Fiduciary Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Newton, MA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$152,795
Net value change ($000)
-91,083 (-37.3%)
New positions
8
Sold out positions
37
Turnover %
19.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOYG 1,817 NEW
IEMG 1,021 NEW
VGK 695 313.1%
XLK 511 NEW
IEF 471 NEW
EWJ 402 NEW
BBCA 282 NEW
ZG 219 NEW
SO 213 NEW
XOM 154 42.2%
Top Reduces (Value $000, Stocks/ETFs)
VOO -26,502 -35.1%
VO -8,381 -57.0%
BIV -8,079 -81.3%
VEA -7,278 -17.2%
VB -4,412 -24.1%
IWD -4,380 -100.0%
IWF -4,298 -100.0%
VTEB -2,912 -73.7%
AAPL -2,799 -38.6%
MSFT -2,083 -43.7%
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