Fiduciary Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Fiduciary Wealth Partners, LLC reported 70 stock positions worth $106.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 28.8% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 9.4%) and Vanguard Intermediate-Term B (BIV, 9.4%). Compared with Q1 2025, it opened 16 new positions, sold out of 3, added to 26 and reduced 28. The biggest buy was a new position in Vanguard Intermediate-Term B (BIV) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- Newton, MA
- CIK
- 0001666504
- Portfolio Value
- $106.2M (Q2 2025)
- SEC Filing
- 0001376474-25-000691 ↗ filed Jul 31, 2025
Holdings Value
Holdings 70 stocks · $106.2M
| VOO Vanguard S&P 500 ETF | 28.82% | 53,858 | $30.6M | Reduce -27.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 9.39% | 35,633 | $10.0M | Add +45.6% |
| BIV Vanguard Intermediate-Term B | 9.37% | 128,640 | $9.9M | New |
| VEA Vanguard Ftse Developed ETF | 9.25% | 172,224 | $9.8M | Reduce -67.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.81% | 21,566 | $5.1M | Reduce -60.2% |
| IWD iShares Russell 1000 Value E | 4.67% | 25,546 | $5.0M | New |
| IWF iShares Russell 1000 Growth | 3.83% | 9,589 | $4.1M | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.69% | 58,300 | $2.9M | New |
| AAPL Apple Inc. | 2.13% | 11,004 | $2.3M | Reduce -31.5% |
| MSFT Microsoft Corp. | 1.75% | 3,739 | $1.9M | Reduce -41.7% |
| IWB iShares Russell 1000 ETF | 1.60% | 5,007 | $1.7M | Add +3283.1% |
| NVDA Nvidia Corp. | 1.48% | 9,923 | $1.6M | Add +55.7% |
| HD Home Depot Inc. | 1.47% | 4,271 | $1.6M | Add +1190.3% |
| ESGV Vanguard ESG US Stock ETF | 1.37% | 13,222 | $1.4M | New |
| IWV iShares Russell 3000 ETF | 1.25% | 3,775 | $1.3M | Reduce -30.9% |
| VSGX Vanguard ESG Intl Stock ETF | 1.04% | 16,820 | $1.1M | New |
| RVTY Revvity Inc. | 0.84% | 9,275 | $897K | New |
| VWO Vanguard Ftse Emerging Marke | 0.80% | 17,167 | $849K | Reduce -43.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 1,255 | $775K | Reduce -80.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.68% | 2,450 | $722K | Add +14311.8% |
| GOOGL Alphabet Inc. Class A | 0.67% | 4,058 | $715K | Add +21.9% |
| INTU Intuit Inc. | 0.61% | 822 | $647K | Add +8120.0% |
| AMZN Amazon.com Inc. | 0.59% | 2,870 | $630K | Reduce -64.5% |
| META Meta Platforms Inc. Class A | 0.54% | 771 | $569K | Add +48.3% |
| EFA iShares MSCI Eafe ETF | 0.49% | 5,849 | $523K | Add +1244.6% |
| JPM JPMorgan Chase & Co. | 0.46% | 1,682 | $488K | Reduce -23.9% |
| JNJ Johnson & Johnson | 0.45% | 3,126 | $478K | Add +71.1% |
| V Visa Inc. Class A | 0.44% | 1,324 | $470K | Add +444.9% |
| AVGO Broadcom Inc. | 0.44% | 1,688 | $465K | Add +46.9% |
| GOOG Alphabet Inc. Class C | 0.44% | 2,619 | $465K | Add +389.5% |
| COST Costco Wholesale Corp. | 0.41% | 439 | $435K | Add +143.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 873 | $424K | Add +112.9% |
| SCJ iShares MSCI Japan Small-Cap | 0.39% | 4,900 | $416K | New |
| AMGN Amgen Inc. | 0.39% | 1,472 | $411K | Add +63.7% |
| ACN Accenture PLC Class A | 0.35% | 1,237 | $370K | Add +753.1% |
| DLTR Dollar Tree Inc. | 0.32% | 3,468 | $343K | Add +4650.7% |
| IWS iShares Russell Mid-Cap Valu | 0.32% | 2,591 | $342K | New |
| LRCX Lam Research Corp. | 0.31% | 3,331 | $324K | Add +1565.5% |
| ABBV Abbvie Inc. | 0.29% | 1,658 | $308K | Add +43.5% |
| IWO iShares Russell 2000 Growth | 0.27% | 1,003 | $287K | Add +100200.0% |
| AMAT Applied Materials Inc. | 0.27% | 1,547 | $283K | Add +391.1% |
