13F HOLDINGS REPORT
Fiduciary Wealth Partners, LLC
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001376474-25-000877
Total Value
$238.2M
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 922908363 | 121,659 | $74.5M | 31.28% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 652,775 | $39.1M | 16.42% |
| 3 | VANGUARD SMALL CAP ETF | 922908751 | 71,108 | $18.1M | 7.59% |
| 4 | VANGUARD MID CAP ETF | 922908629 | 54,433 | $16.0M | 6.71% |
| 5 | VANGUARD INTERMEDIATE-TERM BOND | 921937819 | 123,997 | $9.7M | 4.07% |
| 6 | APPLE INC | AAPL | 26,968 | $6.9M | 2.88% |
| 7 | SPDR S&P 500 ETF TRUST | SPY | 7,733 | $5.2M | 2.16% |
| 8 | MICROSOFT | MSFT | 9,928 | $5.1M | 2.16% |
| 9 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 9,081 | $4.3M | 1.79% |
| 10 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 20,822 | $4.2M | 1.78% |
| 11 | POWERSHARES QQQ TR | IVZ | 6,446 | $3.9M | 1.62% |
| 12 | ISHARES RUSSELL 3000 ETF | 464287689 | 9,235 | $3.5M | 1.47% |
| 13 | VANGUARD TAX-EXEMPT BOND ETF | 922907746 | 52,988 | $2.7M | 1.11% |
| 14 | NVIDIA CORP | NVDA | 14,195 | $2.6M | 1.11% |
| 15 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 46,913 | $2.5M | 1.07% |
| 16 | AMAZON.COM INC | AMZN | 11,119 | $2.4M | 1.03% |
| 17 | ISHARES RUSSELL 1000 ETF | 464287622 | 5,009 | $1.8M | 0.77% |
| 18 | GOOGLE INC | GOOG | 6,530 | $1.6M | 0.67% |
| 19 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 3,015 | $1.4M | 0.59% |
| 20 | HOME DEPOT | HD | 3,437 | $1.4M | 0.58% |
| 21 | JPMORGAN CHASE & CO. COM | VYLD | 3,984 | $1.3M | 0.53% |
| 22 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 1,674 | $997,754 | 0.42% |
| 23 | VANGUARD ESG INTERNATIONAL STOCK ETF | 921910725 | 12,760 | $885,161 | 0.37% |
| 24 | VANGUARD EXTENDED MARKET ETF | 922908652 | 4,080 | $854,194 | 0.36% |
| 25 | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 46435G326 | 10,455 | $838,177 | 0.35% |
| 26 | ALPHABET INC CAP STK CL C | GOOG | 3,369 | $820,576 | 0.34% |
| 27 | VANGUARD TOTAL STK MKT | 922908769 | 2,493 | $818,218 | 0.34% |
| 28 | REVVITY INC COM | RVTY | 9,278 | $813,217 | 0.34% |
| 29 | VANGUARD ESG U.S. STOCK ETF | 921910733 | 6,611 | $783,007 | 0.33% |
| 30 | JOHNSON & JOHNSON COM | JNJ | 3,854 | $714,629 | 0.30% |
| 31 | GENERAL DYNAMICS CORP COM | GD | 2,019 | $688,479 | 0.29% |
| 32 | META PLATFORMS INC CL A | META | 927 | $680,577 | 0.29% |
| 33 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 1,256 | $631,441 | 0.27% |
| 34 | ISHARES S&P SMALLCAP 600 ETF | 464287804 | 5,183 | $615,896 | 0.26% |
| 35 | PROCTER AND GAMBLE CO COM | 742718109 | 3,956 | $607,827 | 0.26% |
| 36 | ORACLE CORPORATION | ORCL-PD | 2,142 | $602,416 | 0.25% |
| 37 | WASTE MANAGEMENT INC | 94106L109 | 2,677 | $591,087 | 0.25% |
| 38 | ISHARES MSCI EAFE ETF | 464287465 | 6,292 | $587,481 | 0.25% |
| 39 | AVAGO TECHNOLOGIES LTD | AVGO | 1,720 | $567,551 | 0.24% |
| 40 | TJX COS INC NEW COM | 872540109 | 3,763 | $543,904 | 0.23% |
| 41 | INTUIT INC | INTU | 745 | $508,788 | 0.21% |
| 42 | ABBVIE INC COM | ABBV | 2,168 | $501,931 | 0.21% |
| 43 | COSTCO WHOLESALE CORP | 22160K105 | 541 | $500,766 | 0.21% |
