Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Fiduciary Wealth Partners, LLC

Investment Activity

Fiduciary 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: $30,593,220
Vanguard Mid-Cap ETF: $9,971,196
Vanguard Intermediate-Term Bond ETF: $9,949,011
Vanguard FTSE Developed Markets ETF: $9,818,516
Vanguard Small-Cap ETF: $5,110,609

Largest New Holdings this Quarter

921937819 - Vanguard Intermediate-Term Bond ETF: $9,949,011 Holding
464287598 - iShares Russell 1000 Value ETF: $4,961,800 Holding
464287614 - iShares Russell 1000 Growth ETF: $4,071,298 Holding
922907746 - Vanguard Tax-Exempt Bond ETF: $2,858,449 Holding
921910733 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$30,593,220	$11,653,235 ▼	-27.6%	53,858	28.8%	ETF
VO Vanguard Mid-Cap ETF	$9,971,196	$3,123,467 ▲	45.6%	35,633	9.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$9,949,011	$9,949,011 ▲	New Holding	128,640	9.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,818,516	$20,347,892 ▼	-67.5%	172,224	9.2%	ETF
VB Vanguard Small-Cap ETF	$5,110,609	$7,728,001 ▼	-60.2%	21,566	4.8%	ETF
IWD iShares Russell 1000 Value ETF	$4,961,800	$4,961,800 ▲	New Holding	25,546	4.7%	ETF
IWF iShares Russell 1000 Growth ETF	$4,071,298	$4,071,298 ▲	New Holding	9,589	3.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$2,858,449	$2,858,449 ▲	New Holding	58,300	2.7%	ETF
AAPL Apple	$2,257,684	$1,037,747 ▼	-31.5%	11,004	2.1%	Computer and Technology
MSFT Microsoft	$1,859,868	$1,329,117 ▼	-41.7%	3,739	1.8%	Computer and Technology
IWB iShares Russell 1000 ETF	$1,700,227	$1,649,971 ▲	3,283.1%	5,007	1.6%	ETF
NVDA NVIDIA	$1,567,755	$560,872 ▲	55.7%	9,923	1.5%	Computer and Technology
HD Home Depot	$1,565,801	$1,444,452 ▲	1,190.3%	4,271	1.5%	Retail/Wholesale
ESGV Vanguard ESG U.S. Stock ETF	$1,449,660	$1,449,660 ▲	New Holding	13,222	1.4%	ETF
IWV iShares Russell 3000 ETF	$1,325,025	$591,435 ▼	-30.9%	3,775	1.2%	ETF
VSGX Vanguard ESG International Stock ETF	$1,101,710	$1,101,710 ▲	New Holding	16,820	1.0%	ETF
RVTY Revvity	$897,078	$897,078 ▲	New Holding	9,275	0.8%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$849,057	$655,278 ▼	-43.6%	17,167	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$775,402	$3,220,235 ▼	-80.6%	1,255	0.7%	Finance
IBM International Business Machines	$722,217	$717,206 ▲	14,311.8%	2,450	0.7%	Computer and Technology
GOOGL Alphabet	$715,183	$128,655 ▲	21.9%	4,058	0.7%	Computer and Technology
INTU Intuit	$647,455	$639,578 ▲	8,120.0%	822	0.6%	Computer and Technology
AMZN Amazon.com	$629,649	$1,145,654 ▼	-64.5%	2,870	0.6%	Retail/Wholesale
META Meta Platforms	$568,873	$185,197 ▲	48.3%	771	0.5%	Computer and Technology
EFA iShares MSCI EAFE ETF	$522,842	$483,957 ▲	1,244.6%	5,849	0.5%	Finance
JPM JPMorgan Chase & Co.	$487,737	$152,817 ▼	-23.9%	1,682	0.5%	Finance
JNJ Johnson & Johnson	$477,513	$198,429 ▲	71.1%	3,126	0.4%	Medical
V Visa	$470,139	$383,852 ▲	444.9%	1,324	0.4%	Business Services
AVGO Broadcom	$465,385	$148,603 ▲	46.9%	1,688	0.4%	Computer and Technology
GOOG Alphabet	$464,626	$369,714 ▲	389.5%	2,619	0.4%	Computer and Technology
COST Costco Wholesale	$434,584	$256,395 ▲	143.9%	439	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$424,077	$224,911 ▲	112.9%	873	0.4%	Finance
SCJ iShares MSCI Japan Small-Cap ETF	$415,961	$415,961 ▲	New Holding	4,900	0.4%	ETF
AMGN Amgen	$410,997	$159,987 ▲	63.7%	1,472	0.4%	Medical
ACN Accenture	$369,596	$326,272 ▲	753.1%	1,237	0.3%	Computer and Technology
DLTR Dollar Tree	$343,471	$336,241 ▲	4,650.7%	3,468	0.3%	Retail/Wholesale
IWS iShares Russell Mid-Cap Value ETF	$342,375	$342,375 ▲	New Holding	2,591	0.3%	ETF
