Fiduciary Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Fiduciary Wealth Partners, LLC held in its portfolio 89 assets valued at $243,877,830 (i.e. $243.88M).
The most valuable assets in the portfolio included: VANGUARD S&P 500 ETF ($75.50M), VANGUARD FTSE DEVELOPED MARKETS ETF ($42.23M), and VANGUARD SMALL CAP ETF ($18.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 89 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Fiduciary Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD S&P 500 ETF | 120381 | 75494590 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 676059 | 42233406 | ETF |
| VANGUARD SMALL CAP ETF | 70887 | 18285190 | ETF |
| VANGUARD MID CAP ETF | 50701 | 14714380 | ETF |
| VANGUARD INTERMEDIATE-TERM BOND | 127568 | 9934969 | ETF |
| APPLE INC | 26655 | 7246519 | Stock |
| SPDR S&P 500 ETF TRUST | 7776 | 5302391 | ETF |
| MICROSOFT | 9865 | 4771021 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 20822 | 4379699 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 9081 | 4298037 | ETF |
| POWERSHARES QQQ TR | 6446 | 3959842 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 78588 | 3952191 | ETF |
| ISHARES RUSSELL 3000 ETF | 8663 | 3351282 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 57348 | 3083031 | ETF |
| NVIDIA CORP | 14109 | 2631336 | Stock |
| AMAZON.COM INC | 11042 | 2548714 | Stock |
| GOOGLE INC | 6456 | 2020868 | Stock |
| ISHARES RUSSELL 1000 ETF | 5009 | 1870633 | ETF |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3015 | 1448919 | ETF |
| JPMORGAN CHASE & CO. COM | 3737 | 1203985 | Stock |
| HOME DEPOT | 3421 | 1177318 | Stock |
| ALPHABET INC CAP STK CL C | 3293 | 1033416 | Stock |
| SPDR S&P MIDCAP 400 ETF TRUST | 1674 | 1009891 | ETF |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 12760 | 913871 | ETF |
| REVVITY INC COM | 9278 | 897647 | Stock |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 10455 | 862328 | ETF |
| VANGUARD EXTENDED MARKET ETF | 4092 | 855725 | ETF |
| VANGUARD TOTAL STK MKT | 2494 | 836162 | ETF |
| VANGUARD ESG U.S. STOCK ETF | 6611 | 799667 | ETF |
| JOHNSON & JOHNSON COM | 3796 | 785604 | Stock |
| GENERAL DYNAMICS CORP COM | 2006 | 675340 | Stock |
| ISHARES S&P SMALLCAP 600 ETF | 5183 | 622893 | ETF |
| ISHARES MSCI EAFE ETF | 6300 | 604992 | ETF |
| META PLATFORMS INC CL A | 908 | 599188 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1185 | 595640 | Stock |
| AVAGO TECHNOLOGIES LTD | 1706 | 590557 | Stock |
| WASTE MANAGEMENT INC | 2677 | 588090 | Stock |
| TJX COS INC NEW COM | 3748 | 575730 | Stock |
| LAM RESEARCH CORP | 3322 | 568691 | Stock |
| PROCTER & GAMBLE CO COM | 3866 | 554025 | Stock |
| INTUIT INC | 745 | 493522 | Stock |
| ABBVIE INC COM | 2140 | 489042 | Stock |
| MASTERCARD INC | 821 | 468732 | Stock |
| APPLIED MATLS INC COM | 1813 | 465895 | Stock |
| COSTCO WHOLESALE CORP | 536 | 462214 | Stock |
| ISHARES MSCI JAPAN SMALL-CAP ETF | 4900 | 449859 | ETF |
| VANGUARD RUSSELL 3000 ETF | 1488 | 446956 | ETF |
| APPLOVIN CORP COM CL A | 653 | 440004 | Stock |
| AMGEN INC | 1326 | 434013 | Stock |
| CATERPILLAR INC COM | 749 | 429349 | Stock |
| ORACLE CORPORATION | 2120 | 413209 | Stock |
| ROYAL BANK OF CANADA | 2292 | 390763 | Stock |
| PEPSICO INC COM | 2708 | 388670 | Stock |
| INTL BUSINESS MACHINES | 1311 | 388338 | Stock |
| QUALCOMM INC COM | 2270 | 388255 | Stock |
| AVANTIS U.S. LARGE CAP VALUE ETF | 5044 | 382184 | ETF |
| SALESFORCE COM | 1417 | 375304 | Stock |
| BOOKING HOLDINGS INC COM | 70 | 374873 | Stock |
| ISHARES RUSSELL MID-CAP VALUE ETF | 2591 | 365461 | ETF |
| EXXON MOBIL CORP COM | 3030 | 364676 | Stock |
| MANULIFE FINL CORP COM | 9828 | 356560 | Stock |
| PALO ALTO NETWORKS INC COM | 1898 | 349612 | Stock |
| ELI LILLY & CO COM | 324 | 348368 | Stock |
| BANK AMERICA CORP COM | 6243 | 343369 | Stock |
| WALMART INC COM | 2938 | 327373 | Stock |
| PAYCHEX INC | 2825 | 316909 | Stock |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 3183 | 309419 | ETF |
| TESLA MOTORS INC | 661 | 297265 | Stock |
| ACCENTURE LTD BERMUDA CL A | 1041 | 279183 | Stock |
| MORGAN STANLEY | 1553 | 275704 | Stock |
| INTERCONTINENTAL EXCHANGE INC COM | 1629 | 263833 | Stock |
| COCA COLA CO COM | 3754 | 262423 | Stock |
| ROCKWELL AUTOMATION INC COM | 670 | 260789 | Stock |
| VISA INC | 728 | 255369 | Stock |
| TEMPUR PEDIC INTL INC | 2847 | 254159 | Stock |
| OKLO INC COM CL A | 3525 | 252954 | Stock |
| CAPITAL ONE FINANCIAL CORP | 1009 | 244425 | Stock |
| ISHARES RUSSELL 2000 ETF | 960 | 236194 | ETF |
| LINDE PLC SHS | 543 | 231439 | Stock |
| CARVANA CO CL A | 538 | 227047 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 1021 | 224367 | ETF |
| VANGUARD EUROPEAN | 2656 | 222068 | ETF |
| MERCK & CO INC | 2031 | 213784 | Stock |
| DANAHER CORP | 927 | 212225 | Stock |
| MEDTRONIC PLC SHS | 2164 | 207874 | Stock |
| COLGATE PALMOLIVE CO COM | 2628 | 207664 | Stock |
| STRYKER CORP | 580 | 203853 | Stock |
| NOVARTIS AG ADR | 1476 | 203496 | ADR |
| WELLS FARGO CO NEW COM | 2157 | 201008 | Stock |
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