Fiduciary Wealth Partners

Fiduciary Wealth Partners as of March 31, 2026

Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 32.1 $49M 82k 597.55
Vanguard Ftse Developed Markets Etf Etf (VEA) 22.9 $35M 546k 64.08
Vanguard Small Cap Etf Etf (VB) 9.1 $14M 53k 261.92
Vanguard Mid Cap Etf Etf (VO) 4.1 $6.3M 22k 287.18
Apple Stock (AAPL) 2.9 $4.4M 18k 253.79
State Street Spdr S&p 500 Etf Etf (SPY) 2.7 $4.2M 6.5k 650.37
Powershares Qqq Tr Etf (QQQ) 2.6 $4.0M 7.0k 577.18
Microsoft Stock (MSFT) 1.8 $2.7M 7.3k 370.19
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.7 $2.7M 49k 54.05
Amazon.com Stock (AMZN) 1.2 $1.9M 9.1k 208.27
Vanguard Intermediate-term Bond Etf (BIV) 1.2 $1.9M 24k 77.18
Voyager Technologies Inc Com Cl A Stock (VOYG) 1.2 $1.8M 78k 23.39
Ishares Russell 3000 Etf Etf (IWV) 1.2 $1.8M 4.9k 370.68
Nvidia Corp Stock (NVDA) 0.9 $1.4M 8.2k 174.40
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.9 $1.4M 3.0k 463.19
Jpmorgan Chase & Co Stock (JPM) 0.8 $1.1M 3.9k 294.13
Google Stock (GOOGL) 0.7 $1.1M 4.0k 287.54
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.7 $1.0M 21k 49.89
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.7 $1.0M 15k 69.75
Vanguard European Etf (VGK) 0.6 $917k 11k 82.43
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.6 $874k 11k 83.57
Vanguard Extended Market Etf Etf (VXF) 0.5 $795k 3.9k 205.80
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.5 $778k 1.3k 616.76
Johnson & Johnson Stock (JNJ) 0.4 $614k 2.5k 244.46
General Dynamics Corp Stock (GD) 0.4 $554k 1.6k 343.22
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.4 $552k 4.4k 124.31
Waste Management Stock (WM) 0.4 $552k 2.4k 229.76
Exxon Mobil Corp Stock (XOM) 0.3 $519k 3.1k 169.65
Vanguard Total Stk Mkt Etf (VTI) 0.3 $512k 1.6k 320.89
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.3 $511k 3.8k 132.90
Tjx Cos Stock (TJX) 0.3 $503k 3.2k 159.70
Procter & Gamble Stock (PG) 0.3 $483k 3.3k 144.43
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 0.3 $471k 4.9k 95.44
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.3 $407k 5.0k 80.61
Ishares Msci Japan Etf Etf (EWJ) 0.3 $402k 4.8k 84.44
Pepsico Stock (PEP) 0.3 $383k 2.5k 155.31
Royal Bank Of Canada Stock (RY) 0.2 $339k 2.1k 161.78
Manulife Finl Corp Stock (MFC) 0.2 $339k 9.8k 34.44
Tempur Pedic Intl Stock (SGI) 0.2 $334k 4.5k 73.92
Meta Platforms Inc Cl A Stock (META) 0.2 $320k 559.00 572.13
Walmart Stock (WMT) 0.2 $315k 2.5k 124.28
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.2 $305k 3.2k 95.72
Applovin Corp Com Cl A Stock (APP) 0.2 $282k 709.00 398.00
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.2 $282k 3.0k 94.06
Avago Technologies Stock (AVGO) 0.2 $267k 863.00 309.51
Paychex Stock (PAYX) 0.2 $258k 2.8k 92.12
Linde Stock (LIN) 0.2 $258k 520.00 495.56
Morgan Stanley Stock (MS) 0.2 $249k 1.5k 164.57
Mastercard Stock (MA) 0.2 $246k 493.00 499.66
Abbvie Stock (ABBV) 0.2 $246k 1.1k 217.58
Ishares Msci Eafe Etf Etf (EFA) 0.2 $244k 2.5k 97.13
Palo Alto Networks Stock (PANW) 0.2 $235k 1.5k 160.32
Novartis Adr (NVS) 0.1 $224k 1.5k 152.75
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $220k 1.0k 215.03
Zillow Group Inc Cl C Cap Stk Stock (Z) 0.1 $219k 5.3k 41.38
Rockwell Automation Stock (ROK) 0.1 $215k 600.00 358.88
Qualcomm Stock (QCOM) 0.1 $213k 1.7k 128.80
Southern Stock (SO) 0.1 $213k 2.2k 96.52
Booking Holdings Stock (BKNG) 0.1 $206k 49.00 4210.33
Coca Cola Stock (KO) 0.1 $204k 2.7k 76.06