Fiduciary Wealth Partners, LLC
61 holdingsFiling period: 2026-03-31Current AUM: $173.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 82.0K | $49.0M | $56.3M | 32.45% | -38,391 | 2026-03-31 |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 545.5K | $35.0M | $38.5M | 22.20% | -130,571 | 2026-03-31 |
| 3 | VB | VANGUARD SMALL CAP ETF | 53.0K | $13.9M | $15.6M | 9.01% | -17,920 | 2026-03-31 |
| 4 | VO | VANGUARD MID CAP ETF | 22.1K | $6.3M | $7.1M | 4.12% | -28,650 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 17.5K | $4.4M | $5.4M | 3.12% | -9,130 | 2026-03-31 |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | 6.5K | $4.2M | $4.8M | 2.78% | -1,323 | 2026-03-31 |
| 7 | QQQ | POWERSHARES QQQ TR | 7.0K | $4.0M | $4.8M | 2.77% | +536 | 2026-03-31 |
| 8 | MSFT | MICROSOFT | 7.3K | $2.7M | $3.4M | 1.94% | -2,605 | 2026-03-31 |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 49.4K | $2.7M | $2.9M | 1.67% | -7,972 | 2026-03-31 |
| 10 | AMZN | AMAZON.COM INC | 9.1K | $1.9M | $2.5M | 1.42% | -1,972 | 2026-03-31 |
| 11 | BIV | VANGUARD INTERMEDIATE-TERM BOND | 24.0K | $1.9M | $1.8M | 1.05% | -103,519 | 2026-03-31 |
| 12 | VOYG | VOYAGER TECHNOLOGIES INC COM CL A | 77.7K | $1.8M | $1.9M | 1.10% | -- | 2026-03-31 |
| 13 | IWV | ISHARES RUSSELL 3000 ETF | 4.9K | $1.8M | $2.1M | 1.20% | -3,775 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORP | 8.2K | $1.4M | $1.6M | 0.95% | -5,924 | 2026-03-31 |
| 15 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3.0K | $1.4M | $1.6M | 0.91% | -- | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO COM | 3.9K | $1.1M | $1.4M | 0.79% | +172 | 2026-03-31 |
| 17 | GOOGL | GOOGLE INC | 4.0K | $1.1M | $1.4M | 0.82% | -2,483 | 2026-03-31 |
| 18 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | 20.9K | $1.0M | $1.0M | 0.60% | -57,738 | 2026-03-31 |
| 19 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 14.6K | $1.0M | $1.1M | 0.65% | -- | 2026-03-31 |
| 20 | VGK | VANGUARD EUROPEAN | 11.1K | $917K | $1.0M | 0.58% | +8.5K | 2026-03-31 |
| 21 | IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 10.5K | $873K | $945K | 0.54% | -- | 2026-03-31 |
| 22 | VXF | VANGUARD EXTENDED MARKET ETF | 3.9K | $795K | $912K | 0.53% | -227 | 2026-03-31 |
| 23 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 1.3K | $777K | $865K | 0.50% | -413 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON COM | 2.5K | $614K | $644K | 0.37% | -1,283 | 2026-03-31 |
| 25 | GD | GENERAL DYNAMICS CORP COM | 1.6K | $553K | $618K | 0.36% | -392 | 2026-03-31 |
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