13F-HR filed by Fiduciary Wealth Partners, LLC
Fiduciary Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-07, with 60 holding rows worth $152,795,003.
- Accession
- 0001376474-26-000350
- Filer
- CIK 1666504
- Filed
- 2026-05-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 60 entries on the cover page, a total value of $152,795,003 stated on the cover page (in dollars after the unit check, H1), rows summing to $152,795,003 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 81,990 | $48,993,126 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 545,488 | $34,954,855 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 52,967 | $13,873,170 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 22,051 | $6,332,675 | dollars as filed | |
| Apple Inc | 037833100 | COM | 17,525 | $4,447,703 | dollars as filed | |
| SPY | 78462F103 | SHS | 6,453 | $4,196,846 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 6,982 | $4,029,871 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,260 | $2,687,549 | dollars as filed | |
| VWO | 922042858 | SHS | 49,376 | $2,668,761 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,070 | $1,889,009 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 24,049 | $1,856,066 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 77,684 | $1,817,029 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 4,888 | $1,811,884 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,185 | $1,427,448 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 3,015 | $1,396,518 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,909 | $1,149,766 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,973 | $1,142,389 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 20,850 | $1,040,207 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 14,637 | $1,020,931 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 11,129 | $917,363 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 10,455 | $873,724 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 3,865 | $795,435 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,261 | $777,734 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,513 | $614,316 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,614 | $553,957 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,442 | $552,185 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 2,403 | $552,108 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,060 | $519,133 | dollars as filed | |
| VTI | 922908769 | COM | 1,594 | $511,502 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,845 | $511,001 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3,152 | $503,374 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,342 | $482,678 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 4,936 | $471,092 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 5,044 | $406,597 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 4,756 | $401,597 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,463 | $382,521 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 2,097 | $339,253 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 9,828 | $338,476 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 4,517 | $333,896 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 559 | $319,821 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,538 | $315,423 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 3,183 | $304,677 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 709 | $282,182 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 2,997 | $281,898 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 863 | $267,107 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 2,803 | $258,212 | dollars as filed | |
| Linde plc | G54950103 | COM | 520 | $257,690 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,511 | $248,665 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 493 | $246,332 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,132 | $246,298 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,512 | $243,993 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,466 | $235,029 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 1,464 | $223,626 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,021 | $219,549 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 5,291 | $218,942 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 600 | $215,328 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,654 | $213,034 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,206 | $212,923 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 49 | $206,306 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,685 | $204,223 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001376474-26-000350 | this filing | 2026-05-07 | acceptance time not in the bulk data set |