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Fiduciary Wealth Partners

Latest statistics and disclosures from Fiduciary Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VEA, SGOV, VB, AAPL, and represent 69.24% of Fiduciary Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$15M), VO, Exxon Mobil Corp, TSPA, LLY, BAC, IJH, MU, AMAT, ITW.
Started 11 new stock positions in IJH, CL, Exxon Mobil Corp, ITW, ETN, SGOV, LLY, AMAT, MU, TSPA. BAC.
Reduced shares in these 10 stocks: VB, VOO, VEA, QQQ, , BIV, Z, XLK, VGK, IEMG.
Sold out of its positions in XOM, Z.
Fiduciary Wealth Partners was a net buyer of stock by $14M.
Fiduciary Wealth Partners has $182M in assets under management (AUM), dropping by 18.89%.
Central Index Key (CIK): 0001666504

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Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Etf (VOO)	30.1	$55M	-2%	80k	686.81	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	20.9	$38M	-2%	532k	71.25	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	8.1	$15M	NEW	145k	100.67	View chart
Vanguard Small Cap Etf Etf (VB)	7.4	$13M	-16%	44k	303.12	View chart
Apple Stock (AAPL)	2.8	$5.1M		18k	289.36	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	2.7	$4.8M		6.5k	746.75	View chart
Powershares Qqq Tr Etf (QQQ)	2.5	$4.6M	-10%	6.3k	736.40	View chart
Vanguard Mid Cap Etf Etf (VO)	2.5	$4.6M	+156%	57k	80.57	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.6	$2.9M		49k	59.69	View chart
Microsoft Stock (MSFT)	1.5	$2.7M		7.4k	373.00	View chart
Voyager Technologies Inc Com Cl A Stock (VOYG)	1.4	$2.5M		78k	32.25	View chart
Amazon.com Stock (AMZN)	1.2	$2.2M		9.2k	238.34	View chart
Ishares Russell 3000 Etf Etf (IWV)	1.1	$2.1M		4.9k	426.40	View chart
Nvidia Corp Stock (NVDA)	0.9	$1.7M	+3%	8.5k	200.09	View chart
Vanguard Intermediate-term Bond Etf (BIV)	0.9	$1.6M	-13%	21k	76.70	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.9	$1.6M		3.0k	522.39	View chart
Google Stock (GOOGL)	0.8	$1.5M	+2%	4.1k	357.34	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$1.3M		3.9k	327.32	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.7	$1.2M	+12%	24k	50.58	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.7	$1.2M	-2%	14k	82.84	View chart
Vanguard Extended Market Etf Etf (VXF)	0.5	$946k		3.8k	246.20	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.5	$931k		11k	89.01	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.5	$887k		1.3k	703.34	View chart
Vanguard European Etf (VGK)	0.5	$842k	-14%	9.5k	88.54	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.4	$659k		4.4k	148.31	View chart
Johnson & Johnson Stock (JNJ)	0.4	$647k		2.5k	253.93	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.3	$590k		1.6k	369.99	View chart
General Dynamics Corp Stock (GD)	0.3	$573k		1.6k	354.24	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$548k	-25%	2.9k	190.52	View chart
Waste Management Stock (WM)	0.3	$537k		2.4k	222.85	View chart
Palo Alto Networks Stock (PANW)	0.3	$503k		1.5k	341.02	View chart
Procter & Gamble Stock (PG)	0.3	$494k		3.4k	146.66	View chart
Tjx Cos Stock (TJX)	0.3	$480k		3.2k	151.50	View chart
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF)	0.3	$467k		4.9k	94.57	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.3	$460k		5.0k	91.21	View chart
Royal Bank Of Canada Stock (RY)	0.2	$434k		2.1k	206.97	View chart
Exxonmobil Holdings Corp Stock	0.2	$428k	NEW	3.1k	136.71	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.2	$422k	-4%	4.5k	93.27	View chart
Tempur Pedic Intl Stock (SGI)	0.2	$417k	+17%	5.3k	78.40	View chart
Manulife Finl Corp Stock (MFC)	0.2	$398k		9.8k	40.51	View chart
Applovin Corp Com Cl A Stock (APP)	0.2	$390k	+6%	756.00	515.23	View chart
Avago Technologies Stock (AVGO)	0.2	$352k	+7%	931.00	377.75	View chart
Pepsico Stock (PEP)	0.2	$336k		2.5k	135.41	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$332k	+5%	589.00	563.29	View chart
Morgan Stanley Stock (MS)	0.2	$319k		1.5k	209.04	View chart
Qualcomm Stock (QCOM)	0.2	$308k		1.7k	184.82	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$307k		3.2k	96.37	View chart
Rockwell Automation Stock (ROK)	0.2	$299k		603.00	495.08	View chart
T. Rowe Price U.s. Equity Research Etf Etf (TSPA)	0.2	$296k	NEW	6.2k	47.53	View chart
Walmart Stock (WMT)	0.2	$295k	+2%	2.6k	113.26	View chart
Abbvie Stock (ABBV)	0.2	$292k	+2%	1.2k	251.70	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.2	$288k	-3%	2.9k	99.40	View chart
Paychex Stock (PAYX)	0.2	$276k		2.8k	98.33	View chart
Linde Stock (LIN)	0.2	$273k		527.00	518.73	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$262k		2.5k	103.88	View chart
Mastercard Stock (MA)	0.1	$259k	+2%	505.00	513.60	View chart
Eli Lilly & Co Stock (LLY)	0.1	$256k	NEW	213.00	1199.43	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$242k		1.0k	236.59	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$231k	NEW	4.1k	56.98	View chart
Novartis Adr (NVS)	0.1	$229k		1.5k	156.72	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$223k	NEW	2.9k	77.11	View chart
Coca Cola Stock (KO)	0.1	$223k	+2%	2.7k	81.26	View chart
Micron Technology Stock (MU)	0.1	$223k	NEW	193.00	1154.29	View chart
Applied Matls Stock (AMAT)	0.1	$220k	NEW	305.00	722.74	View chart
Booking Holdings Stock (BKNG)	0.1	$218k	+2400%	1.2k	178.24	View chart
Southern Stock (SO)	0.1	$213k		2.2k	95.71	View chart
Illinois Tool Wks Stock (ITW)	0.1	$210k	NEW	778.00	270.37	View chart
Colgate Palmolive Stock (CL)	0.1	$209k	NEW	2.3k	91.68	View chart
Eaton Corp Stock (ETN)	0.1	$205k	NEW	481.00	426.12	View chart

Past Filings by Fiduciary Wealth Partners

SEC 13F filings are viewable for Fiduciary Wealth Partners going back to 2015

Fiduciary Wealth Partners 2026 Q2 filed July 29, 2026
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

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