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FIDUCIARY WEALTH PARTNERS, LLC
FIDUCIARY WEALTH PARTNERS, LLC
Latest filing: 2026-06-30
FIDUCIARY WEALTH PARTNERS, LLC runs FIDUCIARY WEALTH PARTNERS, LLC and currently holds 69 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $181.66M. Their top holdings are VOO, VEA, SGOV, VB, AAPL. The top five represent 69.2% of reported portfolio weight. FIDUCIARY WEALTH PARTNERS, LLC ranks #777 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FIDUCIARY WEALTH PARTNERS, LLC initiated 6 new positions. They added to 36 existing positions. They trimmed 13 positions. Their current best-performing preview position is PANW with returns of +112.71%.
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69 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD S&P 500 ETF | 30.10% | $568.79 | $703.77 | +23.73% | Trimmed -2.89% |
 VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 20.88% | $57.69 | $73.43 | +27.28% | Trimmed -2.41% |
 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF | 8.05% | $100.67 | $100.63 | -0.04% | New Buy |
 VB VANGUARD SMALL CAP ETF | 7.38% | $244.41 | $304.74 | +24.68% | Trimmed -16.48% |
 AAPL APPLE INC | 2.82% | $241.91 | $309.35 | +27.88% | Added +1.14% |
 SPY STATE STREET SPDR S&P 500 ETF | 2.66% | $649.15 | $765.62 | +17.94% | Added +0.12% |
 QQQ POWERSHARES QQQ TR | 2.54% | $594.82 | $713.44 | +19.94% | Trimmed -10.10% |
 VO VANGUARD MID CAP ETF | 2.51% | $68.78 | $82.98 | +20.64% | Added +156.57% |
 VWO VANGUARD FTSE EMERGING MARKETS ETF | 1.61% | $51.43 | $60.45 | +17.54% | Trimmed -0.95% |
 MSFT MICROSOFT | 1.51% | $463.00 | $483.24 | +4.37% | Added +1.41% |
Showing 1-10 of 69