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Fiduciary Wealth Partners, LLC

All holdings · as of Dec 31, 2025

89 positions

CompanyClassValueShares% of portfolio
WELLS FARGO & COMPANY/MN$201.0K2,1570.1%
NOVARTIS AG ADR$203.5K1,4760.1%
STRYKER CORP$203.9K5800.1%
COLGATE PALMOLIVE CO$207.7K2,6280.1%
Medtronic plc$207.9K2,1640.1%
DANAHER CORP /DE$212.2K9270.1%
Merck & Co., Inc.$213.8K2,0310.1%
VANGUARD EUROPEAN$222.1K2,6560.1%
VANGUARD DIVIDEND APPRECIATION ETF$224.4K1,0210.1%
CARVANA CO.$227.0K5380.1%
LINDE PLC$231.4K5430.1%
ISHARES RUSSELL 2000 ETF$236.2K9600.1%
CAPITAL ONE FINANCIAL CORP$244.4K1,0090.1%
Oklo Inc.$253.0K3,5250.1%
Somnigroup International Inc$254.2K2,8470.1%
Visa Inc$255.4K7280.1%
Rockwell Automation Inc$260.8K6700.1%
COCA COLA CO$262.4K3,7540.1%
Intercontinental Exchange, Inc.$263.8K1,6290.1%
Morgan Stanley$275.7K1,5530.1%
Accenture plc$279.2K1,0410.1%
Tesla Inc$297.3K6610.1%
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF$309.4K3,1830.1%
PAYCHEX INC$316.9K2,8250.1%
Walmart Inc.$327.4K2,9380.1%
BANK OF AMERICA CORP /DE$343.4K6,2430.1%
ELI LILLY & Co$348.4K3240.1%
Palo Alto Networks Inc$349.6K1,8980.1%
MANULIFE FINL CORP COM$356.6K9,8280.1%
EXXON MOBIL CORP$364.7K3,0300.1%
ISHARES RUSSELL MID-CAP VALUE ETF$365.5K2,5910.1%
Booking Holdings Inc$374.9K700.2%
Salesforce Inc$375.3K1,4170.2%
AVANTIS U.S. LARGE CAP VALUE ETF$382.2K5,0440.2%
QUALCOMM INC/DE$388.3K2,2700.2%
INTERNATIONAL BUSINESS MACHINES CORP$388.3K1,3110.2%
PEPSICO INC$388.7K2,7080.2%
ROYAL BANK OF CANADA$390.8K2,2920.2%
ORACLE CORP$413.2K2,1200.2%
CATERPILLAR INC$429.3K7490.2%
AMGEN INC$434.0K1,3260.2%
AppLovin Corp$440.0K6530.2%
VANGUARD RUSSELL 3000 ETF$447.0K1,4880.2%
ISHARES MSCI JAPAN SMALL-CAP ETF$449.9K4,9000.2%
COSTCO WHOLESALE CORP /NEW$462.2K5360.2%
APPLIED MATERIALS INC /DE$465.9K1,8130.2%
Mastercard Inc$468.7K8210.2%
AbbVie Inc.$489.0K2,1400.2%
INTUIT INC.$493.5K7450.2%
PROCTER & GAMBLE Co$554.0K3,8660.2%
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