Institutions / Fiduciary Wealth Partners, LLC
Fiduciary Wealth Partners, LLC
CIK 1666504 · Institution · as of Dec 31, 2025
Portfolio value
$243.88M
Positions
89
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 89 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard S&P 500 ETF | $75.49M | 31.0% |
| Vanguard Ftse Developed Markets ETF | $42.23M | 17.3% |
| Vanguard Small Cap ETF | $18.29M | 7.5% |
| Vanguard Mid Cap ETF | $14.71M | 6.0% |
| Vanguard Intermediate-Term Bond | $9.93M | 4.1% |
| Apple Inc. | $7.25M | 3.0% |
| SPDR S&P 500 ETF Trust | $5.30M | 2.2% |
| Microsoft Corp | $4.77M | 2.0% |
| iShares Russell 1000 Value ETF | $4.38M | 1.8% |
| iShares Russell 1000 Growth ETF | $4.30M | 1.8% |
| PowerShares Qqq Tr | $3.96M | 1.6% |
| Vanguard Tax-Exempt Bond ETF | $3.95M | 1.6% |
| iShares Russell 3000 ETF | $3.35M | 1.4% |
| Vanguard Ftse Emerging Markets ETF | $3.08M | 1.3% |
| NVIDIA Corp | $2.63M | 1.1% |
| Amazon.com Inc | $2.55M | 1.0% |
| Alphabet Inc. | $2.02M | 0.8% |
| iShares Russell 1000 ETF | $1.87M | 0.8% |
| SPDR Dow Jones Industrial Average ETF Trust | $1.45M | 0.6% |
| JPMorgan Chase & Co | $1.20M | 0.5% |
| Home Depot, Inc. | $1.18M | 0.5% |
| Alphabet Inc. | $1.03M | 0.4% |
| SPDR S&P Midcap 400 ETF Trust | $1.01M | 0.4% |
| Vanguard Esg International Stock ETF | $913.9K | 0.4% |
| Revvity, Inc. | $897.6K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.