Fiduciary Wealth Partners, LLC: 13F holdings
CIK 16665042026Q2
| Positions | 69 |
|---|
| Reported value | $181.7m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 69 (+9 vs prior quarter) |
|---|
| Reported value | $181.7m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 79,623 | $54.7m | 30.1% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 532,351 | $37.9m | 20.9% |
| SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 145,340 | $14.6m | 8.1% |
| VB VANGUARD SMALL CAP ETF | 44,238 | $13.4m | 7.4% |
| AAPL APPLE INC | 17,725 | $5.1m | 2.8% |
| SPY STATE STREET SPDR S&P 500 ETF | 6,461 | $4.8m | 2.7% |
| QQQ POWERSHARES QQQ TR | 6,277 | $4.6m | 2.5% |
| VO VANGUARD MID CAP ETF | 56,576 | $4.6m | 2.5% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 48,909 | $2.9m | 1.6% |
| MSFT MICROSOFT | 7,362 | $2.7m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1666504")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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