Fiduciary Wealth Partners, LLC

Est. AUM

$152.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD S&P 500 ETF	ETF	$49.0M	81990	32.06%	SOLE
2	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$35.0M	545488	22.88%	SOLE
3	VANGUARD SMALL CAP ETF	ETF	$13.9M	52967	9.08%	SOLE
4	VANGUARD MID CAP ETF	ETF	$6.3M	22051	4.14%	SOLE
5	APPLE INC	Stock	$4.4M	17525	2.91%	SOLE
6	STATE STREET SPDR S&P 500 ETF	ETF	$4.2M	6453	2.75%	SOLE
7	POWERSHARES QQQ TR	ETF	$4.0M	6982	2.64%	SOLE
8	MICROSOFT	Stock	$2.7M	7260	1.76%	SOLE
9	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$2.7M	49376	1.75%	SOLE
10	AMAZON.COM INC	Stock	$1.9M	9070	1.24%	SOLE
11	VANGUARD INTERMEDIATE-TERM BOND	ETF	$1.9M	24049	1.21%	SOLE
12	VOYAGER TECHNOLOGIES INC COM CL A	Stock	$1.8M	77684	1.19%	SOLE
13	ISHARES RUSSELL 3000 ETF	ETF	$1.8M	4888	1.19%	SOLE
14	NVIDIA CORP	Stock	$1.4M	8185	0.93%	SOLE
15	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	ETF	$1.4M	3015	0.91%	SOLE
16	JPMORGAN CHASE & CO COM	Stock	$1.1M	3909	0.75%	SOLE
17	GOOGLE INC	Stock	$1.1M	3973	0.75%	SOLE
18	VANGUARD TAX-EXEMPT BOND ETF	ETF	$1.0M	20850	0.68%	SOLE
19	ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$1.0M	14637	0.67%	SOLE
20	VANGUARD EUROPEAN	ETF	$917K	11129	0.60%	SOLE
21	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	ETF	$874K	10455	0.57%	SOLE
22	VANGUARD EXTENDED MARKET ETF	ETF	$795K	3865	0.52%	SOLE
23	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$778K	1261	0.51%	SOLE
24	JOHNSON & JOHNSON COM	Stock	$614K	2513	0.40%	SOLE
25	GENERAL DYNAMICS CORP COM	Stock	$554K	1614	0.36%	SOLE
26	ISHARES S&P SMALLCAP 600 ETF	ETF	$552K	4442	0.36%	SOLE
27	WASTE MANAGEMENT INC	Stock	$552K	2403	0.36%	SOLE
28	EXXON MOBIL CORP COM	Stock	$519K	3060	0.34%	SOLE
29	VANGUARD TOTAL STK MKT	ETF	$512K	1594	0.34%	SOLE
30	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	ETF	$511K	3845	0.33%	SOLE
31	TJX COS INC NEW COM	Stock	$503K	3152	0.33%	SOLE
32	PROCTER & GAMBLE CO COM	Stock	$483K	3342	0.32%	SOLE
33	ISHARES 7-10 YR TREASURY BOND ETF	ETF	$471K	4936	0.31%	SOLE
34	AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$407K	5044	0.27%	SOLE
35	ISHARES MSCI JAPAN ETF	ETF	$402K	4756	0.26%	SOLE
36	PEPSICO INC COM	Stock	$383K	2463	0.25%	SOLE
37	ROYAL BANK OF CANADA	Stock	$339K	2097	0.22%	SOLE
38	MANULIFE FINL CORP COM	Stock	$338K	9828	0.22%	SOLE
39	TEMPUR PEDIC INTL INC	Stock	$334K	4517	0.22%	SOLE
40	META PLATFORMS INC CL A	Stock	$320K	559	0.21%	SOLE
41	WALMART INC COM	Stock	$315K	2538	0.21%	SOLE
42	STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	ETF	$305K	3183	0.20%	SOLE
43	JPMORGAN BETABUILDERS CANADA ETF	ETF	$282K	2997	0.18%	SOLE
44	APPLOVIN CORP COM CL A	Stock	$282K	709	0.18%	SOLE
45	AVAGO TECHNOLOGIES LTD	Stock	$267K	863	0.17%	SOLE
46	PAYCHEX INC	Stock	$258K	2803	0.17%	SOLE
47	LINDE PLC SHS	Stock	$258K	520	0.17%	SOLE
48	MORGAN STANLEY	Stock	$249K	1511	0.16%	SOLE
49	ABBVIE INC COM	Stock	$246K	1132	0.16%	SOLE
50	MASTERCARD INC	Stock	$246K	493	0.16%	SOLE

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.