Fiduciary Wealth Partners, LLC

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CIK 1666504

13F portfolio (2026-Q1)

$153M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

71.1%

Top 10

81.2%

Effective N

5.9

HHI

0.169

This quarter

8 new · 0 exit →

By sector

Unclassified84.7%

Information Technology6.4%

Industrials2.4%

Consumer Discretionary2.0%

Financials1.5%

Communication Services1.0%

Health Care0.7%

Materials0.5%

Other0.9%

By market cap

Unknown85.3%

Mega (>$200B)10.9%

Large ($10–200B)2.4%

Small ($300M–2B)1.2%

Mid ($2–10B)0.1%

By region

Other84.7%

North America15.1%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	84.72%	26
Technology Hardware & Equipment	3.21%	3
Specialty Retail	1.77%	3
Software	1.76%	1
Aerospace & Defense	1.55%	2
Software & IT Services	1.14%	3
Semiconductors & Semiconductor Equipment	1.11%	2
Banks	0.97%	2
Pharmaceuticals & Biotechnology	0.71%	3
Commercial Services & Supplies	0.67%	3
Chemicals	0.48%	2
Beverages	0.38%	2
Oil, Gas & Consumable Fuels	0.34%	1
Insurance	0.22%	1
Household Durables	0.22%	1
Professional Services	0.17%	1
Capital Markets	0.16%	1
Communications Equipment	0.14%	1
Utilities	0.14%	1
Transportation Infrastructure	0.14%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	32.06%
2	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	22.88%
3	VB	VANGUARD INDEX FDS	Unclassified	9.08%
4	VO	VANGUARD INDEX FDS	Unclassified	4.14%
5	AAPL	Apple Inc.	Information Technology	2.91%
6	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	2.75%
7	QQQ	INVESCO QQQ TR	Unclassified	2.64%
8	MSFT	MICROSOFT CORP	Information Technology	1.76%
9	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	1.75%
10	AMZN	AMAZON COM INC	Consumer Discretionary	1.24%

34/60 names classified · sector 15.3% of weight · industry 15.3% · mkt cap 14.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 13 quarters

Information TechnologyAAPL, MSFT, NVDA, INTU, IBM · other

Consumer DiscretionaryAMZN, HD, TJX, COST, DLTR · other

FinancialsJPM, BRK.B, RY, MFC, V · other

IndustrialsGD, WM, VOYG, PAYX, ACN · other

Health CareJNJ, RVTY, ABBV, AMGN, LLY · other

Communication ServicesGOOGL, META, GOOG, NFLX, DIS

MaterialsPG, CL, LIN, IP

Consumer StaplesPEP, KO, PM

Energy

UtilitiesSO, OKLO, NEE

Real Estate

UnclassifiedVOO, VEA, VB, VO, VYM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 15.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 14% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (30 classified)Fiduciary Wealth Partners, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsFinancialsCommunication ServicesHealth CareMaterialsConsumer StaplesEnergyUtilities

Style box summary for Fiduciary Wealth Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 9.1%, Large Core 2.3%, Large Value 1.3%.

