Fiduciary Wealth Partners

Newton, MAfiles as Fiduciary Wealth Partners, LLC

$182m in 69 US stocks at the end of 30 June 2026. The top 10 are 80.1% of the money. It changed about 9.9% of the portfolio this quarter.

Value

$182m

Stocks

Top 10 share

80.1%

Turnover

9.9%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRSGOV
8.1% of the fund
ExxonMobil HoldingsXOM
0.2% of the fund
T Rowe Price Exchange-TradedTSPA
0.2% of the fund
Eli LillyLLY
0.1% of the fund
Bank of AmericaBAC
0.1% of the fund
Ishares TRIJH
0.1% of the fund
Micron TechnologyMU
0.1% of the fund
Applied MaterialsAMAT
0.1% of the fund
Illinois Tool WorksITW
0.1% of the fund
Colgate-PalmoliveCL
0.1% of the fund
EatonETN
0.1% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
0.9% of the fund
+4%
AlphabetGOOGL
0.8% of the fund
+2%
Vanguard MUN BD FDSVTEB
0.7% of the fund
+12%
Somnigroup InternationalSGI
0.2% of the fund
+18%
AppLovinAPP
0.2% of the fund
+7%
BroadcomAVGO
0.2% of the fund
+8%
Meta PlatformsMETA
0.2% of the fund
+5%
WalmartWMT
0.2% of the fund
+3%
AbbVieABBV
0.2% of the fund
+2%
MastercardMA
0.1% of the fund
+2%
Coca-ColaKO
0.1% of the fund
+2%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
30.1% of the fund
-3%
Vanguard Tax-Managed FDSVEA
20.9% of the fund
-2%
Vanguard Index FDSVB
7.4% of the fund
-16%
Invesco QQQ TRQQQ
2.5% of the fund
-10%
Vanguard Index FDSVO
2.5% of the fund
-36%
Vanguard BD Index FDSBIV
0.9% of the fund
-13%
IsharesIEMG
0.7% of the fund
-2%
Vanguard Intl Equity Index FVGK
0.5% of the fund
-15%
Select Sector Spdr TRXLK
0.3% of the fund
-25%
IsharesEWJ
0.2% of the fund
-5%
J P Morgan Exchange Traded FBBCA
0.2% of the fund
-3%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Zillow GroupZ
-100%

