Fiduciary Wealth Partners, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationnewton, MA
- CIK0001666504
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
89 | $243.88M | VOO, VEA, VB, VO | 13F-HR | Jan 28, 2026 | 000137647426000077 | ||
91 | $238.17M | VOO, VEA, VB, VO | 13F-HR | Oct 28, 2025 | 000137647425000877 | ||
82 | $106.17M | VOO, VO, BIV, VEA | 13F-HR | Jul 31, 2025 | 000137647425000691 | ||
65 | $115.73M | VOO, VEA, VB, VO | 13F-HR | May 8, 2025 | 000137647425000440 | ||
8 | $74.95M | VEA, VOO, VB, VO | 13F-HR | Nov 13, 2017 | 000137647417000304 | ||
11 | $81.72M | VOO, VEA, VB, VO | 13F-HR | Aug 8, 2017 | 000137647417000210 | ||
14 | $98.63M | VOO, VEA, VYM, VB | 13F-HR | May 11, 2017 | 000137647417000150 | ||
15 | $98.96M | VOO, VEA, VYM, VB | 13F-HR | Feb 1, 2017 | 000137647417000031 | ||
15 | $100.02M | VOO, VEA, VYM, VB | 13F-HR | Oct 25, 2016 | 000137647416000874 | ||
17 | $93.95M | VOO, VEA, VYM, VB | 13F-HR | Sep 22, 2016 | 000137647416000842 | ||
15 | $95.18M | VOO, VEA, VYM, VB | 13F-HR | Sep 22, 2016 | 000137647416000841 | ||
13 | $114.46M | VOO, VEA, VO, VB | 13F-HR | Feb 12, 2016 | 000137647416000564 |