Fiduciary Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$152.8M
Q ending 2026-03-31
Prior quarter
$243.9M
Q ending 2025-12-31
Change
-37.3% QoQ · +32.0% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard S&P 500 Etf | VOO | Shares | $49.0M | 82K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $35.0M | 545K |
| Vanguard Small Cap Etf | VB | Shares | $13.9M | 53K |
| Vanguard Mid Cap Etf | VO | Shares | $6.3M | 22K |
| Apple Inc | AAPL | Shares | $4.4M | 18K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $4.2M | 6K |
| Powershares Qqq Tr | QQQ | Shares | $4.0M | 7K |
| Microsoft | MSFT | Shares | $2.7M | 7K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $2.7M | 49K |
| Amazon.Com Inc | AMZN | Shares | $1.9M | 9K |
| Vanguard Intermediate-Term Bond | BIV | Shares | $1.9M | 24K |
| Voyager Technologies Inc Com Cl A | VOYG | Shares | $1.8M | 78K |
| Ishares Russell 3000 Etf | IWV | Shares | $1.8M | 5K |
| Nvidia Corp | NVDA | Shares | $1.4M | 8K |
| State Street Spdr Dow Jones Indust | DIA | Shares | $1.4M | 3K |
| Jpmorgan Chase & Co Com | JPM | Shares | $1.1M | 4K |
| Google Inc | GOOGL | Shares | $1.1M | 4K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $1.0M | 21K |
| Ishares Core Msci Emerging Markets | IEMG | Shares | $1.0M | 15K |
| Vanguard European | VGK | Shares | $917K | 11K |
| Ishares Core Msci International De | IDEV | Shares | $874K | 10K |
| Vanguard Extended Market Etf | VXF | Shares | $795K | 4K |
| State Street Spdr S&P Midcap 400 E | MDY | Shares | $778K | 1K |
| Johnson & Johnson Com | JNJ | Shares | $614K | 3K |
| General Dynamics Corp Com | GD | Shares | $554K | 2K |
| Ishares S&P Smallcap 600 Etf | IJR | Shares | $552K | 4K |
| Waste Management Inc | WM | Shares | $552K | 2K |
| Exxon Mobil Corp Com | XOM | Shares | $519K | 3K |
| Vanguard Total Stk Mkt | VTI | Shares | $512K | 2K |
| State Street Technology Select Sec | XLK | Shares | $511K | 4K |
| Tjx Cos Inc New Com | TJX | Shares | $503K | 3K |
| Procter & Gamble Co Com | PG | Shares | $483K | 3K |
| Ishares 7-10 Yr Treasury Bond Etf | IEF | Shares | $471K | 5K |
| Avantis U.S. Large Cap Value Etf | AVLV | Shares | $407K | 5K |
| Ishares Msci Japan Etf | EWJ | Shares | $402K | 5K |
| Pepsico Inc Com | PEP | Shares | $383K | 2K |
| Royal Bank Of Canada | RY | Shares | $339K | 2K |
| Manulife Finl Corp Com | MFC | Shares | $338K | 10K |
| Tempur Pedic Intl Inc | SGI | Shares | $334K | 5K |
| Meta Platforms Inc Cl A | META | Shares | $320K | 559 |
| Walmart Inc Com | WMT | Shares | $315K | 3K |
| State Street Spdr Bloomberg High Y | JNK | Shares | $305K | 3K |
| Applovin Corp Com Cl A | APP | Shares | $282K | 709 |
| Jpmorgan Betabuilders Canada Etf | BBCA | Shares | $282K | 3K |
| Avago Technologies Ltd | AVGO | Shares | $267K | 863 |
| Paychex Inc | PAYX | Shares | $258K | 3K |
| Linde Plc Shs | Shares | $258K | 520 | |
| Morgan Stanley | MS | Shares | $249K | 2K |
| Mastercard Inc | MA | Shares | $246K | 493 |
| Abbvie Inc Com | ABBV | Shares | $246K | 1K |
| Ishares Msci Eafe Etf | EFA | Shares | $244K | 3K |
| Palo Alto Networks Inc Com | PANW | Shares | $235K | 1K |
| Novartis Ag Adr | NVS | Shares | $224K | 1K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $220K | 1K |
| Zillow Group Inc Cl C Cap Stk | Z | Shares | $219K | 5K |
| Rockwell Automation Inc Com | ROK | Shares | $215K | 600 |
| Qualcomm Inc Com | QCOM | Shares | $213K | 2K |
| Southern Co Com | SO | Shares | $213K | 2K |
| Booking Holdings Inc Com | BKNG | Shares | $206K | 49 |
| Coca Cola Co Com | KO | Shares | $204K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.