Fiduciary Wealth Partners, LLC

CIK

1666504

Location

Newton, MA

Portfolio Value

Micro $212,923

Diversification

Diversified

Filing Date

Global Rank

#6,948 / 8,232 ▼ 306

Top Industry

Consumer Electronics 19.2%

3Y Alpha vs SPY

-2.3%

Period ended 3 months ago

Filed May 7, 2026 · 39d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+24.6%

SPY

+27.1%

Annualised alpha

-2.3%

Max drawdown

−11.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.3%

−0.4 pts

Top 5

51.4%

+6.4 pts

Top 10

72.1%

+11.3 pts

HHI

695

Diversified+158

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	31.0%	$10,400,765	4
Technology	28.4%	$9,535,917	7
Industrials	9.4%	$3,138,498	4
Consumer Cyclical	8.7%	$2,932,583	4
Financial Services	6.9%	$2,322,596	5
Communication Services	5.2%	$1,744,477	3
Consumer Defensive	4.1%	$1,384,813	4
Healthcare	3.2%	$1,084,101	3
Energy	1.5%	$519,159	1
Basic Materials	0.8%	$257,795	1
Utilities	0.6%	$212,923	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SGI	Somnigroup International Inc.	+1,670	4,517	$333,896
QQQ	Invesco Qqq Trust, Series 1	+536	6,982	$4,029,870
JPM	Jpmorgan Chase & Co	+172	3,909	$1,149,871
APP	AppLovin Corp	+56	709	$282,182
XOM	Exxon Mobil Corp	+30	3,060	$519,159
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−9,130	17,525	$4,447,669
NVDA	Nvidia Corp	−5,924	8,185	$1,427,464
MSFT	Microsoft Corp	−2,605	7,260	$2,687,434
GOOGL	Alphabet Inc.	−2,483	3,973	$1,142,475
AMZN	Amazon Com Inc	−1,972	9,070	$1,889,008
SPY	Spdr S&P 500 ETF Trust	−1,323	6,453	$4,196,644
JNJ	Johnson & Johnson	−1,283	2,513	$614,277
KO	Coca Cola Co	−1,069	2,685	$204,194
ABBV	AbbVie Inc.	−1,008	1,132	$246,198
AVGO	Broadcom Inc.	−843	863	$267,107
QCOM	Qualcomm Inc/De	−616	1,654	$213,002
TJX	Tjx Companies Inc /De/	−596	3,152	$503,374
PG	PROCTER & GAMBLE Co	−524	3,342	$482,718
PANW	Palo Alto Networks Inc	−432	1,466	$235,029
MDY	Spdr S&P Midcap 400 ETF Trust	−413	1,261	$777,734
WMT	Walmart Inc.	−400	2,538	$315,422
GD	General Dynamics Corp	−392	1,614	$553,957
META	Meta Platforms, Inc.	−349	559	$319,820
MA	Mastercard Inc	−328	493	$246,332
WM	Waste Management Inc	−274	2,403	$552,185
PEP	Pepsico Inc	−245	2,463	$382,479
RY	Royal Bank Of Canada	−195	2,097	$339,252
ROK	Rockwell Automation, Inc	−70	600	$215,328
MS	Morgan Stanley	−42	1,511	$248,665
LIN	Linde PLC	−23	520	$257,795
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
VOYG	Voyager Technologies, Inc./DE	77,684	$1,817,028
SO	Southern Co	2,206	$212,923
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	3,421	$1,177,166
RVTY	Revvity, Inc.	9,278	$897,646
BRK-B	Berkshire Hathaway Inc	1,185	$595,640
LRCX	Lam Research Corp	3,322	$568,659
INTU	Intuit Inc.	745	$493,502
AMAT	Applied Materials Inc /De	1,813	$465,922
COST	Costco Wholesale Corp /New	536	$462,214
AMGN	Amgen Inc	1,326	$434,013
CAT	Caterpillar Inc	749	$429,079
ORCL	Oracle Corp	2,120	$413,209
IBM	International Business Machines Corp	1,311	$388,331
CRM	Salesforce, Inc.	1,417	$375,377
LLY	ELI LILLY & Co	324	$348,196
BAC	Bank Of America Corp /De/	6,243	$343,365
TSLA	Tesla, Inc.	661	$297,264
ACN	Accenture plc	1,041	$279,300
ICE	Intercontinental Exchange, Inc.	1,629	$263,832
V	Visa Inc.	728	$255,316
OKLO	Oklo Inc.	3,525	$252,954
COF	Capital One Financial Corp	1,009	$244,541
CVNA	Carvana Co.	538	$227,046
MRK	Merck & Co., Inc.	2,031	$213,783
DHR	Danaher Corp /De/	927	$212,208
MDT	Medtronic plc	2,164	$207,873
CL	Colgate Palmolive Co	2,628	$207,664
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $212,923 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
SO	Southern Co Utilities	NEW	2,206	NEW	$212,923	NEW	100.00%