Institutional Fund
Fiduciary Wealth Partners, LLC
Newton, MACIK 16665045 filings on record
Portfolio Value
$152.80M
Q1 2026
Holdings
60
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-37.3%
from $243.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds32.1%
- Vanguard Tax-Managed Fds22.9%
- Vanguard Index Fds9.1%
- Vanguard Index Fds4.1%
- Apple Inc2.9%
- Spdr S&P 500 ETF Tr2.7%
- Other26.2%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 82.0K | $48.99M | 32.1% | −38.4K | Reduced |
| 2 | Vanguard Tax-Managed Fds | 545.5K | $34.95M | 22.9% | −130.6K | Reduced |
| 3 | Vanguard Index Fds | 53.0K | $13.87M | 9.1% | −17.9K | Reduced |
| 4 | Vanguard Index Fds | 22.1K | $6.33M | 4.1% | −28.6K | Reduced |
| 5 | Apple Inc | 17.5K | $4.45M | 2.9% | −9.1K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 6.5K | $4.20M | 2.7% | −1.3K | Reduced |
| 7 | Invesco Qqq Tr | 7.0K | $4.03M | 2.6% | +536 | Added |
| 8 | Microsoft Corp | 7.3K | $2.69M | 1.8% | −2.6K | Reduced |
| 9 | Vanguard Intl Equity Index F | 49.4K | $2.67M | 1.7% | −8.0K | Reduced |
| 10 | Amazon Com Inc | 9.1K | $1.89M | 1.2% | −2.0K | Reduced |
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