Fiduciary Wealth Partners, LLC

Registered adviser

CIK

1666504

Location

Newton, MA

Portfolio Value

Small $181,662,100

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,680 / 8,814 ▼ 6

Top Industry

Consumer Electronics 18.3%

Period ended 4 months ago

Filed Jul 29, 2026 · 3mo

6 quarters · since Mar 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 160696

Roster of Oct 1, 2026

Regulatory AUM

$1,544,425,644

Main clients

Individuals and high net worth (85% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,544,425,644	Individuals and high net worth (85%)
Apr 2025 to Mar 2026	$1,396,302,564	Individuals and high net worth (86%)
Apr 2024 to Mar 2025	$1,325,354,360	Individuals and high net worth (86%)
May 2023 to Mar 2024	$1,262,784,992	Individuals and high net worth (100%)
Apr 2023	$1,262,784,992	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$1,476,291,437	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.6% of the book (60%+)

Turnover

Low turnover

12.5% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.4%; sector active share 75.2% against the combined 13F book's sector weights.

Over time 6 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

40.3%

−5.6 pts

Top 5

77.9%

+0.6 pts

Top 10

86.6%

+0.1 pts

HHI

2,226

Moderately concentrated−463

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	84.5%	$153,570,972	29
Technology	6.3%	$11,455,776	9
Industrials	2.4%	$4,329,307	6
Consumer Cyclical	1.8%	$3,308,411	4
Financial Services	1.6%	$2,931,818	6
Communication Services	1.2%	$2,171,497	3
Consumer Defensive	0.9%	$1,557,089	5
Healthcare	0.8%	$1,423,176	4
Energy	0.2%	$427,523	1
Basic Materials	0.2%	$273,481	1
Utilities	0.1%	$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
VO	VANGUARD MID-CAP INDEX FUND	+34,525	56,576	$4,558,328
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+2,602	23,452	$1,186,202
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
XOM	ExxonMobil Holdings Corp	+67	3,127	$427,523
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	+18	3,170	$480,255
MS	Morgan Stanley	+17	1,528	$319,413
PEP	Pepsico Inc	+17	2,480	$335,792
MA	Mastercard Inc	+12	505	$259,368
QCOM	Qualcomm Inc	+11	1,665	$307,675
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	−13,137	532,351	$37,930,008
VB	Vanguard Index Funds	−8,729	44,238	$13,409,422
BIV	Vanguard Bond Index Funds	−3,132	20,917	$1,604,333
VOO	VANGUARD 500 INDEX FUND	−2,367	79,623	$54,685,872
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−1,615	9,514	$842,369
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−971	2,874	$547,554
QQQ	Invesco Qqq Trust, Series 1	−705	6,277	$4,622,382
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−467	48,909	$2,919,378
IEMG	iShares Trust	−365	14,272	$1,182,292
EWJ	iShares MSCI Japan ETF	−234	4,522	$421,766
BBCA	JPMorgan BetaBuilders Canada ETF	−96	2,901	$288,359
DIA	Spdr Dow Jones Industrial Average ETF Trust	−23	2,992	$1,562,990
—		−21	3,844	$946,431
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	145,340	$14,631,377
TSPA	T. Rowe Price U.S. Equity Research ETF	6,228	$296,016
LLY	ELI LILLY & Co	213	$255,478
BAC	Bank Of America Corp	4,052	$230,882
IJH	iShares Core S&P Mid-Cap ETF	2,897	$223,387
MU	Micron Technology Inc	193	$222,777
AMAT	Applied Materials Inc	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

1 positions

Ticker	Company	Shares	Value	Open
Z	Zillow Group, Inc.	5,291	$218,941
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $181,662,100 total · filing declares 69 positions · $181,661,116 · as of Jun 30, 2026

