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CIK: 0001666504
Total reported value
$181.7M
$181.7M
65 檔
48.3%
As reported in its official Q1 2025 Form 13F filing, Fiduciary Wealth Partners, LLC's tracked investment portfolio stood at $181.7M with 65 total positions.
In Q1 2025, Fiduciary Wealth Partners, LLC displayed an active expansion posture, initiating 43 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 33.03% | -1.96% | -39.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 23.24% | -2.00% | -22.57% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 10.38% | -1.70% | -15.02% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.47% | -1.63% | -44.90% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.78% | -0.10% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.13% | -0.09% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.09% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.25% | — | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.56% | -0.05% | — | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.50% | -0.04% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.03% | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | -0.14% | +151.04% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.60% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.01% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.04% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.05% | — | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.05% | — | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 0.39% | -0.06% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | -0.01% | -37.53% | |
| 20 | PAYX | Paychex Inc | Stock-Tech | 0.38% | -0.02% | — | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.32% | — | — | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 0.28% | -0.04% | — | |
| 23 | MFC | Manulife Financial CORP | Stock-Financials | 0.26% | — | — | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.26% | -0.03% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.04% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.03% | — | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 0.25% | — | — | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.07% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | — | — | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.23% | -0.07% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.23% | +0.03% | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | — | — | |
| 33 | RY | Royal Bank Of Canada | Stock-Financials | 0.20% | +0.02% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.34% | EXIT | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.02% | — | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.19% | -0.02% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.14% | NEW | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.19% | — | — | |
| 40 | IP | International Paper Co | Stock-Consumer Disc | 0.19% | — | — | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.19% | +0.12% | NEW | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.18% | -0.02% | — | |
| 43 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.17% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | — | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.14% | — | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.01% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +151.04% | Add |
| 2 | VB | Vanguard Small-cap ETF | -1.6% | -15.02% | Trim |
| 3 | VO | Vanguard Mid-cap ETF | -3.2% | -44.90% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | -4.7% | -39.24% | Trim |
| 5 | VEA | Vanguard Ftse Developed ETF | -16.3% | -22.57% | Trim |
| 6 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | MSFT | Microsoft CORP | — | NEW | New buy |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 11 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 14 | NVDA | Nvidia CORP | — | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | WM | Waste Management Inc | — | NEW | New buy |
| 19 | PAYX | Paychex Inc | — | NEW | New buy |
| 20 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 21 | VTHR | Vanguard Russell 3000 | — | NEW | New buy |
| 22 | GD | General Dynamics CORP | — | NEW | New buy |
| 23 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 24 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 27 | HON | Honeywell International Inc | — | NEW | New buy |
| 28 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 29 | AMGN | Amgen Inc | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 33 | ABBV | Abbvie Inc | — | NEW | New buy |
| 34 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 36 | MA | Mastercard Inc - A | — | NEW | New buy |
| 37 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 39 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 40 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 41 | IP | International Paper Co | — | NEW | New buy |
| 42 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 43 | SO | Southern Co/the | — | NEW | New buy |
| 44 | EXR | Extra Space Storage Inc | — | NEW | New buy |
| 45 | AVGO | Broadcom Inc | — | NEW | New buy |
| 46 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 47 | ORCL | Oracle CORP | — | NEW | New buy |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Fiduciary Wealth Partners, LLC reported a total U.S. public equity portfolio value of $181.7M across 65 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VB) accounted for 48.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
QQQ
市值: $4.4M
Top Position Liquidated / Trimmed
BND
前期市值: $379.0K
During Q1 2025, Fiduciary Wealth Partners, LLC's top holdings by market value included VOO (33.0%)、VEA (23.2%)、VB (10.4%). The largest single position, VOO, represented 33.0% of total portfolio value.
In Q1 2025, Fiduciary Wealth Partners, LLC made 50 total portfolio adjustments, initiating 43 new buys, adding to 1 positions, trimming 4 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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