Classified: 13.5% of book weight (30/60 names) · unclassified 86.5%: VOO, VEA, VB, VO, SPY, QQQ, VWO, BIV, VOYG, IWV +20 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 60 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	81,990	$49M	32.1%	TRIM −32%
2	VEAVANGUARD TAX-MANAGED FDS	545,488	$35M	22.9%	TRIM −19%
3	VBVANGUARD INDEX FDS	52,967	$14M	9.1%	TRIM −25%
4	VOVANGUARD INDEX FDS	22,051	$6M	4.1%	TRIM −57%
5	AAPLAPPLE INC	17,525	$4M	2.9%	TRIM −34%
6	SPYSTATE STR SPDR S&P 500 ETF T	6,453	$4M	2.7%	TRIM −17%
7	QQQINVESCO QQQ TR	6,982	$4M	2.6%	ADD 8%
8	MSFTMICROSOFT CORP	7,260	$3M	1.8%	TRIM −26%
9	VWOVANGUARD INTL EQUITY INDEX F	49,376	$3M	1.7%	TRIM −14%
10	AMZNAMAZON COM INC	9,070	$2M	1.2%	TRIM −18%
11	BIVVANGUARD BD INDEX FDS	24,049	$2M	1.2%	TRIM −81%
12	VOYGVOYAGER TECHNOLOGIES INC	77,684	$2M	1.2%	NEW
13	IWVISHARES TR	4,888	$2M	1.2%	TRIM −44%
14	NVDANVIDIA CORPORATION	8,185	$1M	0.9%	TRIM −42%
15	DIASPDR DOW JONES INDL AVERAGE	3,015	$1M	0.9%	HOLD
16	JPMJPMORGAN CHASE & CO	3,909	$1M	0.8%	ADD 5%
17	GOOGLALPHABET INC	3,973	$1M	0.7%	TRIM −38%
18	VTEBVANGUARD MUN BD FDS	20,850	$1M	0.7%	TRIM −73%
19	IEMGISHARES INC	14,637	$1M	0.7%	NEW
20	VGKVANGUARD INTL EQUITY INDEX F	11,129	$917,363	0.6%	ADD 319%
21	IDEVISHARES TR	10,455	$873,724	0.6%	HOLD
22	VXFVANGUARD INDEX FDS	3,865	$795,435	0.5%	TRIM −6%
23	MDYSPDR S&P MIDCAP 400 ETF TR	1,261	$777,734	0.5%	TRIM −25%
24	JNJJOHNSON & JOHNSON	2,513	$614,316	0.4%	TRIM −34%
25	GDGENERAL DYNAMICS CORP	1,614	$553,957	0.4%	TRIM −20%
26	IJRISHARES TR	4,442	$552,185	0.4%	TRIM −14%
27	WMWASTE MGMT INC DEL	2,403	$552,108	0.4%	TRIM −10%
28	XOMEXXON MOBIL CORP	3,060	$519,133	0.3%	HOLD
29	VTIVANGUARD INDEX FDS	1,594	$511,502	0.3%	TRIM −36%
30	XLKSELECT SECTOR SPDR TR	3,845	$511,001	0.3%	NEW
31	TJXTJX COS INC NEW	3,152	$503,374	0.3%	TRIM −16%
32	PGPROCTER AND GAMBLE CO	3,342	$482,678	0.3%	TRIM −14%
33	IEFISHARES TR	4,936	$471,092	0.3%	NEW
34	AVLVAMERICAN CENTY ETF TR	5,044	$406,597	0.3%	HOLD
35	EWJISHARES INC	4,756	$401,597	0.3%	NEW
36	PEPPEPSICO INC	2,463	$382,521	0.3%	TRIM −9%
37	RYROYAL BK CDA	2,097	$339,253	0.2%	TRIM −9%
38	MFCMANULIFE FINL CORP	9,828	$338,476	0.2%	HOLD
39	SGISOMNIGROUP INTERNATIONAL INC	4,517	$333,896	0.2%	ADD 59%
40	METAMETA PLATFORMS INC	559	$319,821	0.2%	TRIM −38%
41	WMTWALMART INC	2,538	$315,423	0.2%	TRIM −14%
42	JNKSPDR SER TR	3,183	$304,677	0.2%	HOLD
43	APPAPPLOVIN CORP	709	$282,182	0.2%	ADD 9%
44	BBCAJ P MORGAN EXCHANGE TRADED F	2,997	$281,898	0.2%	NEW
45	AVGOBROADCOM INC	863	$267,107	0.2%	TRIM −49%
46	PAYXPAYCHEX INC	2,803	$258,212	0.2%	HOLD
47	LINLINDE PLC	520	$257,690	0.2%	TRIM −4%
48	MSMORGAN STANLEY	1,511	$248,665	0.2%	TRIM −3%
49	MAMASTERCARD INCORPORATED	493	$246,332	0.2%	TRIM −40%
50	ABBVABBVIE INC	1,132	$246,298	0.2%	TRIM −47%
51	EFAISHARES TR	2,512	$243,993	0.2%	TRIM −60%
52	PANWPALO ALTO NETWORKS INC	1,466	$235,029	0.2%	TRIM −23%
53	NVSNOVARTIS AG	1,464	$223,626	0.1%	HOLD
54	VIGVANGUARD SPECIALIZED FUNDS	1,021	$219,549	0.1%	HOLD
55	ZZILLOW GROUP INC	5,291	$218,942	0.1%	NEW
56	ROKROCKWELL AUTOMATION INC	600	$215,328	0.1%	TRIM −10%
57	QCOMQUALCOMM INC	1,654	$213,034	0.1%	TRIM −27%
58	SOSOUTHERN CO	2,206	$212,923	0.1%	NEW
59	BKNGBOOKING HOLDINGS INC	49	$206,306	0.1%	TRIM −30%
60	KOCOCA COLA CO	2,685	$204,223	0.1%	TRIM −28%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

—

74K

54K

122K

120K

82K

$49M

VEAVANGUARD TAX-MANAGED FDS

—

529K

172K

653K

676K

545K

$35M

VBVANGUARD INDEX FDS

—

54K

22K

71K

53K

$14M

VOVANGUARD INDEX FDS

—

24K

36K

54K

51K

22K

$6M

AAPLAPPLE INC

—

16K

11K

27K

18K

$4M

SPYSTATE STR SPDR S&P 500 ETF T

—

$4M

QQQINVESCO QQQ TR

—

200

$4M

MSFTMICROSOFT CORP

—

10K

$3M

VWOVANGUARD INTL EQUITY INDEX F

—

30K

17K

47K

57K

49K

$3M

AMZNAMAZON COM INC

—

11K

$2M

BIVVANGUARD BD INDEX FDS

—

129K

124K

128K

24K

$2M

VOYGVOYAGER TECHNOLOGIES INC

—

78K

$2M

IWVISHARES TR

—

$2M

NVDANVIDIA CORPORATION

—

10K

14K

$1M

DIASPDR DOW JONES INDL AVERAGE

—

$1M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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