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CIK: 0001950947
Total reported value
$2.2B
$2.2B
517 檔
14.3%
The Q2 2026 SEC filing reveals that Cyndeo Wealth Partners, LLC held a total portfolio value of $2.2B, covering 517 public equity positions.
In Q2 2026, Cyndeo Wealth Partners, LLC displayed an active expansion posture, initiating 21 new positions and adding to 127 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 517 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | +0.31% | -0.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.23% | +3.34% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.04% | -0.76% | +0.43% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | +0.30% | +0.61% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.32% | +2.20% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 1.63% | +0.04% | +0.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.03% | -6.72% | |
| 8 | FTGC | First Trust Global Tactical | ETF-Other | 1.48% | +0.01% | +2.19% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.46% | -0.14% | +5.76% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.42% | +0.03% | +2.71% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.40% | +0.11% | +3.27% | |
| 12 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.22% | -0.01% | +2.84% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.20% | -0.05% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.02% | -0.02% | +3.92% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.01% | -0.19% | -0.23% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.00% | -0.01% | +3.91% | |
| 17 | YLD | Principal Act Hi Yld ETF | ETF-Other | 1.00% | -0.01% | +3.90% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.99% | +0.01% | +3.89% | |
| 19 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.99% | +0.02% | +4.80% | |
| 20 | ✓ | Stock-Other | 0.99% | +0.03% | — | ||
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | -0.09% | +508.11% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.07% | -3.76% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.01% | +5.41% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 0.88% | — | -0.30% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | +0.22% | -2.76% | |
| 26 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.83% | +0.10% | +3.54% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.05% | +2.86% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.32% | +0.91% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | -0.10% | +6.16% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.20% | +2.21% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.08% | -2.83% | |
| 32 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.73% | -0.13% | +49.63% | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.73% | +0.03% | +3.72% | |
| 34 | JFR | Nuveen Floating Rate Income | Stock-Other | 0.72% | -0.15% | +11.37% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.72% | -0.13% | +29.43% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.70% | -0.23% | +6.00% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.28% | -0.01% | |
| 38 | MO | Altria Group Inc | Stock-Consumer Staples | 0.68% | -0.09% | +1.49% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | +0.02% | +3.76% | |
| 40 | TXN | Texas Instruments Inc | Stock-Tech | 0.65% | +0.01% | -1.29% | |
| 41 | URA | Global X Uranium ETF | ETF-Other | 0.62% | +0.06% | +3.99% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | +0.09% | +3.86% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.03% | +0.34% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.02% | +2.64% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.12% | +27.50% | |
| 46 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 0.58% | +0.31% | +5.28% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.14% | +1.53% | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.56% | -0.10% | +3.95% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.55% | -0.08% | +4.53% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.55% | +0.04% | -22.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1% | NEW | New buy | |
| 2 | AMAT | Applied Materials Inc | +0.4% | +146.74% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.27% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | +0.43% | Add |
| 5 | PANW | Palo Alto Networks Inc | +0.3% | +11.31% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +6.16% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +275.58% | Add |
| 8 | WMB | Williams Cos Inc | +0.2% | +1694.03% | Add |
| 9 | IWB | Ishares Russell 1000 ETF | +0.2% | +1622.96% | Add |
| 10 | INTC | Intel CORP | +0.2% | +0.03% | Add |
| 11 | PDI | Pimco Dynamic Income Fund | +0.2% | +49.63% | Add |
| 12 | TXN | Texas Instruments Inc | +0.2% | -1.29% | Trim |
| 13 | ✓ | +0.2% | NEW | New buy | |
| 14 | AAPL | Apple Inc | +0.2% | +3.34% | Add |
| 15 | STX | Seagate Technology Holdings plc | +0.2% | -18.85% | Trim |
| 16 | XPEV | XPeng Inc. | +0.2% | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | +0.1% | -0.23% | Trim |
| 18 | PNC | Pnc Financial Services Group | +0.1% | +701.12% | Add |
| 19 | LIN | Linde plc | +0.1% | +29.43% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -2.41% | Trim |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +5.76% | Add |
| 22 | MS | Morgan Stanley | +0.1% | +6.00% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +0.61% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.20% | Add |
| 25 | ADI | Analog Devices Inc | +0.1% | +3.72% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | +9.63% | Add |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +98.87% | Add |
| 28 | CB | Chubb Limited | +0.1% | +27.50% | Add |
| 29 | WDC | Western Digital CORP | +0.1% | -2.24% | Trim |
| 30 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | +313.45% | Add |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +5.10% | Add |
| 32 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | New buy |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.41% | Add |
| 34 | GLW | Corning Inc | +0.1% | +2.48% | Add |
| 35 | VOO | Vanguard S&p 500 ETF | +0.1% | +72.63% | Add |
| 36 | MRVL | Marvell Technology Inc | +0.1% | +78.50% | Add |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | ABBV | Abbvie Inc | +0.1% | +0.22% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.72% | Trim |
| 40 | VUG | Vanguard Growth ETF | +0.1% | +508.11% | Add |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | +0.34% | Add |
| 42 | MET | Metlife Inc | +0.1% | +4.53% | Add |
| 43 | EMOP | AB Emrg Mrkt Opportuniti ETF | +0.1% | +23.89% | Add |
| 44 | MU | Micron Technology Inc | +0.1% | -47.34% | Trim |
| 45 | AVUV | Avantis US Small Cap Value | +0.1% | +154.31% | Add |
| 46 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 47 | FANG | Diamondback Energy Inc | +0.1% | +373.32% | Add |
| 48 | WTV | Wisdomtree U.s. Value Fund | +0.1% | NEW | New buy |
| 49 | CGIC | Cap Group Intl Core Eq | +0.1% | NEW | New buy |
| 50 | V | Visa Inc-class A Shares | +0.1% | +8.71% | Add |
According to official SEC Form 13F filings, Cyndeo Wealth Partners, LLC reported a total U.S. public equity portfolio value of $2.2B across 517 disclosed positions in Q2 2026.
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, AAPL, AVGO) accounted for 14.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $20.9M
Top Position Liquidated / Trimmed
XOM
前期市值: $25.8M
During Q2 2026, Cyndeo Wealth Partners, LLC's top holdings by market value included MSFT (3.4%)、AAPL (3.2%)、AVGO (3.0%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q2 2026, Cyndeo Wealth Partners, LLC made 199 total portfolio adjustments, initiating 21 new buys, adding to 127 positions, trimming 41 holdings, and fully liquidating 10 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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