§ 13F · FUND PROFILE
Fiduciary Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238M (13F)Positions · 91Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 82K | $49M | 32.1% | −32% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 545K | $35M | 22.9% | −19% |
| 3 | VB | VANGUARD SMALL CAP ETF | 53K | $14M | 9.1% | −25% |
| 4 | VO | VANGUARD MID CAP ETF | 22K | $6M | 4.1% | −57% |
| 5 | AAPL | APPLE INC | 18K | $4M | 2.9% | −34% |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | 6K | $4M | 2.7% | −17% |
| 7 | QQQ | POWERSHARES QQQ TR | 7K | $4M | 2.6% | +8% |
| 8 | MSFT | MICROSOFT | 7K | $3M | 1.8% | −26% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 49K | $3M | 1.7% | −14% |
| 10 | AMZN | AMAZON.COM INC | 9K | $2M | 1.2% | −18% |
§ 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 $238 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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