Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2026) About Fiduciary Wealth Partners, LLCInvestment ActivityFiduciary Wealth Partners, LLC has $181.66 million in total holdings as of June 30, 2026.Fiduciary Wealth Partners, LLC owns shares of 69 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.39% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Fiduciary Wealth Partners, LLC has purchased 60 new stocks and bought additional shares in 32 stocks.Fiduciary Wealth Partners, LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $54,685,672Vanguard FTSE Developed Markets ETF $37,930,042iShares 0-3 Month Treasury Bond ETF $14,631,378Vanguard Small-Cap ETF $13,409,522Apple $5,128,944 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $14,631,378 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $427,507 Holding87283Q503 - T. Rowe Price U.S. Equity Research ETF $296,017 Holding532457108 - Eli Lilly and Company $255,479 Holding060505104 - Bank of America $230,897 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 145,340 shares (about $14.63M)Vanguard Mid-Cap ETF 34,525 shares (about $2.78M)EXXONMOBIL HOLDINGS CORP COM SHS 3,127 shares (about $427.51K)T. Rowe Price U.S. Equity Research ETF 6,228 shares (about $296.02K)Eli Lilly and Company 213 shares (about $255.48K) Largest Sales this Quarter Vanguard Small-Cap ETF 8,729 shares (about $2.65M)Vanguard S&P 500 ETF 2,367 shares (about $1.63M)Vanguard FTSE Developed Markets ETF 13,137 shares (about $936.01K)Invesco QQQ 705 shares (about $519.16K)Vanguard Intermediate-Term Bond ETF 3,132 shares (about $240.22K) 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$54,685,672$1,625,673 â–¼-2.9%79,62330.1%ETFVEAVanguard FTSE Developed Markets ETF$37,930,042$936,012 â–¼-2.4%532,35120.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,631,378$14,631,378 â–²New Holding145,3408.1%ETFVBVanguard Small-Cap ETF$13,409,522$2,645,954 â–¼-16.5%44,2387.4%ETFAAPLApple$5,128,944$57,872 â–²1.1%17,7252.8%TechnologySPYSPDR S&P 500 ETF Trust$4,824,735$5,974 â–²0.1%6,4612.7%ETFQQQInvesco QQQ$4,622,383$519,162 â–¼-10.1%6,2772.5%ETFVOVanguard Mid-Cap ETF$4,558,313$2,781,670 â–²156.6%56,5762.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,919,371$27,875 â–¼-0.9%48,9091.6%ETFMSFTMicrosoft$2,745,993$38,046 â–²1.4%7,3621.5%TechnologyVOYAGER TECHNOLOGIES INC COM CL A$2,505,3090.0%77,6841.4%StockAMZNAmazon.com$2,192,490$30,746 â–²1.4%9,1991.2%Consumer DiscretionaryIWViShares Russell 3000 ETF$2,084,2430.0%4,8881.1%ETFNVDANVIDIA$1,699,747$62,027 â–²3.8%8,4950.9%TechnologyBIVVanguard Intermediate-Term Bond ETF$1,604,308$240,221 â–¼-13.0%20,9170.9%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,562,991$12,015 â–¼-0.8%2,9920.9%ETFGOOGLAlphabet$1,450,100$30,374 â–²2.1%4,0580.8%Communication ServicesJPMJPMorgan Chase & Co.$1,289,949$10,474 â–²0.8%3,9410.7%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,186,202$131,609 â–²12.5%23,4520.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,182,292$30,237 â–¼-2.5%14,2720.7%ETFVXFVanguard Extended Market ETF$946,387$5,170 â–¼-0.5%3,8440.5%ETFIDEViShares Core MSCI International Developed Markets ETF$930,6000.0%10,4550.