Q2 2026 13F · SEC CIK 1666504

Fiduciary Wealth Partners, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $181.7M
Reported positions: 69
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.5B

Fiduciary Wealth Partners, LLC is a wealth manager that reported 69 positions worth $181.7M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Vanguard S&p 500 ETF (VOO, 30.1%), Vanguard Tax-Managed Fds (VEA, 20.9%), iShares 0-3 Month Treasury Bon (SGOV, 8.1%).

Fiduciary Wealth Partners, LLC holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fiduciary Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	30.1%	32.1%	79,623	-2.9%	$54.7M
VEAVanguard Tax-Managed Fds	20.9%	22.9%	532,351	-2.4%	$37.9M
SGOViShares 0-3 Month Treasury Bon	8.1%	—	145,340	—	$14.6M
VBVanguard Indx Fd	7.4%	9.1%	44,238	-16.5%	$13.4M
AAPLApple Inc	2.8%	2.9%	17,725	+1.1%	$5.1M
SPYSpdr S&p 500 ETF Tr	2.7%	2.7%	6,461	+0.1%	$4.8M
QQQInvesco Qqq Tr	2.5%	2.6%	6,277	-10.1%	$4.6M
VOVanguard Index Fds	2.5%	4.1%	56,576	+156.6%	$4.6M
VWOVanguard Intl Equity Index F	1.6%	1.7%	48,909	-0.9%	$2.9M
MSFTMicrosoft Corp	1.5%	1.8%	7,362	+1.4%	$2.7M
VOYGVoyager Technologies Inc	1.4%	1.2%	77,684	+0.0%	$2.5M
AMZNAmazon Com Inc Com	1.2%	1.2%	9,199	+1.4%	$2.2M
IWVIshares Russell 3000 Index	1.1%	1.2%	4,888	+0.0%	$2.1M
NVDANvidia Corporation Com	0.9%	0.9%	8,495	+3.8%	$1.7M
BIVVanguard Bd Index Fds	0.9%	1.2%	20,917	-13.0%	$1.6M
DIAState Street Spdr Dow Jones Industrial A	0.9%	0.9%	2,992	-0.8%	$1.6M
GOOGLAlphabet Inc	0.8%	0.7%	4,058	+2.1%	$1.5M
JPMJpmorgan Chase & Co	0.7%	0.8%	3,941	+0.8%	$1.3M
VTEBVanguard Tx Ex Bd	0.7%	0.7%	23,452	+12.5%	$1.2M
IEMGIshares	0.7%	0.7%	14,272	-2.5%	$1.2M
VXFVanguard Index Fds	0.5%	0.5%	3,844	-0.5%	$946K
IDEVIshares Tr	0.5%	0.6%	10,455	+0.0%	$931K
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.5%	0.5%	1,261	+0.0%	$887K
VGKVanguard Intl Equity Index F	0.5%	0.6%	9,514	-14.5%	$842K
IJRIshares Core S&p Small Cap ETF	0.4%	0.4%	4,442	+0.0%	$659K
JNJJohnson & Johnson	0.4%	0.4%	2,547	+1.4%	$647K
VTIVanguard Index Fds	0.3%	0.3%	1,595	+0.1%	$590K
GDGeneral Dynamics Corp	0.3%	0.4%	1,618	+0.2%	$573K
XLKState Street Technology Select Sector Sp	0.3%	0.3%	2,874	-25.3%	$548K
WMWaste Mgmt Inc Del	0.3%	0.4%	2,409	+0.2%	$537K
PANWPalo Alto Networks Inc	0.3%	—	1,474	—	$503K
PGProcter & Gamble Co Com	0.3%	0.3%	3,365	+0.7%	$494K
TJXTjx Cos Inc New Com	0.3%	0.3%	3,170	+0.6%	$480K
IEFiShs 7-10 ys Tsy	0.3%	0.3%	4,936	+0.0%	$467K
AVLVAmerican Centy Tr ETF Avantis U S Large	0.3%	0.3%	5,044	+0.0%	$460K
RYRoyal Bank of Canada	0.2%	0.2%	2,097	+0.0%	$434K
XOMExxon Mobil Corp	0.2%	—	3,127	—	$428K
EWJIshares Inc	0.2%	0.3%	4,522	-4.9%	$422K
TPXSomnigroup International Inc	0.2%	0.2%	5,323	+17.8%	$417K
MFCManulife Finl Corp	0.2%	0.2%	9,828	+0.0%	$398K
APPApplovin Corp	0.2%	0.2%	756	+6.6%	$390K
AVGOBroadcom Inc	0.2%	0.2%	931	+7.9%	$352K
PEPPepsico Inc	0.2%	0.3%	2,480	+0.7%	$336K
METAMeta Platforms Inc Class A	0.2%	0.2%	589	+5.4%	$332K
MSMorgan Stanley Com New	0.2%	0.2%	1,528	+1.1%	$319K
QCOMQualcomm Inc	0.2%	—	1,665	—	$308K
JNKState Street Spdr Bloomberg High Yield B	0.2%	0.2%	3,183	+0.0%	$307K
ROKRockwell Automation Inc	0.2%	—	603	—	$299K
TSPAT Rowe Price ETF Inc	0.2%	—	6,228	—	$296K
WMTWalmart Inc	0.2%	0.2%	2,608	+2.8%	$295K

What Fiduciary Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$181.7M	69
Q1 2026	$152.8M	60
Q4 2025	$243.9M	89
Q3 2025	$238.2M	91
Q2 2025	$106.2M	70
Q1 2025	$115.7M	65
Q3 2017	$75.0M	8
Q2 2017	$81.7M	11
Q1 2017	$98.6M	14
Q4 2016	$99.0M	15
Q3 2016	$100.0M	15
Q2 2016	$93.9M	17

Questions about Fiduciary Wealth Partners, LLC's portfolio

What stocks does Fiduciary Wealth Partners, LLC own?

Fiduciary Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 69 positions worth $181.7M. The largest are Vanguard S&p 500 ETF (VOO) at 30.1%, Vanguard Tax-Managed Fds (VEA) at 20.9%, iShares 0-3 Month Treasury Bon (SGOV) at 8.1%, Vanguard Indx Fd (VB) at 7.4% and Apple Inc (AAPL) at 2.8%.

What did Fiduciary Wealth Partners, LLC buy last quarter?

In Q2 2026, Fiduciary Wealth Partners, LLC added Vanguard Index Fds (VO) (+156.6% shares), Somnigroup International Inc (TPX) (+17.8% shares) and Vanguard Tx Ex Bd (VTEB) (+12.5% shares), compared with its Q1 2026 filing.

What did Fiduciary Wealth Partners, LLC sell last quarter?

In Q2 2026, Fiduciary Wealth Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 JPMorgan BetaBuilders Canada ET (BBCA), cut from its top 50 Paychex Inc (PAYX), cut from its top 50 Linde PLC (LIN), cut from its top 50 Mastercard Inc. (MA), State Street Technology Select Sector Sp (XLK) (-25.3% shares), Vanguard Indx Fd (VB) (-16.5% shares) and Vanguard Intl Equity Index F (VGK) (-14.5% shares), compared with its Q1 2026 filing.

When is Fiduciary Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Fiduciary Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Fiduciary Wealth Partners, LLC manage?

Fiduciary Wealth Partners, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $181.7M.