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 65.88% of Fiduciary Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA, VTEB, VWO, BIV, CVNA, MRK, DHR, NVS, WFC, SPY.
- Started 5 new stock positions in NVS, CVNA, MRK, WFC, DHR.
- Reduced shares in these 10 stocks: VO, VOO, BLK, VRNS, IWV, DLTR, , SO, Marsh & McLennan Companies, DIS.
- Sold out of its positions in BLK, DIS, DLTR, Marsh & McLennan Companies, NEE, SO, VRNS.
- Fiduciary Wealth Partners was a net buyer of stock by $303k.
- Fiduciary Wealth Partners has $244M in assets under management (AUM), dropping by 2.40%.
- Central Index Key (CIK): 0001666504
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Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 31.0 | $76M | 120k | 627.13 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 17.3 | $42M | +3% | 676k | 62.47 |
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| Vanguard Small Cap Etf Etf (VB) | 7.5 | $18M | 71k | 257.95 |
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| Vanguard Mid Cap Etf Etf (VO) | 6.0 | $15M | -6% | 51k | 290.22 |
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| Vanguard Intermediate-term Bond Etf (BIV) | 4.1 | $9.9M | +2% | 128k | 77.88 |
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| Apple Stock (AAPL) | 3.0 | $7.2M | 27k | 271.86 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 2.2 | $5.3M | 7.8k | 681.89 |
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| Microsoft Stock (MSFT) | 2.0 | $4.8M | 9.9k | 483.63 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 1.8 | $4.4M | 21k | 210.34 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 1.8 | $4.3M | 9.1k | 473.30 |
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| Powershares Qqq Tr Etf (QQQ) | 1.6 | $4.0M | 6.4k | 614.31 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 1.6 | $4.0M | +48% | 79k | 50.29 |
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| Ishares Russell 3000 Etf Etf (IWV) | 1.4 | $3.4M | -6% | 8.7k | 386.85 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.3 | $3.1M | +22% | 57k | 53.76 |
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| Nvidia Corp Stock (NVDA) | 1.1 | $2.6M | 14k | 186.50 |
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| Amazon.com Stock (AMZN) | 1.0 | $2.5M | 11k | 230.82 |
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| Google Stock (GOOGL) | 0.8 | $2.0M | 6.5k | 313.02 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.8 | $1.9M | 5.0k | 373.45 |
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| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.6 | $1.4M | 3.0k | 480.57 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $1.2M | -6% | 3.7k | 322.18 |
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| Home Depot Stock (HD) | 0.5 | $1.2M | 3.4k | 344.14 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $1.0M | -2% | 3.3k | 313.82 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.4 | $1.0M | 1.7k | 603.28 |
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| Vanguard Esg International Stock Etf Etf (VSGX) | 0.4 | $914k | 13k | 71.62 |
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| Revvity Stock (RVTY) | 0.4 | $898k | 9.3k | 96.75 |
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| Ishares Core Msci International Developed Markets Etf Etf (IDEV) | 0.4 | $862k | 11k | 82.48 |
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| Vanguard Extended Market Etf Etf (VXF) | 0.4 | $856k | 4.1k | 209.12 |
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| Vanguard Total Stk Mkt Etf (VTI) | 0.3 | $836k | 2.5k | 335.27 |
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| Vanguard Esg U.s. Stock Etf Etf (ESGV) | 0.3 | $800k | 6.6k | 120.96 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $786k | 3.8k | 206.96 |
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| General Dynamics Corp Stock (GD) | 0.3 | $675k | 2.0k | 336.66 |
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| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.3 | $623k | 5.2k | 120.18 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $605k | 6.3k | 96.03 |
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| Meta Platforms Inc Cl A Stock (META) | 0.2 | $599k | -2% | 908.00 | 659.90 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $596k | -5% | 1.2k | 502.65 |
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| Avago Technologies Stock (AVGO) | 0.2 | $591k | 1.7k | 346.16 |
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| Waste Management Stock (WM) | 0.2 | $588k | 2.7k | 219.68 |
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| Tjx Cos Stock (TJX) | 0.2 | $576k | 3.7k | 153.61 |
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| Lam Research Corp Stock (LRCX) | 0.2 | $569k | 3.3k | 171.19 |
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| Procter & Gamble Stock (PG) | 0.2 | $554k | -2% | 3.9k | 143.31 |
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| Intuit Stock (INTU) | 0.2 | $494k | 745.00 | 662.45 |
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| Abbvie Stock (ABBV) | 0.2 | $489k | 2.1k | 228.52 |
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| Mastercard Stock (MA) | 0.2 | $469k | 821.00 | 570.93 |
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| Applied Matls Stock (AMAT) | 0.2 | $466k | 1.8k | 256.97 |
