Fiduciary Wealth Partners, LLC reported 40 positions worth $28.09M for the quarter ended Jun 30, 2026, up 20.3% on the prior quarter. It opened 7 new positions, added to 27, trimmed 0 and exited 1. Its largest holding is Apple Inc. at 18.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | +213 | – | $255.48K | 0.909% |
| BAC Bank Of America Corp | +4,052 | – | $230.90K | 0.822% |
| MU Micron Technology Inc | +193 | – | $222.78K | 0.793% |
| AMAT Applied Materials Inc | +305 | – | $220.44K | 0.785% |
| ITW Illinois Tool Works Inc | +778 | – | $210.35K | 0.749% |
| CL Colgate Palmolive Co | +2,283 | – | $209.31K | 0.745% |
| ETN Eaton Corp plc | +481 | – | $204.96K | 0.73% |
| SGI Somnigroup International Inc. | +806 | +17.8% | $63.19K | 1.49% |
| NVDA Nvidia Corp | +310 | +3.8% | $62.03K | 6.05% |
| AAPL Apple Inc. | +200 | +1.1% | $57.87K | 18.26% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| Z Zillow Group, Inc. | -5,291 | -100.0% | $218.94K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| LLY ELI LILLY & Co | +213 | $255.48K | 0.909% |
| BAC Bank Of America Corp | +4,052 | $230.90K | 0.822% |
| MU Micron Technology Inc | +193 | $222.78K | 0.793% |
| AMAT Applied Materials Inc | +305 | $220.44K | 0.785% |
| ITW Illinois Tool Works Inc | +778 | $210.35K | 0.749% |
| CL Colgate Palmolive Co | +2,283 | $209.31K | 0.745% |
| ETN Eaton Corp plc | +481 | $204.96K | 0.73% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| Z Zillow Group, Inc. | -5,291 | $218.94K | 0.938% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 17.7K | $5.13M | 18.26% | +200 | +1.1% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 7,362 | $2.75M | 9.78% | +102 | +1.4% | Added | 0% |
| 3 | VOYG Voyager Technologies, Inc. | Industrials | 77.7K | $2.51M | 8.92% | 0 | 0.0% | Unchanged | 0.13% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 9,199 | $2.19M | 7.81% | +129 | +1.4% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 8,495 | $1.70M | 6.05% | +310 | +3.8% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 4,058 | $1.45M | 5.16% | +85 | +2.1% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 3,941 | $1.29M | 4.59% | +32 | +0.8% | Added | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 2,547 | $646.76K | 2.3% | +34 | +1.4% | Added | 0% |
| 9 | GD General Dynamics Corp | Industrials | 1,618 | $573.16K | 2.04% | +4 | +0.2% | Added | 0% |
| 10 | WM Waste Management Inc | Industrials | 2,409 | $536.84K | 1.91% | +6 | +0.2% | Added | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 1,474 | $502.66K | 1.79% | +8 | +0.5% | Added | 0% |
| 12 | PG PROCTER & GAMBLE Co | Consumer Staples | 3,365 | $493.51K | 1.76% | +23 | +0.7% | Added | 0% |
| 13 | TJX Tjx Companies Inc | Consumer Discretionary | 3,170 | $480.26K | 1.71% | +18 | +0.6% | Added | 0% |
| 14 | RY Royal Bank Of Canada | Financial Services | 2,097 | $434.02K | 1.55% | 0 | 0.0% | Unchanged | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 3,127 | $427.51K | 1.52% | +67 | +2.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Fiduciary Wealth Partners.
As of its Q2 2026 13F filing, Fiduciary Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 18.3%, Microsoft Corp (MSFT) at 9.8%, Voyager Technologies, Inc. (VOYG) at 8.9%, Amazon Com Inc (AMZN) at 7.8%, Nvidia Corp (NVDA) at 6.1% of the reported portfolio.
Fiduciary Wealth Partners, LLC reported a 13F portfolio worth $28.09M across 40 positions for Q2 2026. That is up 20.3% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($255.48K), Bank Of America Corp ($230.90K), Micron Technology Inc ($222.78K). It opened 7 new positions.
Its largest sales by value were Zillow Group, Inc. ($218.94K). It exited 1 positions entirely.
From the Form 13F-HR reports Fiduciary Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.