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CIK: 0001666504
Total reported value
$181.7M
$181.7M
82 檔
36.0%
In Q2 2025, Fiduciary Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $181.7M, distributed across 82 disclosed stock positions.
During Q2 2025, Fiduciary Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.82% | -1.96% | -27.58% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.39% | -1.63% | +45.61% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 9.37% | -0.33% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.25% | -2.00% | -67.45% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.81% | -1.70% | -60.19% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.67% | — | — | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.83% | — | — | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.69% | -0.03% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.09% | -31.49% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.25% | -41.68% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.60% | — | +3283.11% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | +0.01% | +55.70% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | — | +1190.33% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.37% | — | — | |
| 15 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.25% | -0.04% | -30.86% | |
| 16 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.04% | — | — | |
| 17 | RVTY | Revvity Inc | Stock-Healthcare | 0.84% | — | — | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.80% | -0.14% | -43.56% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.09% | -80.59% | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | — | +14311.76% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.05% | +21.94% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.61% | — | +8120.00% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.03% | -64.53% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.03% | +48.27% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.02% | +1244.60% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.04% | -23.86% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.04% | +71.10% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +444.86% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.02% | +46.91% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | — | +389.53% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | — | +143.89% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | +112.93% | |
| 33 | SCJ | Ishares Msci Japan Small-cap | ETF-Other | 0.39% | — | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | — | +63.74% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.35% | — | +753.10% | |
| 36 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.32% | — | +4650.68% | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.32% | — | — | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.31% | — | +1565.50% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.29% | — | +43.55% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.27% | — | +100200.00% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | +0.12% | NEW | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | — | +426.28% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | -0.01% | -44.31% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.24% | -0.01% | +66.67% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.22% | — | -10.67% | |
| 46 | VRNS | Varonis Systems Inc | Stock-Tech | 0.22% | — | — | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.21% | — | +72.75% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.14% | NEW | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.18% | — | — | |
| 50 | COF | Capital One Financial CORP | Stock-Financials | 0.17% | — | — |
According to official SEC Form 13F filings, Fiduciary Wealth Partners, LLC reported a total U.S. public equity portfolio value of $181.7M across 82 disclosed positions in Q2 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, VO, BIV) accounted for 36.0% of total reported equity market value during Q2 2025.
During Q2 2025, Fiduciary Wealth Partners, LLC's top holdings by market value included VOO (28.8%)、VO (9.4%)、BIV (9.4%). The largest single position, VOO, represented 28.8% of total portfolio value.
In Q2 2025, Fiduciary Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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