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, QQQ, and represent 75.89% of Fiduciary Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: QQQ, SPY, AAPL, MSFT, DIA, IWV, AMZN, VWO, VXF, NVDA.
- Started 59 new stock positions in MA, IP, IWO, GD, QCOM, HD, JNK, SPY, KO, IWB.
- Reduced shares in these 7 stocks: VOO (-$25M), VEA (-$7.8M), VO (-$5.2M), VB, BND, VTI, BIV.
- Sold out of its positions in BIV, BND.
- Fiduciary Wealth Partners was a net seller of stock by $-9.4M.
- Fiduciary Wealth Partners has $116M in assets under management (AUM), dropping by 54.41%.
- Central Index Key (CIK): 0001666504
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Portfolio Holdings for Fiduciary Wealth Partners
Fiduciary Wealth Partners holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 33.0 | $38M | -39% | 74k | 513.91 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 23.2 | $27M | -22% | 529k | 50.83 |
|
| Vanguard Small Cap Etf Etf (VB) | 10.4 | $12M | -15% | 54k | 221.75 |
|
| Vanguard Mid Cap Etf Etf (VO) | 5.5 | $6.3M | -44% | 25k | 258.62 |
|
| Powershares Qqq Tr Etf (QQQ) | 3.8 | $4.4M | NEW | 9.3k | 468.92 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 3.1 | $3.6M | NEW | 6.5k | 559.37 |
|
| Apple Stock (AAPL) | 3.1 | $3.6M | NEW | 16k | 222.13 |
|
| Microsoft Stock (MSFT) | 2.1 | $2.4M | NEW | 6.4k | 375.39 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 1.6 | $1.8M | NEW | 4.3k | 419.88 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 1.5 | $1.7M | NEW | 5.5k | 317.64 |
|
| Amazon.com Stock (AMZN) | 1.3 | $1.5M | NEW | 8.1k | 190.26 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.2 | $1.4M | +151% | 30k | 45.26 |
|
| Vanguard Extended Market Etf Etf (VXF) | 0.6 | $697k | NEW | 4.0k | 172.24 |
|
| Nvidia Corp Stock (NVDA) | 0.6 | $691k | NEW | 6.4k | 108.38 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.5 | $542k | NEW | 2.2k | 245.25 |
|
| Google Stock (GOOGL) | 0.4 | $515k | NEW | 3.3k | 154.65 |
|
| Procter And Gamble Stock (PG) | 0.4 | $457k | NEW | 2.7k | 170.42 |
|
| Waste Management Stock (WM) | 0.4 | $448k | NEW | 1.9k | 231.47 |
|
| Vanguard Total Stk Mkt Etf (VTI) | 0.4 | $444k | -37% | 1.6k | 274.82 |
|
| Paychex Stock (PAYX) | 0.4 | $434k | NEW | 2.8k | 154.28 |
|
| Vanguard Russell 3000 Etf Etf (VTHR) | 0.3 | $367k | NEW | 1.5k | 246.79 |
|
| General Dynamics Corp Stock (GD) | 0.3 | $324k | NEW | 1.2k | 272.58 |
|
| Manulife Finl Corp Stock (MFC) | 0.3 | $306k | NEW | 9.8k | 31.15 |
|
| Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.3 | $304k | NEW | 3.2k | 95.30 |
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $303k | NEW | 1.8k | 165.84 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.3 | $300k | NEW | 520.00 | 576.36 |
|
| Honeywell Intl Stock (HON) | 0.3 | $292k | NEW | 1.4k | 211.75 |
|
| Tjx Cos Stock (TJX) | 0.2 | $284k | NEW | 2.3k | 121.80 |
|
| Amgen Stock (AMGN) | 0.2 | $280k | NEW | 899.00 | 311.55 |
|
| Pepsico Stock (PEP) | 0.2 | $268k | NEW | 1.8k | 149.96 |
|
| Qualcomm Stock (QCOM) | 0.2 | $268k | NEW | 1.7k | 153.63 |
|
| Abbvie Stock (ABBV) | 0.2 | $242k | NEW | 1.2k | 209.43 |
|
| Royal Bank Of Canada Stock (RY) | 0.2 | $236k | NEW | 2.1k | 112.72 |
|
| Exxon Mobil Corp Stock (XOM) | 0.2 | $234k | NEW | 2.0k | 118.90 |
|
| Mastercard Stock (MA) | 0.2 | $226k | NEW | 413.00 | 548.21 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.2 | $220k | NEW | 413.00 | 533.48 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $218k | NEW | 410.00 | 532.58 |
|
| Eli Lilly & Co Stock (LLY) | 0.2 | $218k | NEW | 264.00 | 825.91 |
|
| Ishares S&p Smallcap 600 Etf Etf (IJR) | 0.2 | $217k | NEW | 2.1k | 104.57 |
|
| International Paper Stock (IP) | 0.2 | $216k | NEW | 4.0k | 53.35 |
|
| Colgate Palmolive Stock (CL) | 0.2 | $214k | NEW | 2.3k | 93.70 |
|
| Southern Stock (SO) | 0.2 | $204k | NEW | 2.2k | 91.95 |
|
| Extra Space Storage Reit (EXR) | 0.2 | $192k | NEW | 1.3k | 148.49 |
|
| Avago Technologies Stock (AVGO) | 0.2 | $192k | NEW | 1.1k | 167.43 |
|
| Costco Wholesale Corp Stock (COST) | 0.1 | $170k | NEW | 180.00 | 945.78 |
|
| Oracle Corporation Stock (ORCL) | 0.1 | $169k | NEW | 1.2k | 139.81 |
|
| Netflix Stock (NFLX) | 0.1 | $158k | NEW | 169.00 | 932.53 |
|
| Coca Cola Stock (KO) | 0.1 | $153k | NEW | 2.1k | 71.62 |
|
| Unitedhealth Group Stock (UNH) | 0.1 | $151k | NEW | 288.00 | 524.12 |
|
| Home Depot Stock (HD) | 0.1 | $121k | NEW | 331.00 | 366.23 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $111k | NEW | 701.00 | 158.63 |
|
| Visa Stock (V) | 0.1 | $85k | NEW | 243.00 | 350.46 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $84k | NEW | 535.00 | 156.23 |
|
| Merck & Co Stock (MRK) | 0.0 | $48k | NEW | 533.00 | 89.76 |
|
| Applied Matls Stock (AMAT) | 0.0 | $46k | NEW | 315.00 | 145.07 |
|
| Ishares Russell 1000 Etf Etf (IWB) | 0.0 | $45k | NEW | 148.00 | 306.70 |
|
| Accenture Ltd Bermuda Cl A Stock (ACN) | 0.0 | $45k | NEW | 145.00 | 312.04 |
|
| Caterpillar Stock (CAT) | 0.0 | $45k | NEW | 137.00 | 329.80 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $36k | NEW | 435.00 | 81.80 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $15k | NEW | 200.00 | 72.70 |
|
| Intuit Stock (INTU) | 0.0 | $6.1k | NEW | 10.00 | 614.00 |
|
| Dollar Tree Stores Stock (DLTR) | 0.0 | $5.5k | NEW | 73.00 | 75.07 |
|
| Intl Business Machines Stock (IBM) | 0.0 | $4.2k | NEW | 17.00 | 248.65 |
|
| Xylem Stock (XYL) | 0.0 | $1.4k | NEW | 12.00 | 119.50 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $256.000000 | NEW | 1.00 | 256.00 |
|
Past Filings by Fiduciary Wealth Partners
SEC 13F filings are viewable for Fiduciary Wealth Partners going back to 2015
- 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