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CIK: 0001666504
Total reported value
$181.7M
$181.7M
91 檔
86.6%
According to the latest 13F quarterly dataset, Fiduciary Wealth Partners, LLC managed an equity portfolio of $181.7M at the end of Q3 2025, spanning 91 distinct U.S. exchange-listed positions.
In Q3 2025, Fiduciary Wealth Partners, LLC displayed an active expansion posture, initiating 17 new positions and adding to 31 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 | 31.28% | -1.96% | +125.89% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.42% | -2.00% | +279.03% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 7.59% | -1.70% | +229.72% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.71% | -1.63% | +52.76% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.07% | -0.33% | -3.61% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.09% | +145.07% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.16% | -0.09% | +516.18% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.25% | +165.53% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.79% | — | -5.30% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.78% | — | -18.49% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | -0.10% | +3123.00% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.47% | -0.04% | +144.64% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.11% | -0.03% | -9.11% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.01% | +43.05% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.07% | -0.14% | +173.27% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | -0.03% | +287.42% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.77% | — | +0.04% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.05% | +60.92% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | -0.05% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | — | -19.53% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.04% | +136.86% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | -0.02% | — | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.37% | — | -24.14% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.36% | — | — | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.35% | -0.06% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | — | +28.64% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | -0.01% | +177.00% | |
| 28 | RVTY | Revvity Inc | Stock-Healthcare | 0.34% | — | +0.03% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | — | -50.00% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.04% | +23.29% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.29% | -0.04% | +618.51% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | +20.23% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | +43.87% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | — | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | -0.05% | +487.82% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.25% | — | +98.33% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.25% | -0.06% | +5719.57% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.02% | +7.57% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.02% | +1.90% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.23% | -0.07% | +625.05% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.21% | — | -9.37% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | — | +30.76% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | — | +23.23% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.02% | — | |
| 45 | APP | Applovin Corp-class A | Stock-Tech | 0.20% | +0.03% | +32350.00% | |
| 46 | SCJ | Ishares Msci Japan Small-cap | ETF-Other | 0.19% | — | — | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.19% | — | -0.27% | |
| 48 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.18% | — | — | |
| 49 | OKLO | Oklo Inc | Stock-Utilities | 0.17% | — | — | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | +0.03% | +118.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +1.2% | +52.76% | Add |
| 2 | IWB | Ishares Russell 1000 ETF | +0.7% | +0.04% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +43.05% | Add |
| 4 | HD | Home Depot Inc | +0.5% | -19.53% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +28.64% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +60.92% | Add |
| 7 | MDY | State Street Spdr S&p Midcap | +0.2% | — | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +7.57% | Add |
| 9 | INTU | Intuit Inc | +0.2% | -9.37% | Add |
| 10 | LRCX | Lam Research CORP | +0.2% | -0.27% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.2% | -45.80% | Add |
| 12 | AMAT | Applied Materials Inc | +0.1% | +18.42% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | +98.33% | Add |
| 14 | MSFT | Microsoft CORP | +0.1% | +165.53% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +43.87% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | — | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +1.90% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +136.86% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +23.23% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +23.29% | Add |
| 21 | META | Meta Platforms Inc-class A | 0% | +20.23% | Add |
| 22 | GD | General Dynamics CORP | 0% | +618.51% | Add |
| 23 | IWV | Ishares Russell 3000 ETF | 0% | +144.64% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | +177.00% | Add |
| 25 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +173.27% | Add |
| 26 | AAPL | Apple Inc | -0.2% | +145.07% | Add |
| 27 | AMZN | Amazon.com Inc | -0.3% | +287.42% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | +516.18% | Add |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | -1% | — | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | -1.8% | +125.89% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -2.2% | +3123.00% | Trim |
| 32 | VB | Vanguard Small-cap ETF | -2.8% | +229.72% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | -6.8% | +279.03% | Add |
| 34 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 35 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 36 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 38 | VSGX | Vanguard Esg Intl Stock ETF | — | NEW | New buy |
| 39 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 40 | RVTY | Revvity Inc | — | NEW | New buy |
| 41 | ESGV | Vanguard Esg US Stock ETF | — | NEW | New buy |
| 42 | APP | Applovin Corp-class A | — | NEW | New buy |
| 43 | SCJ | Ishares Msci Japan Small-cap | — | NEW | New buy |
| 44 | OKLO | Oklo Inc | — | NEW | New buy |
| 45 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 46 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 47 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
| 48 | IWS | Ishares Russell Mid-cap Valu | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | BAC | Bank Of America CORP | — | 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 91 disclosed positions in Q3 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 86.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
BIV
市值: $9.7M
Top Position Liquidated / Trimmed
QQQ
前期市值: $4.4M
During Q3 2025, Fiduciary Wealth Partners, LLC's top holdings by market value included VOO (31.3%)、VEA (16.4%)、VB (7.6%). The largest single position, VOO, represented 31.3% of total portfolio value.
In Q3 2025, Fiduciary Wealth Partners, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 31 positions, trimming 2 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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