Q2 2026 13F · SEC CIK 1666504

Fiduciary Wealth Partners, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $181.7M
Reported positions: 69
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.5B

Fiduciary Wealth Partners, LLC is a wealth manager that reported 69 positions worth $181.7M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Vanguard Index Fds (VOO, 30.1%), Vanguard Ftse Developed Markets Index Fu (VEA, 20.9%), Ishares Tr (SGOV, 8.1%).

Fiduciary Wealth Partners, LLC holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Fiduciary Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	30.1%	32.1%	79,623	-2.9%	$54.7M
VEAVanguard Ftse Developed Markets Index Fu	20.9%	22.9%	532,351	-2.4%	$37.9M
SGOVIshares Tr	8.1%	—	145,340	—	$14.6M
VBVanguard Index Fds	7.4%	9.1%	44,238	-16.5%	$13.4M
AAPLApple Inc	2.8%	2.9%	17,725	+1.1%	$5.1M
SPYState Str Spdr S&p 500 ETF T	2.7%	2.7%	6,461	+0.1%	$4.8M
QQQInvesco Qqq Tr	2.5%	2.6%	6,277	-10.1%	$4.6M
VOVanguard Index Fds	2.5%	4.1%	56,576	+156.6%	$4.6M
VWOVanguard Intl Equity Index F	1.6%	1.7%	48,909	-0.9%	$2.9M
MSFTMicrosoft Corp	1.5%	1.8%	7,362	+1.4%	$2.7M
VOYGVoyager Technologies Inc Com Cl A	1.4%	1.2%	77,684	+0.0%	$2.5M
AMZNAmazon Com Inc	1.2%	1.2%	9,199	+1.4%	$2.2M
IWVIshares Tr	1.1%	1.2%	4,888	+0.0%	$2.1M
NVDANvidia Corporation	0.9%	0.9%	8,495	+3.8%	$1.7M
BIVVanguard Bd Index Fds	0.9%	1.2%	20,917	-13.0%	$1.6M
DIASpdr Dow Jones Indl Average	0.9%	0.9%	2,992	-0.8%	$1.6M
GOOGLAlphabet Inc	0.8%	0.7%	4,058	+2.1%	$1.5M
JPMJpmorgan Chase & Co	0.7%	0.8%	3,941	+0.8%	$1.3M
VTEBVanguard Mun Bd Fds	0.7%	0.7%	23,452	+12.5%	$1.2M
IEMGIshares Inc	0.7%	0.7%	14,272	-2.5%	$1.2M
VXFVanguard Index Fds	0.5%	0.5%	3,844	-0.5%	$946K
IDEVIshares Tr	0.5%	0.6%	10,455	+0.0%	$931K
MDYState Str Spdr S&p Midcap 40	0.5%	0.5%	1,261	+0.0%	$887K
VGKVanguard Ftse Europe ETF	0.5%	0.6%	9,514	-14.5%	$842K
IJRIshares Tr	0.4%	0.4%	4,442	+0.0%	$659K
JNJJohnson & Johnson	0.4%	0.4%	2,547	+1.4%	$647K
VTIVanguard Index Fds	0.3%	0.3%	1,595	+0.1%	$590K
GDGeneral Dynamics Corp	0.3%	0.4%	1,618	+0.2%	$573K
XLKSelect Sector Spdr Tr	0.3%	0.3%	2,874	-25.3%	$548K
WMWaste Mgmt Inc Del	0.3%	0.4%	2,409	+0.2%	$537K
PANWPalo Alto Networks Inc	0.3%	—	1,474	—	$503K
PGProcter & Gamble Co	0.3%	0.3%	3,365	+0.7%	$494K
TJXTjx Cos Inc New	0.3%	0.3%	3,170	+0.6%	$480K
IEFIshares Tr	0.3%	0.3%	4,936	+0.0%	$467K
AVLVAmerican Centy ETF Tr	0.3%	0.3%	5,044	+0.0%	$460K
RYRoyal Bk Cda	0.2%	0.2%	2,097	+0.0%	$434K
XOMExxonmobil Holdings Corp	0.2%	—	3,127	—	$428K
EWJIshares Inc	0.2%	0.3%	4,522	-4.9%	$422K
TPXSomnigroup International Inc	0.2%	0.2%	5,323	+17.8%	$417K
MFCManulife Finl Corp	0.2%	0.2%	9,828	+0.0%	$398K
APPApplovin Corp	0.2%	0.2%	756	+6.6%	$390K
AVGOBroadcom Inc	0.2%	0.2%	931	+7.9%	$352K
PEPPepsico Inc	0.2%	0.3%	2,480	+0.7%	$336K
METAMeta Platforms Inc	0.2%	0.2%	589	+5.4%	$332K
MSMorgan Stanley	0.2%	0.2%	1,528	+1.1%	$319K
QCOMQualcomm Inc	0.2%	—	1,665	—	$308K
JNKSpdr Series Trust	0.2%	0.2%	3,183	+0.0%	$307K
ROKRockwell Automation Inc	0.2%	—	603	—	$299K
TSPAT Rowe Price Exchange-Traded	0.2%	—	6,228	—	$296K
WMTWalmart Inc	0.2%	0.2%	2,608	+2.8%	$295K

What Fiduciary Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$181.7M	69
Q1 2026	$152.8M	60
Q4 2025	$243.9M	89
Q3 2025	$238.2M	91
Q2 2025	$106.2M	70
Q1 2025	$115.7M	65
Q3 2017	$75.0M	8
Q2 2017	$81.7M	11
Q1 2017	$98.6M	14
Q4 2016	$99.0M	15
Q3 2016	$100.0M	15
Q2 2016	$93.9M	17

Questions about Fiduciary Wealth Partners, LLC's portfolio

What stocks does Fiduciary Wealth Partners, LLC own?

Fiduciary Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 69 positions worth $181.7M. The largest are Vanguard Index Fds (VOO) at 30.1%, Vanguard Ftse Developed Markets Index Fu (VEA) at 20.9%, Ishares Tr (SGOV) at 8.1%, Vanguard Index Fds (VB) at 7.4% and Apple Inc (AAPL) at 2.8%.

What did Fiduciary Wealth Partners, LLC buy last quarter?

In Q2 2026, Fiduciary Wealth Partners, LLC added Vanguard Index Fds (VO) (+156.6% shares), Somnigroup International Inc (TPX) (+17.8% shares) and Vanguard Mun Bd Fds (VTEB) (+12.5% shares), compared with its Q1 2026 filing.

What did Fiduciary Wealth Partners, LLC sell last quarter?

In Q2 2026, Fiduciary Wealth Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 J P Morgan Exchange Traded F (BBCA), cut from its top 50 Paychex Inc (PAYX), cut from its top 50 Linde PLC (LIN), cut from its top 50 Mastercard Incorporated (MA), Select Sector Spdr Tr (XLK) (-25.3% shares), Vanguard Index Fds (VB) (-16.5% shares) and Vanguard Ftse Europe ETF (VGK) (-14.5% shares), compared with its Q1 2026 filing.

When is Fiduciary Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Fiduciary Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Fiduciary Wealth Partners, LLC manage?

Fiduciary Wealth Partners, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $181.7M.