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Disclosery

13F-HR filed by Fiduciary Wealth Partners, LLC

Fiduciary Wealth Partners, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-31, with 82 holding rows worth $106,167,021.

Accession
0001376474-25-000691
Filer
CIK 1666504
Filed
2025-07-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 82 entries on the cover page, a total value of $106,167,021 stated on the cover page (in dollars after the unit check, H1), rows summing to $106,167,021 with VALUE read as dollars as filed, 13F file number 028-17210. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM53,858$30,593,220dollars as filed
Vanguard Mid-Cap ETF922908629SHS35,633$9,971,196dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS128,640$9,949,011dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS172,224$9,818,516dollars as filed
Vanguard Small-Cap ETF922908751SHS21,566$5,110,609dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF25,546$4,961,800dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK9,589$4,071,298dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF58,300$2,858,449dollars as filed
Apple Inc037833100COM11,004$2,257,684dollars as filed
Microsoft Corp594918104COM3,739$1,859,868dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF5,007$1,700,227dollars as filed
NVIDIA Corp67066G104COM9,923$1,567,755dollars as filed
Home Depot, Inc437076102COM4,271$1,565,801dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS13,222$1,449,660dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF3,775$1,325,025dollars as filed
Vanguard ESG International Stock ETF921910725SHS16,820$1,101,710dollars as filed
REVVITY INC714046109COM9,275$897,078dollars as filed
VWO922042858SHS17,167$849,057dollars as filed
SPY78462F103SHS1,255$775,402dollars as filed
International Business Machines Corporation459200101COM2,450$722,217dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,058$715,183dollars as filed
Intuit Inc.461202103COM822$647,455dollars as filed
Amazon.com, Inc023135106COM2,870$629,649dollars as filed
META PLATFORMS INC CL A30303M102COM771$568,873dollars as filed
ISHARES TR464287465MSCI EAFE ETF5,849$522,842dollars as filed
JPMorgan Chase & Co46625H100COM1,682$487,737dollars as filed
Johnson & Johnson478160104COM3,126$477,513dollars as filed
Visa Inc92826C839COM1,324$470,139dollars as filed
Broadcom Inc.11135F101COM1,688$465,385dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,619$464,626dollars as filed
Costco Wholesale Corporation22160K105COM439$434,584dollars as filed
Berkshire Hathaway Inc084670702COM873$424,077dollars as filed
ISHARES INC464286582MSCI JAPN SMCETF4,900$415,961dollars as filed
Amgen Inc.031162100COM1,472$410,997dollars as filed
Accenture Plc Class AG1151C101COM1,237$369,596dollars as filed
DOLLAR TREE INC COM256746108Stock3,468$343,471dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF2,591$342,375dollars as filed
Lam Research Corporation512807306COM3,331$324,257dollars as filed
AbbVie,Inc.00287Y109COM1,658$307,670dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF1,003$286,718dollars as filed
Applied Materials,Inc.038222105COM1,547$283,209dollars as filed
Caterpillar Inc.149123101COM721$280,082dollars as filed
VTI922908769COM900$273,537dollars as filed
Coca-Cola Company191216100COM3,555$251,498dollars as filed
Oracle Corporation68389X105COM1,080$236,120dollars as filed
VARONIS SYS INC922280102COM4,500$228,375dollars as filed
Philip Morris International Inc.718172109COM1,211$220,559dollars as filed
Eli Lilly and Company532457108COM252$196,566dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock272$189,984dollars as filed
CAPITAL ONE FINL CORP14040H105COM852$181,281dollars as filed
Merck & Co.,Inc.58933Y105COM2,203$174,390dollars as filed
Qualcomm Incorporated747525103COM1,071$170,502dollars as filed
iShares Russell 2000 ETF464287655SHS530$114,369dollars as filed
INVESCO QQQ TR46090E103COM200$110,328dollars as filed
Procter & Gamble Co742718109COM673$107,209dollars as filed
EXTRA SPACE STORAGE INC COM30225T102REIT600$88,464dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock281$81,956dollars as filed
ROYAL BK CDA COM780087102Stock585$76,957dollars as filed
Netflix, Inc64110L106COM57$76,330dollars as filed
TJX Companies Inc872540109COM519$64,091dollars as filed
Honeywell Technologies438516106COM268$62,412dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock608$55,267dollars as filed
EXXON MOBIL CORP30231G102COM277$29,861dollars as filed
PepsiCo,Inc.713448108COM189$24,936dollars as filed
PAYCHEX INC704326107COM139$20,219dollars as filed
Walt Disney Co254687106COM149$18,477dollars as filed
Eaton Corp. PlcG29183103COM47$16,779dollars as filed
Waste Management, Inc.94106L109COM46$10,526dollars as filed
Southern Company842587107COM80$7,346dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2$700dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
MasterCard, Inc57636Q104COM0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
Salesforce.com, Inc79466L302COM0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
Tesla Motors, Inc88160R101COM0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
Vanguard Dividend Appreciation ETF921908844SHS0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
Vanguard Extended Market ETF922908652SHS0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
Vanguard FTSE Europe ETF922042874SHS0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
SPDR S&P Midcap 400 ETF Trust78467Y107SHS0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
MANULIFE FINL CORP56501R106COM0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
STATE STR SPDR DOW JONES IND78467X109UT SER 10$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
SPDR SER TR78468R622BLOOMBERG HIGH Y0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.
VANGUARD SCOTTSDALE FDS92206C599VNG RUS3000IDX0$0dollars as filedValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001376474-25-000691this filing2025-07-31acceptance time not in the bulk data set