13F HOLDINGS REPORT
Fiduciary Wealth Partners, LLC
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001376474-26-000077
Total Value
$243.9M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | 922908363 | 120,381 | $75.5M | 30.96% |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 676,059 | $42.2M | 17.32% |
| 3 | VANGUARD SMALL CAP ETF | 922908751 | 70,887 | $18.3M | 7.50% |
| 4 | VANGUARD MID CAP ETF | 922908629 | 50,701 | $14.7M | 6.03% |
| 5 | VANGUARD INTERMEDIATE-TERM BOND | 921937819 | 127,568 | $9.9M | 4.07% |
| 6 | APPLE INC | AAPL | 26,655 | $7.2M | 2.97% |
| 7 | SPDR S&P 500 ETF TRUST | SPY | 7,776 | $5.3M | 2.17% |
| 8 | MICROSOFT | MSFT | 9,865 | $4.8M | 1.96% |
| 9 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 20,822 | $4.4M | 1.80% |
| 10 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 9,081 | $4.3M | 1.76% |
| 11 | POWERSHARES QQQ TR | IVZ | 6,446 | $4.0M | 1.62% |
| 12 | VANGUARD TAX-EXEMPT BOND ETF | 922907746 | 78,588 | $4.0M | 1.62% |
| 13 | ISHARES RUSSELL 3000 ETF | 464287689 | 8,663 | $3.4M | 1.37% |
| 14 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 57,348 | $3.1M | 1.26% |
| 15 | NVIDIA CORP | NVDA | 14,109 | $2.6M | 1.08% |
| 16 | AMAZON.COM INC | AMZN | 11,042 | $2.5M | 1.05% |
| 17 | GOOGLE INC | GOOG | 6,456 | $2.0M | 0.83% |
| 18 | ISHARES RUSSELL 1000 ETF | 464287622 | 5,009 | $1.9M | 0.77% |
| 19 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 3,015 | $1.4M | 0.59% |
| 20 | JPMORGAN CHASE & CO. COM | VYLD | 3,737 | $1.2M | 0.49% |
| 21 | HOME DEPOT | HD | 3,421 | $1.2M | 0.48% |
| 22 | ALPHABET INC CAP STK CL C | GOOG | 3,293 | $1.0M | 0.42% |
| 23 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 1,674 | $1.0M | 0.41% |
| 24 | VANGUARD ESG INTERNATIONAL STOCK ETF | 921910725 | 12,760 | $913,871 | 0.37% |
| 25 | REVVITY INC COM | RVTY | 9,278 | $897,647 | 0.37% |
| 26 | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 46435G326 | 10,455 | $862,328 | 0.35% |
| 27 | VANGUARD EXTENDED MARKET ETF | 922908652 | 4,092 | $855,725 | 0.35% |
| 28 | VANGUARD TOTAL STK MKT | 922908769 | 2,494 | $836,162 | 0.34% |
| 29 | VANGUARD ESG U.S. STOCK ETF | 921910733 | 6,611 | $799,667 | 0.33% |
| 30 | JOHNSON & JOHNSON COM | JNJ | 3,796 | $785,604 | 0.32% |
| 31 | GENERAL DYNAMICS CORP COM | GD | 2,006 | $675,340 | 0.28% |
| 32 | ISHARES S&P SMALLCAP 600 ETF | 464287804 | 5,183 | $622,893 | 0.26% |
| 33 | ISHARES MSCI EAFE ETF | 464287465 | 6,300 | $604,992 | 0.25% |
| 34 | META PLATFORMS INC CL A | META | 908 | $599,188 | 0.25% |
| 35 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 1,185 | $595,640 | 0.24% |
| 36 | AVAGO TECHNOLOGIES LTD | AVGO | 1,706 | $590,557 | 0.24% |
| 37 | WASTE MANAGEMENT INC | 94106L109 | 2,677 | $588,090 | 0.24% |
| 38 | TJX COS INC NEW COM | 872540109 | 3,748 | $575,730 | 0.24% |
| 39 | LAM RESEARCH CORP | LRCX | 3,322 | $568,691 | 0.23% |
| 40 | PROCTER & GAMBLE CO COM | 742718109 | 3,866 | $554,025 | 0.23% |
| 41 | INTUIT INC | INTU | 745 | $493,522 | 0.20% |
| 42 | ABBVIE INC COM | ABBV | 2,140 | $489,042 | 0.20% |
