TW
Tyche Wealth Partners LLC 13F Holdings & Recent Stock Buys (Q2 2026)
Tyche Wealth Partners LLCCIK: 0002004818
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$712.4M
Reporting period: 2026-06-30 · Number of holdings: 339
Tyche Wealth Partners LLC disclosed 339 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $712.4M and a quarterly turnover rate of 23.7%.
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Personality snowflake
- Concentration
- 7.4
- Portfolio Stability
- 23.72
- Momentum
- 100
- Sector conviction
- 44.86
- Diversification
- 100
- Sizing Uniformity
- 77.01
Tyche Wealth Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 54 equally-sized positions, well below its 339 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.30), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 51% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim XOM
-3.1% -$6.1M
Trim PEP
+0.0% -$3.9M
Add AIS
+5.2% $6.5M
Add ROM
-0.4% $5.9M
Add SPY
+4.6% $8.8M
Add IVV
+31.5% $5.3M
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.38% | +0.63% | +4.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.17% | +0.02% | -3.18% | |
| 3 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.73% | -0.97% | +0.03% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.05% | -1.24% | -3.12% | |
| 5 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 3.04% | +0.06% | -0.75% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | +0.35% | -0.90% | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.39% | +0.10% | +3.04% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | +0.09% | -0.18% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.20% | +0.59% | +31.51% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.03% | +0.12% | +15.13% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.04% | -2.06% | |
| 12 | AIS | Vistashares Ais ETF | ETF-Other | 1.72% | +0.84% | +5.23% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.26% | -5.92% | |
| 14 | ROM | Proshares Ultra Technology | ETF-Tech | 1.69% | +0.75% | -0.36% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.46% | -0.33% | -1.66% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.40% | +0.05% | +0.11% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.29% | -0.07% | -2.58% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.03% | -0.11% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.13% | +0.30% | -1.71% | |
| 20 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 1.11% | +0.13% | +21.10% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.09% | +0.29% | -1.07% | |
| 22 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.07% | +0.21% | +20.23% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.00% | +0.09% | +8.74% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.13% | +1.74% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.01% | -0.07% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 0.89% | +0.01% | +1.35% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.03% | -0.22% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.28% | +3.00% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | +0.02% | +4.89% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.04% | -0.02% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.34% | +50.63% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.14% | -8.55% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.21% | -8.68% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.76% | +0.11% | +10.33% | |
| 35 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.62% | +0.05% | -0.01% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.03% | -9.04% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | +0.02% | -2.13% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | +0.03% | — | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.11% | -2.30% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.57% | +0.12% | +0.35% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.56% | +0.04% | +18.75% | |
| 42 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.56% | +0.07% | +3.71% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.55% | +0.42% | +346.98% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | — | +2.89% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | -0.08% | -20.18% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.10% | -11.42% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.08% | +7.62% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.09% | -19.35% | |
| 49 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.48% | +0.14% | -4.52% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | -0.01% | -1.80% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+18.4%
- Stdev
- +9.6%
- Beta
- +0.73
- Alpha
- +2.1%
- Max Drawdown
- -7.5%
- Annualized Perf
- +16.4%
- Batting Avg vs S&P
- +40%
- Sortino
- +3.11
- Stutzer
- +0.47
- Treynor
- +0.21
- Sterling
- +1.02
- Calmar
- +2.18
- Information Ratio
- -0.58
- Tracking Error
- +4.8%
- Stdev Down
- +5%
- Winning Months %
- +73.3%
- Losing Months %
- +26.7%
- Best 12 Months
- +27.3%
- Worst 12 Months
- +8.7%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.64
- Stdev Sectors
- +7.3%
- Skewness
- -0.46
- Kurtosis
- -0.22
- Upside Potential
- +4.65
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Tyche Wealth Partners LLC's most significant position changes for 2026-06-30: New buy: Ishrs Sys Alt Act ETF (IALT); Sold out: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB); Sold out: Honeywell International Inc (HON); Sold out: Casey's General Stores Inc (CASY); Sold out: Amphenol Corp-cl A (APH).