| CAT Caterpillar Inc. | 0.26% | 721 | $280K | Add +426.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 900 | $274K | Reduce -44.3% |
| KO The Coca-Cola Co. | 0.24% | 3,555 | $251K | Add +66.7% |
| ORCL Oracle Corp. | 0.22% | 1,080 | $236K | Reduce -10.7% |
| VRNS Varonis Systems Inc. | 0.22% | 4,500 | $228K | New |
| PM Philip Morris International | 0.21% | 1,211 | $221K | Add +72.8% |
| LLY Eli Lilly & Co. | 0.19% | 252 | $197K | Reduce -4.5% |
| PH Parker Hannifin Corp. | 0.18% | 272 | $190K | New |
| COF Capital One Financial Corp. | 0.17% | 852 | $181K | New |
| MRK Merck & Co. Inc. | 0.16% | 2,203 | $174K | Add +313.3% |
| QCOM Qualcomm Inc. | 0.16% | 1,071 | $171K | Reduce -38.6% |
| IWM iShares Russell 2000 ETF | 0.11% | 530 | $114K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 200 | $110K | Reduce -97.8% |
| PG The Procter & Gamble Co. | 0.10% | 673 | $107K | Reduce -74.9% |
| EXR Extra Space Storage Inc. | 0.08% | 600 | $88K | Reduce -53.7% |
| GD General Dynamics Corp. | 0.08% | 281 | $82K | Reduce -76.4% |
| RY Royal Bank of Canada | 0.07% | 585 | $77K | Reduce -72.1% |
| NFLX Netflix Inc. | 0.07% | 57 | $76K | Reduce -66.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 519 | $64K | Reduce -77.8% |
| HON Honeywell International Inc. | 0.06% | 268 | $62K | Reduce -80.5% |
| CL Colgate-Palmolive Co. | 0.05% | 608 | $55K | Reduce -73.4% |
| XOM Exxon Mobil Corp. | 0.03% | 277 | $30K | Reduce -85.9% |
| PEP Pepsico Inc. | 0.02% | 189 | $25K | Reduce -89.4% |
| PAYX Paychex Inc. | 0.02% | 139 | $20K | Reduce -95.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 149 | $18K | New |
| ETN Eaton Corp. PLC | 0.02% | 47 | $17K | New |
| WM Waste Management Inc. | 0.01% | 46 | $11K | Reduce -97.6% |
| SO The Southern Co. | 0.01% | 80 | $7K | Reduce -96.4% |
| APP AppLovin Corp. Class A | 0.00% | 2 | $700 | New |
Portfolio Sells Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Reduce -67.5% | 9.25% | −13.99 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -60.2% | 4.81% | −5.57 |
| VOO Vanguard S&P 500 ETF | Reduce -27.6% | 28.82% | −4.21 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -97.8% | 0.10% | −3.67 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -80.6% | 0.73% | −2.40 |
| AAPL Apple Inc. | Reduce -31.5% | 2.13% | −0.96 |
| AMZN Amazon.com Inc. | Reduce -64.5% | 0.59% | −0.74 |
| VWO Vanguard Ftse Emerging Marke | Reduce -43.6% | 0.80% | −0.39 |
| WM Waste Management Inc. | Reduce -97.6% | 0.01% | −0.38 |
| PAYX Paychex Inc. | Reduce -95.1% | 0.02% | −0.36 |
| MSFT Microsoft Corp. | Reduce -41.7% | 1.75% | −0.33 |
| PG The Procter & Gamble Co. | Reduce -74.9% | 0.10% | −0.29 |
| IWV iShares Russell 3000 ETF | Reduce -30.9% | 1.25% | −0.25 |
| PEP Pepsico Inc. | Reduce -89.4% | 0.02% | −0.21 |
| GD General Dynamics Corp. | Reduce -76.4% | 0.08% | −0.20 |
| HON Honeywell International Inc. | Reduce -80.5% | 0.06% | −0.19 |
| IP International Paper Co. | Sold out | 0.00% | −0.19 |
| TJX TJX Companies Inc. | Reduce -77.8% | 0.06% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -85.9% | 0.03% | −0.17 |
| SO The Southern Co. | Reduce -96.4% | 0.01% | −0.17 |
| CL Colgate-Palmolive Co. | Reduce -73.4% | 0.05% | −0.13 |
| RY Royal Bank of Canada | Reduce -72.1% | 0.07% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -44.3% | 0.26% | −0.13 |
| EXR Extra Space Storage Inc. | Reduce -53.7% | 0.08% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -38.6% | 0.16% | −0.07 |
