Fiduciary Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Fiduciary Wealth Partners, LLC reported 60 stock positions worth $152.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 32.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 22.9%) and Vanguard Most SM-Cap ETF-Usd (VB, 9.1%). Compared with Q4 2025, it opened 8 new positions, sold out of 37, added to 6 and reduced 40. The biggest buy was a new position in Voyager Technologies Class A (VOYG) and the biggest sale Vanguard Intermediate-Term B (BIV, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- Newton, MA
- CIK
- 0001666504
- Portfolio Value
- $152.8M (Q1 2026)
- SEC Filing
- 0001376474-26-000350 ↗ filed May 7, 2026
Holdings Value
Holdings 60 stocks · $152.8M
| VOO Vanguard S&P 500 ETF | 32.06% | 81,990 | $49.0M | Reduce -31.9% |
| VEA Vanguard Ftse Developed ETF | 22.88% | 545,488 | $35.0M | Reduce -19.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 9.08% | 52,967 | $13.9M | Reduce -25.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.14% | 22,051 | $6.3M | Reduce -56.5% |
| AAPL Apple Inc. | 2.91% | 17,525 | $4.4M | Reduce -34.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.75% | 6,453 | $4.2M | Reduce -17.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.64% | 6,982 | $4.0M | Add +8.3% |
| MSFT Microsoft Corp. | 1.76% | 7,260 | $2.7M | Reduce -26.4% |
| VWO Vanguard Ftse Emerging Marke | 1.75% | 49,376 | $2.7M | Reduce -13.9% |
| AMZN Amazon.com Inc. | 1.24% | 9,070 | $1.9M | Reduce -17.9% |
| BIV Vanguard Intermediate-Term B | 1.21% | 24,049 | $1.9M | Reduce -81.2% |
| VOYG Voyager Technologies Inc. Class A | 1.19% | 77,684 | $1.8M | New |
| IWV iShares Russell 3000 ETF | 1.19% | 4,888 | $1.8M | Reduce -43.6% |
| NVDA Nvidia Corp. | 0.93% | 8,185 | $1.4M | Reduce -42.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.91% | 3,015 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.75% | 3,909 | $1.1M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 0.75% | 3,973 | $1.1M | Reduce -38.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.68% | 20,850 | $1.0M | Reduce -73.5% |
| IEMG iShares Core MSCI Emerging | 0.67% | 14,637 | $1.0M | New |
| VGK Vanguard Ftse Europe ETF | 0.60% | 11,129 | $917K | Add +319.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.57% | 10,455 | $874K | No change |
| VXF Vanguard Extended Market ETF | 0.52% | 3,865 | $795K | Reduce -5.5% |
| MDY State Street SPDR S&P Midcap | 0.51% | 1,261 | $778K | Reduce -24.7% |
| JNJ Johnson & Johnson | 0.40% | 2,513 | $614K | Reduce -33.8% |
| GD General Dynamics Corp. | 0.36% | 1,614 | $554K | Reduce -19.5% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 4,442 | $552K | Reduce -14.3% |
| WM Waste Management Inc. | 0.36% | 2,403 | $552K | Reduce -10.2% |
| XOM Exxon Mobil Corp. | 0.34% | 3,060 | $519K | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 1,594 | $512K | Reduce -36.1% |
| XLK SS Technology Select Sector | 0.33% | 3,845 | $511K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 3,152 | $503K | Reduce -15.9% |
| PG The Procter & Gamble Co. | 0.32% | 3,342 | $483K | Reduce -13.6% |
| IEF iShares 7-10 Year Treasury B | 0.31% | 4,936 | $471K | New |
| AVLV Avantis US Large Cap Value | 0.27% | 5,044 | $407K | No change |
| EWJ iShares MSCI Japan ETF | 0.26% | 4,756 | $402K | New |
| PEP Pepsico Inc. | 0.25% | 2,463 | $383K | Reduce -9.1% |
| RY Royal Bank of Canada | 0.22% | 2,097 | $339K | Reduce -8.5% |
| MFC Manulife Financial Corp. | 0.22% | 9,828 | $338K | No change |
| SGI Somnigroup International Inc. | 0.22% | 4,517 | $334K | Add +58.7% |
| META Meta Platforms Inc. Class A | 0.21% | 559 | $320K | Reduce -38.4% |
| WMT Walmart Inc. | 0.21% | 2,538 | $315K | Reduce -13.6% |
| JNK SS SPDR BB High Yield Bond | 0.20% | 3,183 | $305K | No change |
| APP AppLovin Corp. Class A | 0.18% | 709 | $282K | Add +8.6% |
| BBCA JPMorgan Betabuilders Canada | 0.18% | 2,997 | $282K | New |
| AVGO Broadcom Inc. | 0.17% | 863 | $267K | Reduce -49.4% |
| PAYX Paychex Inc. | 0.17% | 2,803 | $258K | Reduce -0.8% |
| LIN Linde PLC | 0.17% | 520 | $258K | Reduce -4.2% |
| MS Morgan Stanley | 0.16% | 1,511 | $249K | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.16% | 493 | $246K | Reduce -40.0% |
| ABBV Abbvie Inc. | 0.16% | 1,132 | $246K | Reduce -47.1% |
