Fiduciary Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationnewton, MA
- Num holdings
82
- Value ($000)
$106,167
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001666504
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $30.59 M | 29 % | 53,858 | ||
VO VANGUARD MID CAP ETF | ETF | 922908629 | $9.97 M | 9 % | 35,633 | ||
BIV VANGUARD INTERMEDIATE-TERM BOND | ETF | 921937819 | $9.95 M | 9 % | 128,640 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $9.82 M | 9 % | 172,224 | ||
VB VANGUARD SMALL CAP ETF | ETF | 922908751 | $5.11 M | 5 % | 21,566 | ||
IWD ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 | $4.96 M | 5 % | 25,546 | ||
IWF ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 | $4.07 M | 4 % | 9,589 | ||
VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 | $2.86 M | 3 % | 58,300 | ||
AAPL APPLE INC | STOCK | 037833100 | $2.26 M | 2 % | 11,004 | ||
MSFT MICROSOFT | STOCK | 594918104 | $1.86 M | 2 % | 3,739 |
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