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CIK: 0001950947
Total reported value
$2.1B
$2.1B
477 檔
14.4%
As reported in its official Q4 2025 Form 13F filing, Cyndeo Wealth Partners, LLC's tracked investment portfolio stood at $2.1B with 477 total positions.
In Q4 2025, Cyndeo Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | -0.37% | +3.24% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.40% | +0.27% | +1.23% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.16% | +2.78% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | +0.10% | +2.96% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.10% | +1.39% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.06% | +4.27% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.01% | -0.31% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 1.62% | +0.06% | -0.04% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.11% | +25.23% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.37% | -0.13% | +5.50% | |
| 11 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.35% | -0.19% | +1.85% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | +0.12% | +5.67% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.26% | +0.33% | +10.68% | |
| 14 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.24% | -0.22% | +4.30% | |
| 15 | FTGC | First Trust Global Tactical | ETF-Other | 1.18% | -0.23% | +4.55% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 1.16% | -0.27% | -1.27% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.14% | -4.52% | |
| 18 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.12% | -0.11% | +4.98% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.08% | -0.18% | -8.85% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.08% | -1.73% | |
| 21 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.05% | -0.07% | +4.32% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.04% | -0.08% | +3.21% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.00% | -0.07% | +3.17% | |
| 24 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.00% | -0.07% | +4.13% | |
| 25 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.99% | -0.07% | +3.86% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | +0.06% | -3.53% | |
| 27 | URA | Global X Uranium ETF | ETF-Other | 0.95% | -0.12% | +4.33% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.90% | +0.12% | +0.79% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.07% | +1.51% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.14% | +7.25% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.02% | -2.67% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.14% | +2.76% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | — | +5.03% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.19% | -12.08% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.71% | +0.01% | +2.17% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | — | +2.16% | |
| 37 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.65% | -0.14% | +4.40% | |
| 38 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.65% | +0.01% | -12.10% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.61% | — | +4.35% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.03% | -1.20% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | +0.98% | |
| 42 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.59% | -0.04% | +1.85% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.59% | -0.25% | +2.56% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.05% | +1.43% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.03% | +1.28% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.56% | +0.10% | +10.38% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | -0.14% | +3.75% | |
| 48 | ORI | Old Republic Intl CORP | Stock-Financials | 0.54% | — | +3.00% | |
| 49 | LNC | Lincoln National CORP | Stock-Financials | 0.54% | — | +3.51% | |
| 50 | UGI | Ugi CORP | Stock-Utilities | 0.53% | -0.06% | +3.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSLV | Sprott Physical Silver Trust | +0.4% | +1.85% | Add |
| 2 | UPS | United Parcel Service-cl B | +0.4% | +411.10% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.27% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | +25.23% | Add |
| 5 | AEP | American Electric Power | +0.4% | +982.99% | Add |
| 6 | DUK | Duke Energy CORP | +0.4% | +912.28% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +7.25% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +2.78% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.68% | Add |
| 10 | PHYS | Sprott Physical Gold Trust | +0.1% | +4.30% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +2.16% | Add |
| 12 | TGT | Target CORP | +0.1% | +29.97% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +0.98% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +1.23% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +127.91% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +242.54% | Add |
| 17 | ICE | Intercontinental Exchange In | +0.1% | +857.68% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.39% | Add |
| 19 | ADI | Analog Devices Inc | +0.1% | +10.38% | Add |
| 20 | MS | Morgan Stanley | +0.1% | +0.79% | Add |
| 21 | IAU | Ishares Gold Trust | +0.1% | -1.27% | Trim |
| 22 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -75.97% | Trim |
| 23 | JFR | Nuveen Floating Rate Income | -0.1% | -12.10% | Trim |
| 24 | CRM | Salesforce Inc | -0.2% | -82.40% | Trim |
| 25 | PLTR | Palantir Technologies Inc-a | -0.2% | -12.08% | Trim |
| 26 | AMP | Ameriprise Financial Inc | -0.2% | -78.59% | Trim |
| 27 | KO | Coca-cola Co/the | -0.2% | -29.70% | Trim |
| 28 | ARKB | Ark 21shares Bitcoin ETF | -0.2% | +4.40% | Add |
| 29 | ASML | ASML Holding N.V. | -0.2% | -94.83% | Trim |
| 30 | HD | Home Depot Inc | -0.2% | -2.67% | Trim |
| 31 | META | Meta Platforms Inc-class A | -0.2% | -4.52% | Trim |
| 32 | ABT | Abbott Laboratories | -0.2% | -8.85% | Trim |
| 33 | MSFT | Microsoft CORP | -0.3% | +3.24% | Add |
| 34 | OMC | Omnicom Group | -0.5% | -92.79% | Trim |
| 35 | ORCL | Oracle CORP | -0.6% | -1.73% | Trim |
| 36 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 37 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 38 | CNH | CNH Industrial N.V. | — | EXIT | Sold out |
| 39 | BRTR | Ishares Total Return Act ETF | — | NEW | New buy |
| 40 | BG | Bunge Global SA | — | EXIT | Sold out |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 43 | ACIO | Aptus Collared Invest Opp | — | NEW | New buy |
| 44 | DRSK | Aptus Defined Risk ETF | — | NEW | New buy |
| 45 | SLDE | Slide Insurance Holdings Inc | — | NEW | New buy |
| 46 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 47 | KLAC | Kla CORP | — | EXIT | Sold out |
| 48 | INMU | Ishares Intermediate Muni In | — | NEW | New buy |
| 49 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 50 | WBD | Warner Bros Discovery Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Cyndeo Wealth Partners, LLC reported a total U.S. public equity portfolio value of $2.1B across 477 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVGO, AAPL) accounted for 14.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
GSK
市值: $7.8M
Top Position Liquidated / Trimmed
HSY
前期市值: $7.2M
During Q4 2025, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (4.5%)、AVGO (3.4%)、AAPL (3.1%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q4 2025, Cyndeo Wealth Partners, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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