| EFA iShares MSCI Eafe ETF | 0.16% | 2,512 | $244K | Reduce -60.1% |
| PANW Palo Alto Networks Inc. | 0.15% | 1,466 | $235K | Reduce -22.8% |
| NVS Novartis AG-Sponsored ADR | 0.15% | 1,464 | $224K | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 1,021 | $220K | No change |
| Z Zillow Group Inc. Class C | 0.14% | 5,291 | $219K | New |
| ROK Rockwell Automation Inc. | 0.14% | 600 | $215K | Reduce -10.4% |
| QCOM Qualcomm Inc. | 0.14% | 1,654 | $213K | Reduce -27.1% |
| SO The Southern Co. | 0.14% | 2,206 | $213K | New |
| BKNG Booking Holdings Inc. | 0.14% | 49 | $206K | Reduce -30.0% |
| KO The Coca-Cola Co. | 0.13% | 2,685 | $204K | Reduce -28.5% |
Portfolio Sells Q4 2025 → Q1 2026
| BIV Vanguard Intermediate-Term B | Reduce -81.2% | 1.21% | −2.86 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -56.5% | 4.14% | −1.89 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −1.80 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −1.76 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -73.5% | 0.68% | −0.94 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.77 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.48 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.42 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.37 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.37 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.24 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.23 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.20 |
| MSFT Microsoft Corp. | Reduce -26.4% | 1.76% | −0.20 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.19 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.19 |
| IWV iShares Russell 3000 ETF | Reduce -43.6% | 1.19% | −0.19 |
| SCJ iShares MSCI Japan Small-Cap | Sold out | 0.00% | −0.18 |
| VTHR Vanguard Russell 3000 | Sold out | 0.00% | −0.18 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.18 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.18 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.17 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.16 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.15 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.15 |
| NVDA Nvidia Corp. | Reduce -42.0% | 0.93% | −0.14 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.14 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.14 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.12 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.11 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.11 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.10 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.10 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.10 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.10 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -60.1% | 0.16% | −0.09 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.09 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.09 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.09 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.09 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.08 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -38.5% | 0.75% | −0.08 |
| AVGO Broadcom Inc. | Reduce -49.4% | 0.17% | −0.07 |
| AAPL Apple Inc. | Reduce -34.3% | 2.91% | −0.06 |
| ABBV Abbvie Inc. | Reduce -47.1% | 0.16% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -38.4% | 0.21% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -40.0% | 0.16% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VOYG Voyager Technologies Inc. Class A | New | 1.19% | +1.19 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.3% | 2.64% | +1.01 |
| IEMG iShares Core MSCI Emerging | New | 0.67% | +0.67 |
| VGK Vanguard Ftse Europe ETF | Add +319.0% | 0.60% | +0.51 |
| XLK SS Technology Select Sector | New | 0.33% | +0.33 |
| IEF iShares 7-10 Year Treasury B | New | 0.31% | +0.31 |
| EWJ iShares MSCI Japan ETF | New | 0.26% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +4.6% | 0.75% | +0.26 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.34% | +0.19 |
| BBCA JPMorgan Betabuilders Canada | New | 0.18% | +0.18 |
| Z Zillow Group Inc. Class C | New | 0.14% | +0.14 |
| SO The Southern Co. | New | 0.14% | +0.14 |
| SGI Somnigroup International Inc. | Add +58.7% | 0.22% | +0.11 |
| APP AppLovin Corp. Class A | Add +8.6% | 0.18% | +0.00 |