Filed: 5/7/2026ACC: 0001376474-26-000350
📋 What this filing means
FIDUCIARY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $152.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$152.80M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
ETF$129.44M84.7%
STOCK$23.13M15.1%
ADR$223.6K0.1%
Portfolio Concentration
Top 3$97.82M64.0%
4–10$26.25M17.2%
11–25$17.19M11.3%
Rest$11.53M7.5%
Top 3 weight
64.0%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
VANGUARD S&P 500 ETF
SOLEShares81.99K
TypeSH
Market value$48.99M
32.06%
Sole
81.99K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares545.49K
TypeSH
Market value$34.95M
22.88%
Sole
545.49K
Shared
0.00
None
0.00
VANGUARD SMALL CAP ETF
SOLEShares52.97K
TypeSH
Market value$13.87M
9.08%
Sole
52.97K
Shared
0.00
None
0.00
VANGUARD MID CAP ETF
SOLEShares22.05K
TypeSH
Market value$6.33M
4.14%
Sole
22.05K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.52K
TypeSH
Market value$4.45M
2.91%
Sole
17.52K
Shared
0.00
None
0.00
STATE STREET SPDR S&P 500 ETF
SOLEShares6.45K
TypeSH
Market value$4.20M
2.75%
Sole
6.45K
Shared
0.00
None
0.00
POWERSHARES QQQ TR
SOLEShares6.98K
TypeSH
Market value$4.03M
2.64%
Sole
6.98K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares7.26K
TypeSH
Market value$2.69M
1.76%
Sole
7.26K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares49.38K
TypeSH
Market value$2.67M
1.75%
Sole
49.38K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares9.07K
TypeSH
Market value$1.89M
1.24%
Sole
9.07K
Shared
0.00
None
0.00
VANGUARD INTERMEDIATE-TERM BOND
SOLEShares24.05K
TypeSH
Market value$1.86M
1.21%
Sole
24.05K
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC COM CL A
SOLEShares77.68K
TypeSH
Market value$1.82M
1.19%
Sole
77.68K
Shared
0.00
None
0.00
ISHARES RUSSELL 3000 ETF
SOLEShares4.89K
TypeSH
Market value$1.81M
1.19%
Sole
4.89K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares8.19K
TypeSH
Market value$1.43M
0.93%
Sole
8.18K
Shared
0.00
None
0.00
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
SOLEShares3.02K
TypeSH
Market value$1.40M
0.91%
Sole
3.02K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares3.91K
TypeSH
Market value$1.15M
0.75%
Sole
3.91K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares3.97K
TypeSH
Market value$1.14M
0.75%
Sole
3.97K
Shared
0.00
None
0.00
VANGUARD TAX-EXEMPT BOND ETF
SOLEShares20.85K
TypeSH
Market value$1.04M
0.68%
Sole
20.85K
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares14.64K
TypeSH
Market value$1.02M
0.67%
Sole
14.64K
Shared
0.00
None
0.00
VANGUARD EUROPEAN
SOLEShares11.13K
TypeSH
Market value$917.4K
0.60%
Sole
11.13K
Shared
0.00
None
0.00
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
SOLEShares10.46K
TypeSH
Market value$873.7K
0.57%
Sole
10.46K
Shared
0.00
None
0.00
VANGUARD EXTENDED MARKET ETF
SOLEShares3.87K
TypeSH
Market value$795.4K
0.52%
Sole
3.87K
Shared
0.00
None
0.00
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
SOLEShares1.26K
TypeSH
Market value$777.7K
0.51%
Sole
1.26K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares2.51K
TypeSH
Market value$614.3K
0.40%
Sole
2.51K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP COM
SOLEShares1.61K
TypeSH
Market value$554.0K
0.36%
Sole
1.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETFSOLE | ETF | 81.99K | SH | $48.99M 32.06% | 81.99K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 545.49K | SH | $34.95M 22.88% | 545.49K | 0.00 | 0.00 |
VANGUARD SMALL CAP ETFSOLE | ETF | 52.97K | SH | $13.87M 9.08% | 52.97K | 0.00 | 0.00 |
VANGUARD MID CAP ETFSOLE | ETF | 22.05K | SH | $6.33M 4.14% | 22.05K | 0.00 | 0.00 |
APPLE INCSOLE | Stock | 17.52K | SH | $4.45M 2.91% | 17.52K | 0.00 | 0.00 |
STATE STREET SPDR S&P 500 ETFSOLE | ETF | 6.45K | SH | $4.20M 2.75% | 6.45K | 0.00 | 0.00 |
POWERSHARES QQQ TRSOLE | ETF | 6.98K | SH | $4.03M 2.64% | 6.98K | 0.00 | 0.00 |
MICROSOFTSOLE | Stock | 7.26K | SH | $2.69M 1.76% | 7.26K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 49.38K | SH | $2.67M 1.75% | 49.38K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Stock | 9.07K | SH | $1.89M 1.24% | 9.07K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BONDSOLE | ETF | 24.05K | SH | $1.86M 1.21% | 24.05K | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INC COM CL ASOLE | Stock | 77.68K | SH | $1.82M 1.19% | 77.68K | 0.00 | 0.00 |
ISHARES RUSSELL 3000 ETFSOLE | ETF | 4.89K | SH | $1.81M 1.19% | 4.89K | 0.00 | 0.00 |
NVIDIA CORPSOLE | Stock | 8.19K | SH | $1.43M 0.93% | 8.18K | 0.00 | 0.00 |
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTSOLE | ETF | 3.02K | SH | $1.40M 0.91% | 3.02K | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | Stock | 3.91K | SH | $1.15M 0.75% | 3.91K | 0.00 | 0.00 |
GOOGLE INCSOLE | Stock | 3.97K | SH | $1.14M 0.75% | 3.97K | 0.00 | 0.00 |
VANGUARD TAX-EXEMPT BOND ETFSOLE | ETF | 20.85K | SH | $1.04M 0.68% | 20.85K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 14.64K | SH | $1.02M 0.67% | 14.64K | 0.00 | 0.00 |
VANGUARD EUROPEANSOLE | ETF | 11.13K | SH | $917.4K 0.60% | 11.13K | 0.00 | 0.00 |
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFSOLE | ETF | 10.46K | SH | $873.7K 0.57% | 10.46K | 0.00 | 0.00 |
VANGUARD EXTENDED MARKET ETFSOLE | ETF | 3.87K | SH | $795.4K 0.52% | 3.87K | 0.00 | 0.00 |
STATE STREET SPDR S&P MIDCAP 400 ETF TRUSTSOLE | ETF | 1.26K | SH | $777.7K 0.51% | 1.26K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 2.51K | SH | $614.3K 0.40% | 2.51K | 0.00 | 0.00 |
GENERAL DYNAMICS CORP COMSOLE | Stock | 1.61K | SH | $554.0K 0.36% | 1.61K | 0.00 | 0.00 |
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