13F Filings History of Fiduciary Wealth Partners, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$243,877,830
Signature - Title
Preston McSwain - Managing Partner
Location
Newton, MA
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Wealth Partners, LLC reported 89 stock holdings with total value $243,877,830 as of Q4 2025. Top holdings included VOO, VEA, VB, VO, and BIV.

Notify me when Fiduciary Wealth Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 89 $243,877,830 +$4,683,267 -$4,380,563 +$302,704 VOO, VEA, VB, VO, BIV 13F-HR 28 Jan 2026, 10:20
Q3 2025 91 $238,165,451 +$130,011,333 -$5,112,987 +$124,898,346 VOO, VEA, VB, VO, BIV 13F-HR 28 Oct 2025, 12:05
Q2 2025 70 $106,167,021 +$39,597,714 -$60,847,151 -$21,249,437 VOO, VO, BIV, VEA, VB 13F-HR 31 Jul 2025, 16:15
Q1 2025 65 $115,729,755 $0 $0 $0 VOO, VEA, VB, VO, QQQ 13F-HR 08 May 2025, 15:53
Q3 2017 8 $74,951,000 +$19,391 -$10,152,921 -$10,133,530 VEA, VOO, VB, VO, VWO 13F-HR 13 Nov 2017, 16:38
Q2 2017 11 $81,723,000 +$244,479 -$20,135,432 -$19,890,953 VOO, VEA, VB, VO, VEU 13F-HR 08 Aug 2017, 11:36
Q1 2017 14 $98,626,000 +$5,711 -$4,371,246 -$4,365,535 VOO, VEA, VYM, VB, VO 13F-HR 11 May 2017, 17:22
Q4 2016 15 $98,961,000 +$29,923 -$4,050,362 -$4,020,439 VOO, VEA, VYM, VB, VO 13F-HR 01 Feb 2017, 10:56
Q3 2016 15 $100,022,000 +$3,783,097 -$1,550,385 +$2,232,712 VOO, VEA, VYM, VB, VO 13F-HR 25 Oct 2016, 16:02
Q2 2016 17 $93,945,000 +$868,337 -$3,265,892 -$2,397,555 VOO, VEA, VYM, VB, VO 13F-HR 22 Sep 2016, 14:00
Q1 2016 15 $95,180,000 +$8,298,608 -$40,148,870 -$31,850,262 VOO, VEA, VYM, VB, VO 13F-HR 22 Sep 2016, 14:00
Q4 2015 13 $113,831,000 $0 $0 $0 VOO, VEA, VO, VB, VYM 13F-HR 12 Feb 2016, 14:46