Fiduciary Wealth Partners, LLC
All 13F Filings
- Location
- Newton, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 181,661
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 69 | 181,661 | 13F-HR | Fiduciary Wealth Partners, LLC |
| 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 | 28.09 K | 15.5% | 4.739 K | 0 | 4.739 K |
| ETFs | 153.6 K | 84.5% | 24.12 K | 0 | 24.12 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
181,661
Holdings
69
QoQ value change ($000)
28,866
(18.9%)
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.