Fiduciary Wealth Partners, LLC Portfolio Holdings

Fiduciary Wealth Partners, LLC

  • $238 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$74.5 Billion 31.28% of portfolio
121,659
Q3 2025 Added 125.89%
$0
$39.1 Billion 16.42% of portfolio
652,775
Q3 2025 Added 279.03%
$0
$18.1 Billion 7.59% of portfolio
71,108
Q3 2025 Added 229.72%
$0
$16 Billion 6.71% of portfolio
54,433
Q3 2025 Added 52.76%
$0
$9.68 Billion 4.07% of portfolio
123,997
Q3 2025 Reduced 3.61%
$4.31T
$6.87 Billion 2.88% of portfolio
26,968
Q3 2025 Added 145.07%
$0
$5.15 Billion 2.16% of portfolio
7,733
Q3 2025 Added 516.18%
$3.7T
$5.14 Billion 2.16% of portfolio
9,928
Q3 2025 Added 165.53%
$0
$4.25 Billion 1.79% of portfolio
9,081
Q3 2025 Reduced 5.3%
$0
$4.24 Billion 1.78% of portfolio
20,822
Q3 2025 Reduced 18.49%
$0
$3.87 Billion 1.62% of portfolio
6,446
Q3 2025 Added 3,123.0%
$0
$3.5 Billion 1.47% of portfolio
9,235
Q3 2025 Added 144.64%
$469B
$2.65 Billion 1.11% of portfolio
14,195
Q3 2025 Added 43.05%
$0
$2.65 Billion 1.11% of portfolio
52,988
Q3 2025 Reduced 9.11%
$0
$2.54 Billion 1.07% of portfolio
46,913
Q3 2025 Added 173.27%
$2.49T
$2.44 Billion 1.03% of portfolio
11,119
Q3 2025 Added 287.42%
$1.67T
$1.59 Billion 0.67% of portfolio
6,530
Q3 2025 Added 60.92%
$0
$1.4 Billion 0.59% of portfolio
3,015
Q3 2025 New
$380B
$1.39 Billion 0.58% of portfolio
3,437
Q3 2025 Reduced 19.53%
$922B
$1.26 Billion 0.53% of portfolio
3,984
Q3 2025 Added 136.86%
$0
$998 Million 0.42% of portfolio
1,674
Q3 2025 New
$0
$885 Million 0.37% of portfolio
12,760
Q3 2025 Reduced 24.14%
$0
$854 Million 0.36% of portfolio
4,080
Q3 2025 New
$0
$838 Million 0.35% of portfolio
10,455
Q3 2025 New
$15.3B
$813 Million 0.34% of portfolio
9,278
Q3 2025 Added 0.03%
$0
$818 Million 0.34% of portfolio
2,493
Q3 2025 Added 177.0%
$1.7T
$821 Million 0.34% of portfolio
3,369
Q3 2025 Added 28.64%
$0
$783 Million 0.33% of portfolio
6,611
Q3 2025 Reduced 50.0%
$488B
$715 Million 0.3% of portfolio
3,854
Q3 2025 Added 23.29%
$1.4T
$681 Million 0.29% of portfolio
927
Q3 2025 Added 20.23%
$95.1B
$688 Million 0.29% of portfolio
2,019
Q3 2025 Added 618.51%
$649B
$631 Million 0.27% of portfolio
1,256
Q3 2025 Added 43.87%
$348B
$608 Million 0.26% of portfolio
3,956
Q3 2025 Added 487.82%
$0
$616 Million 0.26% of portfolio
5,183
Q3 2025 New
$645B
$602 Million 0.25% of portfolio
2,142
Q3 2025 Added 98.33%
$0
$587 Million 0.25% of portfolio
6,292
Q3 2025 Added 7.57%
$82.9B
$591 Million 0.25% of portfolio
2,677
Q3 2025 Added 5,719.57%
$142B
$568 Million 0.24% of portfolio
1,720
Q3 2025 Added 1.9%
$168B
$544 Million 0.23% of portfolio
3,763
Q3 2025 Added 625.05%
$408B
$501 Million 0.21% of portfolio
541
Q3 2025 Added 23.23%
$183B
$509 Million 0.21% of portfolio
745
Q3 2025 Reduced 9.37%
$387B
$502 Million 0.21% of portfolio
2,168
Q3 2025 Added 30.76%
$181B
$466 Million 0.2% of portfolio
649
Q3 2025 Added 32,350.0%
$526B
$472 Million 0.2% of portfolio
829
Q3 2025 New
$0
$451 Million 0.19% of portfolio
4,900
Q2 2025 New
Lam Research Corp
-
$445 Million 0.19% of portfolio
-
Q3 2025 Reduced 0.27%
$0
$438 Million 0.18% of portfolio
1,488
Q3 2025 New
$0
$393 Million 0.17% of portfolio
3,525
Q3 2025 New
$275B
$375 Million 0.16% of portfolio
1,328
Q3 2025 Reduced 45.8%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $238 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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