Fiduciary Wealth Partners, LLC
CIK 1666504 · Holdings on Dec 31, 2025 · First reported Jan 28, 2026
Top ten holdings
Q4 2025- VOO30.96%
- VEA17.32%
- VB7.50%
- VO6.03%
- BIV4.07%
- AAPL2.97%
- SPY2.17%
- MSFT1.96%
- IWD1.80%
- IWF1.76%
Share classes counted separately76.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +0.90 pp16.42% → 17.32%Shares +23.28K (+3.57%)
- VOWeight decreased · -0.68 pp6.71% → 6.03%Shares -3.73K (-6.86%)
- VTEBWeight increased · +0.51 pp1.11% → 1.62%Shares +25.60K (+48.31%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $75.49M | 30.96% | 120.38K shares | 31.28% → 30.96%-0.32 pp -1.28K (-1.05%) | Reduced | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $42.23M | 17.32% | 676.06K shares | 16.42% → 17.32%+0.90 pp +23.28K (+3.57%) | Added | ↗▾ |
| 03 | VBVANGUARD MOST SM-CAP ETF-USDETF View history and evidence | $18.29M | 7.50% | 70.89K shares | 7.59% → 7.50%-0.09 pp -221 (-0.31%) | Reduced | ↗▾ |
| 04 | VOVNGRD MRNGSTR MD-CAP ETF-USDETF View history and evidence | $14.71M | 6.03% | 50.70K shares | 6.71% → 6.03%-0.68 pp -3.73K (-6.86%) | Reduced | ↗▾ |
| 05 | BIVVANGUARD INTERMEDIATE-TERM BETF View history and evidence | $9.93M | 4.07% | 127.57K shares | 4.07% → 4.07%+0.00 pp +3.57K (+2.88%) | Added | ↗▾ |
| 06 | AAPLAPPLE INCStock View history and evidence | $7.25M | 2.97% | 26.66K shares | 2.88% → 2.97%+0.09 pp -313 (-1.16%) | Reduced | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $5.30M | 2.17% | 7.78K shares | 2.16% → 2.17%+0.01 pp +43 (+0.56%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORPStock View history and evidence | $4.77M | 1.96% | 9.87K shares | 2.16% → 1.96%-0.20 pp -63 (-0.63%) | Reduced | ↗▾ |
| 09 | IWDISHARES RUSSELL 1000 VALUE EETF View history and evidence | $4.38M | 1.80% | 20.82K shares | 1.78% → 1.80%+0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | IWFISHARES RUSSELL 1000 GROWTHETF View history and evidence | $4.30M | 1.76% | 9.08K shares | 1.79% → 1.76%-0.03 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BLK BLACKROCK INC | Non-derivative | -223 | -$259.87K | SEC filing ↗ | SEC filing ↗ |
| VRNS VARONIS SYSTEMS INC | Non-derivative | -4,500 | -$258.62K | SEC filing ↗ | SEC filing ↗ |
| DLTR DOLLAR TREE INC | Non-derivative | -2,318 | -$218.75K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1666504 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 243877830
}Research all 89 reported holdings.
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