Fiduciary Wealth Partners, LLC
•CIK: 1666504•Filing: Q4 2025
Fiduciary Wealth Partners, LLC, oversees $244M in assets, with a portfolio comprising 89 positions. The manager's top holdings are dominated by index-tracking ETFs, including VOO at $75.5M, VEA at $42.2M, and VB at $18.3M, collectively accounting for 55% of the portfolio. Notable equity positions include AAPL at $7.2M and MSFT at $4.8M, while SPY and various iShares funds, such as IWD and IWF, also feature prominently. The portfolio's largest allocation is to US equities, with VOO alone representing 31% of the total AUM.
Total AUM
$243.9M
QoQ Performance
+2.4%
Positions
89
Top 10 Concentration
76.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEA
VB
VO
VOO31.0%
VEA17.3%
VB7.5%
VO6.0%
BIV4.1%
AAPL3.0%
SPY2.2%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.7%
ETF33.1%
Technology8.9%
Consumer2.1%
Financial1.4%
Healthcare1.1%
Consumer Staples0.3%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW5 new positions
↑13 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025