Fiduciary Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Fiduciary Wealth Partners, LLC reported 69 stock positions worth $181.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 30.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 20.9%) and iShares 0-3 Month Treasury B (SGOV, 8.1%). Compared with Q1 2026, it opened 10 new positions, sold out of 1, added to 31 and reduced 14. The biggest buy was a new position in iShares 0-3 Month Treasury B (SGOV) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −2%).

Most Recent 13F
Q2 2026
Location
Newton, MA
CIK
0001666504
Portfolio Value
$181.7M (Q2 2026)
SEC Filing
0001376474-26-000529 ↗ filed Jul 29, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2025: $115.7M Q1 2025 Q2 2025: $106.2M Q2 2025 Q3 2025: $238.2M Q3 2025 Q4 2025: $243.9M Q4 2025 Q1 2026: $152.8M Q1 2026 Q2 2026: $181.7M $181.7M Q2 2026

Holdings 69 stocks · $181.7M
VOO Vanguard S&P 500 ETF 30.10% 79,623 $54.7M Reduce -2.9%
VEA Vanguard Ftse Developed ETF 20.88% 532,351 $37.9M Reduce -2.4%
SGOV iShares 0-3 Month Treasury B 8.05% 145,340 $14.6M New
VB Vanguard Most SM-Cap ETF-Usd 7.38% 44,238 $13.4M Reduce -16.5%
AAPL Apple Inc. 2.82% 17,725 $5.1M Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.66% 6,461 $4.8M Add +0.1%
QQQ Invesco QQQ Trust Series 1 2.54% 6,277 $4.6M Reduce -10.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.51% 56,576 $4.6M Reduce -35.9%
VWO Vanguard Ftse Emerging Marke 1.61% 48,909 $2.9M Reduce -0.9%
MSFT Microsoft Corp. 1.51% 7,362 $2.7M Add +1.4%
VOYG Voyager Technologies Inc. Class A 1.38% 77,684 $2.5M No change
AMZN Amazon.com Inc. 1.21% 9,199 $2.2M Add +1.4%
IWV iShares Russell 3000 ETF 1.15% 4,888 $2.1M No change
NVDA Nvidia Corp. 0.94% 8,495 $1.7M Add +3.8%
BIV Vanguard Intermediate-Term B 0.88% 20,917 $1.6M Reduce -13.0%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.86% 2,992 $1.6M Reduce -0.8%
GOOGL Alphabet Inc. Class A 0.80% 4,058 $1.5M Add +2.1%
JPM JPMorgan Chase & Co. 0.71% 3,941 $1.3M Add +0.8%
VTEB Vanguard Tax-Exempt Bond ETF 0.65% 23,452 $1.2M Add +12.5%
IEMG iShares Core MSCI Emerging 0.65% 14,272 $1.2M Reduce -2.5%
VXF Vanguard Extended Market ETF 0.52% 3,844 $946K Reduce -0.5%
IDEV iShares Core MSCI Dev MKTS 0.51% 10,455 $931K No change
MDY State Street SPDR S&P Midcap 0.49% 1,261 $887K No change
VGK Vanguard Ftse Europe ETF 0.46% 9,514 $842K Reduce -14.5%
IJR iShares Core S&P Small-Cap E 0.36% 4,442 $659K No change
JNJ Johnson & Johnson 0.36% 2,547 $647K Add +1.4%
VTI VG Morningstar TS MKT ETF-US 0.32% 1,595 $590K Add +0.1%
GD General Dynamics Corp. 0.32% 1,618 $573K Add +0.3%
XLK SS Technology Select Sector 0.30% 2,874 $548K Reduce -25.3%
WM Waste Management Inc. 0.30% 2,409 $537K Add +0.3%
PANW Palo Alto Networks Inc. 0.28% 1,474 $503K Add +0.6%
PG The Procter & Gamble Co. 0.27% 3,365 $494K Add +0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 3,170 $480K Add +0.6%
IEF iShares 7-10 Year Treasury B 0.26% 4,936 $467K No change
AVLV Avantis US Large Cap Value 0.25% 5,044 $460K No change
RY Royal Bank of Canada 0.24% 2,097 $434K No change
XOM Exxonmobil Holdings Corp. 0.24% 3,127 $428K Add +2.2%
EWJ iShares MSCI Japan ETF 0.23% 4,522 $422K Reduce -4.9%
SGI Somnigroup International Inc. 0.23% 5,323 $417K Add +17.8%
MFC Manulife Financial Corp. 0.22% 9,828 $398K No change
APP AppLovin Corp. Class A 0.21% 756 $390K Add +6.6%
AVGO Broadcom Inc. 0.19% 931 $352K Add +7.9%
PEP Pepsico Inc. 0.18% 2,480 $336K Add +0.7%
META Meta Platforms Inc. Class A 0.18% 589 $332K Add +5.4%
MS Morgan Stanley 0.18% 1,528 $319K Add +1.1%
QCOM Qualcomm Inc. 0.17% 1,665 $308K Add +0.7%
JNK SS SPDR BB High Yield Bond 0.17% 3,183 $307K No change
ROK Rockwell Automation Inc. 0.16% 603 $299K Add +0.5%
TSPA T Rowe Price US Eqy Research 0.16% 6,228 $296K New
WMT Walmart Inc. 0.16% 2,608 $295K Add +2.8%
ABBV Abbvie Inc. 0.16% 1,158 $291K Add +2.3%
BBCA JPMorgan Betabuilders Canada 0.16% 2,901 $288K Reduce -3.2%
PAYX Paychex Inc. 0.15% 2,803 $276K No change
LIN Linde PLC 0.15% 527 $273K Add +1.4%
EFA iShares MSCI Eafe ETF 0.14% 2,519 $262K Add +0.3%
MA Mastercard Inc. Class A 0.14% 505 $259K Add +2.4%
LLY Eli Lilly & Co. 0.14% 213 $255K New
VIG Vanguard Dividend Apprec ETF 0.13% 1,021 $242K No change
BAC Bank of America Corp. 0.13% 4,052 $231K New
NVS Novartis AG-Sponsored ADR 0.13% 1,464 $229K No change
IJH iShares Core S&P Midcap ETF 0.12% 2,897 $223K New
KO The Coca-Cola Co. 0.12% 2,746 $223K Add +2.3%
MU Micron Technology Inc. 0.12% 193 $223K New
AMAT Applied Materials Inc. 0.12% 305 $220K New
BKNG Booking Holdings Inc. 0.12% 1,225 $218K No change
SO The Southern Co. 0.12% 2,226 $213K Add +0.9%
ITW Illinois Tool Works 0.12% 778 $210K New
CL Colgate-Palmolive Co. 0.12% 2,283 $209K New
ETN Eaton Corp. PLC 0.11% 481 $205K New

