Fiduciary Wealth Partners, LLC Top Holdings and 13F Report (2026) About Fiduciary Wealth Partners, LLCInvestment ActivityFiduciary Wealth Partners, LLC has $152.80 million in total holdings as of March 31, 2026.Fiduciary Wealth Partners, LLC owns shares of 60 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 4.02% of the portfolio was purchased this quarter.About 59.91% of the portfolio was sold this quarter.This quarter, Fiduciary Wealth Partners, LLC has purchased 89 new stocks and bought additional shares in 6 stocks.Fiduciary Wealth Partners, LLC sold shares of 40 stocks and completely divested from 37 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $48,993,126Vanguard FTSE Developed Markets ETF $34,954,855Vanguard Small-Cap ETF $13,873,170Vanguard Mid-Cap ETF $6,332,675Apple $4,447,703 Largest New Holdings this Quarter 92892B103 - VOYAGER TECHNOLOGIES INC COM CL A $1,817,029 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $1,020,931 Holding81369Y803 - Technology Select Sector SPDR Fund $511,001 Holding464287440 - iShares 7-10 Year Treasury Bond ETF $471,092 Holding46434G822 - iShares MSCI Japan ETF $401,597 Holding Largest Purchases this Quarter VOYAGER TECHNOLOGIES INC COM CL A 77,684 shares (about $1.82M)iShares Core MSCI Emerging Markets ETF 14,637 shares (about $1.02M)Vanguard FTSE Europe ETF 8,473 shares (about $698.43K)Technology Select Sector SPDR Fund 3,845 shares (about $511.00K)iShares 7-10 Year Treasury Bond ETF 4,936 shares (about $471.09K) Largest Sales this Quarter Vanguard S&P 500 ETF 38,391 shares (about $22.94M)Vanguard FTSE Developed Markets ETF 130,571 shares (about $8.37M)Vanguard Mid-Cap ETF 28,650 shares (about $8.23M)Vanguard Intermediate-Term Bond ETF 103,519 shares (about $7.99M)Vanguard Small-Cap ETF 17,920 shares (about $4.69M) 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$48,993,126$22,940,543 â–¼-31.9%81,99032.1%ETFVEAVanguard FTSE Developed Markets ETF$34,954,855$8,366,986 â–¼-19.3%545,48822.9%ETFVBVanguard Small-Cap ETF$13,873,170$4,693,624 â–¼-25.3%52,9679.1%ETFVOVanguard Mid-Cap ETF$6,332,675$8,227,796 â–¼-56.5%22,0514.1%ETFAAPLApple$4,447,703$2,317,120 â–¼-34.3%17,5252.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,196,846$860,441 â–¼-17.0%6,4532.7%FinanceQQQInvesco QQQ$4,029,871$309,368 â–²8.3%6,9822.6%FinanceMSFTMicrosoft$2,687,549$964,334 â–¼-26.4%7,2601.8%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,668,761$430,885 â–¼-13.9%49,3761.7%ETFAMZNAmazon.com$1,889,009$410,708 â–¼-17.9%9,0701.2%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$1,856,066$7,989,442 â–¼-81.1%24,0491.2%ETFVOYAGER TECHNOLOGIES INC COM CL A$1,817,029$1,817,029 â–²New Holding77,6841.2%StockIWViShares Russell 3000 ETF$1,811,884$1,399,317 â–¼-43.6%4,8881.2%ETFNVDANVIDIA$1,427,448$1,033,134 â–¼-42.0%8,1850.9%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,396,5180.0%3,0150.9%FinanceJPMJPMorgan Chase & Co.$1,149,766$50,591 â–²4.6%3,9090.8%FinanceGOOGLAlphabet$1,142,389$713,957 â–¼-38.5%3,9730.7%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,040,207$2,880,550 â–¼-73.5%20,8500.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,020,931$1,020,931 â–²New Holding14,6370.7%ETFVGKVanguard FTSE Europe ETF$917,363$698,429 â–²319.0%11,1290.6%ETFIDEViShares Core MSCI International Developed Markets ETF$873,7240.0%10,4550.6%ETFVXFVanguard Extended Market ETF$795,435$46,718 â–¼-5.5%3,8650.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$777,734$254,722 â–¼-24.7%1,2610.5%ETFJNJJohnson & Johnson$614,316$313,636 â–¼-33.8%2,5130.4%MedicalGDGeneral Dynamics$553,957$134,542 â–¼-19.5%1,6140.4%AerospaceIJRiShares Core S&P Small-Cap ETF$552,185$92,114 â–¼-14.3%4,4420.4%ETFWMWaste Management$552,108$62,954 â–¼-10.2%2,4030.4%Business ServicesXOMExxonMobil$519,133$5,090 â–²1.0%3,0600.3%EnergyVTIVanguard Total Stock Market ETF$511,502$288,803 â–¼-36.1%1,5940.3%ETFXLKTechnology Select Sector SPDR Fund$511,001$511,001 â–²New Holding3,8450.3%ETFTJXTJX Companies$503,374$95,181 â–¼-15.9%3,1520.3%Retail/WholesalePGProcter & Gamble$482,678$75,680 â–¼-13.6%3,3420.3%Consumer StaplesIEFiShares 7-10 Year Treasury Bond ETF$471,092$471,092 â–²New Holding4,9360.3%ETFAVLVAvantis U.S. Large Cap Value ETF$406,5970.0%5,0440.3%ETFEWJiShares MSCI Japan ETF$401,597$401,597 â–²New Holding4,7560.3%ETFPEPPepsiCo$382,521$38,050 â–¼-9.0%2,4630.3%Consumer StaplesRYRoyal Bank Of Canada$339,253$31,547 â–¼-8.5%2,0970.2%FinanceMFCManulife Financial$338,4760.0%9,8280.2%FinanceTEMPUR PEDIC INTL INC$333,896$123,446 â–²58.7%4,5170.2%StockMETAMeta Platforms$319,821$199,674 â–¼-38.4%5590.2%Computer and TechnologyWALMART INC COM$315,423$49,712 â–¼-13.6%2,5380.2%StockJNKSPDR Bloomberg High Yield Bond ETF$304,6770.0%3,1830.2%FinanceAPPLOVIN CORP COM CL A$282,182$22,288 â–²8.6%7090.2%StockBBCAJPMorgan BetaBuilders Canada ETF$281,898$281,898 â–²New Holding2,9970.2%ETFAVGOBroadcom$267,107$260,917 â–¼-49.4%8630.2%Computer and TechnologyPAYXPaychex$258,212$2,027 â–¼-0.8%2,8030.2%Computer and TechnologyLINDE PLC SHS$257,690$11,398 â–¼-4.2%5200.2%StockMSMorgan Stanley$248,665$6,912 â–¼-2.7%1,5110.2%FinanceMAMastercard$246,332$163,888 â–¼-40.0%4930.2%Business ServicesABBVAbbVie$246,298$219,318 â–¼-47.1%1,1320.2%MedicalEFAiShares MSCI EAFE ETF$243,993$367,932 â–¼-60.1%2,5120.2%FinancePANWPalo Alto Networks$235,029$69,258 â–¼-22.8%1,4660.2%Computer and TechnologyNVSNovartis$223,626$1,833 â–¼-0.8%1,4640.1%MedicalVIGVanguard Dividend Appreciation ETF$219,5490.0%1,0210.1%ETFZZillow Group$218,942$218,942 â–²New Holding5,2910.1%Computer and TechnologyROKRockwell Automation$215,328$25,122 â–¼-10.4%6000.1%Computer and TechnologyQCOMQualcomm$213,034$79,340 â–¼-27.1%1,6540.1%Computer and TechnologySOSouthern$212,923$212,923 â–²New Holding2,2060.1%UtilitiesBKNGBooking$206,306$88,417 â–¼-30.0%490.1%Retail/WholesaleKOCocaCola$204,223$81,309 â–¼-28.5%2,6850.1%Consumer StaplesIWDiShares Russell 1000 Value ETF$0$4,379,699 â–¼-100.0%00.0%ETFIWFiShares Russell 1000 Growth ETF$0$4,298,037 â–¼-100.0%00.0%ETFIWBiShares Russell 1000 ETF$0$1,870,633 â–¼-100.0%00.0%ETFHDHome Depot$0$1,177,318 â–¼-100.0%00.0%Retail/WholesaleGOOGAlphabet$0$1,033,416 â–¼-100.0%00.0%Computer and TechnologyVSGXVanguard ESG International Stock ETF$0$913,871 â–¼-100.0%00.0%ETFRVTYRevvity$0$897,647 â–¼-100.0%00.0%MedicalESGVVanguard ESG U.S. Stock ETF$0$799,667 â–¼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$595,640 â–¼-100.0%00.0%FinanceLAM RESEARCH CORP$0$568,691 â–¼-100.0%00.0%StockINTUIntuit$0$493,522 â–¼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$465,895 â–¼-100.0%00.0%Computer and TechnologyCOSTCostco Wholesale$0$462,214 â–¼-100.0%00.0%Retail/WholesaleSCJiShares MSCI Japan Small-Cap ETF$0$449,859 â–¼-100.0%00.0%ETFVTHRVanguard Russell 3000 ETF$0$446,956 â–¼-100.0%00.0%ETFAMGNAmgen$0$434,013 â–¼-100.0%00.0%MedicalCATCaterpillar$0$429,349 â–¼-100.0%00.0%IndustrialsORCLOracle$0$413,209 â–¼-100.0%00.0%Computer and TechnologyIBMInternational Business Machines$0$388,338 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$375,304 â–¼-100.0%00.0%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$0$365,461 â–¼-100.0%00.0%ETFLLYEli Lilly and Company$0$348,368 â–¼-100.0%00.0%MedicalBACBank of America$0$343,369 â–¼-100.0%00.0%FinanceTSLATesla$0$297,265 â–¼-100.0%00.0%Auto/Tires/TrucksACNAccenture$0$279,183 â–¼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$263,833 â–¼-100.0%00.0%FinanceVVisa$0$255,369 â–¼-100.0%00.0%Business ServicesALCCAltC Acquisition$0$252,954 â–¼-100.0%00.0%EnergyCOFCapital One Financial$0$244,425 â–¼-100.0%00.0%FinanceIWMiShares Russell 2000 ETF$0$236,194 â–¼-100.0%00.0%FinanceCVNACarvana$0$227,047 â–¼-100.0%00.0%Retail/WholesaleMRKMerck & Co., Inc.$0$213,784 â–¼-100.0%00.0%MedicalDHRDanaher$0$212,225 â–¼-100.0%00.0%MedicalMDTMedtronic$0$207,874 â–¼-100.0%00.0%MedicalCLColgate-Palmolive$0$207,664 â–¼-100.0%00.0%Consumer StaplesSYKStryker$0$203,853 â–¼-100.0%00.0%MedicalWFCWells Fargo & Company$0$201,008 â–¼-100.0%00.0%FinanceShowing 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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