13F HOLDINGS REPORT
Fiduciary Wealth Partners, LLC
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001376474-25-000691
Total Value
$106.2M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 922908363 | 53,858 | $30.6M | 28.82% |
| 2 | VANGUARD MID CAP ETF | 922908629 | 35,633 | $10.0M | 9.39% |
| 3 | VANGUARD INTERMEDIATE-TERM BOND | 921937819 | 128,640 | $9.9M | 9.37% |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 172,224 | $9.8M | 9.25% |
| 5 | VANGUARD SMALL CAP ETF | 922908751 | 21,566 | $5.1M | 4.81% |
| 6 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 25,546 | $5.0M | 4.67% |
| 7 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 9,589 | $4.1M | 3.83% |
| 8 | VANGUARD TAX-EXEMPT BOND ETF | 922907746 | 58,300 | $2.9M | 2.69% |
| 9 | APPLE INC | AAPL | 11,004 | $2.3M | 2.13% |
| 10 | MICROSOFT | MSFT | 3,739 | $1.9M | 1.75% |
| 11 | ISHARES RUSSELL 1000 ETF | 464287622 | 5,007 | $1.7M | 1.60% |
| 12 | NVIDIA CORP | NVDA | 9,923 | $1.6M | 1.48% |
| 13 | HOME DEPOT | HD | 4,271 | $1.6M | 1.47% |
| 14 | VANGUARD ESG U.S. STOCK ETF | 921910733 | 13,222 | $1.4M | 1.37% |
| 15 | ISHARES RUSSELL 3000 ETF | 464287689 | 3,775 | $1.3M | 1.25% |
| 16 | VANGUARD ESG INTERNATIONAL STOCK ETF | 921910725 | 16,820 | $1.1M | 1.04% |
| 17 | REVVITY INC COM | RVTY | 9,275 | $897,078 | 0.84% |
| 18 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 17,167 | $849,057 | 0.80% |
| 19 | SPDR S&P 500 ETF TRUST | SPY | 1,255 | $775,402 | 0.73% |
| 20 | INTL BUSINESS MACHINES | INTR | 2,450 | $722,217 | 0.68% |
| 21 | GOOGLE INC | GOOG | 4,058 | $715,183 | 0.67% |
| 22 | INTUIT INC | INTU | 822 | $647,455 | 0.61% |
| 23 | AMAZON.COM INC | AMZN | 2,870 | $629,649 | 0.59% |
| 24 | META PLATFORMS INC CL A | META | 771 | $568,873 | 0.54% |
| 25 | ISHARES MSCI EAFE ETF | 464287465 | 5,849 | $522,842 | 0.49% |
| 26 | JPMORGAN CHASE & CO. COM | VYLD | 1,682 | $487,737 | 0.46% |
| 27 | JOHNSON & JOHNSON COM | JNJ | 3,126 | $477,513 | 0.45% |
| 28 | VISA INC | V | 1,324 | $470,139 | 0.44% |
| 29 | AVAGO TECHNOLOGIES LTD | AVGO | 1,688 | $465,385 | 0.44% |
| 30 | ALPHABET INC CAP STK CL C | GOOG | 2,619 | $464,626 | 0.44% |
| 31 | COSTCO WHOLESALE CORP | 22160K105 | 439 | $434,584 | 0.41% |
| 32 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 873 | $424,077 | 0.40% |
| 33 | ISHARES MSCI JAPAN SMALL-CAP ETF | 464286582 | 4,900 | $415,961 | 0.39% |
| 34 | AMGEN INC | AMGN | 1,472 | $410,997 | 0.39% |
| 35 | ACCENTURE LTD BERMUDA CL A | ACN | 1,237 | $369,596 | 0.35% |
| 36 | DOLLAR TREE STORES INC | DLTR | 3,468 | $343,471 | 0.32% |
| 37 | ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | 2,591 | $342,375 | 0.32% |
| 38 | LAM RESEARCH CORP | LRCX | 3,331 | $324,257 | 0.31% |
