Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fiduciary Wealth Partners, LLC (CIK 1666504) reported $152.8M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($49.0M, 32.06%), VEA ($35.0M, 22.88%), VB ($13.9M, 9.08%), VO ($6.3M, 4.14%), AAPL ($4.4M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $49.0M | 32.06% | 81,990 | Trimmed |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $35.0M | 22.88% | 545,488 | Trimmed |
| 3 | VB | VANGUARD SMALL CAP ETF | $13.9M | 9.08% | 52,967 | Trimmed |
| 4 | VO | VANGUARD MID CAP ETF | $6.3M | 4.14% | 22,051 | Trimmed |
| 5 | AAPL | APPLE INC | $4.4M | 2.91% | 17,525 | Trimmed |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | $4.2M | 2.75% | 6,453 | Trimmed |
| 7 | QQQ | POWERSHARES QQQ TR | $4.0M | 2.64% | 6,982 | Added |
| 8 | MSFT | MICROSOFT | $2.7M | 1.76% | 7,260 | Trimmed |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.7M | 1.75% | 49,376 | Trimmed |
| 10 | AMZN | AMAZON.COM INC | $1.9M | 1.24% | 9,070 | Trimmed |
| 11 | BIV | VANGUARD INTERMEDIATE-TERM BOND | $1.9M | 1.21% | 24,049 | Trimmed |
| 12 | VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $1.8M | 1.19% | 77,684 | New |
| 13 | IWV | ISHARES RUSSELL 3000 ETF | $1.8M | 1.19% | 4,888 | Trimmed |
| 14 | NVDA | NVIDIA CORP | $1.4M | 0.93% | 8,185 | Trimmed |
| 15 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.4M | 0.91% | 3,015 | Hold |
| 16 | GOOGL | GOOGLE INC | $1.1M | 0.75% | 3,973 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO COM | $1.1M | 0.75% | 3,909 | Added |
| 18 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $1.0M | 0.68% | 20,850 | Trimmed |
| 19 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.0M | 0.67% | 14,637 | New |
| 20 | VGK | VANGUARD EUROPEAN | $917,363 | 0.60% | 11,129 | Added |
| 21 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $873,724 | 0.57% | 10,455 | Hold |
| 22 | VXF | VANGUARD EXTENDED MARKET ETF | $795,435 | 0.52% | 3,865 | Trimmed |
| 23 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $777,734 | 0.51% | 1,261 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON COM | $614,316 | 0.40% | 2,513 | Trimmed |
| 25 | IJR | ISHARES S&P SMALLCAP 600 ETF | $552,185 | 0.36% | 4,442 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31