Fiduciary Wealth Partners, LLC has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of approximately $209.9 million as of September 30, 2026. This update is significant as it provides insights into the firm's investment strategies and positions in key companies, including major players in the technology and consumer sectors.

The filing, made on November 13, 2026, indicates that Fiduciary Wealth Partners is actively managing a diverse portfolio. The firm is known for its strategic investments in both stocks and exchange-traded funds (ETFs), which are popular among investors seeking diversified exposure to various market sectors.

Background

Fiduciary Wealth Partners, LLC is an investment management firm based in Newton, Massachusetts. The company operates under the Central Index Key (CIK) number 0001666504. As an entity categorized under the SEC regulations, Fiduciary Wealth Partners is committed to transparency in its investment activities, regularly filing reports to keep stakeholders informed.

The firm has a history of filing Form 13F-HR, which is required for institutional investment managers to disclose their holdings. Recent filings include reports from July 29, 2026, and May 7, 2026, indicating a consistent pattern of reporting.

What the Filing Says

The latest filing reveals that Fiduciary Wealth Partners holds a total of 60 different positions. The reported total value of $209,928,396 reflects the firm's strategic asset allocation across various sectors. Notably, the firm has significant holdings in well-known companies, including:

  • Apple Inc. - $2,449,738
  • Microsoft - $2,702,636
  • Amazon.com Inc. - $896,691
  • Google Inc. - $1,297,766
  • Johnson & Johnson - $355,764

These holdings indicate a strong focus on technology and healthcare sectors, which are often seen as growth drivers in the current market environment.

Impact

This update may impact various stakeholders, including investors, competitors, and analysts in the wealth management industry. Other firms in the investment management space will likely scrutinize Fiduciary Wealth Partners' strategies, particularly its emphasis on technology and consumer goods. The filing may also influence investor sentiment regarding the firm's capabilities and market positioning.

What's Next

The filing does not specify any upcoming actions or changes in strategy. However, as Fiduciary Wealth Partners continues to manage its portfolio, further disclosures are expected in the future, which will provide additional insights into its investment approach.

For more details, the full filing can be accessed through the SEC's website under accession number 0001376474-26-000727.