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FIDUCIARY WEALTH PARTNERS, LLC 13F portfolio summary

FIDUCIARY WEALTH PARTNERS, LLC of FIDUCIARY WEALTH PARTNERS, LLC has 60 current stock holdings with a reported portfolio value of $152.8M. The portfolio 1 year return is +17.23%. Top holdings include VTEB (0.00%), JNK (0.00%), IEF (0.00%), BIV (0.00%), VOO (32.85%).

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FIDUCIARY WEALTH PARTNERS, LLC

FIDUCIARY WEALTH PARTNERS, LLC
Latest filing: 2026-03-31

FIDUCIARY WEALTH PARTNERS, LLC runs FIDUCIARY WEALTH PARTNERS, LLC and currently holds 60 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $152.80M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FIDUCIARY WEALTH PARTNERS, LLC ranks #918 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FIDUCIARY WEALTH PARTNERS, LLC's portfolio at FIDUCIARY WEALTH PARTNERS, LLC has delivered returns of +17.24%. Their 3-year annualized return is +17.24%. Looking at the 5-year horizon, FIDUCIARY WEALTH PARTNERS, LLC has achieved +17.24% annualized returns at FIDUCIARY WEALTH PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.24%
#780/1000
3 Year
+17.24%
#918/1000
5 Year
+17.24%
#911/1000

Portfolio Value

$152.80M

Alpha Score

15.3

#918 of 1000

Holdings

60

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change