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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 2026-06-30, filed 2026-07-29, with 69 holding rows worth $181,661,116.

Accession
0001376474-26-000529
Filer
CIK 1666504
Filed
2026-07-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 69 entries on the cover page, a total value of $181,661,116 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,661,116 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 ETF922908363COM79,623$54,685,672dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS532,351$37,930,042dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS145,340$14,631,378dollars as filed
Vanguard Small-Cap ETF922908751SHS44,238$13,409,522dollars as filed
Apple Inc037833100COM17,725$5,128,944dollars as filed
SPY78462F103SHS6,461$4,824,735dollars as filed
INVESCO QQQ TR46090E103COM6,277$4,622,383dollars as filed
Vanguard Mid-Cap ETF922908629SHS56,576$4,558,313dollars as filed
VWO922042858SHS48,909$2,919,371dollars as filed
Microsoft Corp594918104COM7,362$2,745,993dollars as filed
VOYAGER TECHNOLOGIES INC92892B103COM CL A77,684$2,505,309dollars as filed
Amazon.com, Inc023135106COM9,199$2,192,490dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF4,888$2,084,243dollars as filed
NVIDIA Corp67066G104COM8,495$1,699,747dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS20,917$1,604,308dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 12,992$1,562,991dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,058$1,450,100dollars as filed
JPMorgan Chase & Co46625H100COM3,941$1,289,949dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF23,452$1,186,202dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS14,272$1,182,292dollars as filed
Vanguard Extended Market ETF922908652SHS3,844$946,387dollars as filed
ISHARES TR46435G326CORE MSCI INTL10,455$930,600dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,261$886,912dollars as filed
Vanguard FTSE Europe ETF922042874SHS9,514$842,370dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,442$658,793dollars as filed
Johnson & Johnson478160104COM2,547$646,761dollars as filed
VTI922908769COM1,595$590,132dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,618$573,160dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,874$547,554dollars as filed
Waste Management, Inc.94106L109COM2,409$536,843dollars as filed
PALO ALTO NETWORKS INC697435105COM1,474$502,663dollars as filed
Procter & Gamble Co742718109COM3,365$493,505dollars as filed
TJX Companies Inc872540109COM3,170$480,255dollars as filed
ISHARES TR4642874407-10 YR TRSY BD4,936$466,798dollars as filed
Avantis US Large Cap Value ETF025072349SHS5,044$460,063dollars as filed
ROYAL BK CDA COM780087102Stock2,097$434,016dollars as filed
EXXON MOBIL CORP30233Q108COM3,127$427,507dollars as filed
iShares MSCI Japan ETF46434G822SHS4,522$421,767dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock5,323$417,304dollars as filed
MANULIFE FINL CORP56501R106COM9,828$398,132dollars as filed
APPLOVIN CORP COM CL A03831W108Stock756$389,514dollars as filed
Broadcom Inc.11135F101COM931$351,685dollars as filed
PepsiCo,Inc.713448108COM2,480$335,828dollars as filed
META PLATFORMS INC CL A30303M102COM589$331,778dollars as filed
Morgan Stanley617446448COM1,528$319,413dollars as filed
Qualcomm Incorporated747525103COM1,665$307,721dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y3,183$306,746dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock603$298,533dollars as filed
T ROWE PRICE EXCHANGE-TRADED87283Q503US EQUI RESH ETF6,228$296,017dollars as filed
Walmart Inc.931142103COM2,608$295,382dollars as filed
AbbVie,Inc.00287Y109COM1,158$291,473dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW2,901$288,359dollars as filed
PAYCHEX INC704326107COM2,803$275,619dollars as filed
Linde plcG54950103COM527$273,371dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,519$261,680dollars as filed
MasterCard, Inc57636Q104COM505$259,368dollars as filed
Eli Lilly and Company532457108COM213$255,479dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,021$241,559dollars as filed
Bank of America Corp060505104COM4,052$230,897dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR1,464$229,438dollars as filed
IJH464287507COM2,897$223,388dollars as filed
Coca-Cola Company191216100COM2,746$223,135dollars as filed
Micron Technology,Inc.595112103COM193$222,778dollars as filed
Applied Materials,Inc.038222105COM305$220,437dollars as filed
Booking Holdings Inc.09857L108COM1,225$218,344dollars as filed
Southern Company842587107COM2,226$213,050dollars as filed
ILLINOIS TOOL WKS INC452308109COM778$210,349dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock2,283$209,305dollars as filed
Eaton Corp. PlcG29183103COM481$204,964dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001376474-26-000529this filing2026-07-29acceptance time not in the bulk data set