Fiduciary Wealth Partners

Fiduciary Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 91 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 31.3 $75M 122k 612.38
Vanguard Ftse Developed Markets Etf Etf (VEA) 16.4 $39M 653k 59.92
Vanguard Small Cap Etf Etf (VB) 7.6 $18M 71k 254.28
Vanguard Mid Cap Etf Etf (VO) 6.7 $16M 54k 293.74
Vanguard Intermediate-term Bond Etf (BIV) 4.1 $9.7M 124k 78.09
Apple Stock (AAPL) 2.9 $6.9M 27k 254.63
Spdr S&p 500 Etf Trust Etf (SPY) 2.2 $5.2M 7.7k 666.14
Microsoft Stock (MSFT) 2.2 $5.1M 9.9k 517.97
Ishares Russell 1000 Growth Etf Etf (IWF) 1.8 $4.3M 9.1k 468.41
Ishares Russell 1000 Value Etf Etf (IWD) 1.8 $4.2M 21k 203.59
Powershares Qqq Tr Etf (QQQ) 1.6 $3.9M 6.4k 600.37
Ishares Russell 3000 Etf Etf (IWV) 1.5 $3.5M 9.2k 378.94
Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.1 $2.7M 53k 50.07
Nvidia Corp Stock (NVDA) 1.1 $2.6M 14k 186.58
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.1 $2.5M 47k 54.18
Amazon.com Stock (AMZN) 1.0 $2.4M 11k 219.57
Ishares Russell 1000 Etf Etf (IWB) 0.8 $1.8M 5.0k 365.46
Google Stock (GOOGL) 0.7 $1.6M 6.5k 243.10
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.6 $1.4M 3.0k 463.74
Home Depot Stock (HD) 0.6 $1.4M 3.4k 405.24
Jpmorgan Chase & Co Stock (JPM) 0.5 $1.3M 4.0k 315.47
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.4 $998k 1.7k 596.03
Vanguard Esg International Stock Etf Etf (VSGX) 0.4 $885k 13k 69.37
Vanguard Extended Market Etf Etf (VXF) 0.4 $854k 4.1k 209.36
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.4 $838k 11k 80.17
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $821k 3.4k 243.57
Vanguard Total Stk Mkt Etf (VTI) 0.3 $818k 2.5k 328.21
Revvity Stock (RVTY) 0.3 $813k 9.3k 87.65
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.3 $783k 6.6k 118.44
Johnson & Johnson Stock (JNJ) 0.3 $715k 3.9k 185.43
General Dynamics Corp Stock (GD) 0.3 $689k 2.0k 341.00
Meta Platforms Inc Cl A Stock (META) 0.3 $681k 927.00 734.17
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $631k 1.3k 502.74
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $616k 5.2k 118.83
Procter And Gamble Stock (PG) 0.3 $608k 4.0k 153.65
Oracle Corporation Stock (ORCL) 0.3 $602k 2.1k 281.24
Waste Management Stock (WM) 0.2 $591k 2.7k 220.80
Ishares Msci Eafe Etf Etf (EFA) 0.2 $588k 6.3k 93.37
Avago Technologies Stock (AVGO) 0.2 $568k 1.7k 329.97
Tjx Cos Stock (TJX) 0.2 $544k 3.8k 144.54
Intuit Stock (INTU) 0.2 $509k 745.00 682.94
Abbvie Stock (ABBV) 0.2 $502k 2.2k 231.52
Costco Wholesale Corp Stock (COST) 0.2 $501k 541.00 925.63
Mastercard Stock (MA) 0.2 $472k 829.00 568.86
Applovin Corp Com Cl A Stock (APP) 0.2 $466k 649.00 718.54
Ishares Msci Japan Small-cap Etf Etf (SCJ) 0.2 $451k 4.9k 92.04
Lam Research Corp Stock (LRCX) 0.2 $445k 3.3k 133.91
Vanguard Russell 3000 Etf Etf (VTHR) 0.2 $438k 1.5k 294.29
Oklo Inc Com Cl A Stock (OKLO) 0.2 $394k 3.5k 111.63
Qualcomm Stock (QCOM) 0.2 $389k 2.3k 166.35
Palo Alto Networks Stock (PANW) 0.2 $387k 1.9k 203.62
Pepsico Stock (PEP) 0.2 $385k 2.7k 140.45
Booking Holdings Stock (BKNG) 0.2 $383k 71.00 5399.27
Amgen Stock (AMGN) 0.2 $383k 1.4k 282.20
Applied Matls Stock (AMAT) 0.2 $375k 1.8k 204.73
Intl Business Machines Stock (IBM) 0.2 $375k 1.3k 282.16
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.2 $365k 5.0k 72.26
Caterpillar Stock (CAT) 0.2 $362k 758.00 477.45
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.2 $362k 2.6k 139.67
Exxon Mobil Corp Stock (XOM) 0.2 $362k 3.2k 112.76
Paychex Stock (PAYX) 0.2 $360k 2.8k 126.76
Salesforce Stock (CRM) 0.1 $352k 1.5k 236.94
Coca Cola Stock (KO) 0.1 $340k 5.1k 66.31
Royal Bank Of Canada Stock (RY) 0.1 $338k 2.3k 147.32
Bank America Corp Stock (BAC) 0.1 $335k 6.5k 51.59
Walmart Stock (WMT) 0.1 $316k 3.1k 103.08
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.1 $312k 3.2k 97.99
Manulife Finl Corp Stock (MFC) 0.1 $306k 9.8k 31.15
Tesla Motors Stock (TSLA) 0.1 $295k 664.00 444.72
Intercontinental Exchange Stock (ICE) 0.1 $276k 1.6k 168.48
Linde Stock (LIN) 0.1 $264k 555.00 474.82
Blackrock Stock (BLK) 0.1 $260k 223.00 1165.35
Varonis Sys Stock (VRNS) 0.1 $259k 4.5k 57.47
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $257k 1.0k 246.50
Morgan Stanley Stock (MS) 0.1 $252k 1.6k 158.96
Visa Stock (V) 0.1 $245k 717.00 341.45
Eli Lilly & Co Stock (LLY) 0.1 $244k 320.00 763.38
Tempur Pedic Intl Stock (SGI) 0.1 $240k 2.8k 84.32
Rockwell Automation Stock (ROK) 0.1 $239k 682.00 349.68
Ishares Russell 2000 Etf Etf (IWM) 0.1 $232k 958.00 242.04
Capital One Financial Corp Stock (COF) 0.1 $228k 1.1k 212.49
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $220k 1.0k 215.76
Dollar Tree Stores Stock (DLTR) 0.1 $219k 2.3k 94.37
Colgate Palmolive Stock (CL) 0.1 $218k 2.7k 79.94
Nextera Energy Stock (NEE) 0.1 $217k 2.9k 75.48
Stryker Corp Stock (SYK) 0.1 $216k 584.00 369.67
Vanguard European Etf (VGK) 0.1 $212k 2.7k 79.80
Southern Stock (SO) 0.1 $212k 2.2k 94.77
Medtronic Stock (MDT) 0.1 $210k 2.2k 95.24
Marsh & Mclennan Cos Stock (MMC) 0.1 $205k 1.0k 201.62
Disney Walt Stock (DIS) 0.1 $203k 1.8k 114.49