Fiduciary Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Fiduciary Wealth Partners, LLC reported 65 stock positions worth $115.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 33.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 23.2%) and Vanguard Most SM-Cap ETF-Usd (VB, 10.4%).
- Most Recent 13F
- Q2 2026
- Location
- Newton, MA
- CIK
- 0001666504
- Portfolio Value
- $115.7M (Q1 2025)
- SEC Filing
- 0001376474-25-000440 ↗ filed May 8, 2025
Holdings Value
Holdings 65 stocks · $115.7M
| VOO Vanguard S&P 500 ETF | 33.03% | 74,373 | $38.2M | — |
| VEA Vanguard Ftse Developed ETF | 23.24% | 529,141 | $26.9M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 10.38% | 54,177 | $12.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.47% | 24,471 | $6.3M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.78% | 9,320 | $4.4M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.13% | 6,467 | $3.6M | — |
| AAPL Apple Inc. | 3.08% | 16,062 | $3.6M | — |
| MSFT Microsoft Corp. | 2.08% | 6,411 | $2.4M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.56% | 4,299 | $1.8M | — |
| IWV iShares Russell 3000 ETF | 1.50% | 5,460 | $1.7M | — |
| AMZN Amazon.com Inc. | 1.33% | 8,092 | $1.5M | — |
| VWO Vanguard Ftse Emerging Marke | 1.19% | 30,416 | $1.4M | — |
| VXF Vanguard Extended Market ETF | 0.60% | 4,046 | $697K | — |
| NVDA Nvidia Corp. | 0.60% | 6,373 | $691K | — |
| JPM JPMorgan Chase & Co. | 0.47% | 2,209 | $542K | — |
| GOOGL Alphabet Inc. Class A | 0.44% | 3,328 | $515K | — |
| PG The Procter & Gamble Co. | 0.40% | 2,683 | $457K | — |
| WM Waste Management Inc. | 0.39% | 1,935 | $448K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 1,616 | $444K | — |
| PAYX Paychex Inc. | 0.38% | 2,814 | $434K | — |
| VTHR Vanguard Russell 3000 | 0.32% | 1,487 | $367K | — |
| GD General Dynamics Corp. | 0.28% | 1,190 | $324K | — |
| MFC Manulife Financial Corp. | 0.26% | 9,828 | $306K | — |
| JNK SS SPDR BB High Yield Bond | 0.26% | 3,185 | $304K | — |
| JNJ Johnson & Johnson | 0.26% | 1,827 | $303K | — |
| META Meta Platforms Inc. Class A | 0.26% | 520 | $300K | — |
| HON Honeywell International Inc. | 0.25% | 1,378 | $292K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 2,333 | $284K | — |
| AMGN Amgen Inc. | 0.24% | 899 | $280K | — |
| PEP Pepsico Inc. | 0.23% | 1,787 | $268K | — |
| QCOM Qualcomm Inc. | 0.23% | 1,744 | $268K | — |
| ABBV Abbvie Inc. | 0.21% | 1,155 | $242K | — |
| RY Royal Bank of Canada | 0.20% | 2,097 | $236K | — |
| XOM Exxon Mobil Corp. | 0.20% | 1,966 | $234K | — |
| MA Mastercard Inc. Class A | 0.20% | 413 | $226K | — |
| MDY State Street SPDR S&P Midcap | 0.19% | 413 | $220K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 410 | $218K | — |
| LLY Eli Lilly & Co. | 0.19% | 264 | $218K | — |
| IJR iShares Core S&P Small-Cap E | 0.19% | 2,072 | $217K | — |
| IP International Paper Co. | 0.19% | 4,042 | $216K | — |
| CL Colgate-Palmolive Co. | 0.19% | 2,286 | $214K | — |
| SO The Southern Co. | 0.18% | 2,218 | $204K | — |
| EXR Extra Space Storage Inc. | 0.17% | 1,296 | $192K | — |
| AVGO Broadcom Inc. | 0.17% | 1,149 | $192K | — |
| COST Costco Wholesale Corp. | 0.15% | 180 | $170K | — |
| ORCL Oracle Corp. | 0.15% | 1,209 | $169K | — |
| NFLX Netflix Inc. | 0.14% | 169 | $158K | — |
| KO The Coca-Cola Co. | 0.13% | 2,133 | $153K | — |
| UNH Unitedhealth Group Inc. | 0.13% | 288 | $151K | — |
| HD Home Depot Inc. | 0.10% | 331 | $121K | — |
| PM Philip Morris International | 0.10% | 701 | $111K | — |
| V Visa Inc. Class A | 0.07% | 243 | $85K | — |
| GOOG Alphabet Inc. Class C | 0.07% | 535 | $84K | — |
| MRK Merck & Co. Inc. | 0.04% | 533 | $48K | — |
| AMAT Applied Materials Inc. | 0.04% | 315 | $46K | — |
| IWB iShares Russell 1000 ETF | 0.04% | 148 | $45K | — |
| ACN Accenture PLC Class A | 0.04% | 145 | $45K | — |
| CAT Caterpillar Inc. | 0.04% | 137 | $45K | — |
| EFA iShares MSCI Eafe ETF | 0.03% | 435 | $36K | — |
| LRCX Lam Research Corp. | 0.01% | 200 | $15K | — |
| INTU Intuit Inc. | 0.01% | 10 | $6K | — |
| DLTR Dollar Tree Inc. | 0.00% | 73 | $5K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.00% | 17 | $4K | — |
| XYL Xylem Inc. | 0.00% | 12 | $1K | — |
| IWO iShares Russell 2000 Growth | 0.00% | 1 | $256 | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.