Fiduciary Wealth Partners, LLC holds a concentrated book of 69 reported positions worth $181.7M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 30% of the reported non-option book. Cloning the disclosed picks since 2017 would be +187% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Fiduciary Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 11.3 points over this window.
Growth of $10,000 cloning Fiduciary Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
+5 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Fiduciary Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 69 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 69 | $4.5B |
| Trans-Canada Capital Inc. | 10 / 69 | $1.6B |
| Kearns & Associates LLC | 18 / 69 | $191.3M |
| Marest Capital, LLC | 13 / 69 | $177.9M |
| Hoffman, Alan N Investment Management | 7 / 69 | $148.9M |
| Avalon Advisory Group | 7 / 69 | $233.0M |
| 9823 Capital, L.P. | 8 / 69 | $126.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Fiduciary Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF ETF | $54.7M | 79.6K | 30.1% | ▼−2.9% Reduced · −2K sh | |
| 2 | Vanguard Ftse Developed Markets ETF ETF | $37.9M | 532.4K | 20.9% | ▼−2.4% Reduced · −13K sh | |
| 3 | Ishares 0-3 Month Treasury Bond ETF ETF | $14.6M | 145.3K | 8.1% | ▲New New position | |
| 4 | Vanguard Small Cap ETF ETF | $13.4M | 44.2K | 7.4% | ▼−16% Reduced · −9K sh | |
| 5 | Apple Inc Stock | $5.1M | 17.7K | 2.8% | ▲+1.1% Added · +200 sh | |
| 6 | State Street SPDR S&P 500 ETF ETF | $4.8M | 6.5K | 2.7% | ▲+0.1% Added · +8 sh | |
| 7 | Powershares QQQ TR ETF | $4.6M | 6.3K | 2.5% | ▼−10% Reduced · −705 sh | |
| 8 | Vanguard Mid Cap ETF ETF | $4.6M | 56.6K | 2.5% | ▲+157% Added · +35K sh | |
| 9 | Vanguard Ftse Emerging Markets ETF ETF | $2.9M | 48.9K | 1.6% | ▼−0.9% Reduced · −467 sh | |
| 10 | Microsoft Stock | $2.7M | 7.4K | 1.5% | ▲+1.4% Added · +102 sh | |
| 11 | Voyager Technologies Inc Com CL A Stock | $2.5M | 77.7K | 1.4% | —Held | |
| 12 | Amazon.com Inc Stock | $2.2M | 9.2K | 1.2% | ▲+1.4% Added · +129 sh | |
| 13 | Ishares Russell 3000 ETF ETF | $2.1M | 4.9K | 1.1% | —Held | |
| 14 | Nvidia Corp Stock | $1.7M | 8.5K | 0.9% | ▲+3.8% Added · +310 sh | |
| 15 | Vanguard Intermediate-Term Bond ETF | $1.6M | 20.9K | 0.9% | ▼−13% Reduced · −3K sh | |
| 16 | State Street SPDR Dow Jones Industrial Average ETF Trust ETF | $1.6M | 3.0K | 0.9% | ▼−0.8% Reduced · −23 sh | |
| 17 | Google Inc Stock | $1.5M | 4.1K | 0.8% | ▲+2.1% Added · +85 sh | |
| 18 | JPMorgan Chase & Co Com Stock | $1.3M | 3.9K | 0.7% | ▲+0.8% Added · +32 sh | |
| 19 | Vanguard Tax-Exempt Bond ETF ETF | $1.2M | 23.5K | 0.7% | ▲+12% Added · +3K sh | |
| 20 | Ishares Core Msci Emerging Markets ETF ETF | $1.2M | 14.3K | 0.7% | ▼−2.5% Reduced · −365 sh | |
| 21 | Vanguard Extended Market ETF ETF | $946K | 3.8K | 0.5% | ▼−0.5% Reduced · −21 sh | |
| 22 | Ishares Core Msci International Developed Markets ETF ETF | $931K | 10.5K | 0.5% | —Held | |
