Fiduciary Wealth Partners

Fiduciary Wealth Partners as of Dec. 31, 2025

Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 89 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 31.0 $76M 120k 627.13
Vanguard Ftse Developed Markets Etf Etf (VEA) 17.3 $42M 676k 62.47
Vanguard Small Cap Etf Etf (VB) 7.5 $18M 71k 257.95
Vanguard Mid Cap Etf Etf (VO) 6.0 $15M 51k 290.22
Vanguard Intermediate-term Bond Etf (BIV) 4.1 $9.9M 128k 77.88
Apple Stock (AAPL) 3.0 $7.2M 27k 271.86
Spdr S&p 500 Etf Trust Etf (SPY) 2.2 $5.3M 7.8k 681.89
Microsoft Stock (MSFT) 2.0 $4.8M 9.9k 483.63
Ishares Russell 1000 Value Etf Etf (IWD) 1.8 $4.4M 21k 210.34
Ishares Russell 1000 Growth Etf Etf (IWF) 1.8 $4.3M 9.1k 473.30
Powershares Qqq Tr Etf (QQQ) 1.6 $4.0M 6.4k 614.31
Vanguard Tax-exempt Bond Etf Etf (VTEB) 1.6 $4.0M 79k 50.29
Ishares Russell 3000 Etf Etf (IWV) 1.4 $3.4M 8.7k 386.85
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.3 $3.1M 57k 53.76
Nvidia Corp Stock (NVDA) 1.1 $2.6M 14k 186.50
Amazon.com Stock (AMZN) 1.0 $2.5M 11k 230.82
Google Stock (GOOGL) 0.8 $2.0M 6.5k 313.02
Ishares Russell 1000 Etf Etf (IWB) 0.8 $1.9M 5.0k 373.45
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.6 $1.4M 3.0k 480.57
Jpmorgan Chase & Co Stock (JPM) 0.5 $1.2M 3.7k 322.18
Home Depot Stock (HD) 0.5 $1.2M 3.4k 344.14
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.4 $1.0M 3.3k 313.82
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.4 $1.0M 1.7k 603.28
Vanguard Esg International Stock Etf Etf (VSGX) 0.4 $914k 13k 71.62
Revvity Stock (RVTY) 0.4 $898k 9.3k 96.75
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.4 $862k 11k 82.48
Vanguard Extended Market Etf Etf (VXF) 0.4 $856k 4.1k 209.12
Vanguard Total Stk Mkt Etf (VTI) 0.3 $836k 2.5k 335.27
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.3 $800k 6.6k 120.96
Johnson & Johnson Stock (JNJ) 0.3 $786k 3.8k 206.96
General Dynamics Corp Stock (GD) 0.3 $675k 2.0k 336.66
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $623k 5.2k 120.18
Ishares Msci Eafe Etf Etf (EFA) 0.2 $605k 6.3k 96.03
Meta Platforms Inc Cl A Stock (META) 0.2 $599k 908.00 659.90
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $596k 1.2k 502.65
Avago Technologies Stock (AVGO) 0.2 $591k 1.7k 346.16
Waste Management Stock (WM) 0.2 $588k 2.7k 219.68
Tjx Cos Stock (TJX) 0.2 $576k 3.7k 153.61
Lam Research Corp Stock (LRCX) 0.2 $569k 3.3k 171.19
Procter & Gamble Stock (PG) 0.2 $554k 3.9k 143.31
Intuit Stock (INTU) 0.2 $494k 745.00 662.45
Abbvie Stock (ABBV) 0.2 $489k 2.1k 228.52
Mastercard Stock (MA) 0.2 $469k 821.00 570.93
Applied Matls Stock (AMAT) 0.2 $466k 1.8k 256.97
Costco Wholesale Corp Stock (COST) 0.2 $462k 536.00 862.34
Ishares Msci Japan Small-cap Etf Etf (SCJ) 0.2 $450k 4.9k 91.81
Vanguard Russell 3000 Etf Etf (VTHR) 0.2 $447k 1.5k 300.37
Applovin Corp Com Cl A Stock (APP) 0.2 $440k 653.00 673.82
Amgen Stock (AMGN) 0.2 $434k 1.3k 327.31
Caterpillar Stock (CAT) 0.2 $429k 749.00 573.23
Oracle Corporation Stock (ORCL) 0.2 $413k 2.1k 194.91
Royal Bank Of Canada Stock (RY) 0.2 $391k 2.3k 170.49
Pepsico Stock (PEP) 0.2 $389k 2.7k 143.53
Intl Business Machines Stock (IBM) 0.2 $388k 1.3k 296.22
Qualcomm Stock (QCOM) 0.2 $388k 2.3k 171.04
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.2 $382k 5.0k 75.77
Salesforce Stock (CRM) 0.2 $375k 1.4k 264.86
Booking Holdings Stock (BKNG) 0.2 $375k 70.00 5355.33
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $366k 2.6k 141.05
Exxon Mobil Corp Stock (XOM) 0.1 $365k 3.0k 120.36
Manulife Finl Corp Stock (MFC) 0.1 $357k 9.8k 36.28
Palo Alto Networks Stock (PANW) 0.1 $350k 1.9k 184.20
Eli Lilly & Co Stock (LLY) 0.1 $348k 324.00 1075.21
Bank America Corp Stock (BAC) 0.1 $343k 6.2k 55.00
Walmart Stock (WMT) 0.1 $327k 2.9k 111.43
Paychex Stock (PAYX) 0.1 $317k 2.8k 112.18
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.1 $309k 3.2k 97.21
Tesla Motors Stock (TSLA) 0.1 $297k 661.00 449.72
Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $279k 1.0k 268.19
Morgan Stanley Stock (MS) 0.1 $276k 1.6k 177.53
Intercontinental Exchange Stock (ICE) 0.1 $264k 1.6k 161.96
Coca Cola Stock (KO) 0.1 $262k 3.8k 69.90
Rockwell Automation Stock (ROK) 0.1 $261k 670.00 389.24
Visa Stock (V) 0.1 $255k 728.00 350.78
Tempur Pedic Intl Stock (SGI) 0.1 $254k 2.8k 89.27
Oklo Inc Com Cl A Stock (OKLO) 0.1 $253k 3.5k 71.76
Capital One Financial Corp Stock (COF) 0.1 $244k 1.0k 242.24
Ishares Russell 2000 Etf Etf (IWM) 0.1 $236k 960.00 246.04
Linde Stock (LIN) 0.1 $231k 543.00 426.22
Carvana Co Cl A Stock (CVNA) 0.1 $227k 538.00 422.02
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $224k 1.0k 219.75
Vanguard European Etf (VGK) 0.1 $222k 2.7k 83.61
Merck & Co Stock (MRK) 0.1 $214k 2.0k 105.26
Danaher Corp Stock (DHR) 0.1 $212k 927.00 228.94
Medtronic Stock (MDT) 0.1 $208k 2.2k 96.06
Colgate Palmolive Stock (CL) 0.1 $208k 2.6k 79.02
Stryker Corp Stock (SYK) 0.1 $204k 580.00 351.47
Novartis Adr (NVS) 0.1 $204k 1.5k 137.87
Wells Fargo Stock (WFC) 0.1 $201k 2.2k 93.19