Managers / Q1 2026
Fiduciary Wealth Partners, LLC
CIK 0001666504 · 2310 WASHINGTON STREET - 3RD FLOOR, NEWTON, MA, 02462 · 617-217-2700
Summary
Fiduciary Wealth Partners, LLC reported $153M in U.S.-listed holdings across 60 positions for Q1 2026.
The portfolio is heavily concentrated: Vanguard S P 500 Etf alone accounts for 32.1% of reported value.
Compared with Q4 2025, the fund opened 8 new positions and exited 37.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 84.7% · $129M
- Common Stock · 15.0% · $23M
- Other · 0.2% · $257,690
- ADR · 0.1% · $223,626
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VOYGVOYAGER TECHNOLOGIES INC COM CL A | NEW | +77.7K | 77.7K | +$2M | $2M |
| ISHARES CORE MSCI EMERGING MARKETS ETF | NEW | +14.6K | 14.6K | +$1M | $1M |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | NEW | +3.8K | 3.8K | +$511,001 | $511,001 |
| ISHARES 7-10 YR TREASURY BOND ETF | NEW | +4.9K | 4.9K | +$471,092 | $471,092 |
| ISHARES MSCI JAPAN ETF | NEW | +4.8K | 4.8K | +$401,597 | $401,597 |
| JPMORGAN BETABUILDERS CANADA ETF | NEW | +3.0K | 3.0K | +$281,898 | $281,898 |
| ZZILLOW GROUP INC CL C CAP STK | NEW | +5.3K | 5.3K | +$218,942 | $218,942 |
| SOSOUTHERN CO COM | NEW | +2.2K | 2.2K | +$212,923 | $212,923 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.