Fiduciary Wealth Partners, LLC
Fiduciary Wealth Partners, LLC reported 69 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Fiduciary Wealth Partners, LLC reported 69 holdings worth US$182M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Voyager Technologies, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 17,725 | US$5.13M | 2.8% |
| Microsoft Corp. | 7,362 | US$2.75M | 1.5% |
| Voyager Technologies, Inc. | 77,684 | US$2.51M | 1.4% |
| Amazon.com, Inc. | 9,199 | US$2.19M | 1.2% |
| Nvidia Corporation | 8,495 | US$1.7M | 0.94% |
| Alphabet Inc (google) Class C | 4,058 | US$1.45M | 0.80% |
| Jp Morgan Chase & Co. | 3,941 | US$1.29M | 0.71% |
| Johnson & Johnson | 2,547 | US$647K | 0.36% |
| General Dynamics Corporation | 1,618 | US$573K | 0.32% |
| Waste Management, Inc. | 2,409 | US$537K | 0.30% |
| Palo Alto Networks, Inc. | 1,474 | US$503K | 0.28% |
| Procter & Gamble Company (the) | 3,365 | US$494K | 0.27% |
| Tjx Companies, Inc. (the) | 3,170 | US$480K | 0.26% |
| Royal Bank Of Canada | 2,097 | US$434K | 0.24% |
| Somnigroup International Inc. | 5,323 | US$417K | 0.23% |
| Manulife Financial Corporation | 9,828 | US$398K | 0.22% |
| Applovin Corporation | 756 | US$390K | 0.21% |
| Broadcom Inc. | 931 | US$352K | 0.19% |
| Pepsico, Inc. | 2,480 | US$336K | 0.18% |
| Meta Platforms, Inc. | 589 | US$332K | 0.18% |
| Morgan Stanley | 1,528 | US$319K | 0.18% |
| Qualcomm Incorporated | 1,665 | US$308K | 0.17% |
| Rockwell Automation, Inc. | 603 | US$299K | 0.16% |
| Walmart Inc. | 2,608 | US$295K | 0.16% |
| Abbvie Inc. | 1,158 | US$291K | 0.16% |
| Paychex, Inc. | 2,803 | US$276K | 0.15% |
| Mastercard Incorporated | 505 | US$259K | 0.14% |
| Eli Lilly And Company | 213 | US$255K | 0.14% |
| Bank Of America Corporation | 4,052 | US$231K | 0.13% |
| Novartis Ag | 1,464 | US$229K | 0.13% |
| Coca-cola Company (the) | 2,746 | US$223K | 0.12% |
| Micron Technology, Inc. | 193 | US$223K | 0.12% |
| Applied Materials, Inc. | 305 | US$220K | 0.12% |
| Booking Holdings Inc. Common Stock | 1,225 | US$218K | 0.12% |
| Southern Company (the) | 2,226 | US$213K | 0.12% |
| Illinois Tool Works Inc. | 778 | US$210K | 0.12% |
| Colgate-palmolive Company | 2,283 | US$209K | 0.12% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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