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Fiduciary Wealth Partners, LLC

Q3 2025 Holdings

Filed 2025-10-28 | 91 holdings | $238.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard S&P 500 ETF(VOO)ETF922908363$74.5M121,65931.3%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$39.1M652,77516.4%
Vanguard Small Cap ETF(VB)ETF922908751$18.1M71,1087.6%
Vanguard Mid Cap ETF(VO)ETF922908629$16.0M54,4336.7%
Vanguard Intermediate-Term Bond(BIV)ETF921937819$9.7M123,9974.1%
Apple Inc(AAPL)Stock037833100$6.9M26,9682.9%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$5.2M7,7332.2%
Microsoft(MSFT)Stock594918104$5.1M9,9282.2%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$4.3M9,0811.8%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$4.2M20,8221.8%
Powershares QQQ TR(QQQ)ETF46090E103$3.9M6,4461.6%
Ishares Russell 3000 ETF(IWV)ETF464287689$3.5M9,2351.5%
Vanguard Tax-Exempt Bond ETF(VTEB)ETF922907746$2.7M52,9881.1%
Nvidia Corp(NVDA)Stock67066G104$2.6M14,1951.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$2.5M46,9131.1%
Amazon.com Inc(AMZN)Stock023135106$2.4M11,1191.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$1.8M5,0090.8%
Google Inc(GOOGL)Stock02079K305$1.6M6,5300.7%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$1.4M3,0150.6%
Home Depot(HD)Stock437076102$1.4M3,4370.6%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$1.3M3,9840.5%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$997.8K1,6740.4%
Vanguard ESG International Stock ETF(VSGX)ETF921910725$885.2K12,7600.4%
Vanguard Extended Market ETF(VXF)ETF922908652$854.2K4,0800.4%
Ishares Core Msci International Developed Markets ETF(IDEV)ETF46435G326$838.2K10,4550.4%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$820.6K3,3690.3%
Vanguard Total STK MKT(VTI)ETF922908769$818.2K2,4930.3%
Revvity Inc COM(RVTY)Stock714046109$813.2K9,2780.3%
Vanguard ESG U.S. Stock ETF(ESGV)ETF921910733$783.0K6,6110.3%
Johnson & Johnson COM(JNJ)Stock478160104$714.6K3,8540.3%
General Dynamics Corp COM(GD)Stock369550108$688.5K2,0190.3%
Meta Platforms Inc CL A(META)Stock30303M102$680.6K9270.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$631.4K1,2560.3%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$615.9K5,1830.3%
Procter and Gamble Co COM(PG)Stock742718109$607.8K3,9560.3%
Oracle Corporation(ORCL)Stock68389X105$602.4K2,1420.3%
Waste Management Inc(WM)Stock94106L109$591.1K2,6770.2%
Ishares Msci Eafe ETF(EFA)ETF464287465$587.5K6,2920.2%
Avago Technologies LTD(AVGO)Stock11135F101$567.6K1,7200.2%
TJX COS Inc New COM(TJX)Stock872540109$543.9K3,7630.2%
Intuit Inc(INTU)Stock461202103$508.8K7450.2%
Abbvie Inc COM(ABBV)Stock00287Y109$501.9K2,1680.2%
Costco Wholesale Corp(COST)Stock22160K105$500.8K5410.2%
Mastercard Inc(MA)Stock57636Q104$471.6K8290.2%
Applovin Corp COM CL A(APP)Stock03831W108$466.3K6490.2%
Ishares Msci Japan Small-Cap ETF(SCJ)ETF464286582$451.0K4,9000.2%
LAM Research Corp(LRCX)Stock512807306$444.8K3,3220.2%
Vanguard Russell 3000 ETF(VTHR)ETF92206C599$437.9K1,4880.2%
Oklo Inc COM CL A(OKLO)Stock02156V109$393.5K3,5250.2%
Qualcomm Inc COM(QCOM)Stock747525103$389.1K2,3390.2%
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