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CIK: 0002004818
Total reported value
$712.4M
$712.4M
336 檔
20.4%
According to the latest 13F quarterly dataset, Tyche Wealth Partners LLC managed an equity portfolio of $712.4M at the end of Q4 2025, spanning 336 distinct U.S. exchange-listed positions.
In Q4 2025, Tyche Wealth Partners LLC displayed an active expansion posture, initiating 10 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 336 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 | 7.01% | +0.63% | +7.52% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.67% | +0.02% | +4.65% | |
| 3 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.48% | -0.97% | -1.06% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 3.15% | -1.24% | +2.34% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.26% | +13.09% | |
| 6 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.44% | +0.10% | +4.30% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.43% | +0.09% | -4.07% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.40% | -0.01% | -2.55% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.04% | +2.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.94% | +0.35% | +6.25% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.78% | +0.12% | +9.57% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.59% | +24.03% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.64% | -0.33% | +6.05% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.62% | +0.05% | +0.76% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.03% | -1.10% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.26% | -0.07% | +49.06% | |
| 17 | ROM | Proshares Ultra Technology | ETF-Tech | 1.16% | +0.75% | -0.27% | |
| 18 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.16% | — | -4.40% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | +0.01% | -0.25% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.14% | +2.64% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.13% | +9.79% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | +0.02% | -10.12% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.21% | +8.88% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.03% | +9.46% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.28% | -1.26% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.80% | +0.09% | +10.77% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.76% | +0.01% | -1.82% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.74% | +0.30% | +26.20% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.04% | -1.43% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.10% | +12.56% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.03% | +14.55% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.29% | -0.31% | |
| 33 | AIS | Vistashares Ais ETF | ETF-Other | 0.64% | +0.84% | +16.57% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.64% | +0.11% | +24.19% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.64% | -0.03% | +18.05% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.02% | +0.72% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.11% | +0.25% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | -0.09% | -4.98% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.16% | +17.37% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.55% | +0.03% | +107.11% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | -0.08% | -0.55% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.34% | -39.39% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | — | -0.39% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.51% | +0.04% | +0.25% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | +0.12% | -5.36% | |
| 46 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.49% | +0.07% | +22.41% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.08% | -0.10% | |
| 48 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.47% | -0.04% | -0.78% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.04% | EXIT | |
| 50 | SCCO | Southern Copper CORP | Stock-Materials | 0.47% | — | +0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +49.06% | Add |
| 2 | SCHG | Schwab US Large-cap Growth | +0.3% | +107.11% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +24.03% | Add |
| 4 | SMLF | Ishares US Smallcap Equity F | +0.2% | +125.96% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +9.79% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.2% | +117.75% | Add |
| 7 | CIFR | Cipher Digital Inc | +0.2% | +119.05% | Add |
| 8 | DFIC | Dimensional International Co | +0.1% | +106.38% | Add |
| 9 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +66.19% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +81.52% | Add |
| 11 | ATO | Atmos Energy CORP | +0.1% | +88.59% | Add |
| 12 | SPGI | S&p Global Inc | +0.1% | +184.98% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +69.86% | Add |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +24.19% | Add |
| 15 | VCIT | Vanguard Int-term Corporate | +0.1% | +80.24% | Add |
| 16 | AIS | Vistashares Ais ETF | +0.1% | +16.57% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.10% | Trim |
| 18 | AVGO | Broadcom Inc | +0.1% | +29.15% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +4.65% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +6.05% | Add |
| 21 | TXN | Texas Instruments Inc | +0.1% | +26.20% | Add |
| 22 | IAU | Ishares Gold Trust | +0.1% | +14.62% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | -0.31% | Trim |
| 24 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +22.41% | Add |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +10.77% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +9.46% | Add |
| 27 | MUB | Ishares National Muni Bond E | 0% | +9.57% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.52% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.25% | Add |
| 30 | XOM | Exxon Mobil CORP | 0% | +2.34% | Add |
| 31 | AMZN | Amazon.com Inc | -0.1% | +2.85% | Add |
| 32 | PTLC | Pacer Trendpilot US Large Ca | -0.1% | +4.30% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | +13.09% | Add |
| 34 | LLY | Eli Lilly & Co | -0.2% | -39.39% | Trim |
| 35 | NFLX | Netflix Inc | -0.2% | +920.86% | Add |
| 36 | MO | Altria Group Inc | -0.2% | -1.82% | Trim |
| 37 | NVDA | Nvidia CORP | -0.4% | -4.07% | Trim |
| 38 | AME | Ametek Inc | -0.4% | -54.28% | Trim |
| 39 | HD | Home Depot Inc | -0.4% | -10.12% | Trim |
| 40 | SYSB | Ishares Systematic Bond ETF | — | NEW | New buy |
| 41 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 42 | NVBW | Alnzim US Eqt Bfr2 No Et-usd | — | NEW | New buy |
| 43 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 44 | YLD | Principal Act Hi Yld ETF | — | EXIT | Sold out |
| 45 | CTVA | Corteva Inc | — | NEW | New buy |
| 46 | CME | Cme Group Inc | — | NEW | New buy |
| 47 | RSG | Republic Services Inc | — | NEW | New buy |
| 48 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 49 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 50 | INTU | Intuit Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 336 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 SPY, AAPL, PEP) accounted for 20.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYSB
市值: $1.1M
Top Position Liquidated / Trimmed
YLD
前期市值: $738.6K
During Q4 2025, Tyche Wealth Partners LLC's top holdings by market value included SPY (7.0%)、AAPL (5.7%)、PEP (4.5%). The largest single position, SPY, represented 7.0% of total portfolio value.
In Q4 2025, Tyche Wealth Partners LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 32 positions, trimming 7 holdings, and fully liquidating 1 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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