§ 13F · FUND PROFILE
Fiduciary Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.2T (13F)Positions · 82Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 120K | $75.5T | 31.0% | −1% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 676K | $42.2T | 17.3% | +4% |
| 3 | VB | VANGUARD SMALL CAP ETF | 71K | $18.3T | 7.5% | ±0% |
| 4 | VO | VANGUARD MID CAP ETF | 51K | $14.7T | 6.0% | −7% |
| 5 | BIV | VANGUARD INTERMEDIATE-TERM BOND | 128K | $9.9T | 4.1% | +3% |
| 6 | AAPL | APPLE INC | 27K | $7.2T | 3.0% | −1% |
| 7 | SPY | SPDR S&P 500 ETF TRUST | 8K | $5.3T | 2.2% | +1% |
| 8 | MSFT | MICROSOFT | 10K | $4.8T | 2.0% | −1% |
| 9 | IWD | ISHARES RUSSELL 1000 VALUE ETF | 21K | $4.4T | 1.8% | ±0% |
| 10 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | 9K | $4.3T | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIDUCIARY SIGNAL
AC read
Fiduciary Wealth Partners, LLC is a Other fund managing $106167.0 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed