Fiduciary Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Fiduciary Wealth Partners, LLC 13F Holdings
CIK 0001666504 · BOSTON, MA
As of Sep 30, 2025, Fiduciary Wealth Partners, LLC reported
91 positions worth $238.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 121,659 | $74.5M | 31.28% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 652,775 | $39.1M | 16.42% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 71,108 |
|
8.1M7.59% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 54,433 |
6.0M | 6.71% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 123,997 | $9.7M | 4.07% |
| APPLE INC | AAPL | Technology | 26,968 | $6.9M | 2.88% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,733 | $5.2M | 2.16% |
| MICROSOFT CORP | MSFT | Technology | 9,928 | $5.1M | 2.16% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 9,081 | $4.3M | 1.79% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 20,822 | $4.2M | 1.78% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 6,446 | $3.9M | 1.62% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 9,235 | $3.5M | 1.47% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 52,988 | $2.7M | 1.11% |
| NVIDIA CORP | NVDA | Technology | 14,195 | $2.6M | 1.11% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 46,913 | $2.5M | 1.07% |
| AMAZON.COM INC | AMZN | Equity | 11,119 | $2.4M | 1.03% |
| ISHARES RUSSELL 1000 ETF | IWB | — | 5,009 |
.8M | 0.77% |
| ALPHABET INC | GOOGL | Equity | 6,530 |
.6M | 0.67% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 3,015 |
.4M | 0.59% |
| HOME DEPOT INC | HD | Consumer Cyclical | 3,437 |
.4M | 0.58% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,984 |
.3M | 0.53% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 1,674 | $997.8K | 0.42% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 12,760 | $885.2K | 0.37% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 4,080 | $854.2K | 0.36% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 10,455 | $838.2K | 0.35% |