2026 Q1 Portfolio Activity
In 2026 Q1, Fiduciary Wealth Partners, LLC maintained a portfolio of 97 distinct positions. The most significant new addition was VOYAGER TECHNOLOGIES INC COM C, now representing 1.19% of the total fund value. They heavily accumulated shares in POWERSHARES QQQ TR, increasing the position by 8.3%. The fund also reduced its exposure to VANGUARD INTERMEDIATE-TERM BON by 81.1%.
Position History
hover any row below to update
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Total Positions
97
Quarter
2026 Q1
Top Holding
VOO (32.1%)
Top 10 Concentration
81.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 97
Fiduciary Wealth Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD S&P 50...
|
ETF | 32.06% | 30.96% |
#1
Prev: #1
|
6.0 |
—
|
-38,391 | -31.9% |
P
S
|
81,990 | $48,993,126 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 22.88% | 17.32% |
#2
Prev: #2
|
6.0 |
—
|
-130,571 | -19.3% |
P
S
|
545,488 | $34,954,855 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VB
VANGUARD SMALL ...
|
ETF | 9.08% | 7.50% |
#3
Prev: #3
|
4.6 |
—
|
-17,920 | -25.3% |
P
S
|
52,967 | $13,873,170 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VO
VANGUARD MID CA...
|
ETF | 4.14% | 6.03% |
#4
Prev: #4
|
2.2 |
—
|
-28,650 | -56.5% |
P
S
|
22,051 | $6,332,675 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE INC
|
Technology | 2.91% | 2.97% |
#5
1
Prev: #6
|
1.7 |
—
|
-9,130 | -34.3% |
P
S
|
17,525 | $4,447,703 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SPY
STATE STREET SP...
|
ETF | 2.75% | 2.17% |
#6
1
Prev: #7
|
1.6 |
—
|
-1,323 | -17.0% |
P
S
|
6,453 | $4,196,846 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QQQ
POWERSHARES QQQ...
|
ETF | 2.64% | 1.62% |
#7
4
Prev: #11
|
3.1 |
—
|
536 | 8.3% |
P
S
|
6,982 | $4,029,871 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MSFT
MICROSOFT
|
Technology | 1.76% | 1.96% |
#8
Prev: #8
|
0.7 |
—
|
-2,605 | -26.4% |
P
S
|
7,260 | $2,687,549 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 1.75% | 1.26% |
#9
5
Prev: #14
|
1.2 |
—
|
-7,972 | -13.9% |
P
S
|
49,376 | $2,668,761 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 1.24% | 1.05% |
#10
6
Prev: #16
|
1.0 |
—
|
-1,972 | -17.9% |
P
S
|
9,070 | $1,889,009 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BIV
VANGUARD INTERM...
|
ETF | 1.21% | 4.07% |
#11
6
Prev: #5
|
0.5 |
—
|
-103,519 | -81.1% |
P
S
|
24,049 | $1,856,066 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VOYG
VOYAGER TECHNOL...
|
Industrials | 1.19% | — |
#12
Prev: #—
|
4.0 |
—
|
77,684 | — |
NEW
|
77,684 | $1,817,029 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWV
ISHARES RUSSELL...
|
ETF | 1.19% | 1.37% |
#13
Prev: #13
|
0.5 |
—
|
-3,775 | -43.6% |
P
S
|
4,888 | $1,811,884 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NVDA
NVIDIA CORP
|
Technology | 0.93% | 1.08% |
#14
1
Prev: #15
|
0.4 |
—
|
-5,924 | -42.0% |
P
S
|
8,185 | $1,427,448 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DIA
STATE STREET SP...
|
ETF | 0.91% | 0.59% |
#15
4
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
3,015 | $1,396,518 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.75% | 0.49% |
#16
4
Prev: #20
|
0.8 |
—
|
172 | 4.6% |
P
S
|
3,909 | $1,149,766 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GOOGL
GOOGLE INC
|
Communication Services | 0.75% | 0.83% |
#17
Prev: #17
|
0.3 |
—
|
-2,483 | -38.5% |
P
S
|
3,973 | $1,142,389 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTEB
VANGUARD TAX-EX...
|
ETF | 0.68% | 1.62% |
#18
6
Prev: #12
|
0.3 |
—
|
-57,738 | -73.5% |
P
S
|
20,850 | $1,040,207 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 0.67% | — |
#19
Prev: #—
|
3.8 |
—
|
14,637 | — |
NEW
|
14,637 | $1,020,931 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VGK
VANGUARD EUROPE...
|
ETF | 0.60% | 0.09% |
#20
62
Prev: #82
|
3.2 |
—
|
8,473 | 319.0% |
P
S
|
11,129 | $917,363 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IDEV
ISHARES CORE MS...
|
ETF | 0.57% | 0.35% |
#21
5
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
10,455 | $873,724 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VXF
VANGUARD EXTEND...
|
ETF | 0.52% | 0.35% |
#22
5
Prev: #27
|
0.7 |
—
|
-227 | -5.5% |
P
S
|
3,865 | $795,435 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MDY
STATE STREET SP...
