Fiduciary Wealth Partners, LLC

CIK

1666504

Location

Newton, MA

Portfolio Value

Micro $39,560,768

Diversification

Diversified

Filing Date

Global Rank

#7,203 / 8,517 ▼ 838

Top Industry

Consumer Electronics 18.5%

3Y Alpha vs SPY

+7.1%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

6 quarters · since Mar 2025

Clone Performance

May 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+40.9%

SPY

+31.5%

Annualised alpha

+7.1%

Max drawdown

−9.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.0%

−27.9 pts

Top 5

50.1%

−21.9 pts

Top 10

70.8%

−12.5 pts

HHI

661

Diversified−1,389

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.1%	$11,897,163	4
Technology	29.0%	$11,455,776	9
Industrials	10.9%	$4,329,307	6
Consumer Cyclical	8.4%	$3,308,411	4
Financial Services	7.4%	$2,931,818	6
Communication Services	5.5%	$2,171,497	3
Consumer Defensive	3.9%	$1,557,089	5
Healthcare	3.6%	$1,423,176	4
Basic Materials	0.7%	$273,481	1
Utilities	0.5%	$213,050	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+1,176	1,225	$218,344
SGI	Somnigroup International Inc.	+806	5,323	$417,323
NVDA	Nvidia Corp	+310	8,495	$1,699,764
AAPL	Apple Inc.	+200	17,725	$5,128,906
AMZN	Amazon Com Inc	+129	9,199	$2,192,489
MSFT	Microsoft Corp	+102	7,362	$2,746,173
GOOGL	Alphabet Inc.	+85	4,058	$1,450,207
WMT	Walmart Inc.	+70	2,608	$295,382
AVGO	Broadcom Inc.	+68	931	$351,685
KO	Coca Cola Co	+61	2,746	$223,167
APP	AppLovin Corp	+47	756	$389,513
JNJ	Johnson & Johnson	+34	2,547	$646,861
JPM	Jpmorgan Chase & Co	+32	3,941	$1,290,007
META	Meta Platforms, Inc.	+30	589	$331,777
ABBV	AbbVie Inc.	+26	1,158	$291,399
PG	PROCTER & GAMBLE Co	+23	3,365	$493,443
SO	Southern Co	+20	2,226	$213,050
TJX	Tjx Companies Inc /De/	+18	3,170	$480,255
PEP	Pepsico Inc	+17	2,480	$335,792
MS	Morgan Stanley	+17	1,528	$319,413
MA	Mastercard Inc	+12	505	$259,368
QCOM	Qualcomm Inc/De	+11	1,665	$307,675
PANW	Palo Alto Networks Inc	+8	1,474	$502,663
SPY	Spdr S&P 500 ETF Trust	+8	6,461	$4,824,880
LIN	Linde PLC	+7	527	$273,481
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−705	6,277	$4,622,382
DIA	Spdr Dow Jones Industrial Average ETF Trust	−23	2,992	$1,562,990
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	213	$255,478
BAC	Bank Of America Corp /De/	4,052	$230,882
MU	Micron Technology Inc	193	$222,777
AMAT	Applied Materials Inc /De	305	$220,515
ITW	Illinois Tool Works Inc	778	$210,425
CL	Colgate Palmolive Co	2,283	$209,305
ETN	Eaton Corp plc	481	$204,963
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	545,488	$34,954,871
VB	Vanguard Morningstar Small-Cap ETF	52,967	$13,873,116
BIV	Vanguard Intermediate-Term Bond ETF	24,049	$1,856,101
VXF	Vanguard Extended Market ETF	3,865	$795,417
XOM	ExxonMobil Holdings Corp	3,060	$519,159
VIG	Vanguard Dividend Appreciation ETF	1,021	$219,576
ZG	Zillow Group, Inc.	5,291	$218,941
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $39,560,768 total · filing declares 69 positions · $181,661,116 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	17,725	+200	$5,128,906	+15.3%	12.96%
