Fiduciary Wealth Partners, LLC Portfolio Holdings

Fiduciary Wealth Partners, LLC

  • $116 Billion
  • Q1 2025

Fiduciary Wealth Partners, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 65 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 $38.2B, Vanguard Ftse Developed Market with a value of $26.9B, Vanguard Small Cap ETF with a value of $12B, Vanguard Mid Cap ETF with a value of $6.33B, and Invesco Qqq Trust, Series 1 with a value of $4.37B.

Examining the 13F form we can see an increase of $116B in the current position value.

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 $116 Billion
ETFs: $98.7 Billion
Technology: $7.4 Billion
Consumer Cyclical: $2.16 Billion
Financial Services: $1.61 Billion
Industrials: $1.54 Billion
Consumer Defensive: $1.38 Billion
Healthcare: $1.24 Billion
Communication Services: $1.06 Billion
Other: $630 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.2 Billion 33.03% of portfolio
74,373
Q1 2025 New
$0
$26.9 Billion 23.24% of portfolio
529,141
Q1 2025 New
$0
$12 Billion 10.38% of portfolio
54,177
Q1 2025 New
$0
$6.33 Billion 5.47% of portfolio
24,471
Q1 2025 New
$0
$4.37 Billion 3.78% of portfolio
9,320
Q1 2025 New
$0
$3.62 Billion 3.13% of portfolio
6,467
Q1 2025 New
$3.2T
$3.57 Billion 3.08% of portfolio
16,062
Q1 2025 New
$3.25T
$2.41 Billion 2.08% of portfolio
6,411
Q1 2025 New
$0
$1.81 Billion 1.56% of portfolio
4,299
Q1 2025 New
$0
$1.73 Billion 1.5% of portfolio
5,460
Q1 2025 New
$1.9T
$1.54 Billion 1.33% of portfolio
8,092
Q1 2025 New
$0
$1.38 Billion 1.19% of portfolio
30,416
Q1 2025 New
$0
$697 Million 0.6% of portfolio
4,046
Q1 2025 New
$284B
$691 Million 0.6% of portfolio
6,373
Q1 2025 New
$741B
$542 Million 0.47% of portfolio
2,209
Q1 2025 New
$957B
$515 Million 0.44% of portfolio
3,328
Q1 2025 New
$96.4B
$448 Million 0.39% of portfolio
1,935
Q1 2025 New
$0
$444 Million 0.38% of portfolio
1,616
Q1 2025 New
$53.9B
$434 Million 0.38% of portfolio
2,814
Q1 2025 New
$0
$367 Million 0.32% of portfolio
1,487
Q1 2025 New
$74.7B
$324 Million 0.28% of portfolio
1,190
Q1 2025 New
$1.25T
$300 Million 0.26% of portfolio
520
Q1 2025 New
$0
$304 Million 0.26% of portfolio
3,185
Q1 2025 New
$405B
$303 Million 0.26% of portfolio
1,827
Q1 2025 New
$59.1B
$306 Million 0.26% of portfolio
9,828
Q1 2025 New
$150B
$284 Million 0.25% of portfolio
2,333
Q1 2025 New
$144B
$292 Million 0.25% of portfolio
1,378
Q1 2025 New
$150B
$280 Million 0.24% of portfolio
899
Q1 2025 New
$182B
$268 Million 0.23% of portfolio
1,787
Q1 2025 New
$157B
$268 Million 0.23% of portfolio
1,744
Q1 2025 New
$347B
$242 Million 0.21% of portfolio
1,155
Q1 2025 New
$535B
$226 Million 0.2% of portfolio
413
Q1 2025 New
$430B
$234 Million 0.2% of portfolio
1,966
Q1 2025 New
$168B
$236 Million 0.2% of portfolio
2,097
Q1 2025 New
$15.7B
$216 Million 0.19% of portfolio
4,042
Q1 2025 New
$75.7B
$214 Million 0.19% of portfolio
2,286
Q1 2025 New
$0
$217 Million 0.19% of portfolio
2,072
Q1 2025 New
$0
$220 Million 0.19% of portfolio
413
Q1 2025 New
$694B
$218 Million 0.19% of portfolio
410
Q1 2025 New
$781B
$218 Million 0.19% of portfolio
264
Q1 2025 New
$99.1B
$204 Million 0.18% of portfolio
2,218
Q1 2025 New
$81.3B
$192 Million 0.17% of portfolio
1,149
Q1 2025 New
$20B
$192 Million 0.17% of portfolio
1,296
Q1 2025 New
$449B
$170 Million 0.15% of portfolio
180
Q1 2025 New
$403B
$169 Million 0.15% of portfolio
1,209
Q1 2025 New
$505B
$158 Million 0.14% of portfolio
169
Q1 2025 New
$379B
$151 Million 0.13% of portfolio
288
Q1 2025 New
$310B
$153 Million 0.13% of portfolio
2,133
Q1 2025 New
$268B
$111 Million 0.1% of portfolio
701
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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