | $335k | NEW | 6.5k | 51.59 |
|
| Walmart Stock (WMT) | 0.1 | $316k | NEW | 3.1k | 103.08 |
|
| Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.1 | $312k | 3.2k | 97.99 |
|
|
| Manulife Finl Corp Stock (MFC) | 0.1 | $306k | 9.8k | 31.15 |
|
|
| Tesla Motors Stock (TSLA) | 0.1 | $295k | 664.00 | 444.72 |
|
|
| Intercontinental Exchange Stock (ICE) | 0.1 | $276k | NEW | 1.6k | 168.48 |
|
| Linde Stock (LIN) | 0.1 | $264k | NEW | 555.00 | 474.82 |
|
| Blackrock Stock (BLK) | 0.1 | $260k | NEW | 223.00 | 1165.35 |
|
| Varonis Sys Stock (VRNS) | 0.1 | $259k | 4.5k | 57.47 |
|
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $257k | -15% | 1.0k | 246.50 |
|
| Morgan Stanley Stock (MS) | 0.1 | $252k | NEW | 1.6k | 158.96 |
|
| Visa Stock (V) | 0.1 | $245k | -45% | 717.00 | 341.45 |
|
| Eli Lilly & Co Stock (LLY) | 0.1 | $244k | +26% | 320.00 | 763.38 |
|
| Tempur Pedic Intl Stock (SGI) | 0.1 | $240k | NEW | 2.8k | 84.32 |
|
| Rockwell Automation Stock (ROK) | 0.1 | $239k | NEW | 682.00 | 349.68 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $232k | +80% | 958.00 | 242.04 |
|
| Capital One Financial Corp Stock (COF) | 0.1 | $228k | +25% | 1.1k | 212.49 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $220k | 1.0k | 215.76 |
|
|
| Dollar Tree Stores Stock (DLTR) | 0.1 | $219k | -33% | 2.3k | 94.37 |
|
| Colgate Palmolive Stock (CL) | 0.1 | $218k | +349% | 2.7k | 79.94 |
|
| Nextera Energy Stock (NEE) | 0.1 | $217k | NEW | 2.9k | 75.48 |
|
| Stryker Corp Stock (SYK) | 0.1 | $216k | NEW | 584.00 | 369.67 |
|
| Vanguard European Etf (VGK) | 0.1 | $212k | 2.7k | 79.80 |
|
|
| Southern Stock (SO) | 0.1 | $212k | +2690% | 2.2k | 94.77 |
|
| Medtronic Stock (MDT) | 0.1 | $210k | NEW | 2.2k | 95.24 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $205k | NEW | 1.0k | 201.62 |
|
| Disney Walt Stock (DIS) | 0.1 | $203k | +1088% | 1.8k | 114.49 |
|
Past Filings by Fiduciary Wealth Partners
SEC 13F filings are viewable for Fiduciary Wealth Partners going back to 2015
- Fiduciary Wealth Partners 2025 Q3 filed Oct. 28, 2025
- Fiduciary Wealth Partners 2025 Q2 filed July 31, 2025
- Fiduciary Wealth Partners 2025 Q1 filed May 8, 2025
- Fiduciary Wealth Partners 2017 Q3 filed Nov. 13, 2017
- Fiduciary Wealth Partners 2017 Q2 filed Aug. 8, 2017
- Fiduciary Wealth Partners 2017 Q1 filed May 11, 2017
- Fiduciary Wealth Partners 2016 Q4 filed Feb. 1, 2017
- Fiduciary Wealth Partners 2016 Q3 filed Oct. 25, 2016
- Fiduciary Wealth Partners 2016 Q1 filed Sept. 22, 2016
- Fiduciary Wealth Partners 2016 Q2 filed Sept. 22, 2016
- Fiduciary Wealth Partners 2015 Q4 filed Feb. 12, 2016