Portfolio Sells Q1 2026 → Q2 2026
VEA Vanguard Ftse Developed ETF Reduce -2.4% 20.88% −2.00
VOO Vanguard S&P 500 ETF Reduce -2.9% 30.10% −1.96
VB Vanguard Most SM-Cap ETF-Usd Reduce -16.5% 7.38% −1.70
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -35.9% 2.51% −1.64
BIV Vanguard Intermediate-Term B Reduce -13.0% 0.88% −0.33
Z Zillow Group Inc. Class C Sold out 0.00% −0.14
VWO Vanguard Ftse Emerging Marke Reduce -0.9% 1.61% −0.14
VGK Vanguard Ftse Europe ETF Reduce -14.5% 0.46% −0.14
QQQ Invesco QQQ Trust Series 1 Reduce -10.1% 2.54% −0.09
DIA SS SPDR Dow Jones Indus Avg Reduce -0.8% 0.86% −0.05
XLK SS Technology Select Sector Reduce -25.3% 0.30% −0.03
EWJ iShares MSCI Japan ETF Reduce -4.9% 0.23% −0.03
BBCA JPMorgan Betabuilders Canada Reduce -3.2% 0.16% −0.03
IEMG iShares Core MSCI Emerging Reduce -2.5% 0.65% −0.02
VXF Vanguard Extended Market ETF Reduce -0.5% 0.52% +0.00