| 39 | ABBVIE INC COM | ABBV | 1,658 | $307,670 | 0.29% |
| 40 | ISHARES RUSSELL 2000 GROWTH ETF | 464287648 | 1,003 | $286,718 | 0.27% |
| 41 | APPLIED MATLS INC COM | 038222105 | 1,547 | $283,209 | 0.27% |
| 42 | CATERPILLAR INC COM | CAT | 721 | $280,082 | 0.26% |
| 43 | VANGUARD TOTAL STK MKT | 922908769 | 900 | $273,537 | 0.26% |
| 44 | COCA COLA CO COM | KO | 3,555 | $251,498 | 0.24% |
| 45 | ORACLE CORPORATION | ORCL-PD | 1,080 | $236,120 | 0.22% |
| 46 | VARONIS SYS INC COM | VRNS | 4,500 | $228,375 | 0.22% |
| 47 | PHILIP MORRIS INTL INC | 718172109 | 1,211 | $220,559 | 0.21% |
| 48 | ELI LILLY & CO COM | LLY | 252 | $196,566 | 0.19% |
| 49 | PARKER-HANNIFIN CORP COM | PH | 272 | $189,984 | 0.18% |
| 50 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 852 | $181,281 | 0.17% |
| 51 | MERCK & CO INC | MRK | 2,203 | $174,390 | 0.16% |
| 52 | QUALCOMM INC COM | QCOM | 1,071 | $170,502 | 0.16% |
| 53 | ISHARES RUSSELL 2000 ETF | 464287655 | 530 | $114,369 | 0.11% |
| 54 | POWERSHARES QQQ TR | IVZ | 200 | $110,328 | 0.10% |
| 55 | PROCTER AND GAMBLE CO COM | 742718109 | 673 | $107,209 | 0.10% |
| 56 | EXTRA SPACE STORAGE INC | EXR | 600 | $88,464 | 0.08% |
| 57 | GENERAL DYNAMICS CORP COM | GD | 281 | $81,956 | 0.08% |
| 58 | ROYAL BANK OF CANADA | 780087102 | 585 | $76,957 | 0.07% |
| 59 | NETFLIX COM INC | NFLX | 57 | $76,330 | 0.07% |
| 60 | TJX COS INC NEW COM | 872540109 | 519 | $64,091 | 0.06% |
| 61 | HONEYWELL INTL INC | 438516106 | 268 | $62,412 | 0.06% |
| 62 | COLGATE PALMOLIVE CO COM | CL | 608 | $55,267 | 0.05% |
| 63 | EXXON MOBIL CORP COM | XOM | 277 | $29,861 | 0.03% |
| 64 | PEPSICO INC COM | PEP | 189 | $24,936 | 0.02% |
| 65 | PAYCHEX INC | PAYX | 139 | $20,219 | 0.02% |
| 66 | DISNEY WALT CO COM | 254687106 | 149 | $18,477 | 0.02% |
| 67 | EATON CORP PLC SHS | ETN | 47 | $16,779 | 0.02% |
| 68 | WASTE MANAGEMENT INC | 94106L109 | 46 | $10,526 | 0.01% |
| 69 | SOUTHERN CO COM | SOMN | 80 | $7,346 | 0.01% |
| 70 | APPLOVIN CORP COM CL A | APP | 2 | $700 | 0.00% |
| 71 | VANGUARD EXTENDED MARKET ETF | 922908652 | 0 | $0 | 0.00% |
| 72 | VANGUARD EUROPEAN | 922042874 | 0 | $0 | 0.00% |
| 73 | TESLA MOTORS INC | TSLA | 0 | $0 | 0.00% |
| 74 | MASTERCARD INC | MA | 0 | $0 | 0.00% |
| 75 | SALESFORCE COM | CRM | 0 | $0 | 0.00% |
| 76 | ISHARES S&P SMALLCAP 600 ETF | 464287804 | 0 | $0 | 0.00% |
| 77 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 0 | $0 | 0.00% |
| 78 | MANULIFE FINL CORP COM | 56501R106 | 0 | $0 | 0.00% |
| 79 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 0 | $0 | 0.00% |
| 80 | VANGUARD RUSSELL 3000 ETF | 92206C599 | 0 | $0 | 0.00% |
| 81 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 0 | $0 | 0.00% |
| 82 | SPDR BLOOMBERG HIGH YIELD BOND ETF | 78468R622 | 0 | $0 | 0.00% |