Fiduciary Wealth Partners, LLC
Fiduciary Wealth Partners, LLC reported 69 positions worth $181.7M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VOO (30.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $54.7M | 30.10% | 79,623 | — | — | |
| ▸ 2 | VEA | SH | $37.9M | 20.88% | 532,351 | — | — | |
| ▸ 3 | SGOV | SH | $14.6M | 8.05% | 145,340 | — | — | |
| ▸ 4 | VB | SH | $13.4M | 7.38% | 44,238 | — | — | |
| ▸ 5 | AAPL | SH | $5.1M | 2.82% | 17,725 | — | — | |
| ▸ 6 | SPY | SH | $4.8M | 2.66% | 6,461 | — | — | |
| ▸ 7 | QQQ | SH | $4.6M | 2.54% | 6,277 | — | — | |
| ▸ 8 | VO | SH | $4.6M | 2.51% | 56,576 | — | — | |
| ▸ 9 | VWO | SH | $2.9M | 1.61% | 48,909 | — | — | |
| ▸ 10 | MSFT | SH | $2.7M | 1.51% | 7,362 | — | — |
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Frequently Asked Questions
What stocks does Fiduciary Wealth Partners, LLC hold as of Q2 2026?
Fiduciary Wealth Partners, LLC reported 69 positions worth $181.7M in its Q2 2026 13F filing. Largest positions: VOO (30.1%), VEA (20.9%), SGOV (8.1%), VB (7.4%) and AAPL (2.8%).
What did Fiduciary Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Fiduciary Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.