Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2025) About Fiduciary Wealth Partners, LLCInvestment ActivityFiduciary Wealth Partners, LLC has $106.17 million in total holdings as of June 30, 2025.Fiduciary Wealth Partners, LLC owns shares of 82 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 37.30% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Fiduciary Wealth Partners, LLC has purchased 65 new stocks and bought additional shares in 26 stocks.Fiduciary Wealth Partners, LLC sold shares of 28 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $30,593,220Vanguard Mid-Cap ETF $9,971,196Vanguard Intermediate-Term Bond ETF $9,949,011Vanguard FTSE Developed Markets ETF $9,818,516Vanguard Small-Cap ETF $5,110,609 Largest New Holdings this Quarter 921937819 - Vanguard Intermediate-Term Bond ETF $9,949,011 Holding464287598 - iShares Russell 1000 Value ETF $4,961,800 Holding464287614 - iShares Russell 1000 Growth ETF $4,071,298 Holding922907746 - Vanguard Tax-Exempt Bond ETF $2,858,449 Holding921910733 - Vanguard ESG U.S. Stock ETF $1,449,660 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 128,640 shares (about $9.95M)iShares Russell 1000 Value ETF 25,546 shares (about $4.96M)iShares Russell 1000 Growth ETF 9,589 shares (about $4.07M)Vanguard Mid-Cap ETF 11,162 shares (about $3.12M)Vanguard Tax-Exempt Bond ETF 58,300 shares (about $2.86M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 356,917 shares (about $20.35M)Vanguard S&P 500 ETF 20,515 shares (about $11.65M)Vanguard Small-Cap ETF 32,611 shares (about $7.73M)Invesco QQQ 9,120 shares (about $5.03M)SPDR S&P 500 ETF Trust 5,212 shares (about $3.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiduciary Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$30,593,220$11,653,235 ▼-27.6%53,85828.8%ETFVOVanguard Mid-Cap ETF$9,971,196$3,123,467 ▲45.6%35,6339.4%ETFBIVVanguard Intermediate-Term Bond ETF$9,949,011$9,949,011 ▲New Holding128,6409.4%ETFVEAVanguard FTSE Developed Markets ETF$9,818,516$20,347,892 ▼-67.5%172,2249.2%ETFVBVanguard Small-Cap ETF$5,110,609$7,728,001 ▼-60.2%21,5664.8%ETFIWDiShares Russell 1000 Value ETF$4,961,800$4,961,800 ▲New Holding25,5464.7%ETFIWFiShares Russell 1000 Growth ETF$4,071,298$4,071,298 ▲New Holding9,5893.8%ETFVTEBVanguard Tax-Exempt Bond ETF$2,858,449$2,858,449 ▲New Holding58,3002.7%ETFAAPLApple$2,257,684$1,037,747 ▼-31.5%11,0042.1%Computer and TechnologyMSFTMicrosoft$1,859,868$1,329,117 ▼-41.7%3,7391.8%Computer and TechnologyIWBiShares Russell 1000 ETF$1,700,227$1,649,971 ▲3,283.1%5,0071.6%ETFNVDANVIDIA$1,567,755$560,872 ▲55.7%9,9231.5%Computer and TechnologyHDHome Depot$1,565,801$1,444,452 ▲1,190.3%4,2711.5%Retail/WholesaleESGVVanguard ESG U.S. Stock ETF$1,449,660$1,449,660 ▲New Holding13,2221.4%ETFIWViShares Russell 3000 ETF$1,325,025$591,435 ▼-30.9%3,7751.2%ETFVSGXVanguard ESG International Stock ETF$1,101,710$1,101,710 ▲New Holding16,8201.0%ETFRVTYRevvity$897,078$897,078 ▲New Holding9,2750.8%MedicalVWOVanguard FTSE Emerging Markets ETF$849,057$655,278 ▼-43.6%17,1670.8%ETFSPYSPDR S&P 500 ETF Trust$775,402$3,220,235 ▼-80.6%1,2550.7%FinanceIBMInternational Business Machines$722,217$717,206 ▲14,311.8%2,4500.7%Computer and TechnologyGOOGLAlphabet$715,183$128,655 ▲21.9%4,0580.7%Computer and TechnologyINTUIntuit$647,455$639,578 ▲8,120.0%8220.6%Computer and TechnologyAMZNAmazon.com$629,649$1,145,654 ▼-64.5%2,8700.6%Retail/WholesaleMETAMeta Platforms$568,873$185,197 ▲48.3%7710.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$522,842$483,957 ▲1,244.6%5,8490.5%FinanceJPMJPMorgan Chase & Co.