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, AAPL, and represent 71.08% of Fiduciary Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOYG, IEMG, VGK, XLK, IEF, EWJ, QQQ, BBCA, Z, SO.
- Started 8 new stock positions in VOYG, Z, EWJ, IEMG, SO, BBCA, XLK, IEF.
- Reduced shares in these 10 stocks: VOO (-$23M), VEA (-$8.4M), VO (-$8.2M), BIV (-$8.0M), VB, IWD, IWF, VTEB, AAPL, IWB.
- Sold out of its positions in GOOG, OKLO, AMGN, AMAT, BAC, BRK.B, COF, CVNA, CAT, CL.
- Fiduciary Wealth Partners was a net seller of stock by $-85M.
- Fiduciary Wealth Partners has $153M in assets under management (AUM), dropping by -37.35%.
- Central Index Key (CIK): 0001666504
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Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 32.1 | $49M | -31% | 82k | 597.55 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 22.9 | $35M | -19% | 546k | 64.08 |
|
| Vanguard Small Cap Etf Etf (VB) | 9.1 | $14M | -25% | 53k | 261.92 |
|
| Vanguard Mid Cap Etf Etf (VO) | 4.1 | $6.3M | -56% | 22k | 287.18 |
|
| Apple Stock (AAPL) | 2.9 | $4.4M | -34% | 18k | 253.79 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 2.7 | $4.2M | -17% | 6.5k | 650.37 |
|
| Powershares Qqq Tr Etf (QQQ) | 2.6 | $4.0M | +8% | 7.0k | 577.18 |
|
| Microsoft Stock (MSFT) | 1.8 | $2.7M | -26% | 7.3k | 370.19 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.7 | $2.7M | -13% | 49k | 54.05 |
|
| Amazon.com Stock (AMZN) | 1.2 | $1.9M | -17% | 9.1k | 208.27 |
|
| Vanguard Intermediate-term Bond Etf (BIV) | 1.2 | $1.9M | -81% | 24k | 77.18 |
|
| Voyager Technologies Inc Com Cl A Stock (VOYG) | 1.2 | $1.8M | NEW | 78k | 23.39 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 1.2 | $1.8M | -43% | 4.9k | 370.68 |
|
| Nvidia Corp Stock (NVDA) | 0.9 | $1.4M | -41% | 8.2k | 174.40 |
|
| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.9 | $1.4M | 3.0k | 463.19 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 0.8 | $1.1M | +4% | 3.9k | 294.13 |
|
| Google Stock (GOOGL) | 0.7 | $1.1M | -38% | 4.0k | 287.54 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.7 | $1.0M | -73% | 21k | 49.89 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.7 | $1.0M | NEW | 15k | 69.75 |
|
| Vanguard European Etf (VGK) | 0.6 | $917k | +319% | 11k | 82.43 |
|
| Ishares Core Msci International Developed Markets Etf Etf (IDEV) | 0.6 | $874k | 11k | 83.57 |
|
|
| Vanguard Extended Market Etf Etf (VXF) | 0.5 | $795k | -5% | 3.9k | 205.80 |
|
| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.5 | $778k | -24% | 1.3k | 616.76 |
|
| Johnson & Johnson Stock (JNJ) | 0.4 | $614k | -33% | 2.5k | 244.46 |
|
| General Dynamics Corp Stock (GD) | 0.4 | $554k | -19% | 1.6k | 343.22 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.4 | $552k | -14% | 4.4k | 124.31 |
|
| Waste Management Stock (WM) | 0.4 | $552k | -10% | 2.4k | 229.76 |
|
| Exxon Mobil Corp Stock (XOM) | 0.3 | $519k | 3.1k | 169.65 |
|
|
| Vanguard Total Stk Mkt Etf (VTI) | 0.3 | $512k | -36% | 1.6k | 320.89 |
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.3 | $511k | NEW | 3.8k | 132.90 |
|
| Tjx Cos Stock (TJX) | 0.3 | $503k | -15% | 3.2k | 159.70 |
|
| Procter & Gamble Stock (PG) | 0.3 | $483k | -13% | 3.3k | 144.43 |
|
| Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) | 0.3 | $471k | NEW | 4.9k | 95.44 |
|
| Avantis U.s. Large Cap Value Etf Etf (AVLV) | 0.3 | $407k | 5.0k | 80.61 |
|
|
| Ishares Msci Japan Etf Etf (EWJ) | 0.3 | $402k | NEW | 4.8k | 84.44 |
|
| Pepsico Stock (PEP) | 0.3 | $383k | -9% | 2.5k | 155.31 |
|
| Royal Bank Of Canada Stock (RY) | 0.2 | $339k | -8% | 2.1k | 161.78 |
|
| Manulife Finl Corp Stock (MFC) | 0.2 | $339k | 9.8k | 34.44 |
|
|
| Tempur Pedic Intl Stock (SGI) | 0.2 | $334k | +58% | 4.5k | 73.92 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.2 | $320k | -38% | 559.00 | 572.13 |
|
| Walmart Stock (WMT) | 0.2 | $315k | -13% | 2.5k | 124.28 |
|
| State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.2 | $305k | 3.2k | 95.72 |
|
|
| Applovin Corp Com Cl A Stock (APP) | 0.2 | $282k | +8% | 709.00 | 398.00 |
|
| Jpmorgan Betabuilders Canada Etf Etf (BBCA) | 0.2 | $282k | NEW | 3.0k | 94.06 |
|
| Avago Technologies Stock (AVGO) | 0.2 | $267k | -49% | 863.00 | 309.51 |
|
| Paychex Stock (PAYX) | 0.2 | $258k | 2.8k | 92.12 |
|
|
| Linde Stock (LIN) | 0.2 | $258k | -4% | 520.00 | 495.56 |
|
| Morgan Stanley Stock (MS) | 0.2 | $249k | -2% | 1.5k | 164.57 |
|
| Mastercard Stock (MA) | 0.2 | $246k | -39% | 493.00 | 499.66 |
|
| Abbvie Stock (ABBV) | 0.2 | $246k | -47% | 1.1k | 217.58 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $244k | -60% | 2.5k | 97.13 |
|
| Palo Alto Networks Stock (PANW) | 0.2 | $235k | -22% | 1.5k | 160.32 |
|
| Novartis Adr (NVS) | 0.1 | $224k | 1.5k | 152.75 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $220k | 1.0k | 215.03 |
|
|
| Zillow Group Inc Cl C Cap Stk Stock (Z) | 0.1 | $219k | NEW | 5.3k | 41.38 |
|
| Rockwell Automation Stock (ROK) | 0.1 | $215k | -10% | 600.00 | 358.88 |
|
| Qualcomm Stock (QCOM) | 0.1 | $213k | -27% | 1.7k | 128.80 |
|
| Southern Stock (SO) | 0.1 | $213k | NEW | 2.2k | 96.52 |
|
| Booking Holdings Stock (BKNG) | 0.1 | $206k | -30% | 49.00 | 4210.33 |
|
| Coca Cola Stock (KO) | 0.1 | $204k | -28% | 2.7k | 76.06 |
|
Past Filings by Fiduciary Wealth Partners
SEC 13F filings are viewable for Fiduciary Wealth Partners going back to 2015
- Fiduciary Wealth Partners 2026 Q1 filed May 7, 2026
- 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