Fiduciary Wealth Partners, LLC
All 13F Filings
- Location
- Newton, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 152,795
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 60 | 152,795 | 13F-HR | Fiduciary Wealth Partners, LLC |
| Q4 2025 | 1/28/2026 | 89 | 243,878 | 13F-HR | Fiduciary Wealth Partners, LLC |
| Q3 2025 | 10/28/2025 | 91 | 238,165 | 13F-HR | Fiduciary Wealth Partners, LLC |
| Q2 2025 | 7/31/2025 | 82 | 106,167 | 13F-HR | Fiduciary Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.35 K | 15.3% | 0 | 19.08 K | -19.08 K |
| ETFs | 129.4 K | 84.7% | 0 | 72 K | -72 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
152,795
Holdings
60
QoQ value change ($000)
-91,083
(-37.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.