Fiduciary Wealth Partners, LLC ETF holdings
Newton, MA
Reported $153.6M in 29 ETFs in its Form 13F for June 30, 2026.
ETF value
$153.6M
ETFs held
29
Change from prior quarter
+18.6%
With price moves
ETFs as a share of its 13F
84.5%
of $181.7M
Top 10 of 29 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $54.7M | 79,623 | −2,367 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $37.9M | 532,351 | −13,137 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $14.6M | 145,340 | New position |
| VB | Vanguard Morningstar Small-Cap ETF | $13.4M | 44,238 | −8,729 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.8M | 6,461 | +8 shares |
| QQQ | Invesco QQQ Trust | $4.6M | 6,277 | −705 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $4.6M | 56,576 | +34,525 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $2.9M | 48,909 | −467 shares |
| IWV | iShares Russell 3000 ETF | $2.1M | 4,888 | No change |
| BIV | Vanguard Intermediate-Term Bond ETF | $1.6M | 20,917 | −3,132 shares |
19 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001666504. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Fiduciary Wealth Partners, LLC own?
Fiduciary Wealth Partners, LLC reported 29 ETF positions worth $153.6M in its Form 13F for June 30, 2026. The largest was VOO, at $54.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.