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CIK: 0001666504
Total reported value
$181.7M
$181.7M
60 檔
59.8%
At the close of Q1 2026, Fiduciary Wealth Partners, LLC disclosed equity holdings valued at approximately $181.7M, spread across 60 reported holdings.
In Q1 2026, Fiduciary Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 37 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 | 32.06% | -1.96% | -31.89% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 22.88% | -2.00% | -19.31% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 9.08% | -1.70% | -25.28% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.14% | -1.63% | -56.51% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.09% | -34.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.75% | -0.09% | -17.01% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.64% | -0.10% | +8.32% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.25% | -26.41% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.75% | -0.14% | -13.90% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | -0.03% | -17.86% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.21% | -0.33% | -81.15% | |
| 12 | VOYG | Voyager Technologies Inc-a | Stock-Other | 1.19% | +0.19% | — | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.19% | -0.04% | -43.58% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.01% | -41.99% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.91% | -0.05% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.04% | +4.60% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.05% | -38.46% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.03% | -73.47% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | -0.02% | — | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.60% | -0.14% | +319.01% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.57% | -0.06% | — | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.52% | — | -5.55% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.51% | -0.02% | -24.67% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | -33.80% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.36% | -0.04% | -19.54% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | — | -14.30% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.36% | -0.06% | -10.24% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.34% | EXIT | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.01% | -36.09% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | -0.03% | — | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.33% | -0.07% | -15.90% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.05% | -13.55% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.31% | -0.05% | — | |
| 34 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.27% | -0.02% | — | |
| 35 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.26% | -0.03% | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.07% | -9.05% | |
| 37 | RY | Royal Bank Of Canada | Stock-Financials | 0.22% | +0.02% | -8.51% | |
| 38 | MFC | Manulife Financial CORP | Stock-Financials | 0.22% | — | — | |
| 39 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.22% | +0.01% | +58.66% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.21% | -0.03% | -38.44% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.05% | -13.61% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.20% | -0.03% | — | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.18% | +0.03% | +8.58% | |
| 44 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.18% | -0.02% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.02% | -49.41% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.17% | -0.02% | -0.78% | |
| 47 | LIN | Linde plc | Stock-Materials | 0.17% | -0.02% | -4.24% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.16% | +0.02% | -2.70% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | -0.02% | -39.95% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | -47.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +5.6% | -19.31% | Trim |
| 2 | VB | Vanguard Small-cap ETF | +1.6% | -25.28% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +1.1% | -31.89% | Trim |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +1% | +8.32% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | -17.01% | Trim |
| 6 | VGK | Vanguard Ftse Europe ETF | +0.5% | +319.01% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.5% | -13.90% | Trim |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | — | Unchanged |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +4.60% | Add |
| 10 | IDEV | Ishares Core Msci Dev Mkts | +0.2% | — | Unchanged |
| 11 | AMZN | Amazon.com Inc | +0.2% | -17.86% | Trim |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +0.99% | Add |
| 13 | VXF | Vanguard Extended Market ETF | +0.2% | -5.55% | Trim |
| 14 | SGI | Somnigroup International Inc | +0.1% | +58.66% | Add |
| 15 | WM | Waste Management Inc | +0.1% | -10.24% | Trim |
| 16 | AVLV | Avantis US Large Cap Value | +0.1% | — | Unchanged |
| 17 | MDY | State Street Spdr S&p Midcap | +0.1% | -24.67% | Trim |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | -14.30% | Trim |
| 19 | TJX | Tjx Companies Inc | +0.1% | -15.90% | Trim |
| 20 | PG | Procter & Gamble Co/the | +0.1% | -13.55% | Trim |
| 21 | PEP | Pepsico Inc | +0.1% | -9.05% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | -33.80% | Trim |
| 23 | GD | General Dynamics CORP | +0.1% | -19.54% | Trim |
| 24 | LIN | Linde plc | +0.1% | -4.24% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | -13.61% | Trim |
| 26 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.81% | Trim |
| 27 | MFC | Manulife Financial CORP | +0.1% | — | Unchanged |
| 28 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | — | Unchanged |
| 29 | RY | Royal Bank Of Canada | +0.1% | -8.51% | Trim |
| 30 | MS | Morgan Stanley | +0.1% | -2.70% | Trim |
| 31 | VIG | Vanguard Dividend Apprec ETF | +0.1% | — | Unchanged |
| 32 | PAYX | Paychex Inc | 0% | -0.78% | Trim |
| 33 | ROK | Rockwell Automation Inc | 0% | -10.45% | Trim |
| 34 | KO | Coca-cola Co/the | 0% | -28.48% | Trim |
| 35 | PANW | Palo Alto Networks Inc | 0% | -22.76% | Trim |
| 36 | APP | Applovin Corp-class A | — | +8.58% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | -36.09% | Trim |
| 38 | BKNG | Booking Holdings Inc | 0% | -30.00% | Trim |
| 39 | QCOM | Qualcomm Inc | 0% | -27.14% | Trim |
| 40 | MA | Mastercard Inc - A | 0% | -39.95% | Trim |
| 41 | META | Meta Platforms Inc-class A | 0% | -38.44% | Trim |
| 42 | ABBV | Abbvie Inc | 0% | -47.10% | Trim |
| 43 | AAPL | Apple Inc | -0.1% | -34.25% | Trim |
| 44 | AVGO | Broadcom Inc | -0.1% | -49.41% | Trim |
| 45 | GOOGL | Alphabet Inc-cl A | -0.1% | -38.46% | Trim |
| 46 | EFA | Ishares Msci Eafe ETF | -0.1% | -60.13% | Trim |
| 47 | NVDA | Nvidia CORP | -0.2% | -41.99% | Trim |
| 48 | IWV | Ishares Russell 3000 ETF | -0.2% | -43.58% | Trim |
| 49 | MSFT | Microsoft CORP | -0.2% | -26.41% | Trim |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | -0.9% | -73.47% | Trim |
According to official SEC Form 13F filings, Fiduciary Wealth Partners, LLC reported a total U.S. public equity portfolio value of $181.7M across 60 disclosed positions in Q1 2026.
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 59.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
VOYG
市值: $1.8M
Top Position Liquidated / Trimmed
IWD
前期市值: $4.4M
During Q1 2026, Fiduciary Wealth Partners, LLC's top holdings by market value included VOO (32.1%)、VEA (22.9%)、VB (9.1%). The largest single position, VOO, represented 32.1% of total portfolio value.
In Q1 2026, Fiduciary Wealth Partners, LLC made 91 total portfolio adjustments, initiating 8 new buys, adding to 6 positions, trimming 40 holdings, and fully liquidating 37 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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