| NFLX Netflix Inc. | Reduce -66.3% | 0.07% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -23.9% | 0.46% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 0.19% | −0.00 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.00 |
| ORCL Oracle Corp. | Reduce -10.7% | 0.22% | +0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| BIV Vanguard Intermediate-Term B | New | 9.37% | +9.37 |
| IWD iShares Russell 1000 Value E | New | 4.67% | +4.67 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +45.6% | 9.39% | +3.92 |
| IWF iShares Russell 1000 Growth | New | 3.83% | +3.83 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 2.69% | +2.69 |
| IWB iShares Russell 1000 ETF | Add +3283.1% | 1.60% | +1.56 |
| HD Home Depot Inc. | Add +1190.3% | 1.47% | +1.37 |
| ESGV Vanguard ESG US Stock ETF | New | 1.37% | +1.37 |
| VSGX Vanguard ESG Intl Stock ETF | New | 1.04% | +1.04 |
| NVDA Nvidia Corp. | Add +55.7% | 1.48% | +0.88 |
| RVTY Revvity Inc. | New | 0.84% | +0.84 |
| IBM Intl Business Machines Corp. | Add +14311.8% | 0.68% | +0.68 |
| INTU Intuit Inc. | Add +8120.0% | 0.61% | +0.60 |
| EFA iShares MSCI Eafe ETF | Add +1244.6% | 0.49% | +0.46 |
| SCJ iShares MSCI Japan Small-Cap | New | 0.39% | +0.39 |
| V Visa Inc. Class A | Add +444.9% | 0.44% | +0.37 |
| GOOG Alphabet Inc. Class C | Add +389.5% | 0.44% | +0.37 |
| IWS iShares Russell Mid-Cap Valu | New | 0.32% | +0.32 |
| DLTR Dollar Tree Inc. | Add +4650.7% | 0.32% | +0.32 |
| ACN Accenture PLC Class A | Add +753.1% | 0.35% | +0.31 |
| LRCX Lam Research Corp. | Add +1565.5% | 0.31% | +0.29 |
| META Meta Platforms Inc. Class A | Add +48.3% | 0.54% | +0.28 |
| AVGO Broadcom Inc. | Add +46.9% | 0.44% | +0.27 |
| IWO iShares Russell 2000 Growth | Add +100200.0% | 0.27% | +0.27 |
| COST Costco Wholesale Corp. | Add +143.9% | 0.41% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +21.9% | 0.67% | +0.23 |
| AMAT Applied Materials Inc. | Add +391.1% | 0.27% | +0.23 |
| CAT Caterpillar Inc. | Add +426.3% | 0.26% | +0.22 |
| VRNS Varonis Systems Inc. | New | 0.22% | +0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +112.9% | 0.40% | +0.21 |
| JNJ Johnson & Johnson | Add +71.1% | 0.45% | +0.19 |
| PH Parker Hannifin Corp. | New | 0.18% | +0.18 |
| COF Capital One Financial Corp. | New | 0.17% | +0.17 |
| AMGN Amgen Inc. | Add +63.7% | 0.39% | +0.15 |
| MRK Merck & Co. Inc. | Add +313.3% | 0.16% | +0.12 |
| PM Philip Morris International | Add +72.8% | 0.21% | +0.11 |
| IWM iShares Russell 2000 ETF | New | 0.11% | +0.11 |
| KO The Coca-Cola Co. | Add +66.7% | 0.24% | +0.10 |
| ABBV Abbvie Inc. | Add +43.5% | 0.29% | +0.08 |
| DIS The Walt Disney Co. | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.02% | +0.02 |
| APP AppLovin Corp. Class A | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| DIA SS SPDR Dow Jones Indus Avg | UT SER 1 | Reduce -100.0% | 0 | $0 |
| VXF Vanguard Extended Market ETF | EXTEND MKT ETF | Reduce -100.0% | 0 | $0 |
| VTHR Vanguard Russell 3000 | VNG RUS3000IDX | Reduce -100.0% | 0 | $0 |
| MFC Manulife Financial Corp. | COM | Reduce -100.0% | 0 | $0 |
| JNK SS SPDR BB High Yield Bond | ST BLOO HIGH ETF | Reduce -100.0% | 0 | $0 |
| MA Mastercard Inc. Class A | CL A | Reduce -100.0% | 0 | $0 |
| MDY State Street SPDR S&P Midcap | UTSER1 S&PDCRP | Reduce -100.0% | 0 | $0 |
| IJR iShares Core S&P Small-Cap E | CORE S&P SCP ETF | Reduce -100.0% | 0 | $0 |
| CRM Salesforce Inc. | COM | New | 0 | $0 |
| TSLA Tesla Inc. | COM | New | 0 | $0 |
| VIG Vanguard Dividend Apprec ETF | DIV APP ETF | New | 0 | $0 |
| VGK Vanguard Ftse Europe ETF | FTSE EUROPE ETF | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.