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CIK: 0002004818
Total reported value
$712.4M
$712.4M
303 檔
16.9%
According to the latest 13F quarterly dataset, Tyche Wealth Partners LLC managed an equity portfolio of $712.4M at the end of Q2 2025, spanning 303 distinct U.S. exchange-listed positions.
During Q2 2025, Tyche Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 303 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 | 7.26% | +0.63% | +2.42% | |
| 2 | PEP | Pepsico Inc | Stock-Consumer Staples | 5.26% | -0.97% | -0.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.19% | +0.02% | -0.80% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.54% | -1.24% | -0.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.26% | -10.33% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.85% | -0.01% | -22.31% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.62% | +0.04% | +6.96% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.60% | +0.09% | +8.50% | |
| 9 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.53% | +0.10% | +6.55% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.09% | +0.35% | -11.87% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | +0.03% | -1.02% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.70% | -0.33% | +0.21% | |
| 13 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.55% | — | -32.51% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.43% | +0.05% | +3.84% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 1.37% | +0.01% | -0.02% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.59% | +13.35% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.14% | -0.22% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | +0.02% | -2.52% | |
| 19 | ROM | Proshares Ultra Technology | ETF-Tech | 1.20% | +0.75% | +102.46% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.21% | +1.04% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.01% | +1.17% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.00% | +0.01% | +0.11% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.03% | -1.47% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.28% | +0.68% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | +0.12% | +388.03% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.15% | -2.35% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.81% | -0.10% | -6.03% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.81% | +0.30% | +5.04% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.02% | +12.88% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.74% | +0.09% | +5.57% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.34% | -2.67% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.71% | +0.12% | +41.69% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.03% | +2.09% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.04% | -2.26% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | — | -1.41% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.11% | +2.35% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.01% | -1.46% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.13% | +0.80% | |
| 39 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.59% | -0.04% | -0.52% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.29% | +0.42% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.16% | +3.10% | |
| 42 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.55% | -0.04% | -2.37% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.54% | -0.08% | -0.29% | |
| 44 | SO | Southern Co/the | Stock-Utilities | 0.52% | -0.03% | +0.11% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.09% | +157.91% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | -2.21% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.49% | +0.04% | -0.86% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.01% | -36.38% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.07% | +5.32% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.22% | +28.22% |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 303 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, PEP, AAPL) accounted for 16.9% of total reported equity market value during Q2 2025.
During Q2 2025, Tyche Wealth Partners LLC's top holdings by market value included SPY (7.3%)、PEP (5.3%)、AAPL (5.2%). The largest single position, SPY, represented 7.3% of total portfolio value.
In Q2 2025, Tyche Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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