Fiduciary Wealth Partners, LLC

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Preston McSwain - Managing Partner
Location
Boston, MA
Holdings as of
31 Mar 2025
Value $
$115,729,755
Num holdings
65
Filing time
08 May 2025, 15:53:27 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, VEA, VB, VO, and QQQ.
Previous filing
Q3 2017 - 13 Nov 2017
Next filing
Q2 2025 - 31 Jul 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Preston McSwain Managing Partner Boston, Massachusetts 08 May 2025