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$886,9120.0%1,2610.5%ETFVGKVanguard FTSE Europe ETF$842,370$142,992 â–¼-14.5%9,5140.5%ETFIJRiShares Core S&P Small-Cap ETF$658,7930.0%4,4420.4%ETFJNJJohnson & Johnson$646,761$8,634 â–²1.4%2,5470.4%HealthcareVTIVanguard Total Stock Market ETF$590,132$370 â–²0.1%1,5950.3%ETFGDGeneral Dynamics$573,160$1,417 â–²0.2%1,6180.3%IndustrialsXLKTechnology Select Sector SPDR Fund$547,554$184,995 â–¼-25.3%2,8740.3%ETFWMWaste Management$536,843$1,337 â–²0.2%2,4090.3%IndustrialsPANWPalo Alto Networks$502,663$2,728 â–²0.5%1,4740.3%TechnologyPGProcter & Gamble$493,505$3,373 â–²0.7%3,3650.3%Consumer StaplesTJXTJX Companies$480,255$2,727 â–²0.6%3,1700.3%Consumer DiscretionaryIEFiShares 7-10 Year Treasury Bond ETF$466,7980.0%4,9360.3%ETFAVLVAvantis U.S. Large Cap Value ETF$460,0630.0%5,0440.3%ETFRYRoyal Bank Of Canada$434,0160.0%2,0970.2%FinanceEXXONMOBIL HOLDINGS CORP COM SHS$427,507$427,507 â–²New Holding3,1270.2%StockEWJiShares MSCI Japan ETF$421,767$21,825 â–¼-4.9%4,5220.2%ETFTEMPUR PEDIC INTL INC$417,304$63,187 â–²17.8%5,3230.2%StockMFCManulife Financial$398,1320.0%9,8280.2%FinanceAPPLOVIN CORP COM CL A$389,514$24,216 â–²6.6%7560.2%StockAVGOBroadcom$351,685$25,687 â–²7.9%9310.2%TechnologyPEPPepsiCo$335,828$2,302 â–²0.7%2,4800.2%Consumer StaplesMETAMeta Platforms$331,778$16,899 â–²5.4%5890.2%Communication ServicesMSMorgan Stanley$319,413$3,554 â–²1.1%1,5280.2%FinanceQCOMQualcomm$307,721$2,033 â–²0.7%1,6650.2%TechnologyJNKSPDR Bloomberg High Yield Bond ETF$306,7460.0%3,1830.2%ETFROKRockwell Automation$298,533$1,485 â–²0.5%6030.2%IndustrialsTSPAT. Rowe Price U.S. Equity Research ETF$296,017$296,017 â–²New Holding6,2280.2%ETFWALMART INC COM$295,382$7,928 â–²2.8%2,6080.2%StockABBVAbbVie$291,473$6,544 â–²2.3%1,1580.2%HealthcareBBCAJPMorgan BetaBuilders Canada ETF$288,359$9,542 â–¼-3.2%2,9010.2%ETFPAYXPaychex$275,6190.0%2,8030.2%IndustrialsLINDE PLC SHS$273,371$3,631 â–²1.3%5270.2%StockEFAiShares MSCI EAFE ETF$261,680$727 â–²0.3%2,5190.1%ETFMAMastercard$259,368$6,163 â–²2.4%5050.1%FinanceLLYEli Lilly and Company$255,479$255,479 â–²New Holding2130.1%HealthcareVIGVanguard Dividend Appreciation ETF$241,5590.0%1,0210.1%ETFBACBank of America$230,897$230,897 â–²New Holding4,0520.1%FinanceNVSNovartis$229,4380.0%1,4640.1%HealthcareIJHiShares Core S&P Mid-Cap ETF$223,388$223,388 â–²New Holding2,8970.1%ETFKOCocaCola$223,135$4,957 â–²2.3%2,7460.1%Consumer StaplesMUMicron Technology$222,778$222,778 â–²New Holding1930.1%TechnologyAMATApplied Materials$220,437$220,437 â–²New Holding3050.1%TechnologyBKNGBooking$218,344$209,610 â–²2,400.0%1,2250.1%Consumer DiscretionarySOSouthern$213,050$1,914 â–²0.9%2,2260.1%UtilitiesITWIllinois Tool Works$210,349$210,349 â–²New Holding7780.1%IndustrialsCLColgate-Palmolive$209,305$209,305 â–²New Holding2,2830.1%Consumer StaplesETNEaton$204,964$204,964 â–²New Holding4810.1%IndustrialsXOMExxonMobil$0$519,133 â–¼-100.0%00.0%EnergyZZillow Group$0$218,942 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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