Fiduciary Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Newton, MA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
91
Total value ($000)
$238,165
Net value change ($000)
+131,998 (124.3%)
New positions
17
Sold out positions
8
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 43,909 143.5%
VEA 29,295 298.4%
VB 12,970 253.8%
VO 6,018 60.4%
AAPL 4,609 204.1%
SPY 4,376 564.6%
QQQ 3,760 3418.2%
MSFT 3,282 176.5%
IWV 2,175 164.2%
AMZN 1,811 287.5%
Top Reduces (Value $000, Stocks/ETFs)
IWD -723 -14.6%
ESGV -667 -46.0%
IBM -347 -48.1%
IWO -287 -100.0%
BIV -266 -2.7%
V -225 -47.9%
PM -221 -100.0%
VSGX -217 -19.7%
VTEB -205 -7.2%
PH -190 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type