Universe · entity
Fiduciary Wealth Partners, LLC
Institutional manager (13F) · CIK 1666504
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $151M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD S&P 500 ETF | $49M | 81,990 |
| 2 | VANGUARD FTSE DEVELOPED MARKETS ETF | $35M | 545,488 |
| 3 | VANGUARD SMALL CAP ETF | $14M | 52,967 |
| 4 | VANGUARD MID CAP ETF | $6M | 22,051 |
| 5 | APPLE INC | $4M | 17,525 |
| 6 | STATE STREET SPDR S&P 500 ETF | $4M | 6,453 |
| 7 | POWERSHARES QQQ TR | $4M | 6,982 |
| 8 | MICROSOFT | $3M | 7,260 |
| 9 | VANGUARD FTSE EMERGING MARKETS ETF | $3M | 49,376 |
| 10 | AMAZON.COM INC | $2M | 9,070 |
| 11 | VANGUARD INTERMEDIATE-TERM BOND | $2M | 24,049 |
| 12 | VOYAGER TECHNOLOGIES INC COM CL A | $2M | 77,684 |
| 13 | ISHARES RUSSELL 3000 ETF | $2M | 4,888 |
| 14 | NVIDIA CORP | $1M | 8,185 |
| 15 | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1M | 3,015 |
| 16 | JPMORGAN CHASE & CO COM | $1M | 3,909 |
| 17 | GOOGLE INC | $1M | 3,973 |
| 18 | VANGUARD TAX-EXEMPT BOND ETF | $1M | 20,850 |
| 19 | ISHARES CORE MSCI EMERGING MARKETS ETF | $1M | 14,637 |
| 20 | VANGUARD EUROPEAN | $917k | 11,129 |
| 21 | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $874k | 10,455 |
| 22 | VANGUARD EXTENDED MARKET ETF | $795k | 3,865 |
| 23 | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $778k | 1,261 |
| 24 | JOHNSON & JOHNSON COM | $614k | 2,513 |
| 25 | GENERAL DYNAMICS CORP COM | $554k | 1,614 |
| 26 | ISHARES S&P SMALLCAP 600 ETF | $552k | 4,442 |
| 27 | WASTE MANAGEMENT INC | $552k | 2,403 |
| 28 | EXXON MOBIL CORP COM | $519k | 3,060 |
| 29 | VANGUARD TOTAL STK MKT | $512k | 1,594 |
| 30 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $511k | 3,845 |
| 31 | TJX COS INC NEW COM | $503k | 3,152 |
| 32 | PROCTER & GAMBLE CO COM | $483k | 3,342 |
| 33 | ISHARES 7-10 YR TREASURY BOND ETF | $471k | 4,936 |
| 34 | AVANTIS U.S. LARGE CAP VALUE ETF | $407k | 5,044 |
| 35 | ISHARES MSCI JAPAN ETF | $402k | 4,756 |
| 36 | PEPSICO INC COM | $383k | 2,463 |
| 37 | ROYAL BANK OF CANADA | $339k | 2,097 |
| 38 | MANULIFE FINL CORP COM | $338k | 9,828 |
| 39 | TEMPUR PEDIC INTL INC | $334k | 4,517 |
| 40 | META PLATFORMS INC CL A | $320k | 559 |
| 41 | WALMART INC COM | $315k | 2,538 |
| 42 | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $305k | 3,183 |
| 43 | APPLOVIN CORP COM CL A | $282k | 709 |
| 44 | JPMORGAN BETABUILDERS CANADA ETF | $282k | 2,997 |
| 45 | AVAGO TECHNOLOGIES LTD | $267k | 863 |
| 46 | PAYCHEX INC | $258k | 2,803 |
| 47 | LINDE PLC SHS | $258k | 520 |
| 48 | MORGAN STANLEY | $249k | 1,511 |
| 49 | MASTERCARD INC | $246k | 493 |
| 50 | ABBVIE INC COM | $246k | 1,132 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.