|
ETF | 0.51% | 0.41% |
#23
Prev: #23
|
0.2 |
—
|
-413 | -24.7% |
P
S
|
1,261 | $777,734 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.40% | 0.32% |
#24
6
Prev: #30
|
0.2 |
—
|
-1,283 | -33.8% |
P
S
|
2,513 | $614,316 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.36% | 0.28% |
#25
6
Prev: #31
|
0.6 |
—
|
-392 | -19.5% |
P
S
|
1,614 | $553,957 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IJR
ISHARES S&P SMA...
|
ETF | 0.36% | 0.26% |
#26
6
Prev: #32
|
0.6 |
—
|
-741 | -14.3% |
P
S
|
4,442 | $552,185 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WM
WASTE MANAGEMEN...
|
Industrials | 0.36% | 0.24% |
#27
10
Prev: #37
|
0.6 |
—
|
-274 | -10.2% |
P
S
|
2,403 | $552,108 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.34% | 0.15% |
#28
32
Prev: #60
|
0.6 |
—
|
30 | 1.0% |
P
S
|
3,060 | $519,133 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.33% | 0.34% |
#29
1
Prev: #28
|
0.1 |
—
|
-900 | -36.1% |
P
S
|
1,594 | $511,502 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
XLK
STATE STREET TE...
|
ETF | 0.33% | — |
#30
Prev: #—
|
3.6 |
—
|
3,845 | — |
NEW
|
3,845 | $511,001 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TJX
TJX COS INC NEW...
|
Consumer Cyclical | 0.33% | 0.24% |
#31
7
Prev: #38
|
0.6 |
—
|
-596 | -15.9% |
P
S
|
3,152 | $503,374 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.32% | 0.23% |
#32
8
Prev: #40
|
0.6 |
—
|
-524 | -13.6% |
P
S
|
3,342 | $482,678 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IEF
ISHARES 7-10 YR...
|
ETF | 0.31% | — |
#33
Prev: #—
|
3.6 |
—
|
4,936 | — |
NEW
|
4,936 | $471,092 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVLV
AVANTIS U.S. LA...
|
ETF | 0.27% | 0.16% |
#34
22
Prev: #56
|
1.1 |
—
|
no change | no change |
P
S
|
5,044 | $406,597 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EWJ
ISHARES MSCI JA...
|
ETF | 0.26% | — |
#35
Prev: #—
|
3.6 |
—
|
4,756 | — |
NEW
|
4,756 | $401,597 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PEP
PEPSICO INC COM
|
Consumer Defensive | 0.25% | 0.16% |
#36
17
Prev: #53
|
0.6 |
—
|
-245 | -9.0% |
P
S
|
2,463 | $382,521 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RY
ROYAL BANK OF C...
|
Financial Services | 0.22% | 0.16% |
#37
15
Prev: #52
|
0.6 |
—
|
-195 | -8.5% |
P
S
|
2,097 | $339,253 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 0.22% | 0.15% |
#38
23
Prev: #61
|
1.1 |
—
|
no change | no change |
P
S
|
9,828 | $338,476 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SGI
TEMPUR PEDIC IN...
|
Consumer Cyclical | 0.22% | 0.10% |
#39
36
Prev: #75
|
3.1 |
—
|
1,670 | 58.7% |
P
S
|
4,517 | $333,896 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.21% | 0.25% |
#40
6
Prev: #34
|
0.1 |
—
|
-349 | -38.4% |
P
S
|
559 | $319,821 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.21% | 0.13% |
#41
24
Prev: #65
|
0.6 |
—
|
-400 | -13.6% |
P
S
|
2,538 | $315,423 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JNK
STATE STREET SP...
|
ETF | 0.20% | 0.13% |
#42
25
Prev: #67
|
1.1 |
—
|
no change | no change |
P
S
|
3,183 | $304,677 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
APP
APPLOVIN CORP C...
|
Communication Services | 0.18% | 0.18% |
#43
5
Prev: #48
|
2.1 |
—
|
56 | 8.6% |
P
S
|
709 | $282,182 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BBCA
JPMORGAN BETABU...
|
ETF | 0.18% | — |
#44
Prev: #—
|
3.6 |
—
|
2,997 | — |
NEW
|
2,997 | $281,898 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVGO
AVAGO TECHNOLOG...
|
Technology | 0.17% | 0.24% |
#45
9
Prev: #36
|
0.1 |
—
|
-843 | -49.4% |
P
S
|
863 | $267,107 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PAYX
PAYCHEX INC
|
Technology | 0.17% | 0.13% |
#46
20
Prev: #66
|
0.6 |
—
|
-22 | -0.8% |
P
S
|
2,803 | $258,212 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
LIN
LINDE PLC SHS
|
Basic Materials | 0.17% | 0.09% |
#47
32
Prev: #79
|
0.6 |
—
|
-23 | -4.2% |
P
S
|
520 | $257,690 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.16% | 0.11% |
#48
22
Prev: #70
|
0.6 |
—
|
-42 | -2.7% |
P
S
|
1,511 | $248,665 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MA
MASTERCARD INC
|
Financial Services | 0.16% | 0.19% |
#49
6
Prev: #43
|
0.1 |
—
|
-328 | -40.0% |
P
S
|
493 | $246,332 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.16% | 0.20% |
#50
8
Prev: #42
|
0.1 |
—
|
-1,008 | -47.1% |
P
S
|
1,132 | $246,298 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 97 holdings