Long-term investor
Fiduciary Wealth Partners, LLC @fiduciarywealthpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001666504).
Record
- Tracked since 2025-12-31 (257 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.7%
- Max drawdown n/a · win rate 3% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 30.1% · long · since 2025-12-31
- VEA · 20.9% · long · since 2025-12-31
- SGOV · 8.1% · long · since 2026-06-30
- VB · 7.4% · long · since 2025-12-31
- AAPL · 2.8% · long · since 2025-12-31
- SPY · 2.7% · long · since 2025-12-31
- 46090E103 · 2.5% · long · since 2025-12-31
- VO · 2.5% · long · since 2025-12-31
- VWO · 1.6% · long · since 2025-12-31
- MSFT · 1.5% · long · since 2025-12-31
- VOYG · 1.4% · long · since 2026-03-31
- AMZN · 1.2% · long · since 2025-12-31