SPY	Spdr S&P 500 ETF Trust	Added	6,461	+8	$4,824,880	+15.0%	12.20%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,277	-705	$4,622,382	+14.7%	11.68%
MSFT	Microsoft Corp Technology	Added	7,362	+102	$2,746,173	+2.2%	6.94%
VOYG	Voyager Technologies, Inc./TX Industrials	Held	77,684	0	$2,505,309	+37.9%	6.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,199	+129	$2,192,489	+16.1%	5.54%
NVDA	Nvidia Corp Technology	Added	8,495	+310	$1,699,764	+19.1%	4.30%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,992	-23	$1,562,990	+11.9%	3.95%
GOOGL	Alphabet Inc. Communication Services	Added	4,058	+85	$1,450,207	+26.9%	3.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,941	+32	$1,290,007	+12.2%	3.26%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,261	0	$886,911	+14.0%	2.24%
JNJ	Johnson & Johnson Healthcare	Added	2,547	+34	$646,861	+5.3%	1.64%
GD	General Dynamics Corp Industrials	Added	1,618	+4	$573,160	+3.5%	1.45%
WM	Waste Management Inc Industrials	Added	2,409	+6	$536,917	−2.8%	1.36%
PANW	Palo Alto Networks Inc Technology	Added	1,474	+8	$502,663	+113.9%	1.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,365	+23	$493,443	+2.2%	1.25%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,170	+18	$480,255	−4.6%	1.21%
RY	Royal Bank Of Canada Financial Services	Held	2,097	0	$434,016	+27.9%	1.10%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	5,323	+806	$417,323	+25.0%	1.05%
MFC	Manulife Financial Corp Financial Services	Held	9,828	0	$398,132	+17.6%	1.01%
APP	AppLovin Corp Communication Services	Added	756	+47	$389,513	+38.0%	0.98%
AVGO	Broadcom Inc. Technology	Added	931	+68	$351,685	+31.7%	0.89%
PEP	Pepsico Inc Consumer Defensive	Added	2,480	+17	$335,792	−12.2%	0.85%
META	Meta Platforms, Inc. Communication Services	Added	589	+30	$331,777	+3.7%	0.84%
MS	Morgan Stanley Financial Services	Added	1,528	+17	$319,413	+28.5%	0.81%
QCOM	Qualcomm Inc/De Technology	Added	1,665	+11	$307,675	+44.4%	0.78%
ROK	Rockwell Automation, Inc Industrials	Added	603	+3	$298,533	+38.6%	0.75%
WMT	Walmart Inc. Consumer Defensive	Added	2,608	+70	$295,382	−6.4%	0.75%
ABBV	AbbVie Inc. Healthcare	Added	1,158	+26	$291,399	+18.4%	0.74%
PAYX	Paychex Inc Technology	Held	2,803	0	$275,618	+6.7%	0.70%
LIN	Linde PLC Basic Materials	Added	527	+7	$273,481	+6.1%	0.69%
MA	Mastercard Inc Financial Services	Added	505	+12	$259,368	+5.3%	0.66%
LLY	ELI LILLY & Co Healthcare	NEW	213	NEW	$255,478	NEW	0.65%
BAC	Bank Of America Corp /De/ Financial Services	NEW	4,052	NEW	$230,882	NEW	0.58%
NVS	Novartis AG Healthcare	Held	1,464	0	$229,438	+2.6%	0.58%
KO	Coca Cola Co Consumer Defensive	Added	2,746	+61	$223,167	+9.3%	0.56%
MU	Micron Technology Inc Technology	NEW	193	NEW	$222,777	NEW	0.56%
AMAT	Applied Materials Inc /De Technology	NEW	305	NEW	$220,515	NEW	0.56%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,225	+1,176	$218,344	+5.8%	0.55%
SO	Southern Co Utilities	Added	2,226	+20	$213,050	+0.1%	0.54%
ITW	Illinois Tool Works Inc Industrials	NEW	778	NEW	$210,425	NEW	0.53%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,283	NEW	$209,305	NEW	0.53%
ETN	Eaton Corp plc Industrials	NEW	481	NEW	$204,963	NEW	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.