Investor
Fiduciary Wealth Partners, LLC
CIK 0001666504 · filed 2026-05-07 · SEC filing
13F book
$152.8M
Positions
60
8 new · 37 sold
Largest name
32.1%
Vanguard Index Fds
Est. mark
−$3.82M
Price effect on 52 names still held. Flow −$87.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 82K | $49M | 32.1% | −$2.43M | Cut−$26.5M |
| Vanguard Tax-Managed Fds | — | 545.5K | $35M | 22.9% | $878.2K | Cut−$7.28M |
| Vanguard Index Fds | — | 53K | $13.9M | 9.1% | $210.4K | Cut−$4.41M |
| Vanguard Index Fds | — | 22.1K | $6.33M | 4.1% | −$66.9K | Cut−$8.38M |
| Apple Inc. | AAPL | 17.5K | $4.45M | 2.9% | −$316.7K | Cut−$2.8M |
| Spdr S&P 500 Etf Tr | — | 6.45K | $4.2M | 2.7% | −$203.4K | Cut−$1.11M |
| Invesco Qqq Tr | — | 6.98K | $4.03M | 2.6% | −$239.3K | Added$70K |
| Microsoft Corp | MSFT | 7.26K | $2.69M | 1.8% | −$823.6K | Cut−$2.08M |
| Vanguard Intl Equity Index F | — | 49.4K | $2.67M | 1.7% | $14.3K | Cut−$414.3K |
| Amazon Com Inc | AMZN | 9.07K | $1.89M | 1.2% | −$204.5K | Cut−$659.7K |
| Vanguard Bd Index Fds | — | 24K | $1.86M | 1.2% | −$16.9K | Cut−$8.08M |
| Voyager Technologies Inc | — | 77.7K | $1.82M | 1.2% | — | New |
| Ishares Tr | — | 4.89K | $1.81M | 1.2% | −$79K | Cut−$1.54M |
| Nvidia Corp | NVDA | 8.19K | $1.43M | 0.9% | −$99.1K | Cut−$1.2M |
| Spdr Dow Jones Indl Average | — | 3.02K | $1.4M | 0.9% | −$52.4K | Held |
| Jpmorgan Chase & Co. | — | 3.91K | $1.15M | 0.8% | −$104.8K | Added−$54.2K |
| Alphabet Inc | — | 3.97K | $1.14M | 0.7% | −$101.2K | Cut−$878.5K |
| Vanguard Mun Bd Fds | — | 20.9K | $1.04M | 0.7% | −$8.34K | Cut−$2.91M |
| Ishares Inc | — | 14.6K | $1.02M | 0.7% | — | New |
| Vanguard Intl Equity Index F | — | 11.1K | $917.4K | 0.6% | −$3.13K | Added$695.3K |
| Ishares Tr | — | 10.5K | $873.7K | 0.6% | $11.4K | Held |
| Vanguard Index Fds | — | 3.87K | $795.4K | 0.5% | −$12.8K | Cut−$60.3K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.26K | $777.7K | 0.5% | $17K | Cut−$232.2K |
| Johnson & Johnson | JNJ | 2.51K | $614.3K | 0.4% | $94.2K | Cut−$171.3K |
| General Dynamics Corp | GD | 1.61K | $554K | 0.4% | $10.6K | Cut−$121.4K |
| Ishares Tr | — | 4.44K | $552.2K | 0.4% | $18.3K | Cut−$70.7K |
| Waste Mgmt Inc Del | — | 2.4K | $552.1K | 0.4% | $24.2K | Cut−$36K |
| Exxon Mobil Corp | — | 3.06K | $519.1K | 0.3% | $149.4K | Added$154.5K |
| Vanguard Index Fds | — | 1.59K | $511.5K | 0.3% | −$22.9K | Cut−$324.7K |
| Select Sector Spdr Tr | — | 3.85K | $511K | 0.3% | — | New |
| Tjx Cos Inc New | — | 3.15K | $503.4K | 0.3% | $19.2K | Cut−$72.4K |
| Procter And Gamble Co | PG | 3.34K | $482.7K | 0.3% | $3.75K | Cut−$71.3K |
| Ishares Tr | — | 4.94K | $471.1K | 0.3% | — | New |
| American Centy Etf Tr | — | 5.04K | $406.6K | 0.3% | $24.4K | Held |
| Ishares Inc | — | 4.76K | $401.6K | 0.3% | — | New |
| Pepsico Inc | PEP | 2.46K | $382.5K | 0.3% | $29K | Cut−$6.15K |
| Royal Bk Cda | — | 2.1K | $339.3K | 0.2% | −$18.3K | Cut−$51.5K |
| Manulife Finl Corp | — | 9.83K | $338.5K | 0.2% | −$18.1K | Held |
| Somnigroup International Inc. | SGI | 4.52K | $333.9K | 0.2% | −$43.7K | Added$79.7K |
| Meta Platforms, Inc. | META | 559 | $319.8K | 0.2% | −$49.1K | Cut−$279.4K |
| Walmart Inc. | WMT | 2.54K | $315.4K | 0.2% | $32.6K | Cut−$11.9K |
| Spdr Series Trust | — | 3.18K | $304.7K | 0.2% | −$4.74K | Held |
| Applovin Corp | APP | 709 | $282.2K | 0.2% | −$180.1K | Added−$157.8K |
| J P Morgan Exchange Traded F | — | 3K | $281.9K | 0.2% | — | New |
| Broadcom Inc. | AVGO | 863 | $267.1K | 0.2% | −$31.6K | Cut−$323.4K |
| Paychex Inc | PAYX | 2.8K | $258.2K | 0.2% | −$56.2K | Cut−$58.7K |
| Linde Plc | LIN | 520 | $257.7K | 0.2% | $36.1K | Cut$26.3K |
| Morgan Stanley | — | 1.51K | $248.7K | 0.2% | −$19.6K | Cut−$27K |
| Mastercard Inc | MA | 493 | $246.3K | 0.2% | −$35.1K | Cut−$222.4K |
| AbbVie Inc. | ABBV | 1.13K | $246.3K | 0.2% | −$12.4K | Cut−$242.7K |
| Ishares Tr | — | 2.51K | $244K | 0.2% | $2.76K | Cut−$361K |
| Palo Alto Networks Inc | PANW | 1.47K | $235K | 0.2% | −$35K | Cut−$114.6K |
| Novartis Ag | — | 1.46K | $223.6K | 0.1% | $21.8K | Cut$20.1K |
| Vanguard Specialized Funds | — | 1.02K | $219.5K | 0.1% | −$4.82K | Held |
| Zillow Group Inc | — | 5.29K | $218.9K | 0.1% | — | New |
| Rockwell Automation, Inc | ROK | 600 | $215.3K | 0.1% | −$18.2K | Cut−$45.5K |
| Qualcomm Inc | — | 1.65K | $213K | 0.1% | −$69.9K | Cut−$175.2K |
| Southern Co | — | 2.21K | $212.9K | 0.1% | — | New |
| Booking Holdings Inc. | BKNG | 49 | $206.3K | 0.1% | −$56.1K | Cut−$168.6K |
| Coca Cola Co | KO | 2.69K | $204.2K | 0.1% | $16.5K | Cut−$58.2K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.