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Fiduciary Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1666504 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Fiduciary Wealth Partners, LLC manages $181.7M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (30.10%), VEA (20.88%), SGOV (8.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 2, added to 41, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2310 WASHINGTON STREET - 3RD FLOOR
NEWTON, MA 02462
Phone
(617) 217-2700
Filing Manager
Fiduciary Wealth Partners, LLC
Newton, MA
Signatory
Preston McSwain
Managing Partner
Loading holdings…
AUM

$181.7M

Long-equity book

Holdings

69

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+11 / −2 / ↑41 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD S&P 500 ETF$5.7M +11.6%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$3.0M +8.5%
  • VOYAGER TECHNOLOGIES INC COM CL A$688.3K +37.9%
  • APPLE INC$681.2K +15.3%
  • STATE STREET SPDR S&P 500 ETF$627.9K +15.0%
Show all 41 →

Top Trims

  • VANGUARD MID CAP ETF-$1.8M -28.0%
  • VANGUARD INTERMEDIATE-TERM BOND-$251.8K -13.6%
  • VANGUARD EUROPEAN-$75.0K -8.2%
  • PEPSICO INC COM-$46.7K -12.2%
  • WALMART INC COM-$20.0K -6.4%
Show all 5 →

New Positions

  • ISHARES 0-3 MONTH TREASURY BOND ETF$14.6M
  • EXXONMOBIL HOLDINGS CORP COM SHS$427.5K
  • T. ROWE PRICE U.S. EQUITY RESEARCH ETF$296.0K
  • ELI LILLY & CO COM$255.5K
  • BANK OF AMER CORP COM$230.9K
Show all 11 →

Exited Positions

  • EXXON MOBIL CORP COM$519.1K
  • ZILLOW GROUP INC CL C CAP STK$218.9K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD S&P 500 ETF VOO 922908363 $54.7M 30.10% 79,623 SH
2 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $37.9M 20.88% 532,351 SH
3 ISHARES 0-3 MONTH TREASURY BOND ETF SGOV 46436E718 $14.6M 8.05% 145,340 SH
4 VANGUARD SMALL CAP ETF VB 922908751 $13.4M 7.38% 44,238 SH
5 APPLE INC AAPL 037833100 $5.1M 2.82% 17,725 SH
6 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $4.8M 2.66% 6,461 SH
7 POWERSHARES QQQ TR QQQ 46090E103 $4.6M 2.54% 6,277 SH
8 VANGUARD MID CAP ETF VO 922908629 $4.6M 2.51% 56,576 SH
9 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $2.9M 1.61% 48,909 SH
10 MICROSOFT MSFT 594918104 $2.7M 1.51% 7,362 SH
11 VOYAGER TECHNOLOGIES INC COM CL A VOYG 92892B103 $2.5M 1.38% 77,684 SH
12 AMAZON.COM INC AMZN 023135106 $2.2M 1.21% 9,199 SH
13 ISHARES RUSSELL 3000 ETF IWV 464287689 $2.1M 1.15% 4,888 SH
14 NVIDIA CORP NVDA 67066G104 $1.7M 0.94% 8,495 SH
15 VANGUARD INTERMEDIATE-TERM BOND BIV 921937819 $1.6M 0.88% 20,917 SH
16 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 78467X109 $1.6M 0.86% 2,992 SH
17 GOOGLE INC GOOGL 02079K305 $1.5M 0.80% 4,058 SH
18 JPMORGAN CHASE & CO COM JPM 46625H100 $1.3M 0.71% 3,941 SH
19 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $1.2M 0.65% 23,452 SH
20 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.2M 0.65% 14,272 SH
21 VANGUARD EXTENDED MARKET ETF VXF 922908652 $946.4K 0.52% 3,844 SH
22 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF IDEV 46435G326 $930.6K 0.51% 10,455 SH
23 STATE STREET SPDR S&P MIDCAP 400 ETF TRUST MDY 78467Y107 $886.9K 0.49% 1,261 SH
24 VANGUARD EUROPEAN VGK 922042874 $842.4K 0.46% 9,514 SH
25 ISHARES S&P SMALLCAP 600 ETF IJR 464287804 $658.8K 0.36% 4,442 SH
26 JOHNSON & JOHNSON COM JNJ 478160104 $646.8K 0.36% 2,547 SH
27 VANGUARD TOTAL STK MKT VTI 922908769 $590.1K 0.32% 1,595 SH
28 GENERAL DYNAMICS CORP COM GD 369550108 $573.2K 0.32% 1,618 SH
29 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $547.6K 0.30% 2,874 SH
30 WASTE MANAGEMENT INC WM 94106L109 $536.8K 0.30% 2,409 SH
31 PALO ALTO NETWORKS INC COM PANW 697435105 $502.7K 0.28% 1,474 SH
32 PROCTER & GAMBLE CO COM PG 742718109 $493.5K 0.27% 3,365 SH
33 TJX COS INC NEW COM TJX 872540109 $480.3K 0.26% 3,170 SH
34 ISHARES 7-10 YR TREASURY BOND ETF IEF 464287440 $466.8K 0.26% 4,936 SH
35 AVANTIS U.S. LARGE CAP VALUE ETF AVLV 025072349 $460.1K 0.25% 5,044 SH
36 ROYAL BANK OF CANADA RY 780087102 $434.0K 0.24% 2,097 SH
37 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $427.5K 0.24% 3,127 SH
38 ISHARES MSCI JAPAN ETF EWJ 46434G822 $421.8K 0.23% 4,522 SH
39 TEMPUR PEDIC INTL INC SGI 88023U101 $417.3K 0.23% 5,323 SH
40 MANULIFE FINL CORP COM MFC 56501R106 $398.1K 0.22% 9,828 SH
41 APPLOVIN CORP COM CL A APP 03831W108 $389.5K 0.21% 756 SH
42 AVAGO TECHNOLOGIES LTD AVGO 11135F101 $351.7K 0.19% 931 SH
43 PEPSICO INC COM PEP 713448108 $335.8K 0.18% 2,480 SH
44 META PLATFORMS INC CL A META 30303M102 $331.8K 0.18% 589 SH
45 MORGAN STANLEY MS 617446448 $319.4K 0.18% 1,528 SH
46 QUALCOMM INC COM QCOM 747525103 $307.7K 0.17% 1,665 SH
47 STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF JNK 78468R622 $306.7K 0.17% 3,183 SH
48 ROCKWELL AUTOMATION INC COM ROK 773903109 $298.5K 0.16% 603 SH
49 T. ROWE PRICE U.S. EQUITY RESEARCH ETF TSPA 87283Q503 $296.0K 0.16% 6,228 SH
50 WALMART INC COM WMT 931142103 $295.4K 0.16% 2,608 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $181.7M 69 0001376474-26-000529
2026-03-31 2026-05-07 $152.8M 60 0001376474-26-000350
2025-12-31 2026-01-28 $243.9M 89 0001376474-26-000077