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The Analysis of Fiduciary Wealth Partners, LLC's Holdings & P&L

Currently, Fiduciary Wealth Partners, LLC holds 60 types of securities in its portfolio with a total value $152.8M. In the most recent quarter, they have increased their positions in VOYG (+77.7K shares, valued at $1.8M), IEMG (+14.6K shares, valued at $1.0M), VGK (+8.5K shares, valued at $698.4K); decreased their positions in N/A (-38.4K shares, valued at $22.9M), VEA (-130.6K shares, valued at $8.4M), VO (-28.6K shares, valued at $8.2M); initiated new positions in VOYG (+77.7K shares, valued at $1.8M), IEMG (+14.6K shares, valued at $1.0M), XLK (+3.8K shares, valued at $511.0K).

1M P&L

+4.9M+4.66%

3M P&L

-15.0M-12.08%

HY P&L

-5.1M-4.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A75.8M

78.2%

2Consumer Electronics4.4M

4.6%

3Software - Infrastructure2.9M

3.0%

Top Industries by Stock Count

1N/A22 stocks

42.3%

2Drug Manufacturers - General3 stocks

5.8%

3Beverages - Non-Alcoholic2 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF82.0K shares-31.89%2026-03-312026-05-07

VEA VANGUARD FTSE DEVELOPED MARKETS ETF545.5K shares-19.31%2026-03-312026-05-07

VB VANGUARD SMALL CAP ETF53.0K shares-25.28%2026-03-312026-05-07

VO VANGUARD MID CAP ETF22.1K shares-56.51%2026-03-312026-05-07

AAPL APPLE INC17.5K shares-34.25%2026-03-312026-05-07

SPY STATE STREET SPDR S&P 500 ETF6.5K shares-17.01%2026-03-312026-05-07

POWERSHARES QQQ TR POWERSHARES QQQ TR7.0K shares8.32%2026-03-312026-05-07

MSFT MICROSOFT7.3K shares-26.41%2026-03-312026-05-07

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VWO VANGUARD FTSE EMERGING MARKETS ETF49.4K shares-13.90%2026-03-312026-05-07

AMZN AMAZON.COM INC9.1K shares-17.86%2026-03-312026-05-07

BIV VANGUARD INTERMEDIATE-TERM BOND24.0K shares-81.15%2026-03-312026-05-07

VOYG VOYAGER TECHNOLOGIES INC COM CL A77.7K sharesnew addition2026-03-312026-05-07

IWV ISHARES RUSSELL 3000 ETF4.9K shares-43.58%2026-03-312026-05-07

NVDA NVIDIA CORP8.2K shares-41.99%2026-03-312026-05-07

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST3.0K shares0.00%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO COM3.9K shares4.60%2026-03-312026-05-07

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GOOGLE INC GOOGLE INC4.0K shares-38.46%2026-03-312026-05-07

VTEB VANGUARD TAX-EXEMPT BOND ETF20.9K shares-73.47%2026-03-312026-05-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF14.6K sharesnew addition2026-03-312026-05-07

VGK VANGUARD EUROPEAN11.1K shares319.01%2026-03-312026-05-07

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF10.5K shares0.00%2026-03-312026-05-07

VXF VANGUARD EXTENDED MARKET ETF3.9K shares-5.55%2026-03-312026-05-07

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST1.3K shares-24.67%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON COM2.5K shares-33.80%2026-03-312026-05-07

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GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM1.6K shares-19.54%2026-03-312026-05-07

IJR ISHARES S&P SMALLCAP 600 ETF4.4K shares-14.30%2026-03-312026-05-07

WM WASTE MANAGEMENT INC2.4K shares-10.24%2026-03-312026-05-07

XOM EXXON MOBIL CORP COM3.1K shares0.99%2026-03-312026-05-07

VTI VANGUARD TOTAL STK MKT1.6K shares-36.09%2026-03-312026-05-07

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.8K sharesnew addition2026-03-312026-05-07

TJX TJX COS INC NEW COM3.2K shares-15.90%2026-03-312026-05-07

PG PROCTER & GAMBLE CO COM3.3K shares-13.55%2026-03-312026-05-07

Sponsored

IEF ISHARES 7-10 YR TREASURY BOND ETF4.9K sharesnew addition2026-03-312026-05-07

AVLV AVANTIS U.S. LARGE CAP VALUE ETF5.0K shares0.00%2026-03-312026-05-07

EWJ ISHARES MSCI JAPAN ETF4.8K sharesnew addition2026-03-312026-05-07

PEP PEPSICO INC COM2.5K shares-9.05%2026-03-312026-05-07

RY ROYAL BANK OF CANADA2.1K shares-8.51%2026-03-312026-05-07

MFC MANULIFE FINL CORP COM9.8K shares0.00%2026-03-312026-05-07

SGI TEMPUR PEDIC INTL INC4.5K shares58.66%2026-03-312026-05-07

META META PLATFORMS INC CL A559 shares-38.44%2026-03-312026-05-07

Sponsored

WMT WALMART INC COM2.5K shares-13.61%2026-03-312026-05-07

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF3.2K shares0.00%2026-03-312026-05-07