LAM RESEARCH CORP	$324,257	$304,788 ▲	1,565.5%	3,331	0.3%	Stock
ABBV AbbVie	$307,670	$93,340 ▲	43.5%	1,658	0.3%	Medical
IWO iShares Russell 2000 Growth ETF	$286,718	$286,432 ▲	100,200.0%	1,003	0.3%	ETF
AMAT Applied Materials	$283,209	$225,542 ▲	391.1%	1,547	0.3%	Computer and Technology
CAT Caterpillar	$280,082	$226,863 ▲	426.3%	721	0.3%	Industrials
VTI Vanguard Total Stock Market ETF	$273,537	$217,614 ▼	-44.3%	900	0.3%	ETF
KO CocaCola	$251,498	$100,599 ▲	66.7%	3,555	0.2%	Consumer Staples
ORCL Oracle	$236,120	$28,203 ▼	-10.7%	1,080	0.2%	Computer and Technology
VRNS Varonis Systems	$228,375	$228,375 ▲	New Holding	4,500	0.2%	Computer and Technology
PM Philip Morris International	$220,559	$92,886 ▲	72.8%	1,211	0.2%	Consumer Staples
LLY Eli Lilly and Company	$196,566	$9,360 ▼	-4.5%	252	0.2%	Medical
PH Parker-Hannifin	$189,984	$189,984 ▲	New Holding	272	0.2%	Industrials
COF Capital One Financial	$181,281	$181,281 ▲	New Holding	852	0.2%	Finance
MRK Merck & Co., Inc.	$174,390	$132,198 ▲	313.3%	2,203	0.2%	Medical
QCOM QUALCOMM	$170,502	$107,141 ▼	-38.6%	1,071	0.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$114,369	$114,369 ▲	New Holding	530	0.1%	Finance
QQQ Invesco QQQ	$110,328	$5,030,957 ▼	-97.9%	200	0.1%	Finance
PG Procter & Gamble	$107,209	$320,193 ▼	-74.9%	673	0.1%	Consumer Staples
EXR Extra Space Storage	$88,464	$102,618 ▼	-53.7%	600	0.1%	Finance
GD General Dynamics	$81,956	$265,117 ▼	-76.4%	281	0.1%	Aerospace
RY Royal Bank Of Canada	$76,957	$198,904 ▼	-72.1%	585	0.1%	Finance
NFLX Netflix	$76,330	$149,982 ▼	-66.3%	57	0.1%	Consumer Discretionary
TJX TJX Companies	$64,091	$224,010 ▼	-77.8%	519	0.1%	Retail/Wholesale
HON Honeywell International	$62,412	$258,497 ▼	-80.6%	268	0.1%	Multi-Sector Conglomerates
CL Colgate-Palmolive	$55,267	$152,530 ▼	-73.4%	608	0.1%	Consumer Staples
XOM Exxon Mobil	$29,861	$182,077 ▼	-85.9%	277	0.0%	Energy
PEP PepsiCo	$24,936	$210,835 ▼	-89.4%	189	0.0%	Consumer Staples
PAYX Paychex	$20,219	$389,107 ▼	-95.1%	139	0.0%	Computer and Technology
DIS Walt Disney	$18,477	$18,477 ▲	New Holding	149	0.0%	Consumer Discretionary
ETN Eaton	$16,779	$16,779 ▲	New Holding	47	0.0%	Industrials
WM Waste Management	$10,526	$432,252 ▼	-97.6%	46	0.0%	Business Services
SO Southern	$7,346	$196,322 ▼	-96.4%	80	0.0%	Utilities
APPLOVIN CORP COM CL A	$700	$700 ▲	New Holding	2	0.0%	Stock
IJR iShares Core S&P Small-Cap ETF	$0		-100.0%	0	0.0%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$0		-100.0%	0	0.0%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$0		-100.0%	0	0.0%	Finance
CRM Salesforce	$0		New Holding	0	0.0%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$0		New Holding	0	0.0%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$0		-100.0%	0	0.0%	ETF
TSLA Tesla	$0		New Holding	0	0.0%	Auto/Tires/Trucks
VGK Vanguard FTSE Europe ETF	$0		New Holding	0	0.0%	ETF
VXF Vanguard Extended Market ETF	$0		-100.0%	0	0.0%	ETF
VTHR Vanguard Russell 3000 ETF	$0		-100.0%	0	0.0%	ETF
MFC Manulife Financial	$0		-100.0%	0	0.0%	Finance
MA Mastercard	$0		-100.0%	0	0.0%	Business Services
IP International Paper	$0	$215,641 ▼	-100.0%	0	0.0%	Basic Materials
UNH UnitedHealth Group	$0	$150,948 ▼	-100.0%	0	0.0%	Medical
XYL Xylem	$0	$1,434 ▼	-100.0%	0	0.0%	Business Services

Showing largest 100 holdings. View all holdings.

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Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Fiduciary Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Fiduciary Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFiduciary Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools