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CIK: 0002004818
Total reported value
$712.4M
$712.4M
347 檔
21.7%
During the Q1 2026 filing period, Tyche Wealth Partners LLC (CIK: 0002004818) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $712.4M across 347 reported positions.
In Q1 2026, Tyche Wealth Partners LLC displayed an active expansion posture, initiating 29 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 347 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 | 6.75% | +0.63% | +3.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.15% | +0.02% | +0.18% | |
| 3 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.70% | -0.97% | -0.35% | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 4.29% | -1.24% | -0.53% | |
| 5 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 2.98% | +0.06% | — | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.31% | +0.35% | +30.50% | |
| 7 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.29% | +0.10% | +2.58% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.09% | +3.03% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.26% | -2.29% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 1.91% | +0.12% | +11.46% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.04% | +0.76% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.79% | -0.33% | +0.69% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | +0.59% | +0.24% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | -0.07% | +8.41% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.35% | +0.05% | +4.28% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | +0.03% | -0.77% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.28% | -0.44% | |
| 18 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 0.99% | +0.13% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.21% | -0.70% | |
| 20 | ROM | Proshares Ultra Technology | ETF-Tech | 0.94% | +0.75% | +0.02% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.14% | +0.48% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.01% | +0.93% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.91% | +0.09% | +14.09% | |
| 24 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | +0.01% | +4.04% | |
| 25 | AIS | Vistashares Ais ETF | ETF-Other | 0.88% | +0.84% | +26.74% | |
| 26 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 0.86% | +0.21% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.13% | +2.82% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.04% | +0.03% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.03% | +2.75% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | +0.02% | -0.98% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.83% | +0.30% | +2.98% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.29% | -0.23% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.11% | -0.36% | |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.65% | +0.11% | +8.85% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.03% | -1.63% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.10% | +0.16% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.62% | -0.08% | +25.32% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | +0.02% | +0.24% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.09% | +2.33% | |
| 40 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.57% | +0.05% | +37.48% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.03% | +18.60% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.16% | -1.73% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | — | -0.30% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.52% | +0.04% | +0.72% | |
| 45 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.49% | +0.07% | +9.81% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.48% | -0.01% | -79.08% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.15% | +1.58% | |
| 48 | NDMO | Nuveen Dynamic Municipal Opp | Stock-Other | 0.47% | -0.04% | +0.08% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.07% | -3.86% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.45% | +0.12% | +1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | -0.53% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +30.50% | Add |
| 3 | CVX | Chevron CORP | +0.3% | -0.44% | Trim |
| 4 | AIS | Vistashares Ais ETF | +0.2% | +26.74% | Add |
| 5 | PEP | Pepsico Inc | +0.2% | -0.35% | Trim |
| 6 | WMT | Walmart Inc | +0.2% | +0.69% | Add |
| 7 | SMLF | Ishares US Smallcap Equity F | +0.1% | +37.48% | Add |
| 8 | MUB | Ishares National Muni Bond E | +0.1% | +11.46% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | -0.23% | Trim |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +114.99% | Add |
| 11 | MO | Altria Group Inc | +0.1% | +4.04% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +8.41% | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +14.09% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +0.03% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | -0.70% | Trim |
| 16 | TXN | Texas Instruments Inc | +0.1% | +2.98% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | +25.32% | Add |
| 18 | NEE | Nextera Energy Inc | +0.1% | -0.36% | Trim |
| 19 | DFAT | Dimensional US Target Value | +0.1% | +21.49% | Add |
| 20 | ECL | Ecolab Inc | +0.1% | +72.65% | Add |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +19.55% | Add |
| 22 | AVEM | Avantis Emerging Markets Eq | +0.1% | +28.94% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | +11.93% | Add |
| 24 | LMT | Lockheed Martin CORP | +0.1% | +0.64% | Add |
| 25 | PSX | Phillips 66 | +0.1% | +7.29% | Add |
| 26 | MUA | Blackrock Muniassets Fund | +0.1% | +206.03% | Add |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | +24.67% | Add |
| 28 | T | At&t Inc | 0% | +5.46% | Add |
| 29 | SHLD | Global X Defense Tech ETF | 0% | +7.10% | Add |
| 30 | COP | Conocophillips | 0% | -0.77% | Trim |
| 31 | XLE | Ss Energy Select Sector | 0% | +10.09% | Add |
| 32 | EOG | Eog Resources Inc | 0% | +33.22% | Add |
| 33 | JEPI | Jpmorgan Equity Premium Inco | 0% | +11.61% | Add |
| 34 | SO | Southern Co/the | 0% | +0.08% | Add |
| 35 | EPD | Enterprise Products Partners | 0% | +0.75% | Add |
| 36 | OKE | Oneok Inc | 0% | — | Unchanged |
| 37 | DFIC | Dimensional International Co | 0% | +9.58% | Add |
| 38 | XSSPX | Nuveen S&p 500 Dynam Overwr | 0% | +43.95% | Add |
| 39 | EQIX | Equinix Inc | 0% | +32.35% | Add |
| 40 | TMUS | T-mobile US Inc | 0% | +14.13% | Add |
| 41 | WSO | Watsco Inc | 0% | +53.65% | Add |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +29.91% | Add |
| 43 | VRSK | Verisk Analytics Inc | 0% | +87.87% | Add |
| 44 | FANG | Diamondback Energy Inc | 0% | -7.99% | Trim |
| 45 | MGY | Magnolia Oil & Gas CORP - A | 0% | — | Unchanged |
| 46 | KO | Coca-cola Co/the | 0% | -0.30% | Trim |
| 47 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +11.43% | Add |
| 48 | SCHG | Schwab US Large-cap Growth | 0% | +18.60% | Add |
| 49 | VOT | Vanguard Mid-cap Growth ETF | 0% | +32.31% | Add |
| 50 | HON | Honeywell International Inc | 0% | +0.40% | Add |
According to official SEC Form 13F filings, Tyche Wealth Partners LLC reported a total U.S. public equity portfolio value of $712.4M across 347 disclosed positions in Q1 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 SPY, AAPL, PEP) accounted for 21.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
FMDE
市值: $19.3M
Top Position Liquidated / Trimmed
PREF
前期市值: $7.3M
During Q1 2026, Tyche Wealth Partners LLC's top holdings by market value included SPY (6.8%)、AAPL (5.2%)、PEP (4.7%). The largest single position, SPY, represented 6.8% of total portfolio value.
In Q1 2026, Tyche Wealth Partners LLC made 192 total portfolio adjustments, initiating 29 new buys, adding to 94 positions, trimming 51 holdings, and fully liquidating 18 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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