StockDriftsStockDriftsTop 50 Fiduciary Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 30.1% | 79.6K | $54.7M | -2.89%(-2.37K) | $561.94(+26.53%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 20.88% | 532.4K | $37.9M | -2.41%(-13.14K) | $56.23(+29.80%) | 2026-06-30 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 8.05% | 145.3K | $14.6M | new | $100.67(-0.16%) | 2026-06-30 | |
| VB | VANGUARD SMALL CAP ETF | 7.38% | 44.2K | $13.4M | -16.48%(-8.73K) | $241.20(+27.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.82% | 17.7K | $5.1M | +1.14%(+200) | $233.90(+31.11%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.66% | 6.5K | $4.8M | +0.12%(+8) | $631.08(+22.57%) | 2026-06-30 | |
| QQQ | POWERSHARES QQQ TR | 2.54% | 6.3K | $4.6M | -10.10%(-705) | $575.06(+25.35%) | 2026-06-30 | |
| VO | VANGUARD MID CAP ETF | 2.51% | 56.6K | $4.6M | -35.86%(-31.63K) | $67.90(+22.27%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 1.61% | 48.9K | $2.9M | -0.95%(-467) | $50.06(+20.65%) | 2026-06-30 | |
| MSFT | MICROSOFT | 1.51% | 7.4K | $2.7M | +1.40%(+102) | $465.15(+8.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.41% | +57.74% | — | — | +57.87% |
| Top 20 Holdings Unweighted | +16.30% | +57.29% | — | — | +58.58% |
Fiduciary Wealth Partners, LLC reports $181.66M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are VOO (30.1%), VEA (20.9%) and SGOV (8.1%). The top 20 holdings account for 89.29% of reported assets. Its disclosed equity book has returned +57.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fiduciary Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1666504). View Fiduciary Wealth Partners, LLC’s 13F filings on SEC