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

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	79,623	-2,367	$54,685,872	+11.6%	6	before history	30.10%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	532,351	-13,137	$37,930,008	+8.5%	6	before history	20.88%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	145,340	NEW	$14,631,377	NEW	1	unpriced	8.05%
VB	Vanguard Index Funds	Reduced	44,238	-8,729	$13,409,422	−3.3%	6	before history	7.38%
AAPL	Apple Inc. Technology	Added	17,725	+200	$5,128,906	+15.3%	6	before history	2.82%
SPY	Spdr S&P 500 ETF Trust	Added	6,461	+8	$4,824,880	+15.0%	6	before history	2.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,277	-705	$4,622,382	+14.7%	6	before history	2.54%
VO	VANGUARD MID-CAP INDEX FUND	Added	56,576	+34,525	$4,558,328	−28.0%	6	before history	2.51%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	48,909	-467	$2,919,378	+9.4%	6	before history	1.61%
MSFT	Microsoft Corp Technology	Added	7,362	+102	$2,746,173	+2.2%	6	before history	1.51%
VOYG	Voyager Technologies, Inc. Industrials	Held	77,684	0	$2,505,309	+37.9%	2	$28.70	1.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,199	+129	$2,192,489	+16.1%	6	before history	1.21%
IWV	iShares Russell 3000 ETF	Held	4,888	0	$2,084,243	+15.0%	6	before history	1.15%
NVDA	Nvidia Corp Technology	Added	8,495	+310	$1,699,764	+19.1%	6	before history	0.94%
BIV	Vanguard Bond Index Funds	Reduced	20,917	-3,132	$1,604,333	−13.6%	5	$76.22	0.88%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	2,992	-23	$1,562,990	+11.9%	4	$450.71	0.86%
GOOGL	Alphabet Inc. Communication Services	Added	4,058	+85	$1,450,207	+26.9%	6	before history	0.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,941	+32	$1,290,007	+12.2%	6	before history	0.71%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	23,452	+2,602	$1,186,202	+14.0%	5	$49.43	0.65%
IEMG	iShares Trust	Reduced	14,272	-365	$1,182,292	—	2	unpriced	0.65%
		Reduced	3,844	-21	$946,431	+19.0%	4	$202.33	0.52%
IDEV	iShares Core MSCI International Developed Markets ETF	Held	10,455	0	$930,599	+6.5%	4	unpriced	0.51%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,261	0	$886,911	+14.0%	4	$586.95	0.49%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	9,514	-1,615	$842,369	−8.2%	4	$84.13	0.46%
IJR	iShares Core S&P Small-Cap ETF	Held	4,442	0	$658,793	+19.3%	4	unpriced	0.36%
JNJ	Johnson & Johnson Healthcare	Added	2,547	+34	$646,861	+5.3%	6	before history	0.36%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,595	+1	$590,213	+15.4%	6	before history	0.32%
GD	General Dynamics Corp Industrials	Added	1,618	+4	$573,160	+3.5%	6	before history	0.32%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	2,874	-971	$547,554	+7.2%	2	$140.92	0.30%
WM	Waste Management Inc Industrials	Added	2,409	+6	$536,917	−2.8%	6	before history	0.30%
PANW	Palo Alto Networks Inc Technology	Added	1,474	+8	$502,663	+113.9%	4	$191.63	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,365	+23	$493,443	+2.2%	6	before history	0.27%
TJX	Tjx Companies Inc Consumer Cyclical	Added	3,170	+18	$480,255	−4.6%	6	before history	0.26%
IEF	iShares 7-10 Year Treasury Bond ETF	Held	4,936	0	$466,797	−0.9%	2	unpriced	0.26%
AVLV	Avantis U.S. Large Cap Value ETF	Held	5,044	0	$460,063	+13.1%	4	$70.62	0.25%
RY	Royal Bank Of Canada Financial Services	Held	2,097	0	$434,016	+27.9%	6	before history	0.24%
XOM	ExxonMobil Holdings Corp Energy	Added	3,127	+67	$427,523	−17.7%	6	before history	0.24%
EWJ	iShares MSCI Japan ETF	Reduced	4,522	-234	$421,766	+5.0%	2	$86.54	0.23%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	5,323	+806	$417,323	+25.0%	4	$80.47	0.23%
MFC	Manulife Financial Corp Financial Services	Held	9,828	0	$398,132	+17.6%	4	$30.84	0.22%
APP	AppLovin Corp Communication Services	Added	756	+47	$389,513	+38.0%	5	$464.65	0.21%
AVGO	Broadcom Inc. Technology	Added	931	+68	$351,685	+31.7%	6	before history	0.19%
PEP	Pepsico Inc Consumer Defensive	Added	2,480	+17	$335,792	−12.2%	6	before history	0.18%
META	Meta Platforms, Inc. Communication Services	Added	589	+30	$331,777	+3.7%	6	before history	0.18%
MS	Morgan Stanley Financial Services	Added	1,528	+17	$319,413	+28.5%	4	$148.22	0.18%
QCOM	Qualcomm Inc Technology	Added	1,665	+11	$307,675	+44.4%	6	before history	0.17%
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	Held	3,183	0	$306,745	+0.7%	4	$97.15	0.17%
ROK	Rockwell Automation, Inc Industrials	Added	603	+3	$298,533	+38.6%	4	$345.83	0.16%
TSPA	T. Rowe Price U.S. Equity Research ETF	NEW	6,228	NEW	$296,016	NEW	1	$45.85	0.16%
WMT	Walmart Inc. Consumer Defensive	Added	2,608	+70	$295,382	−6.4%	4	$100.21	0.16%

Showing the top 50 of 69 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.