Fiduciary Wealth Partners, LLC 13F Holdings · Q2 2026
Fiduciary Wealth Partners, LLC reported 69 securities worth $181.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (30.10%), VEA (20.88%), SGOV (8.05%). Among its top 25 positions this quarter: 1 new, 9 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $54.7M | 30.10% | 79,623 | Trimmed |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $37.9M | 20.88% | 532,351 | Trimmed |
| 3 | SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $14.6M | 8.05% | 145,340 | New |
| 4 | VB | VANGUARD SMALL CAP ETF | $13.4M | 7.38% | 44,238 | Trimmed |
| 5 | AAPL | APPLE INC | $5.1M | 2.82% | 17,725 | Added |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | $4.8M | 2.66% | 6,461 | Added |
| 7 | QQQ | POWERSHARES QQQ TR | $4.6M | 2.54% | 6,277 | Trimmed |
| 8 | VO | VANGUARD MID CAP ETF | $4.6M | 2.51% | 56,576 | Added |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.9M | 1.61% | 48,909 | Trimmed |
| 10 | MSFT | MICROSOFT | $2.7M | 1.51% | 7,362 | Added |
| 11 | VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $2.5M | 1.38% | 77,684 | Hold |
| 12 | AMZN | AMAZON.COM INC | $2.2M | 1.21% | 9,199 | Added |
| 13 | IWV | ISHARES RUSSELL 3000 ETF | $2.1M | 1.15% | 4,888 | Hold |
| 14 | NVDA | NVIDIA CORP | $1.7M | 0.94% | 8,495 | Added |
| 15 | BIV | VANGUARD INTERMEDIATE-TERM BOND | $1.6M | 0.88% | 20,917 | Trimmed |
| 16 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.6M | 0.86% | 2,992 | Trimmed |
| 17 | GOOGL | GOOGLE INC | $1.5M | 0.80% | 4,058 | Added |
| 18 | JPM | JPMORGAN CHASE & CO COM | $1.3M | 0.71% | 3,941 | Added |
| 19 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.2M | 0.65% | 14,272 | Trimmed |
| 20 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $1.2M | 0.65% | 23,452 | Added |
| 21 | VXF | VANGUARD EXTENDED MARKET ETF | $946,387 | 0.52% | 3,844 | Trimmed |
| 22 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $930,600 | 0.51% | 10,455 | Hold |
| 23 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $886,912 | 0.49% | 1,261 | Hold |
| 24 | VGK | VANGUARD EUROPEAN | $842,370 | 0.46% | 9,514 | Trimmed |
| 25 | IJR | ISHARES S&P SMALLCAP 600 ETF | $658,793 | 0.36% | 4,442 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR