Fiduciary Wealth Partners, LLC
Sector Allocation
- Other84.5%$153.6M
- Technology7.5%$13.6M
- Industrials2.1%$3.8M
- Consumer Discretionary1.8%$3.3M
- Financials1.6%$2.9M
- Consumer Staples0.9%$1.6M
- Healthcare0.8%$1.4M
- Utilities0.4%$749,893
- Energy0.2%$427,507
- Materials0.1%$273,371
AUM History
13fpro.ai/research/fund/fiduciary-wealth-partners-llc-1666504
Conviction and streaks
Diversifying · top 10 = 80.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$54.7M
- VANGUARD$37.9M
- ISHARES$14.6M
- VANGUARD$13.4M
AAPL
$5.1MSPY
$4.8MQQQ
$4.6M- VANGUARD$4.6M
- VANGUARD$2.9M
MSFT
$2.7MVOYG
$2.5MAMZN
$2.2M- ISHARES$2.1M
NVDA
$1.7M- VANGUARD$1.6M
- STATE$1.6M
GOOGL
$1.5MJPM
$1.3M- VANGUARD$1.2M
- ISHARES$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fiduciary-wealth-partners-llc-1666504
Fiduciary Wealth Partners, LLC 13F holdings — Q2 2026
$181.7M portfolio (+18.9% QoQ) · 69 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio
- 1
VANGUARD S&P 500 ETF - ETF
$54.7M
30.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$37.9M
20.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES 0-3 MONTH TREASURY BOND ETF - ETF
$14.6M
8.1% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 4
VANGUARD SMALL CAP ETF - ETF
$13.4M
7.4% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
2.8% of stocks
+1%This quarter+1.7%Since filed6 qtrsHeld$4.8M
2.7% of stocks
+0.1%This quarter+4.9%Since filed6 qtrsHeld$4.6M
2.5% of stocks
-10%This quarter+7.6%Since filed6 qtrsHeld- 8
VANGUARD MID CAP ETF - ETF
$4.6M
2.5% of stocks
+157%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD FTSE EMERGING MARKETS ETF - ETF
$2.9M
1.6% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $2.7M
1.5% of stocks
+1%This quarter+36.4%Since filed6 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF - ETF | $54.7M | 30.1% | -3% | — | — | — | — | |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $37.9M | 20.9% | -2% | — | — | — | — | |
| 3 | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $14.6M | 8.1% | New | — | New this quarter | — | — | |
| 4 | VANGUARD SMALL CAP ETF - ETF | $13.4M | 7.4% | -16% | — | — | — | — | |
| 5 | $5.1M | 2.8% | +1% | +1.7% | 6 qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $4.8M | 2.7% | +0.1% | +4.9% | 6 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $4.6M | 2.5% | -10% | +7.6% | 6 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | VANGUARD MID CAP ETF - ETF | $4.6M | 2.5% | +157% | — | — | — | — | |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $2.9M | 1.6% | -0.9% | — | — | — | — | |
| 10 | $2.7M | 1.5% | +1% | +36.4% | 6 qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Fiduciary Wealth Partners, LLC (Q2 2026)
69 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Voyager Technologies, Inc./TX | Industrials | $2.5M | 1.4% | 78K | — | 2 qtrs | 24.4 | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $2.2M | 1.2% | 9,199 | +1% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES RUSSELL 3000 ETF - ETFetf/fund | — | $2.1M | 1.1% | 4,888 | — | — | — | 13F |
| 14 | NVIDIA CORP | Technology | $1.7M | 0.9% | 8,495 | +4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD INTERMEDIATE-TERM BOND - ETFnote | — | $1.6M | 0.9% | 21K | -13% | — | — | 13F |
| 16 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETFetf/fund | — | $1.6M | 0.9% | 2,992 | -0.8% | — | — | 13F |
| 17 | Alphabet Inc. | Technology | $1.5M | 0.8% | 4,058 | +2% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JPMORGAN CHASE & CO | Financials | $1.3M | 0.7% | 3,941 | +0.8% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD TAX-EXEMPT BOND ETF - ETFnote | — | $1.2M | 0.7% | 23K | +12% | — | — | 13F |
| 20 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETFetf/fund | — | $1.2M | 0.7% | 14K | -2% | — | — | 13F |
| 21 | — | VANGUARD EXTENDED MARKET ETF - ETFetf/fund | — | $946K | 0.5% | 3,844 | -0.5% | — | — | 13F |
| 22 | — | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF - ETFetf/fund | — | $931K | 0.5% | 10K | — | — | — | 13F |
| 23 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $887K | 0.5% | 1,261 | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD EUROPEAN - ETFetf/fund | — | $842K | 0.5% | 9,514 | -15% | — | — | 13F |
| 25 | — | ISHARES S&P SMALLCAP 600 ETF - ETFetf/fund | — | $659K | 0.4% | 4,442 | — | — | — | 13F |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $647K | 0.4% | 2,547 | +1% | |||
| 27 | — | VANGUARD TOTAL STK MKT - ETF | — | $590K | 0.3% | 1,595 | +0.1% | |||
| 28 | $GD | GENERAL DYNAMICS CORP | Industrials | $573K | 0.3% | 1,618 | +0.2% | |||
| 29 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $548K | 0.3% | 2,874 | -25% | |||
| 30 | $WM | WASTE MANAGEMENT INC | Utilities | $537K | 0.3% | 2,409 | +0.2% | |||
| 31 | $PANW | Palo Alto Networks Inc | Technology | $503K | 0.3% | 1,474 | +0.5% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $494K | 0.3% | 3,365 | +0.7% | |||
| 33 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $480K | 0.3% | 3,170 | +0.6% | |||
| 34 | — | ISHARES 7-10 YR TREASURY BOND ETF - ETF | — | $467K | 0.3% | 4,936 | — | |||
| 35 | — | AVANTIS U.S. LARGE CAP VALUE ETF - ETF | — | $460K | 0.3% | 5,044 | — | |||
| 36 | $RY | ROYAL BANK OF CANADA | Financials | $434K | 0.2% | 2,097 | — | |||
| 37 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $428K | 0.2% | 3,127 | +2% | |||
| 38 | — | ISHARES MSCI JAPAN ETF - ETF | — | $422K | 0.2% | 4,522 | -5% | |||
| 39 | $SGI | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $417K | 0.2% | 5,323 | +18% | |||
| 40 | $MFC | MANULIFE FINANCIAL CORP | Financials | $398K | 0.2% | 9,828 | — | |||
| 41 | $APP | AppLovin Corp | Technology | $390K | 0.2% | 756 | +7% | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $352K | 0.2% | 931 | +8% | |||
| 43 | $PEP | PEPSICO INC | Consumer Staples | $336K | 0.2% | 2,480 | +0.7% | |||
| 44 | $META | Meta Platforms, Inc. | Technology | $332K | 0.2% | 589 | +5% | |||
| 45 | $MS | MORGAN STANLEY | Financials | $319K | 0.2% | 1,528 | +1% | |||
| 46 | $QCOM | QUALCOMM INC/DE | Technology | $308K | 0.2% | 1,665 | +0.7% | |||
| 47 | — | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF - ETF | — | $307K | 0.2% | 3,183 | — | |||
| 48 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $299K | 0.2% | 603 | +0.5% | |||
| 49 | — | T. ROWE PRICE U.S. EQUITY RESEARCH ETF - ETF | — | $296K | 0.2% | 6,228 | New | |||
| 50 | $WMT | Walmart Inc. | Consumer Staples | $295K | 0.2% | 2,608 | +3% | |||
| 51 | $ABBV | AbbVie Inc. | Healthcare | $291K | 0.2% | 1,158 | +2% | |||
| 52 | — | JPMORGAN BETABUILDERS CANADA ETF - ETF | — | $288K | 0.2% | 2,901 | -3% | |||
| 53 | $PAYX | PAYCHEX INC | Technology | $276K | 0.1% | 2,803 | — | |||
| 54 | $LIN | LINDE PLC | Materials | $273K | 0.1% | 527 | +1% | |||
| 55 | — | ISHARES MSCI EAFE ETF - ETF | — | $262K | 0.1% | 2,519 | +0.3% | |||
| 56 | $MA | Mastercard Inc | Financials | $259K | 0.1% | 505 | +2% | |||