$487,737$152,817 ▼-23.9%1,6820.5%FinanceJNJJohnson & Johnson$477,513$198,429 ▲71.1%3,1260.4%MedicalVVisa$470,139$383,852 ▲444.9%1,3240.4%Business ServicesAVGOBroadcom$465,385$148,603 ▲46.9%1,6880.4%Computer and TechnologyGOOGAlphabet$464,626$369,714 ▲389.5%2,6190.4%Computer and TechnologyCOSTCostco Wholesale$434,584$256,395 ▲143.9%4390.4%Retail/WholesaleBRK.BBerkshire Hathaway$424,077$224,911 ▲112.9%8730.4%FinanceSCJiShares MSCI Japan Small-Cap ETF$415,961$415,961 ▲New Holding4,9000.4%ETFAMGNAmgen$410,997$159,987 ▲63.7%1,4720.4%MedicalACNAccenture$369,596$326,272 ▲753.1%1,2370.3%Computer and TechnologyDLTRDollar Tree$343,471$336,241 ▲4,650.7%3,4680.3%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$342,375$342,375 ▲New Holding2,5910.3%ETFLAM RESEARCH CORP$324,257$304,788 ▲1,565.5%3,3310.3%StockABBVAbbVie$307,670$93,340 ▲43.5%1,6580.3%MedicalIWOiShares Russell 2000 Growth ETF$286,718$286,432 ▲100,200.0%1,0030.3%ETFAMATApplied Materials$283,209$225,542 ▲391.1%1,5470.3%Computer and TechnologyCATCaterpillar$280,082$226,863 ▲426.3%7210.3%IndustrialsVTIVanguard Total Stock Market ETF$273,537$217,614 ▼-44.3%9000.3%ETFKOCocaCola$251,498$100,599 ▲66.7%3,5550.2%Consumer StaplesORCLOracle$236,120$28,203 ▼-10.7%1,0800.2%Computer and TechnologyVRNSVaronis Systems$228,375$228,375 ▲New Holding4,5000.2%Computer and TechnologyPMPhilip Morris International$220,559$92,886 ▲72.8%1,2110.2%Consumer StaplesLLYEli Lilly and Company$196,566$9,360 ▼-4.5%2520.2%MedicalPHParker-Hannifin$189,984$189,984 ▲New Holding2720.2%IndustrialsCOFCapital One Financial$181,281$181,281 ▲New Holding8520.2%FinanceMRKMerck & Co., Inc.$174,390$132,198 ▲313.3%2,2030.2%MedicalQCOMQUALCOMM$170,502$107,141 ▼-38.6%1,0710.2%Computer and TechnologyIWMiShares Russell 2000 ETF$114,369$114,369 ▲New Holding5300.1%FinanceQQQInvesco QQQ$110,328$5,030,957 ▼-97.9%2000.1%FinancePGProcter & Gamble$107,209$320,193 ▼-74.9%6730.1%Consumer StaplesEXRExtra Space Storage$88,464$102,618 ▼-53.7%6000.1%FinanceGDGeneral Dynamics$81,956$265,117 ▼-76.4%2810.1%AerospaceRYRoyal Bank Of Canada$76,957$198,904 ▼-72.1%5850.1%FinanceNFLXNetflix$76,330$149,982 ▼-66.3%570.1%Consumer DiscretionaryTJXTJX Companies$64,091$224,010 ▼-77.8%5190.1%Retail/WholesaleHONHoneywell International$62,412$258,497 ▼-80.6%2680.1%Multi-Sector ConglomeratesCLColgate-Palmolive$55,267$152,530 ▼-73.4%6080.1%Consumer StaplesXOMExxon Mobil$29,861$182,077 ▼-85.9%2770.0%EnergyPEPPepsiCo$24,936$210,835 ▼-89.4%1890.0%Consumer StaplesPAYXPaychex$20,219$389,107 ▼-95.1%1390.0%Computer and TechnologyDISWalt Disney$18,477$18,477 ▲New Holding1490.0%Consumer DiscretionaryETNEaton$16,779$16,779 ▲New Holding470.0%IndustrialsWMWaste Management$10,526$432,252 ▼-97.6%460.0%Business ServicesSOSouthern$7,346$196,322 ▼-96.4%800.0%UtilitiesAPPLOVIN CORP COM CL A$700$700 ▲New Holding20.0%StockIJRiShares Core S&P Small-Cap ETF$0-100.0%00.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$0-100.0%00.0%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$0-100.0%00.0%FinanceCRMSalesforce$0New Holding00.0%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$0New Holding00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0-100.0%00.0%ETFTSLATesla$0New Holding00.0%Auto/Tires/TrucksVGKVanguard FTSE Europe ETF$0New Holding00.0%ETFVXFVanguard Extended Market ETF$0-100.0%00.0%ETFVTHRVanguard Russell 3000 ETF$0-100.0%00.0%ETFMFCManulife Financial$0-100.0%00.0%FinanceMAMastercard$0-100.0%00.0%Business ServicesIPInternational Paper$0$215,641 ▼-100.0%00.0%Basic MaterialsUNHUnitedHealth Group$0$150,948 ▼-100.0%00.0%MedicalXYLXylem$0$1,434 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access