Fiduciary Wealth Partners, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $238 Billion distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $74.5B, Vanguard Ftse Developed Market with a value of $39.1B, Vanguard Small Cap ETF with a value of $18.1B, Vanguard Mid Cap ETF with a value of $16B, and Vanguard Bd Index Fd Inc Inter with a value of $9.68B.
Examining the 13F form we can see an increase of $132B in the current position value, from $106B to 238B.
Fiduciary Wealth Partners, LLC is based out at Newton, MA
Below you can find more details about Fiduciary Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Billion
ETFs: $195 Billion
Technology: $19.2 Billion
Consumer Cyclical: $5.3 Billion
Financial Services: $4.94 Billion
Communication Services: $3.29 Billion
Healthcare: $3.08 Billion
Consumer Defensive: $2.59 Billion
Industrials: $2.24 Billion
Other: $791 Million
Stock Holdings Table Market Cap. of $200 Billions or more