| 43 | MASTERCARD INC | MA | 821 | $468,732 | 0.19% |
| 44 | APPLIED MATLS INC COM | 038222105 | 1,813 | $465,895 | 0.19% |
| 45 | COSTCO WHOLESALE CORP | 22160K105 | 536 | $462,214 | 0.19% |
| 46 | ISHARES MSCI JAPAN SMALL-CAP ETF | 464286582 | 4,900 | $449,859 | 0.18% |
| 47 | VANGUARD RUSSELL 3000 ETF | 92206C599 | 1,488 | $446,956 | 0.18% |
| 48 | APPLOVIN CORP COM CL A | APP | 653 | $440,004 | 0.18% |
| 49 | AMGEN INC | AMGN | 1,326 | $434,013 | 0.18% |
| 50 | CATERPILLAR INC COM | CAT | 749 | $429,349 | 0.18% |
| 51 | ORACLE CORPORATION | ORCL-PD | 2,120 | $413,209 | 0.17% |
| 52 | ROYAL BANK OF CANADA | 780087102 | 2,292 | $390,763 | 0.16% |
| 53 | PEPSICO INC COM | PEP | 2,708 | $388,670 | 0.16% |
| 54 | INTL BUSINESS MACHINES | INTR | 1,311 | $388,338 | 0.16% |
| 55 | QUALCOMM INC COM | QCOM | 2,270 | $388,255 | 0.16% |
| 56 | AVANTIS U.S. LARGE CAP VALUE ETF | 025072349 | 5,044 | $382,184 | 0.16% |
| 57 | SALESFORCE COM | CRM | 1,417 | $375,304 | 0.15% |
| 58 | BOOKING HOLDINGS INC COM | BKNG | 70 | $374,873 | 0.15% |
| 59 | ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | 2,591 | $365,461 | 0.15% |
| 60 | EXXON MOBIL CORP COM | XOM | 3,030 | $364,676 | 0.15% |
| 61 | MANULIFE FINL CORP COM | 56501R106 | 9,828 | $356,560 | 0.15% |
| 62 | PALO ALTO NETWORKS INC COM | PANW | 1,898 | $349,612 | 0.14% |
| 63 | ELI LILLY & CO COM | LLY | 324 | $348,368 | 0.14% |
| 64 | BANK AMERICA CORP COM | 060505104 | 6,243 | $343,369 | 0.14% |
| 65 | WALMART INC COM | WMT | 2,938 | $327,373 | 0.13% |
| 66 | PAYCHEX INC | PAYX | 2,825 | $316,909 | 0.13% |
| 67 | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 78468R622 | 3,183 | $309,419 | 0.13% |
| 68 | TESLA MOTORS INC | TSLA | 661 | $297,265 | 0.12% |
| 69 | ACCENTURE LTD BERMUDA CL A | ACN | 1,041 | $279,183 | 0.11% |
| 70 | MORGAN STANLEY | MS-PQ | 1,553 | $275,704 | 0.11% |
| 71 | INTERCONTINENTAL EXCHANGE INC COM | 45866F104 | 1,629 | $263,833 | 0.11% |
| 72 | COCA COLA CO COM | KO | 3,754 | $262,423 | 0.11% |
| 73 | ROCKWELL AUTOMATION INC COM | ROK | 670 | $260,789 | 0.11% |
| 74 | VISA INC | V | 728 | $255,369 | 0.10% |
| 75 | TEMPUR PEDIC INTL INC | SGI | 2,847 | $254,159 | 0.10% |
| 76 | OKLO INC COM CL A | OKLO | 3,525 | $252,954 | 0.10% |
| 77 | CAPITAL ONE FINANCIAL CORP | 14040H105 | 1,009 | $244,425 | 0.10% |
| 78 | ISHARES RUSSELL 2000 ETF | 464287655 | 960 | $236,194 | 0.10% |
| 79 | LINDE PLC SHS | LIN | 543 | $231,439 | 0.09% |
| 80 | CARVANA CO CL A | CVNA | 538 | $227,047 | 0.09% |
| 81 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 1,021 | $224,367 | 0.09% |
| 82 | VANGUARD EUROPEAN | 922042874 | 2,656 | $222,068 | 0.09% |
| 83 | MERCK & CO INC | MRK | 2,031 | $213,784 | 0.09% |
| 84 | DANAHER CORP | 235851102 | 927 | $212,225 | 0.09% |
| 85 | MEDTRONIC PLC SHS | MDT | 2,164 | $207,874 | 0.09% |
| 86 | COLGATE PALMOLIVE CO COM | CL | 2,628 | $207,664 | 0.09% |
| 87 | STRYKER CORP | SYK | 580 | $203,853 | 0.08% |
| 88 | NOVARTIS AG ADR | NVSEF | 1,476 | $203,496 | 0.08% |
| 89 | WELLS FARGO CO NEW COM | 949746101 | 2,157 | $201,008 | 0.08% |