Fiduciary Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Newton, MA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$209,928
Net value change ($000)
+28,267 (15.6%)
New positions
4
Sold out positions
13
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 29,100 198.9%
VOO 4,773 8.7%
IWD 2,911 NEW
VO 933 20.5%
IWF 804 NEW
BIV 785 48.9%
VEA 450 1.2%
IWS 416 NEW
NVDA 240 14.1%
CRM 221 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,679 -52.2%
VOYG -2,505 -100.0%
AMZN -1,295 -59.1%
VB -546 -4.1%
WM -537 -100.0%
RY -434 -100.0%
MFC -398 -100.0%
PEP -336 -100.0%
GD -335 -58.5%
QCOM -308 -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