Fiduciary Wealth Partners

Fiduciary Wealth Partners as of June 30, 2026

Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 30.1 $55M 80k 686.81
Vanguard Ftse Developed Markets Etf Etf (VEA) 20.9 $38M 532k 71.25
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 8.1 $15M 145k 100.67
Vanguard Small Cap Etf Etf (VB) 7.4 $13M 44k 303.12
Apple Stock (AAPL) 2.8 $5.1M 18k 289.36
State Street Spdr S&p 500 Etf Etf (SPY) 2.7 $4.8M 6.5k 746.75
Powershares Qqq Tr Etf (QQQ) 2.5 $4.6M 6.3k 736.40
Vanguard Mid Cap Etf Etf (VO) 2.5 $4.6M 57k 80.57
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.6 $2.9M 49k 59.69
Microsoft Stock (MSFT) 1.5 $2.7M 7.4k 373.00
Voyager Technologies Inc Com Cl A Stock (VOYG) 1.4 $2.5M 78k 32.25
Amazon.com Stock (AMZN) 1.2 $2.2M 9.2k 238.34
Ishares Russell 3000 Etf Etf (IWV) 1.1 $2.1M 4.9k 426.40
Nvidia Corp Stock (NVDA) 0.9 $1.7M 8.5k 200.09
Vanguard Intermediate-term Bond Etf (BIV) 0.9 $1.6M 21k 76.70
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.9 $1.6M 3.0k 522.39
Google Stock (GOOGL) 0.8 $1.5M 4.1k 357.34
Jpmorgan Chase & Co Stock (JPM) 0.7 $1.3M 3.9k 327.32
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.7 $1.2M 24k 50.58
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.7 $1.2M 14k 82.84
Vanguard Extended Market Etf Etf (VXF) 0.5 $946k 3.8k 246.20
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.5 $931k 11k 89.01
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.5 $887k 1.3k 703.34
Vanguard European Etf (VGK) 0.5 $842k 9.5k 88.54
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.4 $659k 4.4k 148.31
Johnson & Johnson Stock (JNJ) 0.4 $647k 2.5k 253.93
Vanguard Total Stk Mkt Etf (VTI) 0.3 $590k 1.6k 369.99
General Dynamics Corp Stock (GD) 0.3 $573k 1.6k 354.24
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.3 $548k 2.9k 190.52
Waste Management Stock (WM) 0.3 $537k 2.4k 222.85
Palo Alto Networks Stock (PANW) 0.3 $503k 1.5k 341.02
Procter & Gamble Stock (PG) 0.3 $494k 3.4k 146.66
Tjx Cos Stock (TJX) 0.3 $480k 3.2k 151.50
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 0.3 $467k 4.9k 94.57
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.3 $460k 5.0k 91.21
Royal Bank Of Canada Stock (RY) 0.2 $434k 2.1k 206.97
Exxonmobil Holdings Corp Stock 0.2 $428k 3.1k 136.71
Ishares Msci Japan Etf Etf (EWJ) 0.2 $422k 4.5k 93.27
Tempur Pedic Intl Stock (SGI) 0.2 $417k 5.3k 78.40
Manulife Finl Corp Stock (MFC) 0.2 $398k 9.8k 40.51
Applovin Corp Com Cl A Stock (APP) 0.2 $390k 756.00 515.23
Avago Technologies Stock (AVGO) 0.2 $352k 931.00 377.75
Pepsico Stock (PEP) 0.2 $336k 2.5k 135.41
Meta Platforms Inc Cl A Stock (META) 0.2 $332k 589.00 563.29
Morgan Stanley Stock (MS) 0.2 $319k 1.5k 209.04
Qualcomm Stock (QCOM) 0.2 $308k 1.7k 184.82
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.2 $307k 3.2k 96.37
Rockwell Automation Stock (ROK) 0.2 $299k 603.00 495.08
T. Rowe Price U.s. Equity Research Etf Etf (TSPA) 0.2 $296k 6.2k 47.53
Walmart Stock (WMT) 0.2 $295k 2.6k 113.26
Abbvie Stock (ABBV) 0.2 $292k 1.2k 251.70
Jpmorgan Betabuilders Canada Etf Etf (BBCA) 0.2 $288k 2.9k 99.40
Paychex Stock (PAYX) 0.2 $276k 2.8k 98.33
Linde Stock (LIN) 0.2 $273k 527.00 518.73
Ishares Msci Eafe Etf Etf (EFA) 0.1 $262k 2.5k 103.88
Mastercard Stock (MA) 0.1 $259k 505.00 513.60
Eli Lilly & Co Stock (LLY) 0.1 $256k 213.00 1199.43
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $242k 1.0k 236.59
Bank Of Amer Corp Stock (BAC) 0.1 $231k 4.1k 56.98
Novartis Adr (NVS) 0.1 $229k 1.5k 156.72
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $223k 2.9k 77.11
Coca Cola Stock (KO) 0.1 $223k 2.7k 81.26
Micron Technology Stock (MU) 0.1 $223k 193.00 1154.29
Applied Matls Stock (AMAT) 0.1 $220k 305.00 722.74
Booking Holdings Stock (BKNG) 0.1 $218k 1.2k 178.24
Southern Stock (SO) 0.1 $213k 2.2k 95.71
Illinois Tool Wks Stock (ITW) 0.1 $210k 778.00 270.37
Colgate Palmolive Stock (CL) 0.1 $209k 2.3k 91.68
Eaton Corp Stock (ETN) 0.1 $205k 481.00 426.12