Filed: 10/28/2025ACC: 0001376474-25-000877
📋 What this filing means
FIDUCIARY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $238.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$238.17M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
ETF$195.78M82.2%
STOCK$42.39M17.8%
Portfolio Concentration
Top 3$131.70M55.3%
4–10$51.33M21.6%
11–25$28.70M12.0%
Rest$26.45M11.1%
Top 3 weight
55.3%
Top 10 weight
76.8%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Sole
Full voting authority
1.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
VANGUARD S&P 500 ETF
SOLEShares121.66K
TypeSH
Market value$74.50M
31.28%
Sole
121.66K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares652.77K
TypeSH
Market value$39.11M
16.42%
Sole
652.77K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares71.11K
TypeSH
Market value$18.08M
7.59%
Sole
71.11K
Shared
0.00
None
0.00
VANGUARD MID CAP ETF
SOLEShares54.43K
TypeSH
Market value$15.99M
6.71%
Sole
54.43K
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM BOND
SOLEShares124K
TypeSH
Market value$9.68M
4.07%
Sole
124K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.97K
TypeSH
Market value$6.87M
2.88%
Sole
26.97K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares7.73K
TypeSH
Market value$5.15M
2.16%
Sole
7.73K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares9.93K
TypeSH
Market value$5.14M
2.16%
Sole
9.93K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares9.08K
TypeSH
Market value$4.25M
1.79%
Sole
9.08K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares20.82K
TypeSH
Market value$4.24M
1.78%
Sole
20.82K
Shared
0.00
None
0.00
POWERSHARES QQQ TR
SOLEShares6.45K
TypeSH
Market value$3.87M
1.62%
Sole
6.45K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 ETF
SOLEShares9.23K
TypeSH
Market value$3.50M
1.47%
Sole
9.23K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares52.99K
TypeSH
Market value$2.65M
1.11%
Sole
52.99K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares14.20K
TypeSH
Market value$2.65M
1.11%
Sole
14.20K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares46.91K
TypeSH
Market value$2.54M
1.07%
Sole
46.91K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares11.12K
TypeSH
Market value$2.44M
1.03%
Sole
11.12K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 ETF
SOLEShares5.01K
TypeSH
Market value$1.83M
0.77%
Sole
5.01K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares6.53K
TypeSH
Market value$1.59M
0.67%
Sole
6.53K
Shared
0.00
None
0.00
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
SOLEShares3.02K
TypeSH
Market value$1.40M
0.59%
Sole
3.02K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares3.44K
TypeSH
Market value$1.39M
0.58%
Sole
3.44K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares3.98K
TypeSH
Market value$1.26M
0.53%
Sole
3.98K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TRUST
SOLEShares1.67K
TypeSH
Market value$997.8K
0.42%
Sole
1.67K
Shared
0.00
None
0.00
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares12.76K
TypeSH
Market value$885.2K
0.37%
Sole
12.76K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
SOLEShares4.08K
TypeSH
Market value$854.2K
0.36%
Sole
4.08K
Shared
0.00
None
0.00
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
SOLEShares10.46K
TypeSH
Market value$838.2K
0.35%
Sole
10.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 121.66K | SH | $74.50M 31.28% | 121.66K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 652.77K | SH | $39.11M 16.42% | 652.77K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 71.11K | SH | $18.08M 7.59% | 71.11K | 0.00 | 0.00 |
VANGUARD MID CAP ETFSOLE | ETF | 54.43K | SH | $15.99M 6.71% | 54.43K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BONDSOLE | ETF | 124K | SH | $9.68M 4.07% | 124K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 26.97K | SH | $6.87M 2.88% | 26.97K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 7.73K | SH | $5.15M 2.16% | 7.73K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 9.93K | SH | $5.14M 2.16% | 9.93K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 9.08K | SH | $4.25M 1.79% | 9.08K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 20.82K | SH | $4.24M 1.78% | 20.82K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 6.45K | SH | $3.87M 1.62% | 6.45K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 9.23K | SH | $3.50M 1.47% | 9.23K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 52.99K | SH | $2.65M 1.11% | 52.99K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 14.20K | SH | $2.65M 1.11% | 14.20K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 46.91K | SH | $2.54M 1.07% | 46.91K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 11.12K | SH | $2.44M 1.03% | 11.12K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 5.01K | SH | $1.83M 0.77% | 5.01K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 6.53K | SH | $1.59M 0.67% | 6.53K | 0.00 | 0.00 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 3.02K | SH | $1.40M 0.59% | 3.02K | 0.00 | 0.00 |
HOME DEPOTSOLE | Stock | 3.44K | SH | $1.39M 0.58% | 3.44K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 3.98K | SH | $1.26M 0.53% | 3.98K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRUSTSOLE | ETF | 1.67K | SH | $997.8K 0.42% | 1.67K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 12.76K | SH | $885.2K 0.37% | 12.76K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 4.08K | SH | $854.2K 0.36% | 4.08K | 0.00 | 0.00 |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | ETF | 10.46K | SH | $838.2K 0.35% | 10.46K | 0.00 | 0.00 |
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