Filed: 7/31/2025ACC: 0001376474-25-000691
📋 What this filing means
FIDUCIARY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $106.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$106.17M
Total AUM (reported)
672.46K
Total Shares
Allocation by class
ETF$86.60M81.6%
STOCK$19.48M18.3%
REIT$88.5K0.1%
Portfolio Concentration
Top 3$50.51M47.6%
4–10$30.94M29.1%
11–25$15.04M14.2%
Rest$9.68M9.1%
Top 3 weight
47.6%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 672.46K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
672.46K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
VANGUARD S&P 500 ETF
SOLEShares53.86K
TypeSH
Market value$30.59M
28.82%
Sole
0.00
Shared
0.00
None
53.86K
VANGUARD MID CAP ETF
SOLEShares35.63K
TypeSH
Market value$9.97M
9.39%
Sole
0.00
Shared
0.00
None
35.63K
VANGUARD INTERMEDIATE-TERM BOND
SOLEShares128.64K
TypeSH
Market value$9.95M
9.37%
Sole
0.00
Shared
0.00
None
128.64K
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares172.22K
TypeSH
Market value$9.82M
9.25%
Sole
0.00
Shared
0.00
None
172.22K
VANGUARD SMALL CAP ETF
SOLEShares21.57K
TypeSH
Market value$5.11M
4.81%
Sole
0.00
Shared
0.00
None
21.57K
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares25.55K
TypeSH
Market value$4.96M
4.67%
Sole
0.00
Shared
0.00
None
25.55K
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares9.59K
TypeSH
Market value$4.07M
3.83%
Sole
0.00
Shared
0.00
None
9.59K
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares58.30K
TypeSH
Market value$2.86M
2.69%
Sole
0.00
Shared
0.00
None
58.30K
APPLE INC
SOLEShares11K
TypeSH
Market value$2.26M
2.13%
Sole
0.00
Shared
0.00
None
11K
MICROSOFT
SOLEShares3.74K
TypeSH
Market value$1.86M
1.75%
Sole
0.00
Shared
0.00
None
3.74K
ISHARES RUSSELL 1000 ETF
SOLEShares5.01K
TypeSH
Market value$1.70M
1.60%
Sole
0.00
Shared
0.00
None
5.01K
NVIDIA CORP
SOLEShares9.92K
TypeSH
Market value$1.57M
1.48%
Sole
0.00
Shared
0.00
None
9.92K
HOME DEPOT
SOLEShares4.27K
TypeSH
Market value$1.57M
1.47%
Sole
0.00
Shared
0.00
None
4.27K
VANGUARD ESG U.S. STOCK ETF
SOLEShares13.22K
TypeSH
Market value$1.45M
1.37%
Sole
0.00
Shared
0.00
None
13.22K
ISHARES RUSSELL 3000 ETF
SOLEShares3.77K
TypeSH
Market value$1.33M
1.25%
Sole
0.00
Shared
0.00
None
3.77K
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares16.82K
TypeSH
Market value$1.10M
1.04%
Sole
0.00
Shared
0.00
None
16.82K
REVVITY INC COM
SOLEShares9.28K
TypeSH
Market value$897.1K
0.84%
Sole
0.00
Shared
0.00
None
9.28K
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares17.17K
TypeSH
Market value$849.1K
0.80%
Sole
0.00
Shared
0.00
None
17.17K
SPDR S&P 500 ETF TRUST
SOLEShares1.25K
TypeSH
Market value$775.4K
0.73%
Sole
0.00
Shared
0.00
None
1.25K
INTL BUSINESS MACHINES
SOLEShares2.45K
TypeSH
Market value$722.2K
0.68%
Sole
0.00
Shared
0.00
None
2.45K
GOOGLE INC
