Fiduciary Wealth Partners, LLC
CIK: 0001666504SEC EDGAR →
Portfolio Value
$243.9M
Holdings
89
As of
Q4 2025
New Positions
89
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 120,381 | $75.5M | 30.96% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 676,059 | $42.2M | 17.32% |
| 3 | VANGUARD SMALL CAP ETF | 70,887 | $18.3M | 7.50% |
| 4 | VANGUARD MID CAP ETF | 50,701 | $14.7M | 6.03% |
| 5 | VANGUARD INTERMEDIATE-TERM BOND | 127,568 | $9.9M | 4.07% |
| 6 | APPLE INC | 26,655 | $7.2M | 2.97% |
| 7 | SPDR S&P 500 ETF TRUST | 7,776 | $5.3M | 2.17% |
| 8 | MICROSOFT | 9,865 | $4.8M | 1.96% |
| 9 | ISHARES RUSSELL 1000 VALUE ETF | 20,822 | $4.4M | 1.80% |
| 10 | ISHARES RUSSELL 1000 GROWTH ETF | 9,081 | $4.3M | 1.76% |
Quarterly Changes
New Positions (89)
$75.5M · 120K shares
$42.2M · 676K shares
$18.3M · 71K shares
$14.7M · 51K shares
$9.9M · 128K shares
$7.2M · 27K shares
$5.3M · 8K shares
$4.8M · 10K shares
$4.4M · 21K shares
$4.3M · 9K shares
$4.0M · 6K shares
$4.0M · 79K shares
$3.4M · 9K shares
$3.1M · 57K shares
$2.6M · 14K shares
$2.5M · 11K shares
$2.0M · 6K shares
$1.9M · 5K shares
$1.4M · 3K shares
$1.2M · 4K shares
$1.2M · 3K shares
$1.0M · 3K shares
$1.0M · 2K shares
$913K · 13K shares
$897K · 9K shares
$862K · 10K shares
$855K · 4K shares
$836K · 2K shares
$799K · 7K shares
$785K · 4K shares
$675K · 2K shares
$622K · 5K shares
$604K · 6K shares
$599K · 908 shares
$595K · 1K shares
$590K · 2K shares
$588K · 3K shares
$575K · 4K shares
$568K · 3K shares
$554K · 4K shares
$493K · 745 shares
$489K · 2K shares
$468K · 821 shares
$465K · 2K shares
$462K · 536 shares
$449K · 5K shares
$446K · 1K shares
$440K · 653 shares
$434K · 1K shares
$429K · 749 shares
$413K · 2K shares
$390K · 2K shares
$388K · 1K shares
$388K · 2K shares
$388K · 3K shares
$382K · 5K shares
$375K · 1K shares
$374K · 70 shares
$365K · 3K shares
$364K · 3K shares
$356K · 10K shares
$349K · 2K shares
$348K · 324 shares
$343K · 6K shares
$327K · 3K shares
$316K · 3K shares
$309K · 3K shares
$297K · 661 shares
$279K · 1K shares
$275K · 2K shares
$263K · 2K shares
$262K · 4K shares
$260K · 670 shares
$255K · 728 shares
$254K · 3K shares
$252K · 4K shares
$244K · 1K shares
$236K · 960 shares
$231K · 543 shares
$227K · 538 shares
$224K · 1K shares
$222K · 3K shares
$213K · 2K shares
$212K · 927 shares
$207K · 2K shares
$207K · 3K shares
$203K · 1K shares
$203K · 580 shares
$201K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $201.2M | 82.5% |
| Technology | 14 | $19.4M | 8.0% |
| Unknown | 6 | $6.2M | 2.5% |
| Consumer Cyclical | 6 | $5.2M | 2.1% |
| Communication Services | 3 | $3.7M | 1.5% |
| Healthcare | 8 | $2.9M | 1.2% |
| Industrials | 5 | $2.3M | 0.9% |
| Consumer Defensive | 6 | $2.2M | 0.9% |
| Energy | 1 | $364K | 0.1% |
| Utilities | 1 | $252K | 0.1% |
| Basic Materials | 1 | $231K | 0.1% |