Fiduciary Wealth Partners, LLC

Q3 2025 13F Holdings

  • Location
    newton, MA
  • Num holdings

    91

  • Value ($000)

    $238,165

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001666504
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$74.50 M
31 %

121,659

VEA
VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

ETF
921943858
$39.11 M
16 %

652,775

VB
VB

VANGUARD SMALL CAP ETF

ETF
922908751
$18.08 M
8 %

71,108

VO
VO

VANGUARD MID CAP ETF

ETF
922908629
$15.99 M
7 %

54,433

BIV
BIV

VANGUARD INTERMEDIATE-TERM BOND

ETF
921937819
$9.68 M
4 %

123,997

AAPL
AAPL

APPLE INC

STOCK
037833100
$6.87 M
3 %

26,968

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$5.15 M
2 %

7,733

MSFT
MSFT

MICROSOFT

STOCK
594918104
$5.14 M
2 %

9,928

IWF
IWF

ISHARES RUSSELL 1000 GROWTH ETF

ETF
464287614
$4.25 M
2 %

9,081

IWD
IWD

ISHARES RUSSELL 1000 VALUE ETF

ETF
464287598
$4.24 M
2 %

20,822

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