| 23 | State Street SPDR S&P Midcap 400 ETF Trust ETF | $887K | 1.3K | 0.5% | —Held | |
| 24 | Vanguard European ETF | $842K | 9.5K | 0.5% | ▼−15% Reduced · −2K sh | |
| 25 | Ishares S&P Smallcap 600 ETF ETF | $659K | 4.4K | 0.4% | —Held | |
| 26 | Johnson & Johnson Com Stock | $647K | 2.5K | 0.4% | ▲+1.4% Added · +34 sh | |
| 27 | Vanguard Total STK MKT ETF | $590K | 1.6K | 0.3% | ▲+0.1% Added · +1 sh | |
| 28 | General Dynamics Corp Com Stock | $573K | 1.6K | 0.3% | ▲+0.2% Added · +4 sh | |
| 29 | State Street Technology Select Sector SPDR ETF ETF | $548K | 2.9K | 0.3% | ▼−25% Reduced · −971 sh | |
| 30 | Waste Management Inc Stock | $537K | 2.4K | 0.3% | ▲+0.2% Added · +6 sh | |
| 31 | Palo Alto Networks Inc Com Stock | $503K | 1.5K | 0.3% | ▲+0.5% Added · +8 sh | |
| 32 | Procter & Gamble Co Com Stock | $494K | 3.4K | 0.3% | ▲+0.7% Added · +23 sh | |
| 33 | TJX Cos Inc New Com Stock | $480K | 3.2K | 0.3% | ▲+0.6% Added · +18 sh | |
| 34 | Ishares 7-10 Yr Treasury Bond ETF ETF | $467K | 4.9K | 0.3% | —Held | |
| 35 | Avantis U.S. Large Cap Value ETF ETF | $460K | 5.0K | 0.3% | —Held | |
| 36 | Royal Bank Of Canada Stock | $434K | 2.1K | 0.2% | —Held | |
| 37 | ExxonMobil Holdings Corp Com SHS Stock | $428K | 3.1K | 0.2% | ▲New New position | |
| 38 | Ishares Msci Japan ETF ETF | $422K | 4.5K | 0.2% | ▼−4.9% Reduced · −234 sh | |
| 39 | Tempur Pedic Intl Inc Stock | $417K | 5.3K | 0.2% | ▲+18% Added · +806 sh | |
| 40 | Manulife Finl Corp Com Stock | $398K | 9.8K | 0.2% | —Held | |
| 41 | Applovin Corp Com CL A Stock | $390K | 756 | 0.2% | ▲+6.6% Added · +47 sh | |
| 42 | Avago Technologies Ltd Stock | $352K | 931 | 0.2% | ▲+7.9% Added · +68 sh | |
| 43 | Pepsico Inc Com Stock | $336K | 2.5K | 0.2% | ▲+0.7% Added · +17 sh | |
| 44 | Meta Platforms Inc CL A Stock | $332K | 589 | 0.2% | ▲+5.4% Added · +30 sh | |
| 45 | Morgan Stanley Stock | $319K | 1.5K | 0.2% | ▲+1.1% Added · +17 sh | |
| 46 | Qualcomm Inc Com Stock | $308K | 1.7K | 0.2% | ▲+0.7% Added · +11 sh | |
| 47 | State Street SPDR Bloomberg High Yield Bond ETF ETF | $307K | 3.2K | 0.2% | —Held | |
| 48 | Rockwell Automation Inc Com Stock | $299K | 603 | 0.2% | ▲+0.5% Added · +3 sh | |
| 49 | T. Rowe Price U.S. Equity Research ETF ETF | $296K | 6.2K | 0.2% | ▲New New position | |
| 50 | Walmart Inc Com Stock | $295K | 2.6K | 0.2% | ▲+2.8% Added · +70 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1666504/holdings"
Use Arkolith to show Fiduciary Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 69 | $181.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 60 | $152.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 28d | 89 | $243.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 91 | $238.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 82 | $106.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 65 | $115.7M | 13F-HR |
| Q3 2017 | Sep 30, 2017 | Nov 13, 2017 | 44d | 8 | $75.0M | 13F-HR |
| Q2 2017 | Jun 30, 2017 | Aug 8, 2017 | 39d | 11 | $81.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.