Holdings

Vanguard Index FDSVOO
Share
30.1%
Value
$55m
Shares
79,623
-3%
Vanguard Tax-Managed FDSVEA
Share
20.9%
Value
$38m
Shares
532,351
-2%
Ishares TRSGOV
Share
8.1%
Value
$15m
Shares
145,340
New
Vanguard Index FDSVB
Share
7.4%
Value
$13m
Shares
44,238
-16%
AppleAAPL
Share
2.8%
Value
$5m
Shares
17,725
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.7%
Value
$5m
Shares
6,461
Held
Invesco QQQ TRQQQ
Share
2.5%
Value
$5m
Shares
6,277
-10%
Vanguard Index FDSVO
Share
2.5%
Value
$5m
Shares
56,576
-36%
Vanguard Intl Equity Index FVWO
Share
1.6%
Value
$3m
Shares
48,909
Held
MicrosoftMSFT
Share
1.5%
Value
$3m
Shares
7,362
Held
Voyager TechnologiesVOYG
Share
1.4%
Value
$3m
Shares
77,684
Held
Amazon.comAMZN
Share
1.2%
Value
$2m
Shares
9,199
Held
Ishares TRIWV
Share
1.1%
Value
$2m
Shares
4,888
Held
NvidiaNVDA
Share
0.9%
Value
$2m
Shares
8,495
+4%
Vanguard BD Index FDSBIV
Share
0.9%
Value
$2m
Shares
20,917
-13%
State STR Spdr DOW Jones INDDIA
Share
0.9%
Value
$2m
Shares
2,992
Held
AlphabetGOOGL
Share
0.8%
Value
$1m
Shares
4,058
+2%
JPMorgan ChaseJPM
Share
0.7%
Value
$1m
Shares
3,941
Held
Vanguard MUN BD FDSVTEB
Share
0.7%
Value
$1m
Shares
23,452
+12%
IsharesIEMG
Share
0.7%
Value
$1m
Shares
14,272
-2%
Vanguard Index FDSVXF
Share
0.5%
Value
$946,387
Shares
3,844
Held
Ishares TRIDEV
Share
0.5%
Value
$930,600
Shares
10,455
Held
State STR Spdr S&P Midcap 40MDY
Share
0.5%
Value
$886,912
Shares
1,261
Held
Vanguard Intl Equity Index FVGK
Share
0.5%
Value
$842,370
Shares
9,514
-15%
Ishares TRIJR
Share
0.4%
Value
$658,793
Shares
4,442
Held
Johnson & JohnsonJNJ
Share
0.4%
Value
$646,761
Shares
2,547
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$590,132
Shares
1,595
Held
General DynamicsGD
Share
0.3%
Value
$573,160
Shares
1,618
Held
Select Sector Spdr TRXLK
Share
0.3%
Value
$547,554
Shares
2,874
-25%
Waste ManagementWM
Share
0.3%
Value
$536,843
Shares
2,409
Held
Palo Alto NetworksPANW
Share
0.3%
Value
$502,663
Shares
1,474
Held
Procter & GamblePG
Share
0.3%
Value
$493,505
Shares
3,365
Held
TJX CompaniesTJX
Share
0.3%
Value
$480,255
Shares
3,170
Held
Ishares TRIEF
Share
0.3%
Value
$466,798
Shares
4,936
Held
American Centy ETF TRAVLV
Share
0.3%
Value
$460,063
Shares
5,044
Held
Royal Bank of CanadaRY
Share
0.2%
Value
$434,016
Shares
2,097
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$427,507
Shares
3,127
New
IsharesEWJ
Share
0.2%
Value
$421,767
Shares
4,522
-5%
Somnigroup InternationalSGI
Share
0.2%
Value
$417,304
Shares
5,323
+18%
Manulife FinancialMFC
Share
0.2%
Value
$398,132
Shares
9,828
Held
AppLovinAPP
Share
0.2%
Value
$389,514
Shares
756
+7%
BroadcomAVGO
Share
0.2%
Value
$351,685
Shares
931
+8%
PepsiCoPEP
Share
0.2%
Value
$335,828
Shares
2,480
Held
Meta PlatformsMETA
Share
0.2%
Value
$331,778
Shares
589
+5%
Morgan StanleyMS
Share
0.2%
Value
$319,413
Shares
1,528
Held
QualcommQCOM
Share
0.2%
Value
$307,721
Shares
1,665
Held
Spdr Series TrustJNK
Share
0.2%
Value
$306,746
Shares
3,183
Held
Rockwell AutomationROK
Share
0.2%
Value
$298,533
Shares
603
Held
T Rowe Price Exchange-TradedTSPA
Share
0.2%
Value
$296,017
Shares
6,228
New
WalmartWMT
Share
0.2%
Value
$295,382
Shares
2,608
+3%
AbbVieABBV
Share
0.2%
Value
$291,473
Shares
1,158
+2%
J P Morgan Exchange Traded FBBCA
Share
0.2%
Value
$288,359
Shares
2,901
-3%
PaychexPAYX
Share
0.2%
Value
$275,619
Shares
2,803
Held
LindeLIN
Share
0.2%
Value
$273,371
Shares
527
Held
Ishares TREFA
Share
0.1%
Value
$261,680
Shares
2,519
Held
MastercardMA
Share
0.1%
Value
$259,368
Shares
505
+2%
Eli LillyLLY
Share
0.1%
Value
$255,479
Shares
213
New
Vanguard Specialized FundsVIG
Share
0.1%
Value
$241,559
Shares
1,021
Held
Bank of AmericaBAC
Share
0.1%
Value
$230,897
Shares
4,052
New
Novartis AGNVS
Share
0.1%
Value
$229,438
Shares
1,464
Held
Ishares TRIJH
Share
0.1%
Value
$223,388
Shares
2,897
