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CIK: 0001666504
Total reported value
$181.7M
$181.7M
89 檔
88.4%
During the Q4 2025 filing period, Fiduciary Wealth Partners, LLC (CIK: 0001666504) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $181.7M across 89 reported positions.
In Q4 2025, Fiduciary Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.96% | -1.96% | -1.05% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 17.32% | -2.00% | +3.57% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 7.50% | -1.70% | -0.31% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.03% | -1.63% | -6.86% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.07% | -0.33% | +2.88% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.97% | -0.09% | -1.16% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.17% | -0.09% | +0.56% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.25% | -0.63% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.80% | — | — | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.76% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | -0.10% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.62% | -0.03% | +48.31% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.37% | -0.04% | -6.19% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.26% | -0.14% | +22.24% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.01% | -0.61% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.03% | -0.69% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.05% | -1.13% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.77% | — | — | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.59% | -0.05% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.04% | -6.20% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | — | -0.47% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | — | -2.26% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | -0.02% | — | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.37% | — | — | |
| 25 | RVTY | Revvity Inc | Stock-Healthcare | 0.37% | — | — | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.35% | -0.06% | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.35% | — | +0.29% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | -0.01% | +0.04% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.33% | — | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.04% | -1.50% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.28% | -0.04% | -0.64% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.02% | +0.13% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.03% | -2.05% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | -5.65% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.02% | -0.81% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.24% | -0.06% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.24% | -0.07% | -0.40% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.23% | — | — | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | -0.05% | -2.27% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.20% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | — | -1.29% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | -0.02% | -0.96% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.19% | +0.12% | NEW | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | — | -0.92% | |
| 46 | SCJ | Ishares Msci Japan Small-cap | ETF-Other | 0.18% | — | — | |
| 47 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.18% | — | — | |
| 48 | APP | Applovin Corp-class A | Stock-Tech | 0.18% | +0.03% | +0.62% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.18% | — | -2.21% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.18% | — | -1.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.9% | +3.57% | Add |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +0.5% | +48.31% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +22.24% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.13% | Trim |
| 5 | AAPL | Apple Inc | +0.1% | -1.16% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -2.26% | Trim |
| 7 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 8 | LLY | Eli Lilly & Co | 0% | +1.25% | Add |
| 9 | AMAT | Applied Materials Inc | 0% | -1.04% | Trim |
| 10 | RVTY | Revvity Inc | 0% | — | Unchanged |
| 11 | CAT | Caterpillar Inc | 0% | -1.19% | Trim |
| 12 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | 0% | -0.69% | Trim |
| 14 | JNJ | Johnson & Johnson | 0% | -1.50% | Trim |
| 15 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 16 | AMGN | Amgen Inc | 0% | -2.21% | Trim |
| 17 | MFC | Manulife Financial CORP | 0% | — | Unchanged |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.56% | Add |
| 19 | BIV | Vanguard Intermediate-term B | — | +2.88% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 22 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 23 | PAYX | Paychex Inc | 0% | -0.42% | Trim |
| 24 | COST | Costco Wholesale CORP | 0% | -0.92% | Trim |
| 25 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 26 | KO | Coca-cola Co/the | 0% | -26.87% | Trim |
| 27 | PG | Procter & Gamble Co/the | 0% | -2.27% | Trim |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | 0% | -2.05% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -6.20% | Trim |
| 31 | OKLO | Oklo Inc | -0.1% | — | Unchanged |
| 32 | ORCL | Oracle CORP | -0.1% | -1.03% | Trim |
| 33 | VB | Vanguard Small-cap ETF | -0.1% | -0.31% | Trim |
| 34 | HD | Home Depot Inc | -0.1% | -0.47% | Trim |
| 35 | IWV | Ishares Russell 3000 ETF | -0.1% | -6.19% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | -0.63% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | -0.3% | -1.05% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | -0.7% | -6.86% | Trim |
| 39 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 40 | VRNS | Varonis Systems Inc | — | EXIT | Sold out |
| 41 | CVNA | Carvana Co | — | NEW | New buy |
| 42 | DLTR | Dollar Tree Inc | — | EXIT | Sold out |
| 43 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 44 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 45 | DHR | Danaher CORP | — | NEW | New buy |
| 46 | SO | Southern Co/the | — | EXIT | Sold out |
| 47 | MRSH | Marsh & Mclennan Cos | — | EXIT | Sold out |
| 48 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 49 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 50 | WFC | Wells Fargo & Co | — | 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 89 disclosed positions in Q4 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 88.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
CVNA
市值: $227.0K
Top Position Liquidated / Trimmed
BLK
前期市值: $259.9K
During Q4 2025, Fiduciary Wealth Partners, LLC's top holdings by market value included VOO (31.0%)、VEA (17.3%)、VB (7.5%). The largest single position, VOO, represented 31.0% of total portfolio value.
In Q4 2025, Fiduciary Wealth Partners, LLC made 39 total portfolio adjustments, initiating 5 new buys, adding to 6 positions, trimming 21 holdings, and fully liquidating 7 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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