Fiduciary Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Newton, MA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$181,661
Net value change ($000)
+28,866 (18.9%)
New positions
11
Sold out positions
2
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SGOV 14,631 NEW
VOO 5,693 11.6%
VEA 2,975 8.5%
VOYG 688 37.9%
AAPL 681 15.3%
SPY 628 15.0%
QQQ 592 14.7%
EXXONMOBIL HOLDINGS CORP COM SHS 428 NEW
GOOGL 308 27.0%
AMZN 303 16.0%
Top Reduces (Value $000, Stocks/ETFs)
VO -1,775 -28.0%
XOM -519 -100.0%
VB -463 -3.3%
BIV -252 -13.6%
ZG -219 -100.0%
VGK -75 -8.2%
PEP -47 -12.3%
TJX -23 -4.6%
WMT -20 -6.3%
WM -15 -2.7%
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