Fiduciary Wealth Partners, LLC

Portfolio Overview

Fiduciary Wealth Partners, LLC disclosed 60 positions worth $152.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 8 new positions and exited 36 — including a new stake in $VOYG. The portfolio is most concentrated in Other (84.7% of disclosed assets). All figures are sourced directly from Fiduciary Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1666504.

• VANGUARD S&P 500 ETF

  —

  Quality

  $49.0M81,990 sh

• VANGUARD FTSE DEVELOPED MARKETS ETF

  —

  Quality

  $35.0M545,488 sh

• VANGUARD SMALL CAP ETF

  —

  Quality

  $13.9M52,967 sh

• VANGUARD MID CAP ETF

  —

  Quality

  $6.3M22,051 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $4.4M17,525 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $4.2M6,453 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $4.0M6,982 sh
• 

  MICROSOFT CORP

  $MSFT

  83.7

  Quality

  $2.7M7,260 sh

• VANGUARD FTSE EMERGING MARKETS ETF

  —

  Quality

  $2.7M49,376 sh
• 

  AMAZON COM INC

  $AMZN

  74.6

  Quality

  $1.9M9,070 sh

Company	Quality	Value	Shares
VANGUARD S&P 500 ETF	—	$49.0M	81,990
VANGUARD FTSE DEVELOPED MARKETS ETF	—	$35.0M	545,488
VANGUARD SMALL CAP ETF	—	$13.9M	52,967
VANGUARD MID CAP ETF	—	$6.3M	22,051
Apple Inc.$AAPL	76.1	$4.4M	17,525
SPDR S&P 500 ETF TRUST$SPY	—	$4.2M	6,453
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$4.0M	6,982
MICROSOFT CORP$MSFT	83.7	$2.7M	7,260
VANGUARD FTSE EMERGING MARKETS ETF	—	$2.7M	49,376
AMAZON COM INC$AMZN	74.6	$1.9M	9,070

Showing top 10 of 60 holdings.

Full Holdings — Fiduciary Wealth Partners, LLC (Q1 2026)

All 60 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD S&P 500 ETF	$49.0M	32.1%	-32%	—
2	—	VANGUARD FTSE DEVELOPED MARKETS ETF	$35.0M	22.9%	-19%	—
3	—	VANGUARD SMALL CAP ETF	$13.9M	9.1%	-25%	—
4	—	VANGUARD MID CAP ETF	$6.3M	4.1%	-57%	—
5	$AAPL	Apple Inc.	$4.4M	2.9%	-34%	76.1
6	$SPY	SPDR S&P 500 ETF TRUST	$4.2M	2.8%	-17%	—
7	$QQQ	INVESCO QQQ TRUST, SERIES 1	$4.0M	2.6%	+8%	—
8	$MSFT	MICROSOFT CORP	$2.7M	1.8%	-26%	83.7
9	—	VANGUARD FTSE EMERGING MARKETS ETF	$2.7M	1.8%	-14%	—
10	$AMZN	AMAZON COM INC	$1.9M	1.2%	-18%	74.6
11	—	VANGUARD INTERMEDIATE-TERM BOND	$1.9M	1.2%	-81%	—
12	$VOYG	Voyager Technologies, Inc./TX	$1.8M	1.2%	NEW	27.6
13	—	ISHARES RUSSELL 3000 ETF	$1.8M	1.2%	-44%	—
14	$NVDA	NVIDIA CORP	$1.4M	0.9%	-42%	90.2
15	—	STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	$1.4M	0.9%	+0%	—
16	$JPM	JPMORGAN CHASE & CO	$1.1M	0.8%	+5%	35.6
17	$GOOG	Alphabet Inc.	$1.1M	0.8%	-38%	80.2
18	—	VANGUARD TAX-EXEMPT BOND ETF	$1.0M	0.7%	-73%	—
19	—	ISHARES CORE MSCI EMERGING MARKETS ETF	$1.0M	0.7%	NEW	—
20	—	VANGUARD EUROPEAN	$917,363	0.6%	+319%	—
21	—	ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	$873,724	0.6%	+0%	—
22	—	VANGUARD EXTENDED MARKET ETF	$795,435	0.5%	-6%	—
23	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$777,734	0.5%	-25%	—
24	$JNJ	JOHNSON & JOHNSON	$614,316	0.4%	-34%	72.8
25	$GD	GENERAL DYNAMICS CORP	$553,957	0.4%	-20%	73
26	—	ISHARES S&P SMALLCAP 600 ETF	$552,185	0.4%	-14%	—
27	$WM	WASTE MANAGEMENT INC	$552,108	0.4%	-10%	70.7
28	$XOM	EXXON MOBIL CORP	$519,133	0.3%	+1%	61.8
29	—	VANGUARD TOTAL STK MKT	$511,502	0.3%	-36%	—
30	—	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	$511,001	0.3%	NEW	—
31	$TJX	TJX COMPANIES INC /DE/	$503,374	0.3%	-16%	70.7
32	$PG	PROCTER & GAMBLE Co	$482,678	0.3%	-14%	72.9
33	—	ISHARES 7-10 YR TREASURY BOND ETF	$471,092	0.3%	NEW	—
34	—	AVANTIS U.S. LARGE CAP VALUE ETF	$406,597	0.3%	+0%	—
35	—	ISHARES MSCI JAPAN ETF	$401,597	0.3%	NEW	—
36	$PEP	PEPSICO INC	$382,521	0.3%	-9%	62.7
37	$RY	ROYAL BANK OF CANADA	$339,253	0.2%	-9%	—
38	$MFC	MANULIFE FINANCIAL CORP	$338,476	0.2%	+0%	—
39	$SGI	SOMNIGROUP INTERNATIONAL INC.	$333,896	0.2%	+59%	64.6
40	$META	Meta Platforms, Inc.	$319,821	0.2%	-38%	80.9
41	$WMT	Walmart Inc.	$315,423	0.2%	-14%	63.2
42	—	STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF	$304,677	0.2%	+0%	—
43	$APP	AppLovin Corp	$282,182	0.2%	+9%	86.8
44	—	JPMORGAN BETABUILDERS CANADA ETF	$281,898	0.2%	NEW	—
45	$AVGO	Broadcom Inc.	$267,107	0.2%	-49%	86.4
46	$PAYX	PAYCHEX INC	$258,212	0.2%	-1%	75.1
47	$LIN	LINDE PLC	$257,690	0.2%	-4%	—
48	$MS	MORGAN STANLEY	$248,665	0.2%	-3%	—
49	$MA	Mastercard Inc	$246,332	0.2%	-40%	81.7
50	$ABBV	AbbVie Inc.	$246,298	0.2%	-47%	59.3
51	—	ISHARES MSCI EAFE ETF	$243,993	0.2%	-60%	—
52	$PANW	Palo Alto Networks Inc	$235,029	0.1%	-23%	66.5
53	$NVS	NOVARTIS AG	$223,626	0.1%	-1%	—
54	—	VANGUARD DIVIDEND APPRECIATION ETF	$219,549	0.1%	+0%	—
55	$Z	ZILLOW GROUP, INC.	$218,942	0.1%	NEW	57.3
56	$ROK	ROCKWELL AUTOMATION, INC	$215,328	0.1%	-10%	68.2
57	$QCOM	QUALCOMM INC/DE	$213,034	0.1%	-27%	81.9
58	$SO	SOUTHERN CO	$212,923	0.1%	NEW	65.1
59	$BKNG	Booking Holdings Inc.	$206,306	0.1%	-30%	55.3
60	$KO	COCA COLA CO	$204,223	0.1%	-28%	74