SOLEShares4.06K
TypeSH
Market value$715.2K
0.67%
Sole
0.00
Shared
0.00
None
4.06K
INTUIT INC
SOLEShares822.00
TypeSH
Market value$647.5K
0.61%
Sole
0.00
Shared
0.00
None
822.00
AMAZON.COM INC
SOLEShares2.87K
TypeSH
Market value$629.6K
0.59%
Sole
0.00
Shared
0.00
None
2.87K
META PLATFORMS INC CL A
SOLEShares771.00
TypeSH
Market value$568.9K
0.54%
Sole
0.00
Shared
0.00
None
771.00
ISHARES MSCI EAFE ETF
SOLEShares5.85K
TypeSH
Market value$522.8K
0.49%
Sole
0.00
Shared
0.00
None
5.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 53.86K | SH | $30.59M 28.82% | 0.00 | 0.00 | 53.86K |
VANGUARD MID CAP ETFSOLE | ETF | 35.63K | SH | $9.97M 9.39% | 0.00 | 0.00 | 35.63K |
VANGUARD INTERMEDIATE-TERM BONDSOLE | ETF | 128.64K | SH | $9.95M 9.37% | 0.00 | 0.00 | 128.64K |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 172.22K | SH | $9.82M 9.25% | 0.00 | 0.00 | 172.22K |
VANGUARD SMALL CAP ETFSOLE | ETF | 21.57K | SH | $5.11M 4.81% | 0.00 | 0.00 | 21.57K |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 25.55K | SH | $4.96M 4.67% | 0.00 | 0.00 | 25.55K |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 9.59K | SH | $4.07M 3.83% | 0.00 | 0.00 | 9.59K |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 58.30K | SH | $2.86M 2.69% | 0.00 | 0.00 | 58.30K |
APPLE INCSOLE | Stock | 11K | SH | $2.26M 2.13% | 0.00 | 0.00 | 11K |
MICROSOFTSOLE | Stock | 3.74K | SH | $1.86M 1.75% | 0.00 | 0.00 | 3.74K |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 5.01K | SH | $1.70M 1.60% | 0.00 | 0.00 | 5.01K |
NVIDIA CORPSOLE | Stock | 9.92K | SH | $1.57M 1.48% | 0.00 | 0.00 | 9.92K |
HOME DEPOTSOLE | Stock | 4.27K | SH | $1.57M 1.47% | 0.00 | 0.00 | 4.27K |
VANGUARD ESG U.S. STOCK ETFSOLE | ETF | 13.22K | SH | $1.45M 1.37% | 0.00 | 0.00 | 13.22K |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 3.77K | SH | $1.33M 1.25% | 0.00 | 0.00 | 3.77K |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 16.82K | SH | $1.10M 1.04% | 0.00 | 0.00 | 16.82K |
REVVITY INC COMSOLE | Stock | 9.28K | SH | $897.1K 0.84% | 0.00 | 0.00 | 9.28K |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 17.17K | SH | $849.1K 0.80% | 0.00 | 0.00 | 17.17K |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 1.25K | SH | $775.4K 0.73% | 0.00 | 0.00 | 1.25K |
INTL BUSINESS MACHINESSOLE | Stock | 2.45K | SH | $722.2K 0.68% | 0.00 | 0.00 | 2.45K |
GOOGLE INCSOLE | Stock | 4.06K | SH | $715.2K 0.67% | 0.00 | 0.00 | 4.06K |
INTUIT INCSOLE | Stock | 822.00 | SH | $647.5K 0.61% | 0.00 | 0.00 | 822.00 |
AMAZON.COM INCSOLE | Stock | 2.87K | SH | $629.6K 0.59% | 0.00 | 0.00 | 2.87K |
META PLATFORMS INC CL ASOLE | Stock | 771.00 | SH | $568.9K 0.54% | 0.00 | 0.00 | 771.00 |
ISHARES MSCI EAFE ETFSOLE | ETF | 5.85K | SH | $522.8K 0.49% | 0.00 | 0.00 | 5.85K |
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