Fiduciary Wealth Partners, LLC

RIA/Wealth

Fiduciary Wealth Partners, LLC is a RIA/Wealth based in Centerville, OH led by James Keen Cornell, reporting $1.4B in AUM as of Q3 2025 with 82% ETF concentration, 77% concentrated in top 10 holdings, and 31% allocation to VOO.

Managing PartnerJames Keen Cornell

Portfolio Value: $238.4M
Positions: 92
Top Holding: VOO at 31.25%
Last Reported: Q3 2025

Address6784 Loop Road Suite# 208, Centerville, OH, 45459, United States

Top Holdings

Largest long holdings in Fiduciary Wealth Partners, LLC's portfolio (76.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$74.5M	31.25%	+$41.5M Bought	— 121.7K shares	Q1 2025 Held for 8 months
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$39.1M	16.41%	+$28.8M Bought	— 652.8K shares	Q1 2025 Held for 8 months
3 Vanguard Small-Cap ETF VB	ETF ETF	$18.1M	7.58%	+$12.6M Bought	— 71.1K shares	Q1 2025 Held for 8 months
4 Vanguard Mid-Cap Fund VO	ETF ETF	$16.0M	6.71%	+$5.5M Bought	— 54.4K shares	Q1 2025 Held for 8 months
5 Vanguard Intermediate-Term Bond BIV	ETF ETF	$9.7M	4.06%	-$362.6K Sold	— 124.0K shares	Q2 2025 Held for 5 months
6 Apple AAPL	Consumer Electronics Technology	$6.9M	2.88%	+$4.1M Bought	0.00% 27.0K shares	Q1 2025 Held for 8 months
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$5.2M	2.16%	+$4.3M Bought	— 7.7K shares	Q1 2025 Held for 8 months
8 Microsoft MSFT	Software - Infrastructure Technology	$5.1M	2.16%	+$3.2M Bought	0.00% 9.9K shares	Q1 2025 Held for 8 months
9 iShares Russell 1000 Growth IWF	ETF ETF	$4.3M	1.78%	-$238.0K Sold	— 9.1K shares	Q2 2025 Held for 5 months
10 iShares Russell 1000 Value IWD	ETF ETF	$4.2M	1.78%	-$961.8K Sold	— 20.8K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Fiduciary Wealth Partners, LLC's latest filing

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Market Value

$238.4M

Prior: $106.2M

Q/Q Change

+124.56%

+$132.2M

Net Flows % of MV

+49.77%

Turnover Ratio

28.39%

New Purchases

18 stocks

$5.6M

Added To

45 stocks

+$118.1M

Sold Out Of

8 stocks

$1.1M

Reduced Holdings

14 stocks

-$4.0M

Increased Positions

Position	Shares Δ	Change
1 iShares Core MSCI International Developed Markets IDEV	New	0 → 10.5K +$838.2K
2 Oklo OKLO	New	0 → 3.5K +$393.5K
3 Palo Alto Networks, Inc. PANW	New	0 → 1.9K +$386.5K
4 Booking Holdings Inc. BKNG	New	0 → 71.0 +$383.3K
5 AVLV Avantis U.S. Large Cap Value AVLV	New	0 → 5.0K +$364.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares Russell 2000 Growth IWO	Sold	1.0K → 0 −$286.7K
2 Philip Morris International PM	Sold	1.2K → 0 −$220.6K
3 Parker-Hannifin PH	Sold	272.0 → 0 −$190.0K
4 Merck & Co. MRK	Sold	2.2K → 0 −$174.4K
5 Extra Space Storage EXR	Sold	600.0 → 0 −$88.5K