Fiduciary Wealth Partners, LLC - Portfolio overview

Fiduciary Wealth Partners, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD S&P 500 ETF, 27.51%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 19.63%
3. VB - VANGUARD SMALL CAP ETF, 7.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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