APP APPLOVIN CORP COM CL A709 shares8.58%2026-03-312026-05-07

JPMORGAN BETABUILDERS CANADA ETF JPMORGAN BETABUILDERS CANADA ETF3.0K sharesnew addition2026-03-312026-05-07

AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD863 shares-49.41%2026-03-312026-05-07

PAYX PAYCHEX INC2.8K shares-0.78%2026-03-312026-05-07

LINDE PLC SHS LINDE PLC SHS520 shares-4.24%2026-03-312026-05-07

MS MORGAN STANLEY1.5K shares-2.70%2026-03-312026-05-07

Sponsored

MA MASTERCARD INC493 shares-39.95%2026-03-312026-05-07

ABBV ABBVIE INC COM1.1K shares-47.10%2026-03-312026-05-07

EFA ISHARES MSCI EAFE ETF2.5K shares-60.13%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC COM1.5K shares-22.76%2026-03-312026-05-07

NVS NOVARTIS AG ADR1.5K shares-0.81%2026-03-312026-05-07

VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares0.00%2026-03-312026-05-07

Z ZILLOW GROUP INC CL C CAP STK5.3K sharesnew addition2026-03-312026-05-07

ROK ROCKWELL AUTOMATION INC COM600 shares-10.45%2026-03-312026-05-07

Sponsored

QCOM QUALCOMM INC COM1.7K shares-27.14%2026-03-312026-05-07

SO SOUTHERN CO COM2.2K sharesnew addition2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC COM49 shares-30.00%2026-03-312026-05-07

KO COCA COLA CO COM2.7K shares-28.48%2026-03-312026-05-07

VANGUARD S&P 500 ETF

-31.89%

Shares82.0K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-19.31%

Shares545.5K

Event2026-03-31

Filed2026-05-07

VANGUARD SMALL CAP ETF

-25.28%

Shares53.0K

Event2026-03-31

Filed2026-05-07

VANGUARD MID CAP ETF

-56.51%

Shares22.1K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-34.25%

Shares17.5K

Event2026-03-31

Filed2026-05-07

SPY

STATE STREET SPDR S&P 500 ETF

-17.01%

Shares6.5K

Event2026-03-31

Filed2026-05-07

POWERSHARES QQQ TR

8.32%

Shares7.0K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT

-26.41%

Shares7.3K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-13.90%

Shares49.4K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON.COM INC

-17.86%

Shares9.1K

Event2026-03-31

Filed2026-05-07

BIV

VANGUARD INTERMEDIATE-TERM BOND

-81.15%

Shares24.0K

Event2026-03-31

Filed2026-05-07

VOYG

VOYAGER TECHNOLOGIES INC COM CL A

New

Shares77.7K

Event2026-03-31

Filed2026-05-07

IWV

ISHARES RUSSELL 3000 ETF

-43.58%

Shares4.9K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORP

-41.99%

Shares8.2K

Event2026-03-31

Filed2026-05-07

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO COM

4.60%

Shares3.9K

Event2026-03-31

Filed2026-05-07

GOOGLE INC

-38.46%

Shares4.0K

Event2026-03-31

Filed2026-05-07

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-73.47%

Shares20.9K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

New

Shares14.6K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD EUROPEAN

319.01%

Shares11.1K

Event2026-03-31

Filed2026-05-07

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-07

VXF

VANGUARD EXTENDED MARKET ETF

-5.55%

Shares3.9K

Event2026-03-31

Filed2026-05-07

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

-24.67%

Shares1.3K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON COM

-33.80%

Shares2.5K

Event2026-03-31

Filed2026-05-07

GENERAL DYNAMICS CORP COM

-19.54%

Shares1.6K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES S&P SMALLCAP 600 ETF

-14.30%

Shares4.4K

Event2026-03-31

Filed2026-05-07

WASTE MANAGEMENT INC

-10.24%

Shares2.4K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP COM

0.99%

Shares3.1K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD TOTAL STK MKT

-36.09%

Shares1.6K

Event2026-03-31

Filed2026-05-07

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

New

Shares3.8K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW COM

-15.90%

Shares3.2K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO COM

-13.55%

Shares3.3K

Event2026-03-31

Filed2026-05-07

IEF

ISHARES 7-10 YR TREASURY BOND ETF

New

Shares4.9K

Event2026-03-31

Filed2026-05-07

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-07

EWJ

ISHARES MSCI JAPAN ETF

New

Shares4.8K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC COM

-9.05%

Shares2.5K

Event2026-03-31

Filed2026-05-07

ROYAL BANK OF CANADA

-8.51%

Shares2.1K

Event2026-03-31

Filed2026-05-07

MFC

MANULIFE FINL CORP COM

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-07

SGI

TEMPUR PEDIC INTL INC

58.66%

Shares4.5K

Event2026-03-31

Filed2026-05-07