Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2025) About Fiduciary Wealth Partners, LLCInvestment ActivityFiduciary Wealth Partners, LLC has $115.73 million in total holdings as of March 31, 2025.Fiduciary Wealth Partners, LLC owns shares of 65 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard S&P 500 ETF $38,221,081Vanguard FTSE Developed Markets ETF $26,896,216Vanguard Small-Cap ETF $12,013,682Vanguard Mid-Cap ETF $6,328,731Invesco QQQ $4,370,334 Sector AllocationMap of 500 Largest Holdings ofFiduciary Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$38,221,08174,37333.0%ETFVEAVanguard FTSE Developed Markets ETF$26,896,216529,14123.2%ETFVBVanguard Small-Cap ETF$12,013,68254,17710.4%ETFVOVanguard Mid-Cap ETF$6,328,73124,4715.5%ETFQQQInvesco QQQ$4,370,3349,3203.8%FinanceSPYSPDR S&P 500 ETF Trust$3,617,4306,4673.1%FinanceAAPLApple$3,567,78316,0623.1%Computer and TechnologyMSFTMicrosoft$2,406,6176,4112.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,805,0644,2991.6%FinanceIWViShares Russell 3000 ETF$1,734,3145,4601.5%ETFAMZNAmazon.com$1,539,5848,0921.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,376,63630,4161.2%ETFVXFVanguard Extended Market ETF$696,8794,0460.6%ETFNVDANVIDIA$690,6966,3730.6%Computer and TechnologyJPMJPMorgan Chase & Co.$541,7602,2090.5%FinanceGOOGLAlphabet$514,6853,3280.4%Computer and TechnologyPGProcter & Gamble$457,2372,6830.4%Consumer StaplesWMWaste Management$447,8941,9350.4%Business ServicesVTIVanguard Total Stock Market ETF$444,1111,6160.4%ETFPAYXPaychex$434,1442,8140.4%Business ServicesVTHRVanguard Russell 3000 ETF$366,9751,4870.3%ETFGDGeneral Dynamics$324,3701,1900.3%AerospaceMFCManulife Financial$306,1429,8280.3%FinanceJNKSPDR Bloomberg High Yield Bond ETF$303,5313,1850.3%FinanceJNJJohnson & Johnson$302,9901,8270.3%MedicalMETAMeta Platforms$299,7075200.3%Computer and TechnologyHONHoneywell International$291,7921,3780.3%Multi-Sector ConglomeratesTJXTJX Companies$284,1592,3330.2%Retail/WholesaleAMGNAmgen$280,0838990.2%MedicalPEPPepsiCo$267,9831,7870.2%Consumer StaplesQCOMQUALCOMM$267,9341,7440.2%Computer and TechnologyABBVAbbVie$241,8971,1550.2%MedicalRYRoyal Bank of Canada$236,3742,0970.2%FinanceXOMExxon Mobil$233,7661,9660.2%EnergyMAMastercard$226,4114130.2%Business ServicesMDYSPDR S&P MidCap 400 ETF Trust$220,3274130.2%ETFBRK.BBerkshire Hathaway$218,3584100.2%FinanceLLYEli Lilly and Company$218,0402640.2%MedicalIJRiShares Core S&P Small-Cap ETF$216,6692,0720.2%ETFIPInternational Paper$215,6414,0420.2%Basic MaterialsCLColgate-Palmolive$214,1982,2860.2%Consumer StaplesSOSouthern$203,9452,2180.2%UtilitiesEXRExtra Space Storage$192,4431,2960.2%FinanceAVGOBroadcom$192,3771,1490.2%Computer and TechnologyCOSTCostco Wholesale$170,2401800.1%Retail/WholesaleORCLOracle$169,0301,2090.1%Computer and TechnologyNFLXNetflix$157,5981690.1%Consumer DiscretionaryKOCoca-Cola$152,7632,1330.1%Consumer StaplesUNHUnitedHealth Group$150,9482880.1%MedicalHDHome Depot$121,2223310.1%Retail/WholesalePMPhilip Morris International$111,1977010.1%Consumer StaplesVVisa$85,1622430.1%Business ServicesGOOGAlphabet$83,5835350.1%Computer and TechnologyMRKMerck & Co., Inc.$47,8425330.0%MedicalAMATApplied Materials$45,6973150.0%Computer and TechnologyIWBiShares Russell 1000 ETF$45,3921480.0%ETFACNAccenture$45,2461450.0%Computer and TechnologyCATCaterpillar$45,1831370.0%IndustrialsEFAiShares MSCI EAFE ETF$35,5854350.0%FinanceLAM RESEARCH CORP$14,5402000.0%StockINTUIntuit$6,140100.0%Computer and TechnologyDLTRDollar Tree$5,480730.0%Retail/WholesaleIBMInternational Business Machines$4,227170.0%Computer and TechnologyXYLXylem$1,434120.0%Business ServicesIWOiShares Russell 2000 Growth ETF$25610.0%ETFShowing 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. 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