Filed: 1/28/2026ACC: 0001376474-26-000077
📋 What this filing means
FIDUCIARY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $243.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$243.88M
Total AUM (reported)
1.50M
Total Shares
Allocation by class
ETF$201.45M82.6%
STOCK$42.22M17.3%
ADR$203.5K0.1%
Portfolio Concentration
Top 3$136.01M55.8%
4–10$50.65M20.8%
11–25$31.10M12.8%
Rest$26.11M10.7%
Top 3 weight
55.8%
Top 10 weight
76.5%
Voting Authority Distribution
Total shares with voting rights: 1.50M
Sole
Full voting authority
1.50M
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
VANGUARD S&P 500 ETF
SOLEShares120.38K
TypeSH
Market value$75.49M
30.96%
Sole
120.38K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares676.06K
TypeSH
Market value$42.23M
17.32%
Sole
676.06K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares70.89K
TypeSH
Market value$18.29M
7.50%
Sole
70.89K
Shared
0.00
None
0.00
VANGUARD MID CAP ETF
SOLEShares50.70K
TypeSH
Market value$14.71M
6.03%
Sole
50.70K
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM BOND
SOLEShares127.57K
TypeSH
Market value$9.93M
4.07%
Sole
127.57K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.66K
TypeSH
Market value$7.25M
2.97%
Sole
26.66K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares7.78K
TypeSH
Market value$5.30M
2.17%
Sole
7.78K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares9.87K
TypeSH
Market value$4.77M
1.96%
Sole
9.87K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 VALUE ETF
SOLEShares20.82K
TypeSH
Market value$4.38M
1.80%
Sole
20.82K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 GROWTH ETF
SOLEShares9.08K
TypeSH
Market value$4.30M
1.76%
Sole
9.08K
Shared
0.00
None
0.00
POWERSHARES QQQ TR
SOLEShares6.45K
TypeSH
Market value$3.96M
1.62%
Sole
6.45K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares78.59K
TypeSH
Market value$3.95M
1.62%
Sole
78.59K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 ETF
SOLEShares8.66K
TypeSH
Market value$3.35M
1.37%
Sole
8.66K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares57.35K
TypeSH
Market value$3.08M
1.26%
Sole
57.35K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares14.11K
TypeSH
Market value$2.63M
1.08%
Sole
14.11K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares11.04K
TypeSH
Market value$2.55M
1.05%
Sole
11.04K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares6.46K
TypeSH
Market value$2.02M
0.83%
Sole
6.46K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 ETF
SOLEShares5.01K
TypeSH
Market value$1.87M
0.77%
Sole
5.01K
Shared
0.00
None
0.00
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
SOLEShares3.02K
TypeSH
Market value$1.45M
0.59%
Sole
3.02K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares3.74K
TypeSH
Market value$1.20M
0.49%
Sole
3.74K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares3.42K
TypeSH
Market value$1.18M
0.48%
Sole
3.42K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares3.29K
TypeSH
Market value$1.03M
0.42%
Sole
3.29K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TRUST
SOLEShares1.67K
TypeSH
Market value$1.01M
0.41%
Sole
1.67K
Shared
0.00
None
0.00
VANGUARD ESG INTERNATIONAL STOCK ETF
SOLEShares12.76K
TypeSH
Market value$913.9K
0.37%
Sole
12.76K
Shared
0.00
None
0.00
REVVITY INC COM
SOLEShares9.28K
TypeSH
Market value$897.6K
0.37%
Sole
9.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 120.38K | SH | $75.49M 30.96% | 120.38K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 676.06K | SH | $42.23M 17.32% | 676.06K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 70.89K | SH | $18.29M 7.50% | 70.89K | 0.00 | 0.00 |
VANGUARD MID CAP ETFSOLE | ETF | 50.70K | SH | $14.71M 6.03% | 50.70K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BONDSOLE | ETF | 127.57K | SH | $9.93M 4.07% | 127.57K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 26.66K | SH | $7.25M 2.97% | 26.66K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 7.78K | SH | $5.30M 2.17% | 7.78K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 9.87K | SH | $4.77M 1.96% | 9.87K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 VALUE ETFSOLE | ETF | 20.82K | SH | $4.38M 1.80% | 20.82K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 GROWTH ETFSOLE | ETF | 9.08K | SH | $4.30M 1.76% | 9.08K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 6.45K | SH | $3.96M 1.62% | 6.45K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 78.59K | SH | $3.95M 1.62% | 78.59K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 8.66K | SH | $3.35M 1.37% | 8.66K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 57.35K | SH | $3.08M 1.26% | 57.35K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 14.11K | SH | $2.63M 1.08% | 14.11K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 11.04K | SH | $2.55M 1.05% | 11.04K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 6.46K | SH | $2.02M 0.83% | 6.46K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 5.01K | SH | $1.87M 0.77% | 5.01K | 0.00 | 0.00 |
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 3.02K | SH | $1.45M 0.59% | 3.02K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 3.74K | SH | $1.20M 0.49% | 3.74K | 0.00 | 0.00 |
HOME DEPOTSOLE | Stock | 3.42K | SH | $1.18M 0.48% | 3.42K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 3.29K | SH | $1.03M 0.42% | 3.29K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRUSTSOLE | ETF | 1.67K | SH | $1.01M 0.41% | 1.67K | 0.00 | 0.00 |
VANGUARD ESG INTERNATIONAL STOCK ETFSOLE | ETF | 12.76K | SH | $913.9K 0.37% | 12.76K | 0.00 | 0.00 |
REVVITY INC COMSOLE | Stock | 9.28K | SH | $897.6K 0.37% | 9.28K | 0.00 | 0.00 |
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