Fiduciary Wealth Partners, LLC Portfolio Holdings

Fiduciary Wealth Partners, LLC

  • $244 Billion
  • Q4 2025

Fiduciary Wealth Partners, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 89 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 $75.5B, Vanguard Ftse Developed Market with a value of $42.2B, Vanguard Small Cap ETF with a value of $18.3B, Vanguard Mid Cap ETF with a value of $14.7B, and Vanguard Bd Index Fd Inc Inter with a value of $9.93B.

Examining the 13F form we can see an increase of $5.71B in the current position value, from $238B to 244B.

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 $244 Billion
ETFs: $201 Billion
Technology: $18.8 Billion
Consumer Cyclical: $5.46 Billion
Financial Services: $4.85 Billion
Healthcare: $4 Billion
Communication Services: $3.65 Billion
Industrials: $2.27 Billion
Consumer Defensive: $2.2 Billion
Other: $365 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$253 Million 0.1% of portfolio
3,525
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $244 Billion
  • Prior Value $238 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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