SEC Form 13F

Fiduciary Wealth Partners, LLC 13F Holdings

Inspect Fiduciary Wealth Partners, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-30T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-30
Reported value
$181,661,116
Positions
69

Read this manager's filing book

Step 1 of 3

Disclosed positions

Fiduciary Wealth Partners, LLC: source evidence dated 2026-07-30T03:59:59.999Z.

Issuer
VANGUARD S&P 500 ETF
Ticker
VOO
Class
ETF
Reported value
$54,685,672
Reported amount
79,623
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001376474-26-000529
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
VANGUARD S&P 500 ETFVOOETF$54,685,67279,623SHNone
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$37,930,042532,351SHNone
ISHARES 0-3 MONTH TREASURY BOND ETFSGOVETF$14,631,378145,340SHNone
VANGUARD SMALL CAP ETFVBETF$13,409,52244,238SHNone
APPLE INCAAPLStock$5,128,94417,725SHNone
STATE STREET SPDR S&P 500 ETFSPYETF$4,824,7356,461SHNone
POWERSHARES QQQ TRQQQETF$4,622,3836,277SHNone
VANGUARD MID CAP ETFVOETF$4,558,31356,576SHNone
VANGUARD FTSE EMERGING MARKETS ETFVWOETF$2,919,37148,909SHNone
MICROSOFTMSFTStock$2,745,9937,362SHNone
VOYAGER TECHNOLOGIES INC COM CL AVOYGStock$2,505,30977,684SHNone
AMAZON.COM INCAMZNStock$2,192,4909,199SHNone
ISHARES RUSSELL 3000 ETFIWVETF$2,084,2434,888SHNone
NVIDIA CORPNVDAStock$1,699,7478,495SHNone
VANGUARD INTERMEDIATE-TERM BONDBIVETF$1,604,30820,917SHNone
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIAETF$1,562,9912,992SHNone
GOOGLE INCGOOGLStock$1,450,1004,058SHNone
JPMORGAN CHASE & CO COMJPMStock$1,289,9493,941SHNone
VANGUARD TAX-EXEMPT BOND ETFVTEBETF$1,186,20223,452SHNone
ISHARES CORE MSCI EMERGING MARKETS ETFIEMGETF$1,182,29214,272SHNone
VANGUARD EXTENDED MARKET ETFVXFETF$946,3873,844SHNone
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFIDEVETF$930,60010,455SHNone
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDYETF$886,9121,261SHNone
VANGUARD EUROPEANVGKETF$842,3709,514SHNone
ISHARES S&P SMALLCAP 600 ETFIJRETF$658,7934,442SHNone
JOHNSON & JOHNSON COMJNJStock$646,7612,547SHNone
VANGUARD TOTAL STK MKTVTIETF$590,1321,595SHNone
GENERAL DYNAMICS CORP COMGDStock$573,1601,618SHNone
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFXLKETF$547,5542,874SHNone
WASTE MANAGEMENT INCWMStock$536,8432,409SHNone
PALO ALTO NETWORKS INC COMPANWStock$502,6631,474SHNone
PROCTER & GAMBLE CO COMPGStock$493,5053,365SHNone
TJX COS INC NEW COMTJXStock$480,2553,170SHNone
ISHARES 7-10 YR TREASURY BOND ETFIEFETF$466,7984,936SHNone
AVANTIS U.S. LARGE CAP VALUE ETFAVLVETF$460,0635,044SHNone
ROYAL BANK OF CANADARYStock$434,0162,097SHNone
EXXONMOBIL HOLDINGS CORP COM SHSXOMStock$427,5073,127SHNone
ISHARES MSCI JAPAN ETFEWJETF$421,7674,522SHNone
TEMPUR PEDIC INTL INCSGIStock$417,3045,323SHNone
MANULIFE FINL CORP COMMFCStock$398,1329,828SHNone
APPLOVIN CORP COM CL AAPPStock$389,514756SHNone
AVAGO TECHNOLOGIES LTDAVGOStock$351,685931SHNone
PEPSICO INC COMPEPStock$335,8282,480SHNone
META PLATFORMS INC CL AMETAStock$331,778589SHNone
MORGAN STANLEYMSStock$319,4131,528SHNone
QUALCOMM INC COMQCOMStock$307,7211,665SHNone
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNKETF$306,7463,183SHNone
ROCKWELL AUTOMATION INC COMROKStock$298,533603SHNone
T. ROWE PRICE U.S. EQUITY RESEARCH ETFTSPAETF$296,0176,228SHNone
WALMART INC COMWMTStock$295,3822,608SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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