13F Insight
DOSSIER · 13F-HR · Q2 2026

Fiduciary Wealth Partners, LLC

$182M in tracked AUM across 69 positions as of Q2 2026.

FW
CIK 0001666504 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
69
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fiduciary Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD S&P 500 ETF
$55M80K30.1%02
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$38M532K20.9%03
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
$15M145K8.1%04
VB
VANGUARD SMALL CAP ETF
$13M44K7.4%05
AAPL
APPLE INC
$5M18K2.8%06
SPY
STATE STREET SPDR S&P 500 ETF
$5M6K2.7%07
QQQ
POWERSHARES QQQ TR
$5M6K2.5%08
VO
VANGUARD MID CAP ETF
$5M57K2.5%09
VWO
VANGUARD FTSE EMERGING MARKETS ETF
$3M49K1.6%10
MSFT
MICROSOFT
$3M7K1.5%

Filing history

2026Q2Jun 30
$182M▲ 18.9%
69 positionsView →2026Q1Mar 31
$153M▼ 37.3%
60 positionsView →2025Q4Dec 31
$244M▲ 2.4%
89 positionsView →2025Q3Sep 30
$238M▲ 124.3%
91 positionsView →2025Q2Jun 30
$106M▲ 855.4%
82 positionsLocked2025Q1Mar 31
$11M▼ 85.2%
25 positionsLocked2017Q3Sep 30
$75M▼ 8.3%
8 positionsLocked2017Q2Jun 30
$82M▼ 17.1%
11 positionsLocked2017Q1Mar 31
$99M▼ 0.3%
14 positionsLocked2016Q4Dec 31
$99M▼ 1.1%
15 positionsLocked2016Q3Sep 30
$100M▲ 6.5%
15 positionsLocked2016Q2Jun 30
$94M▼ 1.3%
17 positionsLocked
Showing 12 of 14