Showing top 200 changes by size (of 376 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIS | Vistashares Ais ETF | +0.8% | +5.23% | Add |
| 2 | ROM | Proshares Ultra Technology | +0.8% | -0.36% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +4.61% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.6% | +31.51% | Add |
| 5 | IALT | Ishrs Sys Alt Act ETF | +0.4% | NEW | New buy |
| 6 | WFC | Wells Fargo & Co | +0.4% | +346.98% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.90% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.3% | +50.63% | Add |
| 9 | TXN | Texas Instruments Inc | +0.3% | -1.71% | Trim |
| 10 | CAT | Caterpillar Inc | +0.3% | -1.07% | Trim |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +31.86% | Add |
| 12 | CORO | Ish Intl Ctry Rot Act ETF | +0.2% | +20.23% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +0.21% | Add |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | -4.52% | Trim |
| 15 | CIFR | Cipher Digital Inc | +0.1% | — | Unchanged |
| 16 | LMUB | Ishares Lt National Muni Bd | +0.1% | +21.10% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.74% | Add |
| 18 | MUB | Ishares National Muni Bond E | +0.1% | +15.13% | Add |
| 19 | IYW | Ishares Ustechnology ETF | +0.1% | +0.35% | Add |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +10.33% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +23.06% | Add |
| 22 | NBIS | Nebius Group N.V. | +0.1% | +6.82% | Add |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | +3.04% | Add |
| 26 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +65.68% | Add |
| 27 | NVDA | Nvidia CORP | +0.1% | -0.18% | Trim |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +8.74% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +34.11% | Add |
| 30 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | +0.1% | +7.62% | Add |
| 32 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 33 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +3.71% | Add |
| 34 | UNH | Unitedhealth Group Inc | +0.1% | -4.81% | Trim |
| 35 | XLK | Ss Technology Select Sector | +0.1% | -1.27% | Trim |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +3.98% | Add |
| 37 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | -0.75% | Trim |
| 38 | IEMG | Ishares Core Msci Emerging | +0.1% | +11.44% | Add |
| 39 | INTC | Intel CORP | +0.1% | -1.64% | Trim |
| 40 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 41 | TSLA | Tesla Inc | +0.1% | +0.11% | Add |
| 42 | SMLF | Ishares US Smallcap Equity F | +0.1% | -0.01% | Trim |
| 43 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +23.86% | Add |
| 44 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +23.22% | Add |
| 45 | SOXX | Ishares Semiconductor ETF | +0.1% | — | Unchanged |
| 46 | ITOT | Ishares Core S&p Total U.s. | +0.1% | NEW | New buy |
| 47 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 48 | DVN | Devon Energy CORP | +0.1% | NEW | New buy |
| 49 | AMZN | Amazon.com Inc | 0% | -2.06% | Trim |
| 50 | RTX | Rtx CORP | 0% | +18.75% | Add |
1–50 of 200
Filing History
FAQ
What is Tyche Wealth Partners LLC and what type of investor is it?
Tyche Wealth Partners LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $712.4M, spread across 339 disclosed positions.
What are Tyche Wealth Partners LLC's largest equity positions?
Based on the latest 13F filing, Tyche Wealth Partners LLC's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $52.5M (7.4%)
2. Apple Inc (AAPL) — $36.9M (5.2%)
3. Pepsico Inc (PEP) — $26.6M (3.7%)
4. Exxon Mobil CORP (XOM) — $21.7M (3.0%)
5. Fidelity Enhanced Mid Cap Co (FMDE) — $21.6M (3.0%)
What changes did Tyche Wealth Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Tyche Wealth Partners LLC made 190 notable position adjustments: 27 new positions were initiated, 62 existing holdings were added to, 65 positions were partially reduced, and 36 were completely exited. The largest of these moves: New buy: Ishrs Sys Alt Act ETF (IALT); Sold out: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB); Sold out: Honeywell International Inc (HON); Sold out: Casey's General Stores Inc (CASY); Sold out: Amphenol Corp-cl A (APH)
What sectors does Tyche Wealth Partners LLC focus on?
Tyche Wealth Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.8%
• Consumer Staples: 17.6%
• Energy: 10.2%
• Financials: 10.0%
• Consumer Discretionary: 9.7%
• Industrials: 9.2%
Investment Profile
Tyche Wealth Partners LLC returned an annualized 16.4% over the trailing 30 months — outperforming the S&P 500 by 2.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.73 (less volatile than the market) and a 40% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
It has added to its AIS position over the past two quarters (+$8.2M, now $12.2M), while trimming MSFT over the same stretch (-$5.0M, still holding $12.1M).
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Developer Access
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