# Fiduciary Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1666504. Source: https://holderbook.com/funds/1666504-fiduciary-wealth-partners-llc/

- Reported value: $181.7M
- Positions: 69
- Weight of the ten largest: 80.1%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $54.7M | 79,623 | 30.1% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $37.9M | 532,351 | 20.9% | 6 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $14.6M | 145,340 | 8.1% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $13.4M | 44,238 | 7.4% | 6 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.1M | 17,725 | 2.8% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.8M | 6,461 | 2.7% | 6 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.6M | 6,277 | 2.5% | 6 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $4.6M | 56,576 | 2.5% | 6 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.9M | 48,909 | 1.6% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.7M | 7,362 | 1.5% | 6 |
| VOYAGER TECHNOLOGIES INC | [VOYG](https://holderbook.com/stocks/VOYG/) | $2.5M | 77,684 | 1.4% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.2M | 9,199 | 1.2% | 6 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $2.1M | 4,888 | 1.1% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.7M | 8,495 | 0.9% | 6 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $1.6M | 20,917 | 0.9% | 5 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $1.6M | 2,992 | 0.9% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.5M | 4,058 | 0.8% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.3M | 3,941 | 0.7% | 6 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $1.2M | 23,452 | 0.7% | 5 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.2M | 14,272 | 0.7% | 2 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $946.4K | 3,844 | 0.5% | 4 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $930.6K | 10,455 | 0.5% | 4 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $886.9K | 1,261 | 0.5% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $842.4K | 9,514 | 0.5% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $658.8K | 4,442 | 0.4% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $646.8K | 2,547 | 0.4% | 6 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $590.1K | 1,595 | 0.3% | 6 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $573.2K | 1,618 | 0.3% | 6 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $547.6K | 2,874 | 0.3% | 2 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $536.8K | 2,409 | 0.3% | 6 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $502.7K | 1,474 | 0.3% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $493.5K | 3,365 | 0.3% | 6 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $480.3K | 3,170 | 0.3% | 6 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $466.8K | 4,936 | 0.3% | 2 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $460.1K | 5,044 | 0.3% | 4 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $434.0K | 2,097 | 0.2% | 6 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $427.5K | 3,127 | 0.2% | 1 |
| ISHARES INC | [EWJ](https://holderbook.com/stocks/EWJ/) | $421.8K | 4,522 | 0.2% | 2 |
| SOMNIGROUP INTERNATIONAL INC | [SGI](https://holderbook.com/stocks/SGI/) | $417.3K | 5,323 | 0.2% | 4 |
| MANULIFE FINL CORP | [MFC](https://holderbook.com/stocks/MFC/) | $398.1K | 9,828 | 0.2% | 4 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $389.5K | 756 | 0.2% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $351.7K | 931 | 0.2% | 6 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $335.8K | 2,480 | 0.2% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $331.8K | 589 | 0.2% | 6 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $319.4K | 1,528 | 0.2% | 4 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $307.7K | 1,665 | 0.2% | 6 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $306.7K | 3,183 | 0.2% | 4 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $298.5K | 603 | 0.2% | 4 |
| T ROWE PRICE EXCHANGE-TRADED | [TSPA](https://holderbook.com/stocks/TSPA/) | $296.0K | 6,228 | 0.2% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $295.4K | 2,608 | 0.2% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $291.5K | 1,158 | 0.2% | 6 |
| J P MORGAN EXCHANGE TRADED F | [BBCA](https://holderbook.com/stocks/BBCA/) | $288.4K | 2,901 | 0.2% | 2 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $275.6K | 2,803 | 0.2% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $273.4K | 527 | 0.2% | 4 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $261.7K | 2,519 | 0.1% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $259.4K | 505 | 0.1% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $255.5K | 213 | 0.1% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $241.6K | 1,021 | 0.1% | 4 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $230.9K | 4,052 | 0.1% | 1 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $229.4K | 1,464 | 0.1% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $223.4K | 2,897 | 0.1% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $223.1K | 2,746 | 0.1% | 6 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $222.8K | 193 | 0.1% | 1 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $220.4K | 305 | 0.1% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $218.3K | 1,225 | 0.1% | 4 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $213.1K | 2,226 | 0.1% | 2 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $210.3K | 778 | 0.1% | 1 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $209.3K | 2,283 | 0.1% | 1 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $205.0K | 481 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.6% | +14.8% | -1.3% | 100% |
| Q1 2026 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.1% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.1% | 100% |
| Q2 2025 | +10.2% | +10.5% | -0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $181.7M | 69 |
| Q1 2026 | $152.8M | 60 |
| Q4 2025 | $243.9M | 89 |
| Q3 2025 | $238.2M | 91 |
| Q2 2025 | $106.2M | 70 |
| Q1 2025 | $115.7M | 65 |