Fiduciary Wealth Partners, LLC
CIK: 0001666504SEC EDGAR →
Portfolio Value
$243.9B
Holdings
89
As of
Q4 2025
New Positions
89
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 120,381 | $75.5B | 30.96% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 676,059 | $42.2B | 17.32% |
| 3 | VANGUARD SMALL CAP ETF | 70,887 | $18.3B | 7.50% |
| 4 | VANGUARD MID CAP ETF | 50,701 | $14.7B | 6.03% |
| 5 | VANGUARD INTERMEDIATE-TERM BOND | 127,568 | $9.9B | 4.07% |
| 6 | APPLE INC | 26,655 | $7.2B | 2.97% |
| 7 | SPDR S&P 500 ETF TRUST | 7,776 | $5.3B | 2.17% |
| 8 | MICROSOFT | 9,865 | $4.8B | 1.96% |
| 9 | ISHARES RUSSELL 1000 VALUE ETF | 20,822 | $4.4B | 1.80% |
| 10 | ISHARES RUSSELL 1000 GROWTH ETF | 9,081 | $4.3B | 1.76% |
Quarterly Changes
New Positions (89)
$75.5B · 120K shares
$42.2B · 676K shares
$18.3B · 71K shares
$14.7B · 51K shares
$9.9B · 128K shares
$7.2B · 27K shares
$5.3B · 8K shares
$4.8B · 10K shares
$4.4B · 21K shares
$4.3B · 9K shares
$4.0B · 6K shares
$4.0B · 79K shares
$3.4B · 9K shares
$3.1B · 57K shares
$2.6B · 14K shares
$2.5B · 11K shares
$2.0B · 6K shares
$1.9B · 5K shares
$1.4B · 3K shares
$1.2B · 4K shares
$1.2B · 3K shares
$1.0B · 3K shares
$1.0B · 2K shares
$913.0M · 13K shares
$897.0M · 9K shares
$862.0M · 10K shares
$855.0M · 4K shares
$836.0M · 2K shares
$799.0M · 7K shares
$785.0M · 4K shares
$675.0M · 2K shares
$622.0M · 5K shares
$604.0M · 6K shares
$599.0M · 908 shares
$595.0M · 1K shares
$590.0M · 2K shares
$588.0M · 3K shares
$575.0M · 4K shares
$568.0M · 3K shares
$554.0M · 4K shares
$493.0M · 745 shares
$489.0M · 2K shares
$468.0M · 821 shares
$465.0M · 2K shares
$462.0M · 536 shares
$449.0M · 5K shares
$446.0M · 1K shares
$440.0M · 653 shares
$434.0M · 1K shares
$429.0M · 749 shares
$413.0M · 2K shares
$390.0M · 2K shares
$388.0M · 1K shares
$388.0M · 2K shares
$388.0M · 3K shares
$382.0M · 5K shares
$375.0M · 1K shares
$374.0M · 70 shares
$365.0M · 3K shares
$364.0M · 3K shares
$356.0M · 10K shares
$349.0M · 2K shares
$348.0M · 324 shares
$343.0M · 6K shares
$327.0M · 3K shares
$316.0M · 3K shares
$309.0M · 3K shares
$297.0M · 661 shares
$279.0M · 1K shares
$275.0M · 2K shares
$263.0M · 2K shares
$262.0M · 4K shares
$260.0M · 670 shares
$255.0M · 728 shares
$254.0M · 3K shares
$252.0M · 4K shares
$244.0M · 1K shares
$236.0M · 960 shares
$231.0M · 543 shares
$227.0M · 538 shares
$224.0M · 1K shares
$222.0M · 3K shares
$213.0M · 2K shares
$212.0M · 927 shares
$207.0M · 2K shares
$207.0M · 3K shares
$203.0M · 1K shares
$203.0M · 580 shares
$201.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $201.2B | 82.5% |
| Technology | 14 | $19.4B | 8.0% |
| Unknown | 6 | $6.2B | 2.5% |
| Consumer Cyclical | 6 | $5.2B | 2.1% |
| Communication Services | 3 | $3.7B | 1.5% |
| Healthcare | 8 | $2.9B | 1.2% |
| Industrials | 5 | $2.3B | 0.9% |
| Consumer Defensive | 6 | $2.2B | 0.9% |
| Energy | 1 | $364.0M | 0.1% |
| Utilities | 1 | $252.0M | 0.1% |
| Basic Materials | 1 | $231.0M | 0.1% |