| 57 | $LLY | ELI LILLY & Co | Healthcare | $255K | 0.1% | 213 | New | |||
| 58 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $242K | 0.1% | 1,021 | — | |||
| 59 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $231K | 0.1% | 4,052 | New | |||
| 60 | $NVS | NOVARTIS AG | Healthcare | $229K | 0.1% | 1,464 | — | |||
| 61 | — | ISHARES CORE S&P MID CAP ETF - ETF | — | $223K | 0.1% | 2,897 | New | |||
| 62 | $KO | COCA COLA CO | Consumer Staples | $223K | 0.1% | 2,746 | +2% | |||
| 63 | $MU | MICRON TECHNOLOGY INC | Technology | $223K | 0.1% | 193 | New | |||
| 64 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $220K | 0.1% | 305 | New | |||
| 65 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $218K | 0.1% | 1,225 | +2400% | |||
| 66 | $SO | SOUTHERN CO | Utilities | $213K | 0.1% | 2,226 | +0.9% | |||
| 67 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $210K | 0.1% | 778 | New | |||
| 68 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $209K | 0.1% | 2,283 | New | |||
| 69 | $ETN | Eaton Corp plc | Industrials | $205K | 0.1% | 481 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 33 added to, 13 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
- ISHARES 0-3 MONTH TREASURY BOND ETF - ETF$14.6M
first bought this quarter
- T. ROWE PRICE U.S. EQUITY RESEARCH ETF - ETF$296K
first bought this quarter
$LLYELI LILLY & Co$255K
first bought this quarter
$BACBANK OF AMERICA CORP /DE/$231K
first bought this quarter
- ISHARES CORE S&P MID CAP ETF - ETF$223K
first bought this quarter
$MUMICRON TECHNOLOGY INC$223K
first bought this quarter
+4 more in the Excel export
Added to (33)
- VANGUARD MID CAP ETF - ETF+157%
now $4.6M
$BKNGBooking Holdings Inc.+2400%
now $218K · held 4 qtrs
- VANGUARD TAX-EXEMPT BOND ETF - ETF+12%
now $1.2M
$SGISOMNIGROUP INTERNATIONAL INC.+18%
now $417K · held 4 qtrs, 2 adds in a row
now $1.7M · held 6 qtrs
now $5.1M · held 6 qtrs
+27 more in the Excel export
Trimmed (13)
- VANGUARD SMALL CAP ETF - ETF-16%
now $13.4M
- VANGUARD S&P 500 ETF - ETF-3%
now $54.7M
- VANGUARD FTSE DEVELOPED MARKETS ETF - ETF-2%
now $37.9M
now $4.6M · held 6 qtrs
- VANGUARD INTERMEDIATE-TERM BOND - ETF-13%
now $1.6M
- STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF-25%
now $548K
+7 more in the Excel export
Sold out (1)
$ZZILLOW GROUP, INC.was $219K
held 1 qtr
Holdings by quarter
Every 13F Fiduciary Wealth Partners, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow Fiduciary Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Fiduciary Wealth Partners's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+8.1%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 12% over the last 4
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2016 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Fiduciary Wealth Partners, LLC disclosed 69 positions worth $181.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 1 and a full exit from $Z. The portfolio is most concentrated in Other (84.5% of disclosed assets). All figures are sourced directly from Fiduciary Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1666504.
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AI-Powered Hedge Fund Analysis: Fiduciary Wealth Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Fiduciary Wealth Partners, LLC (SEC CIK: 1666504), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Fiduciary Wealth Partners, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.