New
Coca-ColaKO
Share
0.1%
Value
$223,135
Shares
2,746
+2%
Micron TechnologyMU
Share
0.1%
Value
$222,778
Shares
193
New
Applied MaterialsAMAT
Share
0.1%
Value
$220,437
Shares
305
New
Booking HoldingsBKNG
Share
0.1%
Value
$218,344
Shares
1,225
Held
Southern CompanySO
Share
0.1%
Value
$213,050
Shares
2,226
Held
Illinois Tool WorksITW
Share
0.1%
Value
$210,349
Shares
778
New
Colgate-PalmoliveCL
Share
0.1%
Value
$209,305
Shares
2,283
New
EatonETN
Share
0.1%
Value
$204,964
Shares
481
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	30.1%	$55m	79,623	-3%
Vanguard Tax-Managed FDSVEA	20.9%	$38m	532,351	-2%
Ishares TRSGOV	8.1%	$15m	145,340	New
Vanguard Index FDSVB	7.4%	$13m	44,238	-16%
AppleAAPL	2.8%	$5m	17,725	Held
State STR Spdr S&P 500 ETF TSPY	2.7%	$5m	6,461	Held
Invesco QQQ TRQQQ	2.5%	$5m	6,277	-10%
Vanguard Index FDSVO	2.5%	$5m	56,576	-36%
Vanguard Intl Equity Index FVWO	1.6%	$3m	48,909	Held
MicrosoftMSFT	1.5%	$3m	7,362	Held
Voyager TechnologiesVOYG	1.4%	$3m	77,684	Held
Amazon.comAMZN	1.2%	$2m	9,199	Held
Ishares TRIWV	1.1%	$2m	4,888	Held
NvidiaNVDA	0.9%	$2m	8,495	+4%
Vanguard BD Index FDSBIV	0.9%	$2m	20,917	-13%
State STR Spdr DOW Jones INDDIA	0.9%	$2m	2,992	Held
AlphabetGOOGL	0.8%	$1m	4,058	+2%
JPMorgan ChaseJPM	0.7%	$1m	3,941	Held
Vanguard MUN BD FDSVTEB	0.7%	$1m	23,452	+12%
IsharesIEMG	0.7%	$1m	14,272	-2%
Vanguard Index FDSVXF	0.5%	$946,387	3,844	Held
Ishares TRIDEV	0.5%	$930,600	10,455	Held
State STR Spdr S&P Midcap 40MDY	0.5%	$886,912	1,261	Held
Vanguard Intl Equity Index FVGK	0.5%	$842,370	9,514	-15%
Ishares TRIJR	0.4%	$658,793	4,442	Held
Johnson & JohnsonJNJ	0.4%	$646,761	2,547	Held
Vanguard Index FDSVTI	0.3%	$590,132	1,595	Held
General DynamicsGD	0.3%	$573,160	1,618	Held
Select Sector Spdr TRXLK	0.3%	$547,554	2,874	-25%
Waste ManagementWM	0.3%	$536,843	2,409	Held
Palo Alto NetworksPANW	0.3%	$502,663	1,474	Held
Procter & GamblePG	0.3%	$493,505	3,365	Held
TJX CompaniesTJX	0.3%	$480,255	3,170	Held
Ishares TRIEF	0.3%	$466,798	4,936	Held
American Centy ETF TRAVLV	0.3%	$460,063	5,044	Held
Royal Bank of CanadaRY	0.2%	$434,016	2,097	Held
ExxonMobil HoldingsXOM	0.2%	$427,507	3,127	New
IsharesEWJ	0.2%	$421,767	4,522	-5%
Somnigroup InternationalSGI	0.2%	$417,304	5,323	+18%
Manulife FinancialMFC	0.2%	$398,132	9,828	Held
AppLovinAPP	0.2%	$389,514	756	+7%
BroadcomAVGO	0.2%	$351,685	931	+8%
PepsiCoPEP	0.2%	$335,828	2,480	Held
Meta PlatformsMETA	0.2%	$331,778	589	+5%
Morgan StanleyMS	0.2%	$319,413	1,528	Held
QualcommQCOM	0.2%	$307,721	1,665	Held
Spdr Series TrustJNK	0.2%	$306,746	3,183	Held
Rockwell AutomationROK	0.2%	$298,533	603	Held
T Rowe Price Exchange-TradedTSPA	0.2%	$296,017	6,228	New
WalmartWMT	0.2%	$295,382	2,608	+3%
AbbVieABBV	0.2%	$291,473	1,158	+2%
J P Morgan Exchange Traded FBBCA	0.2%	$288,359	2,901	-3%
PaychexPAYX	0.2%	$275,619	2,803	Held
LindeLIN	0.2%	$273,371	527	Held
Ishares TREFA	0.1%	$261,680	2,519	Held
MastercardMA	0.1%	$259,368	505	+2%
Eli LillyLLY	0.1%	$255,479	213	New
Vanguard Specialized FundsVIG	0.1%	$241,559	1,021	Held
Bank of AmericaBAC	0.1%	$230,897	4,052	New
Novartis AGNVS	0.1%	$229,438	1,464	Held
Ishares TRIJH	0.1%	$223,388	2,897	New
Coca-ColaKO	0.1%	$223,135	2,746	+2%
Micron TechnologyMU	0.1%	$222,778	193	New
Applied MaterialsAMAT	0.1%	$220,437	305	New
Booking HoldingsBKNG	0.1%	$218,344	1,225	Held
Southern CompanySO	0.1%	$213,050	2,226	Held
Illinois Tool WorksITW	0.1%	$210,349	778	New
Colgate-PalmoliveCL	0.1%	$209,305	2,283	New
EatonETN	0.1%	$204,964	481	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 71.1% since 30 June 2025.

Where the money is

Technology6.2%

Industrials2.5%

Retail & consumer1.8%

Financial services1.6%

Media & telecom1.2%

Everyday goods0.9%

Health care0.8%

Energy0.2%

Materials0.2%

Utilities0.1%

Other84.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.