Portfolio Buys Q1 2026 → Q2 2026
SGOV iShares 0-3 Month Treasury B New 8.05% +8.05
TSPA T Rowe Price US Eqy Research New 0.16% +0.16
LLY Eli Lilly & Co. New 0.14% +0.14
BAC Bank of America Corp. New 0.13% +0.13
IJH iShares Core S&P Midcap ETF New 0.12% +0.12
PANW Palo Alto Networks Inc. Add +0.6% 0.28% +0.12
MU Micron Technology Inc. New 0.12% +0.12
AMAT Applied Materials Inc. New 0.12% +0.12
ITW Illinois Tool Works New 0.12% +0.12
CL Colgate-Palmolive Co. New 0.12% +0.12
ETN Eaton Corp. PLC New 0.11% +0.11
GOOGL Alphabet Inc. Class A Add +2.1% 0.80% +0.05
QCOM Qualcomm Inc. Add +0.7% 0.17% +0.03
APP AppLovin Corp. Class A Add +6.6% 0.21% +0.03
ROK Rockwell Automation Inc. Add +0.5% 0.16% +0.02
AVGO Broadcom Inc. Add +7.9% 0.19% +0.02
MS Morgan Stanley Add +1.1% 0.18% +0.01
SGI Somnigroup International Inc. Add +17.8% 0.23% +0.01
NVDA Nvidia Corp. Add +3.8% 0.94% +0.00
ABBV Abbvie Inc. Add +2.3% 0.16% −0.00
VTI VG Morningstar TS MKT ETF-US Add +0.1% 0.32% −0.01
KO The Coca-Cola Co. Add +2.3% 0.12% −0.01
EFA iShares MSCI Eafe ETF Add +0.3% 0.14% −0.02
LIN Linde PLC Add +1.4% 0.15% −0.02
MA Mastercard Inc. Class A Add +2.4% 0.14% −0.02
SO The Southern Co. Add +0.9% 0.12% −0.02
META Meta Platforms Inc. Class A Add +5.4% 0.18% −0.03
VTEB Vanguard Tax-Exempt Bond ETF Add +12.5% 0.65% −0.03
AMZN Amazon.com Inc. Add +1.4% 1.21% −0.03
JPM JPMorgan Chase & Co. Add +0.8% 0.71% −0.04
WMT Walmart Inc. Add +2.8% 0.16% −0.04
PG The Procter & Gamble Co. Add +0.7% 0.27% −0.04
JNJ Johnson & Johnson Add +1.4% 0.36% −0.05
GD General Dynamics Corp. Add +0.3% 0.32% −0.05
TJX TJX Companies Inc. Add +0.6% 0.26% −0.07
PEP Pepsico Inc. Add +0.7% 0.18% −0.07
WM Waste Management Inc. Add +0.3% 0.30% −0.07
AAPL Apple Inc. Add +1.1% 2.82% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 2.66% −0.09
XOM Exxonmobil Holdings Corp. Add +2.2% 0.24% −0.10
MSFT Microsoft Corp. Add +1.4% 1.51% −0.25

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 69$181.7MVOO, VEA, SGOV, VB, AAPL
Q1 2026 60$152.8MVOO, VEA, VB, VO, AAPL
Q4 2025 89$243.9MVOO, VEA, VB, VO, BIV
Q3 2025 91$238.2MVOO, VEA, VB, VO, BIV
Q2 2025 70$106.2MVOO, VO, BIV, VEA, VB
Q1 2025 65$115.7MVOO, VEA, VB, VO, QQQ