SEC Form 13F

Fiduciary Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-30
Reported value$181,661,116
Positions69

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD S&P 500 ETFVOOETF$54,685,67279,623
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$37,930,042532,351
ISHARES 0-3 MONTH TREASURY BOND ETFSGOVETF$14,631,378145,340
VANGUARD SMALL CAP ETFVBETF$13,409,52244,238
APPLE INCAAPLStock$5,128,94417,725
STATE STREET SPDR S&P 500 ETFSPYETF$4,824,7356,461
POWERSHARES QQQ TRQQQETF$4,622,3836,277
VANGUARD MID CAP ETFVOETF$4,558,31356,576
VANGUARD FTSE EMERGING MARKETS ETFVWOETF$2,919,37148,909
MICROSOFTMSFTStock$2,745,9937,362

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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