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| Costco Wholesale Corp Stock (COST) | 0.2 | $462k | 536.00 | 862.34 |
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| Ishares Msci Japan Small-cap Etf Etf (SCJ) | 0.2 | $450k | 4.9k | 91.81 |
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| Vanguard Russell 3000 Etf Etf (VTHR) | 0.2 | $447k | 1.5k | 300.37 |
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| Applovin Corp Com Cl A Stock (APP) | 0.2 | $440k | 653.00 | 673.82 |
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| Amgen Stock (AMGN) | 0.2 | $434k | -2% | 1.3k | 327.31 |
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| Caterpillar Stock (CAT) | 0.2 | $429k | 749.00 | 573.23 |
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| Oracle Corporation Stock (ORCL) | 0.2 | $413k | 2.1k | 194.91 |
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| Royal Bank Of Canada Stock (RY) | 0.2 | $391k | 2.3k | 170.49 |
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| Pepsico Stock (PEP) | 0.2 | $389k | 2.7k | 143.53 |
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| Intl Business Machines Stock (IBM) | 0.2 | $388k | 1.3k | 296.22 |
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| Qualcomm Stock (QCOM) | 0.2 | $388k | -2% | 2.3k | 171.04 |
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| Avantis U.s. Large Cap Value Etf Etf (AVLV) | 0.2 | $382k | 5.0k | 75.77 |
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| Salesforce Stock (CRM) | 0.2 | $375k | -4% | 1.4k | 264.86 |
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| Booking Holdings Stock (BKNG) | 0.2 | $375k | 70.00 | 5355.33 |
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| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.1 | $366k | 2.6k | 141.05 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $365k | -5% | 3.0k | 120.36 |
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| Manulife Finl Corp Stock (MFC) | 0.1 | $357k | 9.8k | 36.28 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $350k | 1.9k | 184.20 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $348k | 324.00 | 1075.21 |
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| Bank America Corp Stock (BAC) | 0.1 | $343k | -3% | 6.2k | 55.00 |
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| Walmart Stock (WMT) | 0.1 | $327k | -4% | 2.9k | 111.43 |
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| Paychex Stock (PAYX) | 0.1 | $317k | 2.8k | 112.18 |
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| State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.1 | $309k | 3.2k | 97.21 |
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| Tesla Motors Stock (TSLA) | 0.1 | $297k | 661.00 | 449.72 |
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| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.1 | $279k | 1.0k | 268.19 |
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| Morgan Stanley Stock (MS) | 0.1 | $276k | -2% | 1.6k | 177.53 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $264k | 1.6k | 161.96 |
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| Coca Cola Stock (KO) | 0.1 | $262k | -26% | 3.8k | 69.90 |
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| Rockwell Automation Stock (ROK) | 0.1 | $261k | 670.00 | 389.24 |
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| Visa Stock (V) | 0.1 | $255k | 728.00 | 350.78 |
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| Tempur Pedic Intl Stock (SGI) | 0.1 | $254k | 2.8k | 89.27 |
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| Oklo Inc Com Cl A Stock (OKLO) | 0.1 | $253k | 3.5k | 71.76 |
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| Capital One Financial Corp Stock (COF) | 0.1 | $244k | -5% | 1.0k | 242.24 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $236k | 960.00 | 246.04 |
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| Linde Stock (LIN) | 0.1 | $231k | -2% | 543.00 | 426.22 |
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| Carvana Co Cl A Stock (CVNA) | 0.1 | $227k | NEW | 538.00 | 422.02 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $224k | 1.0k | 219.75 |
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| Vanguard European Etf (VGK) | 0.1 | $222k | 2.7k | 83.61 |
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| Merck & Co Stock (MRK) | 0.1 | $214k | NEW | 2.0k | 105.26 |
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| Danaher Corp Stock (DHR) | 0.1 | $212k | NEW | 927.00 | 228.94 |
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| Medtronic Stock (MDT) | 0.1 | $208k | 2.2k | 96.06 |
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| Colgate Palmolive Stock (CL) | 0.1 | $208k | -3% | 2.6k | 79.02 |
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| Stryker Corp Stock (SYK) | 0.1 | $204k | 580.00 | 351.47 |
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| Novartis Adr (NVS) | 0.1 | $204k | NEW | 1.5k | 137.87 |
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| Wells Fargo Stock (WFC) | 0.1 | $201k | NEW | 2.2k | 93.19 |
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Past Filings by Fiduciary Wealth Partners
SEC 13F filings are viewable for Fiduciary Wealth Partners going back to 2015
- Fiduciary Wealth Partners 2025 Q4 filed Jan. 28, 2026
- 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