account_balance
Investment manager · 13F filer · SEC CIK 1666504
Fiduciary Wealth Partners, LLC
Reported value$210Mas of Sep 30, 2026
Positions60 4 new, 13 sold out
Top 10 weight84.7%VOO alone is 28%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
28.3%Added +7%
SGOViShares 0-3 Month Treasury Bond ETF
20.8%Added +199%
VEAVanguard Ftse Developed Markets ETF
18.3%Added +2%
VBVanguard Small Cap ETF
6.1%Added +2%
VOVanguard Mid Cap ETF
2.6%
SPYSPDR S&P 500 ETF Trust
2.3%
QQQPowershares QQQ Tr
2.1%−3%
VWOVanguard Ftse Emerging Markets ETF
1.4%
IWD1.4%
MSFT1.3%AAPL1.2%BIV1.1%
VOOVanguard S&P 500 ETF
28.3%Added +7%
SGOViShares 0-3 Month Treasury Bond ETF
20.8%Added +199%
VEAVanguard Ftse Developed Markets ETF
18.3%Added +2%
VBVanguard Small Cap ETF
6.1%+2%
VO
SPY2.3%QQQ2.1%
VWO
IWD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard S&P 500 ETF 28.3% Added +7%
SGOV iShares 0-3 Month Treasury Bond ETF 20.8% Added +199%
VEA Vanguard Ftse Developed Markets ETF 18.3% Added +2%
VB Vanguard Small Cap ETF 6.1% Added +2%
VO Vanguard Mid Cap ETF 2.6% Added +24%
SPY SPDR S&P 500 ETF Trust 2.3% HeldQQQ Powershares QQQ Tr 2.1% Trimmed −3%
VWO Vanguard Ftse Emerging Markets ETF 1.4% Held
IWD iShares Russell 1000 Value ETF 1.4% New
MSFT Microsoft Corp 1.3% Trimmed −28%AAPL Apple Inc. 1.2% Trimmed −58%BIV Vanguard Intermediate-Term Bond 1.1% Added +57%
What changed
Biggest moves since Jun 30, 2026
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