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Fiduciary Wealth Partners, LLC

Q2 2026 13F Holdings

  • Location
    newton, MA
  • Num holdings

    69

  • Value ($000)

    $181,661

  • Date Filed
    07/29/2026
  • Form type
    13F-HR
  • CIK
    0001666504
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$54.69M
30 %

79,623

V
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$37.93M
21 %

532,351

S
SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

ETF
46436E718
$14.63M
8 %

145,340

V
VB

VANGUARD SMALL CAP ETF

ETF
922908751
$13.41M
7 %

44,238

A
AAPL

APPLE INC

STOCK
037833100
$5.13M
3 %

17,725

S
SPY

STATE STREET SPDR S&P 500 ETF

ETF
78462F103
$4.82M
3 %

6,461

N
NDQ

POWERSHARES QQQ TR

ETF
46090E103
$4.62M
3 %

6,277

V
VO

VANGUARD MID CAP ETF

ETF
922908629
$4.56M
3 %

56,576

V
VWO

VANGUARD FTSE EMERGING MARKETS ETF

ETF
922042858
$2.92M
2 %

48,909

M
MSFT

MICROSOFT

STOCK
594918104
$2.75M
2 %

7,362

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