Fiduciary Wealth Partners, LLC
CIK 0001666504 · NEWTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.7M
2026 Q2
Positions
69
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD S&P 500 ETF
30.1%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
20.9%
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
8.1%
VB
VANGUARD SMALL CAP ETF
7.4%
AAPL
APPLE INC
2.8%
SPY
STATE STREET SPDR S&P 500 ETF
2.7%
QQQ
POWERSHARES QQQ TR
2.5%
VO
VANGUARD MID CAP ETF
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.