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Fiduciary Wealth Partners, LLC

All holdings · as of Dec 31, 2025

89 positions

CompanyClassValueShares% of portfolio
LAM RESEARCH CORP$568.7K3,3220.2%
TJX Cos Inc/The$575.7K3,7480.2%
WASTE MANAGEMENT INC$588.1K2,6770.2%
Broadcom Inc.$590.6K1,7060.2%
Warren E. Buffett$595.6K1,1850.2%
Meta Platforms Inc$599.2K9080.2%
ISHARES MSCI EAFE ETF$605.0K6,3000.2%
ISHARES S&P SMALLCAP 600 ETF$622.9K5,1830.3%
GENERAL DYNAMICS CORP$675.3K2,0060.3%
JOHNSON & JOHNSON$785.6K3,7960.3%
VANGUARD ESG U.S. STOCK ETF$799.7K6,6110.3%
VANGUARD TOTAL STK MKT$836.2K2,4940.3%
VANGUARD EXTENDED MARKET ETF$855.7K4,0920.4%
iShares MSCI UAE ETF$862.3K10,4550.4%
REVVITY, INC.$897.6K9,2780.4%
VANGUARD ESG INTERNATIONAL STOCK ETF$913.9K12,7600.4%
SPDR S&P MIDCAP 400 ETF TRUST$1.01M1,6740.4%
Alphabet Inc.$1.03M3,2930.4%
HOME DEPOT, INC.$1.18M3,4210.5%
JPMORGAN CHASE & CO$1.20M3,7370.5%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST$1.45M3,0150.6%
ISHARES RUSSELL 1000 ETF$1.87M5,0090.8%
Alphabet Inc.$2.02M6,4560.8%
Amazon.com Inc$2.55M11,0421.0%
NVIDIA Corp$2.63M14,1091.1%
VANGUARD FTSE EMERGING MARKETS ETF$3.08M57,3481.3%
ISHARES RUSSELL 3000 ETF$3.35M8,6631.4%
VANGUARD TAX-EXEMPT BOND ETF$3.95M78,5881.6%
POWERSHARES QQQ TR$3.96M6,4461.6%
ISHARES RUSSELL 1000 GROWTH ETF$4.30M9,0811.8%
ISHARES RUSSELL 1000 VALUE ETF$4.38M20,8221.8%
MICROSOFT CORP$4.77M9,8652.0%
SPDR S&P 500 ETF TRUST$5.30M7,7762.2%
Apple Inc.$7.25M26,6553.0%
VANGUARD INTERMEDIATE-TERM BOND$9.93M127,5684.1%
VANGUARD MID CAP ETF$14.71M50,7016.0%
VANGUARD SMALL CAP ETF$18.29M70,8877.5%
VANGUARD FTSE DEVELOPED MARKETS ETF$42.23M676,05917.3%
VANGUARD S&P 500 ETF$75.49M120,38131.0%
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