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Fiduciary Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1666504 · latest 13F-HR filed 2026-05-07

Backtest portfolio

Fiduciary Wealth Partners, LLC manages $152.8M in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (32.06%), VEA (22.88%), VB (9.08%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 37, added to 6, and trimmed 38.

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.

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AUM

$152.8M

Long-equity book

Holdings

60

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+8 / −37 / ↑6 / ↓38

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD EUROPEAN$695.3K +313.1%
  • EXXON MOBIL CORP COM$154.5K +42.4%
  • TEMPUR PEDIC INTL INC$79.7K +31.4%
  • LINDE PLC SHS$26.3K +11.3%
  • AVANTIS U.S. LARGE CAP VALUE ETF$24.4K +6.4%
Show all 6 →

Top Trims

  • VANGUARD S&P 500 ETF-$26.5M -35.1%
  • VANGUARD MID CAP ETF-$8.4M -57.0%
  • VANGUARD INTERMEDIATE-TERM BOND-$8.1M -81.3%
  • VANGUARD FTSE DEVELOPED MARKETS ETF-$7.3M -17.2%
  • VANGUARD SMALL CAP ETF-$4.4M -24.1%
Show all 38 →

New Positions

  • VOYAGER TECHNOLOGIES INC COM CL A$1.8M
  • ISHARES CORE MSCI EMERGING MARKETS ETF$1.0M
  • STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$511.0K
  • ISHARES 7-10 YR TREASURY BOND ETF$471.1K
  • ISHARES MSCI JAPAN ETF$401.6K
Show all 8 →

Exited Positions

  • ISHARES RUSSELL 1000 VALUE ETF$4.4M
  • ISHARES RUSSELL 1000 GROWTH ETF$4.3M
  • ISHARES RUSSELL 1000 ETF$1.9M
  • HOME DEPOT$1.2M
  • ALPHABET INC CAP STK CL C$1.0M
Show all 37 →
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 $49.0M 32.06% 81,990 SH
2 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $35.0M 22.88% 545,488 SH
3 VANGUARD SMALL CAP ETF VB 922908751 $13.9M 9.08% 52,967 SH
4 VANGUARD MID CAP ETF VO 922908629 $6.3M 4.14% 22,051 SH
5 APPLE INC AAPL 037833100 $4.4M 2.91% 17,525 SH
6 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $4.2M 2.75% 6,453 SH
7 POWERSHARES QQQ TR QQQ 46090E103 $4.0M 2.64% 6,982 SH
8 MICROSOFT MSFT 594918104 $2.7M 1.76% 7,260 SH
9 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $2.7M 1.75% 49,376 SH
10 AMAZON.COM INC AMZN 023135106 $1.9M 1.24% 9,070 SH
11 VANGUARD INTERMEDIATE-TERM BOND BIV 921937819 $1.9M 1.21% 24,049 SH
12 VOYAGER TECHNOLOGIES INC COM CL A VOYG 92892B103 $1.8M 1.19% 77,684 SH
13 ISHARES RUSSELL 3000 ETF IWV 464287689 $1.8M 1.19% 4,888 SH
14 NVIDIA CORP NVDA 67066G104 $1.4M 0.93% 8,185 SH
15 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST DIA 78467X109 $1.4M 0.91% 3,015 SH
16 JPMORGAN CHASE & CO COM JPM 46625H100 $1.1M 0.75% 3,909 SH
17 GOOGLE INC GOOGL 02079K305 $1.1M 0.75% 3,973 SH
18 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $1.0M 0.68% 20,850 SH
19 ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 $1.0M 0.67% 14,637 SH
20 VANGUARD EUROPEAN VGK 922042874 $917.4K 0.60% 11,129 SH
21 ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF IDEV 46435G326 $873.7K 0.57% 10,455 SH
22 VANGUARD EXTENDED MARKET ETF VXF 922908652 $795.4K 0.52% 3,865 SH
23 STATE STREET SPDR S&P MIDCAP 400 ETF TRUST MDY 78467Y107 $777.7K 0.51% 1,261 SH
24 JOHNSON & JOHNSON COM JNJ 478160104 $614.3K 0.40% 2,513 SH
25 GENERAL DYNAMICS CORP COM GD 369550108 $554.0K 0.36% 1,614 SH
26 ISHARES S&P SMALLCAP 600 ETF IJR 464287804 $552.2K 0.36% 4,442 SH
27 WASTE MANAGEMENT INC WM 94106L109 $552.1K 0.36% 2,403 SH
28 EXXON MOBIL CORP COM XOM 30231G102 $519.1K 0.34% 3,060 SH
29 VANGUARD TOTAL STK MKT VTI 922908769 $511.5K 0.33% 1,594 SH
30 STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF XLK 81369Y803 $511.0K 0.33% 3,845 SH
31 TJX COS INC NEW COM TJX 872540109 $503.4K 0.33% 3,152 SH
32 PROCTER & GAMBLE CO COM PG 742718109 $482.7K 0.32% 3,342 SH
33 ISHARES 7-10 YR TREASURY BOND ETF IEF 464287440 $471.1K 0.31% 4,936 SH
34 AVANTIS U.S. LARGE CAP VALUE ETF AVLV 025072349 $406.6K 0.27% 5,044 SH
35 ISHARES MSCI JAPAN ETF EWJ 46434G822 $401.6K 0.26% 4,756 SH
36 PEPSICO INC COM PEP 713448108 $382.5K 0.25% 2,463 SH
37 ROYAL BANK OF CANADA RY 780087102 $339.3K 0.22% 2,097 SH
38 MANULIFE FINL CORP COM MFC 56501R106 $338.5K 0.22% 9,828 SH
39 TEMPUR PEDIC INTL INC SGI 88023U101 $333.9K 0.22% 4,517 SH
40 META PLATFORMS INC CL A META 30303M102 $319.8K 0.21% 559 SH
41 WALMART INC COM WMT 931142103 $315.4K 0.21% 2,538 SH
42 STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF JNK 78468R622 $304.7K 0.20% 3,183 SH
43 APPLOVIN CORP COM CL A APP 03831W108 $282.2K 0.18% 709 SH
44 JPMORGAN BETABUILDERS CANADA ETF BBCA 46641Q225 $281.9K 0.18% 2,997 SH
45 AVAGO TECHNOLOGIES LTD AVGO 11135F101 $267.1K 0.17% 863 SH
46 PAYCHEX INC PAYX 704326107 $258.2K 0.17% 2,803 SH
47 LINDE PLC SHS LIN G54950103 $257.7K 0.17% 520 SH
48 MORGAN STANLEY MS 617446448 $248.7K 0.16% 1,511 SH
49 MASTERCARD INC MA 57636Q104 $246.3K 0.16% 493 SH
50 ABBVIE INC COM ABBV 00287Y109 $246.3K 0.16% 1,132 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $152.8M 60 0001376474-26-000350
2025-12-31 2026-01-28 $243.9M 89 0001376474-26-000077