Fiduciary Wealth Partners, LLC
All holdings · as of Dec 31, 2025
| 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% |
| iShares MSCI UAE ETF | $862.3K | 0.4% |
| VANGUARD EXTENDED MARKET ETF | $855.7K | 0.4% |
| VANGUARD TOTAL STK MKT | $836.2K | 0.3% |
| VANGUARD ESG U.S. STOCK ETF | $799.7K | 0.3% |
| JOHNSON & JOHNSON | $785.6K | 0.3% |
| GENERAL DYNAMICS CORP | $675.3K | 0.3% |
| ISHARES S&P SMALLCAP 600 ETF | $622.9K | 0.3% |
| ISHARES MSCI EAFE ETF | $605.0K | 0.2% |
| Meta Platforms Inc | $599.2K | 0.2% |
| Warren E. Buffett | $595.6K | 0.2% |
| Broadcom Inc. | $590.6K | 0.2% |
| WASTE MANAGEMENT INC | $588.1K | 0.2% |
| TJX Cos Inc/The | $575.7K | 0.2% |
| LAM RESEARCH CORP | $568.7K | 0.2% |
| PROCTER & GAMBLE Co | $554.0K | 0.2% |
| INTUIT INC. | $493.5K | 0.2% |
| AbbVie Inc. | $489.0K | 0.2% |
| Mastercard Inc | $468.7K | 0.2% |
| APPLIED MATERIALS INC /DE | $465.9K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $462.2K | 0.2% |
| ISHARES MSCI JAPAN SMALL-CAP ETF | $449.9K | 0.2% |
| VANGUARD RUSSELL 3000 ETF | $447.0K | 0.2% |
| AppLovin Corp | $440.0K | 0.2% |
| AMGEN INC | $434.0K | 0.2% |
| CATERPILLAR INC | $429.3K | 0.2% |