Fiduciary Wealth Partners
Fiduciary Wealth Partners reported 69 stocks worth $182M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are VOO (30.1%), VEA (20.9%) and SGOV (8.1%). Compared with Q1 2026, the fund opened new positions in SGOV, XOM and TSPA, added to AAPL, SPY and VO, trimmed VOO, VEA and VB and sold out of XOM and Z.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $54.7M | 30.1% | 80K | −2,367 (−3%) | 6 of 6 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $37.9M | 20.9% | 532K | −13K (−2%) | 6 of 6 | |
| 3 |  SGOV Ishares TR | $14.6M | 8.1% | 145K | New position | 1 of 6 | |
| 4 |  VB Vanguard Index Fds | $13.4M | 7.4% | 44K | −8,729 (−16%) | 6 of 6 | |
| 5 |  AAPL Apple Inc | $5.1M | 2.8% | 18K | +200 (+1%) | 6 of 6 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $4.8M | 2.7% | 6,461 | +8 (+0%) | 6 of 6 | |
| 7 |  QQQ Invesco Qqq TR | $4.6M | 2.5% | 6,277 | −705 (−10%) | 6 of 6 | |
| 8 |  VO Vanguard Index Fds | $4.6M | 2.5% | 57K | +35K (+157%) | 6 of 6 | |
| 9 |  VWO Vanguard Intl Equity Index F | $2.9M | 1.6% | 49K | −467 (−1%) | 6 of 6 | |
| 10 |  MSFT Microsoft Corp | $2.7M | 1.5% | 7,362 | +102 (+1%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fiduciary Wealth Partners 13F FAQ
What does Fiduciary Wealth Partners own?
Fiduciary Wealth Partners reported 69 stocks worth $182M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are VOO (30.1%), VEA (20.9%) and SGOV (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Fiduciary Wealth Partners buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 31 added to, 13 trimmed and 2 sold out. New positions include SGOV, XOM and TSPA. It sold all of XOM and Z.
When will Fiduciary Wealth Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fiduciary Wealth Partners's portfolio worth?
The Q2 2026 filing reports $182M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.