Fiduciary Wealth Partners, LLC Portfolio Holdings

Fiduciary Wealth Partners, LLC

  • $106 Billion
  • Q2 2025

Fiduciary Wealth Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 82 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 $30.6B, Vanguard Mid Cap ETF with a value of $9.97B, Vanguard Bd Index Fd Inc Inter with a value of $9.95B, Vanguard Ftse Developed Market with a value of $9.82B, and Vanguard Small Cap ETF with a value of $5.11B.

Examining the 13F form we can see an decrease of $9.56B in the current position value, from $116B to 106B. Also it can be appreciated an additional of 20 stocks purchases and 8 closed positions.

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 $106 Billion
ETFs: $86.6 Billion
Technology: $8.81 Billion
Healthcare: $2.46 Billion
Consumer Cyclical: $2.26 Billion
Communication Services: $1.84 Billion
Financial Services: $1.64 Billion
Consumer Defensive: $1.44 Billion
Industrials: $662 Million
Other: $126 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.6 Billion 28.82% of portfolio
53,858
Q2 2025 Reduced 27.58%
$0
$9.97 Billion 9.39% of portfolio
35,633
Q2 2025 Added 45.61%
$0
$9.95 Billion 9.37% of portfolio
128,640
Q2 2025 New
$0
$9.82 Billion 9.25% of portfolio
172,224
Q2 2025 Reduced 67.45%
$0
$5.11 Billion 4.81% of portfolio
21,566
Q2 2025 Reduced 60.19%
$0
$4.96 Billion 4.67% of portfolio
25,546
Q2 2025 New
$0
$4.07 Billion 3.83% of portfolio
9,589
Q2 2025 New
$0
$2.86 Billion 2.69% of portfolio
58,300
Q2 2025 New
$3.69T
$2.26 Billion 2.13% of portfolio
11,004
Q2 2025 Reduced 31.49%
$3.89T
$1.86 Billion 1.75% of portfolio
3,739
Q2 2025 Reduced 41.68%
$0
$1.7 Billion 1.6% of portfolio
5,007
Q2 2025 Added 3,283.11%
$455B
$1.57 Billion 1.48% of portfolio
9,923
Q2 2025 Added 55.7%
$397B
$1.57 Billion 1.47% of portfolio
4,271
Q2 2025 Added 1,190.33%
$0
$1.45 Billion 1.37% of portfolio
13,222
Q2 2025 New
$0
$1.33 Billion 1.25% of portfolio
3,775
Q2 2025 Reduced 30.86%
$0
$1.1 Billion 1.04% of portfolio
16,820
Q2 2025 New
$0
$849 Million 0.8% of portfolio
17,167
Q2 2025 Reduced 43.56%
$0
$775 Million 0.73% of portfolio
1,255
Q2 2025 Reduced 80.59%
$217B
$722 Million 0.68% of portfolio
2,450
Q2 2025 Added 14,311.76%
$1.2T
$715 Million 0.67% of portfolio
4,058
Q2 2025 Added 21.94%
$211B
$647 Million 0.61% of portfolio
822
Q2 2025 Added 8,120.0%
$2.27T
$630 Million 0.59% of portfolio
2,870
Q2 2025 Reduced 64.53%
$1.73T
$569 Million 0.54% of portfolio
771
Q2 2025 Added 48.27%
$0
$523 Million 0.49% of portfolio
5,849
Q2 2025 Added 1,244.6%
$847B
$488 Million 0.46% of portfolio
1,682
Q2 2025 Reduced 23.86%
$453B
$478 Million 0.45% of portfolio
3,126
Q2 2025 Added 71.1%
$1.23T
$465 Million 0.44% of portfolio
2,619
Q2 2025 Added 389.53%
$124B
$465 Million 0.44% of portfolio
1,688
Q2 2025 Added 46.91%
$551B
$470 Million 0.44% of portfolio
1,324
Q2 2025 Added 444.86%
$434B
$435 Million 0.41% of portfolio
439
Q2 2025 Added 143.89%
$606B
$424 Million 0.4% of portfolio
873
Q2 2025 Added 112.93%
$0
$416 Million 0.39% of portfolio
4,900
Q2 2025 New
$154B
$411 Million 0.39% of portfolio
1,472
Q2 2025 Added 63.74%
$151B
$370 Million 0.35% of portfolio
1,237
Q2 2025 Added 753.1%
$26B
$343 Million 0.32% of portfolio
3,468
Q2 2025 Added 4,650.68%
$0
$342 Million 0.32% of portfolio
2,591
Q2 2025 New
Lam Research Corp
-
$324 Million 0.31% of portfolio
-
Q2 2025 Added 1,565.5%
$350B
$308 Million 0.29% of portfolio
1,658
Q2 2025 Added 43.55%
$159B
$283 Million 0.27% of portfolio
1,547
Q2 2025 Added 391.11%
$0
$287 Million 0.27% of portfolio
1,003
Q2 2025 Added 100,200.0%
$220B
$280 Million 0.26% of portfolio
721
Q2 2025 Added 426.28%
$0
$274 Million 0.26% of portfolio
900
Q2 2025 Reduced 44.31%
$304B
$251 Million 0.24% of portfolio
3,555
Q2 2025 Added 66.67%
$674B
$236 Million 0.22% of portfolio
1,080
Q2 2025 Reduced 10.67%
$5.8B
$228 Million 0.22% of portfolio
4,500
Q2 2025 New
$264B
$221 Million 0.21% of portfolio
1,211
Q2 2025 Added 72.75%
$594B
$197 Million 0.19% of portfolio
252
Q2 2025 Reduced 4.55%
$93.5B
$190 Million 0.18% of portfolio
272
Q2 2025 New
$79.9B
$181 Million 0.17% of portfolio
852
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $106 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 26 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 28 stocks
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