Fiduciary Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW Fiduciary Wealth Partners, LLC | Institutional Filer | ▼ 37.35% | $152.8M | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | — | 82K | $49.0M | 32.06% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 545K | $35.0M | 22.88% |
| 3 | VB | VANGUARD SMALL CAP ETF | — | 53K | $13.9M | 9.08% |
| 4 | VO | VANGUARD MID CAP ETF | — | 22K | $6.3M | 4.14% |
| 5 | AAPL | Apple Inc. | Technology | 18K | $4.4M | 2.91% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 6K | $4.2M | 2.75% |
| 7 | QQQ | Invesco QQQ Trust | — | 7K | $4.0M | 2.64% |
| 8 | MSFT | Microsoft Corporation | Technology | 7K | $2.7M | 1.76% |
| 9 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 49K | $2.7M | 1.75% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 9K | $1.9M | 1.24% |
| 11 | BIV | VANGUARD INTERMEDIATE-TERM BOND | — | 24K | $1.9M | 1.21% |
| 12 | VOYG | Voyager Technologies, Inc. | Industrials | 78K | $1.8M | 1.19% |
| 13 | IWV | ISHARES RUSSELL 3000 ETF | — | 5K | $1.8M | 1.19% |
| 14 | NVDA | NVIDIA Corporation | Technology | 8K | $1.4M | 0.93% |
| 15 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 3K | $1.4M | 0.91% |
Showing 1 to 15 of 60 holdings