Fiduciary Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Newton, MA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$243,878
Net value change ($000)
+5,713 (2.4%)
New positions
5
Sold out positions
7
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEA 3,119 8.0%
VTEB 1,299 49.0%
VOO 993 1.3%
VWO 541 21.3%
GOOGL 434 27.3%
AAPL 380 5.5%
BIV 252 2.6%
CVNA 227 NEW
MRK 214 NEW
DHR 212 NEW
Top Reduces (Value $000, Stocks/ETFs)
VO -1,275 -8.0%
MSFT -371 -7.2%
BLK -260 -100.0%
VRNS -259 -100.0%
DLTR -219 -100.0%
NEE -217 -100.0%
HD -216 -15.5%
SO -212 -100.0%
MRSH -205 -100.0%
DIS -203 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type