| 44 | MASTERCARD INC | MA | 829 | $471,583 | 0.20% |
| 45 | APPLOVIN CORP COM CL A | APP | 649 | $466,332 | 0.20% |
| 46 | ISHARES MSCI JAPAN SMALL-CAP ETF | 464286582 | 4,900 | $450,996 | 0.19% |
| 47 | LAM RESEARCH CORP | LRCX | 3,322 | $444,840 | 0.19% |
| 48 | VANGUARD RUSSELL 3000 ETF | 92206C599 | 1,488 | $437,906 | 0.18% |
| 49 | OKLO INC COM CL A | OKLO | 3,525 | $393,496 | 0.17% |
| 50 | QUALCOMM INC COM | QCOM | 2,339 | $389,088 | 0.16% |
| 51 | PALO ALTO NETWORKS INC COM | PANW | 1,898 | $386,471 | 0.16% |
| 52 | PEPSICO INC COM | PEP | 2,740 | $384,823 | 0.16% |
| 53 | BOOKING HOLDINGS INC COM | BKNG | 71 | $383,348 | 0.16% |
| 54 | AMGEN INC | AMGN | 1,356 | $382,663 | 0.16% |
| 55 | APPLIED MATLS INC COM | 038222105 | 1,832 | $375,062 | 0.16% |
| 56 | INTL BUSINESS MACHINES | INTR | 1,328 | $374,714 | 0.16% |
| 57 | AVANTIS U.S. LARGE CAP VALUE ETF | 025072349 | 5,044 | $364,479 | 0.15% |
| 58 | CATERPILLAR INC COM | CAT | 758 | $361,904 | 0.15% |
| 59 | ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | 2,591 | $361,885 | 0.15% |
| 60 | EXXON MOBIL CORP COM | XOM | 3,209 | $361,834 | 0.15% |
| 61 | PAYCHEX INC | PAYX | 2,837 | $359,618 | 0.15% |
| 62 | SALESFORCE COM | CRM | 1,485 | $351,851 | 0.15% |
| 63 | COCA COLA CO COM | KO | 5,133 | $340,392 | 0.14% |
| 64 | ROYAL BANK OF CANADA | 780087102 | 2,292 | $337,657 | 0.14% |
| 65 | BANK AMERICA CORP COM | 060505104 | 6,488 | $334,720 | 0.14% |
| 66 | WALMART INC COM | WMT | 3,063 | $315,719 | 0.13% |
| 67 | SPDR BLOOMBERG HIGH YIELD BOND ETF | 78468R622 | 3,183 | $311,902 | 0.13% |
| 68 | MANULIFE FINL CORP COM | 56501R106 | 9,828 | $306,142 | 0.13% |
| 69 | TESLA MOTORS INC | TSLA | 664 | $295,294 | 0.12% |
| 70 | INTERCONTINENTAL EXCHANGE INC COM | 45866F104 | 1,636 | $275,633 | 0.12% |
| 71 | LINDE PLC SHS | LIN | 555 | $263,524 | 0.11% |
| 72 | BLACKROCK INC | BLK | 223 | $259,872 | 0.11% |
| 73 | VARONIS SYS INC COM | VRNS | 4,500 | $258,615 | 0.11% |
| 74 | ACCENTURE LTD BERMUDA CL A | ACN | 1,044 | $257,342 | 0.11% |
| 75 | MORGAN STANLEY | MS-PQ | 1,585 | $251,952 | 0.11% |
| 76 | VISA INC | V | 717 | $244,820 | 0.10% |
| 77 | ELI LILLY & CO COM | LLY | 320 | $244,282 | 0.10% |
| 78 | TEMPUR PEDIC INTL INC | SGI | 2,843 | $239,714 | 0.10% |
| 79 | ROCKWELL AUTOMATION INC COM | ROK | 682 | $238,480 | 0.10% |
| 80 | ISHARES RUSSELL 2000 ETF | 464287655 | 958 | $231,878 | 0.10% |
| 81 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 1,073 | $227,997 | 0.10% |
| 82 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 1,021 | $220,294 | 0.09% |
| 83 | DOLLAR TREE STORES INC | DLTR | 2,318 | $218,750 | 0.09% |
| 84 | COLGATE PALMOLIVE CO COM | CL | 2,731 | $218,316 | 0.09% |
| 85 | NEXTERA ENERGY INC COM | NEE-PW | 2,878 | $217,224 | 0.09% |
| 86 | STRYKER CORP | SYK | 584 | $215,887 | 0.09% |
| 87 | VANGUARD EUROPEAN | 922042874 | 2,656 | $211,949 | 0.09% |
| 88 | SOUTHERN CO COM | SOMN | 2,232 | $211,527 | 0.09% |
| 89 | MEDTRONIC PLC SHS | MDT | 2,200 | $209,528 | 0.09% |
| 90 | MARSH & MCLENNAN COS INC COM | 571748102 | 1,015 | $204,648 | 0.09% |
| 91 | DISNEY WALT CO COM | 254687106 | 1,771 | $202,770 | 0.09% |