Fiduciary Wealth Partners

Fiduciary Wealth Partners as of June 30, 2025

Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 82 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 28.8 $31M 54k 568.03
Vanguard Mid Cap Etf Etf (VO) 9.4 $10M 36k 279.83
Vanguard Intermediate-term Bond Etf (BIV) 9.4 $9.9M 129k 77.34
Vanguard Ftse Developed Markets Etf Etf (VEA) 9.2 $9.8M 172k 57.01
Vanguard Small Cap Etf Etf (VB) 4.8 $5.1M 22k 236.98
Ishares Russell 1000 Value Etf Etf (IWD) 4.7 $5.0M 26k 194.23
Ishares Russell 1000 Growth Etf Etf (IWF) 3.8 $4.1M 9.6k 424.58
Vanguard Tax-exempt Bond Etf Etf (VTEB) 2.7 $2.9M 58k 49.03
Apple Stock (AAPL) 2.1 $2.3M 11k 205.17
Microsoft Stock (MSFT) 1.8 $1.9M 3.7k 497.42
Ishares Russell 1000 Etf Etf (IWB) 1.6 $1.7M 5.0k 339.57
Nvidia Corp Stock (NVDA) 1.5 $1.6M 9.9k 157.99
Home Depot Stock (HD) 1.5 $1.6M 4.3k 366.61
Vanguard Esg U.s. Stock Etf Etf (ESGV) 1.4 $1.4M 13k 109.64
Ishares Russell 3000 Etf Etf (IWV) 1.2 $1.3M 3.8k 351.00
Vanguard Esg International Stock Etf Etf (VSGX) 1.0 $1.1M 17k 65.50
Revvity Stock (RVTY) 0.8 $897k 9.3k 96.72
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.8 $849k 17k 49.46
Spdr S&p 500 Etf Trust Etf (SPY) 0.7 $775k 1.3k 617.85
Intl Business Machines Stock (IBM) 0.7 $722k 2.5k 294.78
Google Stock (GOOGL) 0.7 $715k 4.1k 176.24
Intuit Stock (INTU) 0.6 $648k 822.00 787.66
Amazon.com Stock (AMZN) 0.6 $630k 2.9k 219.39
Meta Platforms Inc Cl A Stock (META) 0.5 $569k 771.00 737.84
Ishares Msci Eafe Etf Etf (EFA) 0.5 $523k 5.8k 89.39
Jpmorgan Chase & Co Stock (JPM) 0.5 $488k 1.7k 289.97
Johnson & Johnson Stock (JNJ) 0.4 $478k 3.1k 152.76
Visa Stock (V) 0.4 $470k 1.3k 355.09
Avago Technologies Stock (AVGO) 0.4 $465k 1.7k 275.70
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $465k 2.6k 177.41
Costco Wholesale Corp Stock (COST) 0.4 $435k 439.00 989.94
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $424k 873.00 485.77
Ishares Msci Japan Small-cap Etf Etf (SCJ) 0.4 $416k 4.9k 84.89
Amgen Stock (AMGN) 0.4 $411k 1.5k 279.21
Accenture Ltd Bermuda Cl A Stock (ACN) 0.3 $370k 1.2k 298.78
Dollar Tree Stores Stock (DLTR) 0.3 $344k 3.5k 99.04
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.3 $342k 2.6k 132.14
Lam Research Corp Stock (LRCX) 0.3 $324k 3.3k 97.35
Abbvie Stock (ABBV) 0.3 $308k 1.7k 185.57
Ishares Russell 2000 Growth Etf Etf (IWO) 0.3 $287k 1.0k 285.86
Applied Matls Stock (AMAT) 0.3 $283k 1.5k 183.07
Caterpillar Stock (CAT) 0.3 $280k 721.00 388.46
Vanguard Total Stk Mkt Etf (VTI) 0.3 $274k 900.00 303.93
Coca Cola Stock (KO) 0.2 $252k 3.6k 70.74
Oracle Corporation Stock (ORCL) 0.2 $236k 1.1k 218.63
Varonis Sys Stock (VRNS) 0.2 $228k 4.5k 50.75
Philip Morris Intl Stock (PM) 0.2 $221k 1.2k 182.13
Eli Lilly & Co Stock (LLY) 0.2 $197k 252.00 780.02
Parker-hannifin Corp Stock (PH) 0.2 $190k 272.00 698.47
Capital One Financial Corp Stock (COF) 0.2 $181k 852.00 212.77
Merck & Co Stock (MRK) 0.2 $174k 2.2k 79.16
Qualcomm Stock (QCOM) 0.2 $171k 1.1k 159.20
Ishares Russell 2000 Etf Etf (IWM) 0.1 $114k 530.00 215.79
Powershares Qqq Tr Etf (QQQ) 0.1 $110k 200.00 551.64
Procter And Gamble Stock (PG) 0.1 $107k 673.00 159.30
Extra Space Storage Reit (EXR) 0.1 $89k 600.00 147.44
General Dynamics Corp Stock (GD) 0.1 $82k 281.00 291.66
Royal Bank Of Canada Stock (RY) 0.1 $77k 585.00 131.55
Netflix Stock (NFLX) 0.1 $76k 57.00 1339.12
Tjx Cos Stock (TJX) 0.1 $64k 519.00 123.49
Honeywell Intl Stock (HON) 0.1 $62k 268.00 232.88
Colgate Palmolive Stock (CL) 0.1 $55k 608.00 90.90
Exxon Mobil Corp Stock (XOM) 0.0 $30k 277.00 107.80
Pepsico Stock (PEP) 0.0 $25k 189.00 131.94
Paychex Stock (PAYX) 0.0 $20k 139.00 145.46
Disney Walt Stock (DIS) 0.0 $19k 149.00 124.01
Eaton Corp Stock (ETN) 0.0 $17k 47.00 357.00
Waste Management Stock (WM) 0.0 $11k 46.00 228.83
Southern Stock (SO) 0.0 $7.3k 80.00 91.83
Applovin Corp Com Cl A Stock (APP) 0.0 $700.000000 2.00 350.00
Mastercard Stock (MA) 0.0 $0 0 0.00
Salesforce Stock (CRM) 0.0 $0 0 0.00
Manulife Finl Corp Stock (MFC) 0.0 $0 0 0.00
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $0 0 0.00
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $0 0 0.00
Tesla Motors Stock (TSLA) 0.0 $0 0 0.00
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.0 $0 0 0.00
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $0 0 0.00
Vanguard Extended Market Etf Etf (VXF) 0.0 $0 0 0.00
Vanguard European Etf (VGK) 0.0 $0 0 0.00
Vanguard Russell 3000 Etf Etf (VTHR) 0.0 $0 0 0.00
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $0 0 0.00