TW

Tyche Wealth Partners LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$648.5M

Reporting period: 2026-03-31 · Number of holdings: 347

Tyche Wealth Partners LLC disclosed 347 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $648.5M and a quarterly turnover rate of 23.8%.

Personality snowflake

Concentration
7.34
Portfolio Stability
23.8
Momentum/Contrarian
100
Sector conviction
41.96
Diversification
100
Sizing Uniformity
76.8

Recent moves

  • Trim VIG

    -79.1%　-$12.0M

  • Add XOM

    -0.5%　$8.0M

  • Trim MSFT

    -2.3%　-$4.3M

  • Trim TLH

    -90.8%　-$3.6M

  • Trim AAPL

    +0.2%　-$2.3M

  • Trim IAU

    -92.3%　-$2.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth6.75%—+3.84%
2AAPLApple INCStock-Tech5.15%-0.52%+0.18%
3PEPPepsico INCStock-Consumer Staples4.70%+0.22%-0.35%
4XOMExxon Mobil CORPStock-Energy4.29%+1.14%-0.53%
5FMDEFidelity Enhanced Mid Cap CoETF-Other2.98%+2.98%NEW
6QQQInvesco Qqq Trust Series 1ETF-Tech2.31%+0.37%+30.50%
7PTLCPacer Trendpilot US Large CaETF-Other2.29%—+2.58%
8NVDANvidia CORPStock-Tech2.28%-0.15%+3.03%
9MSFTMicrosoft CORPStock-Tech1.96%-0.74%-2.29%
10MUBIshares National Muni Bond EETF-Other1.91%+0.13%+11.46%
11AMZNAmazon.com INCStock-Consumer Disc1.88%-0.25%+0.76%
12WMTWalmart INCStock-Consumer Staples1.79%+0.15%+0.69%
13IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.61%—+0.24%
14VYMVanguard High Dvd Yield ETFETF-Other1.36%+0.11%+8.41%
15TSLATesla INCStock-Consumer Disc1.35%-0.27%+4.28%
16VVisa Inc-class A SharesStock-Financials1.18%-0.24%-0.77%
17CVXChevron CORPStock-Energy1.14%+0.27%-0.44%
18LMUBIshares Lt National Muni BdETF-Other0.99%+0.98%NEW
19COSTCostco Wholesale CORPStock-Consumer Staples0.98%+0.10%-0.70%
20ROMProshares Ultra TechnologyETF-Tech0.94%-0.22%+0.02%
21PGProcter & Gamble Co/theStock-Consumer Staples0.92%—+0.48%
22JPMJpmorgan Chase & CoStock-Financials0.91%-0.11%+0.93%
23SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.91%+0.11%+14.09%
24MOAltria Group INCStock-Consumer Staples0.88%+0.12%+4.04%
25AISVistashares Ais ETFETF-Other0.88%+0.24%+26.74%
26COROIsh Intl Ctry Rot Act ETFETF-Other0.86%+0.86%NEW
27GOOGLAlphabet Inc-cl AStock-Comm Services0.85%—+2.82%
28JNJJohnson & JohnsonStock-Healthcare0.84%+0.10%+0.03%
29VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.84%—+2.75%
30HDHome Depot INCStock-Consumer Disc0.83%—-0.98%
31TXNTexas Instruments INCStock-Tech0.83%+0.09%+2.98%
32CATCaterpillar INCStock-Industrials0.80%+0.13%-0.23%
33NEENextera Energy INCStock-Utilities0.69%+0.08%-0.36%
34DYNFIshrs US E F R A Etf-usd INCETF-Other0.65%—+8.85%
35ABBVAbbvie INCStock-Healthcare0.64%—-1.63%
36MAMastercard INC - AStock-Financials0.62%-0.11%+0.16%
37GSGoldman Sachs Group INCStock-Financials0.62%+0.09%+25.32%
38VTIVanguard Total Stock Mkt ETFETF-Other0.59%—+0.24%
39QUALIshares Msci USA Quality FacETF-Other0.58%—+2.33%
40SMLFIshares US Smallcap Equity FETF-Other0.57%+0.14%+37.48%
41SCHGSchwab US Large-cap GrowthETF-Other0.57%—+18.60%
42MCDMcdonald's CORPStock-Consumer Disc0.56%—-1.73%
43KOCoca-cola Co/theStock-Consumer Staples0.54%—-0.30%
44RTXRtx CORPStock-Industrials0.52%—+0.72%
45THROIshares U.s. Thematic RotatiETF-Other0.49%—+9.81%
46VIGVanguard Dividend Apprec ETFETF-Other0.48%-1.92%-79.08%
47NFLXNetflix INCStock-Comm Services0.47%—+1.58%
48NDMONuveen Dynamic Municipal OppStock-Other0.47%—+0.08%
49GLDSpdr Gold SharesETF-Commodities0.46%—-3.86%
50IYWIshares Ustechnology ETFETF-Tech0.45%—+1.89%
1–50 of 347

Holding changes this quarter

Tyche Wealth Partners LLC's most significant position changes for 2026-03-31: New buy: Fidelity Enhanced Mid Cap Co (FMDE); Sold out: Pri Spe Pre Sec Acti-usd INC (PREF); New buy: Ishares Lt National Muni Bd (LMUB); New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Southern Copper CORP (SCCO).

Position changes disclosed by Tyche Wealth Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+1.1%-0.53%Trim
2QQQInvesco Qqq Trust Series 1+0.4%+30.50%Add
3CVXChevron CORP+0.3%-0.44%Trim
4AISVistashares Ais ETF+0.2%+26.74%Add
5PEPPepsico INC+0.2%-0.35%Trim
6WMTWalmart INC+0.2%+0.69%Add
7SMLFIshares US Smallcap Equity F+0.1%+37.48%Add
8MUBIshares National Muni Bond E+0.1%+11.46%Add
9CATCaterpillar INC+0.1%-0.23%Trim
10RSPInvesco S&p 500 Equal Weight+0.1%+114.99%Add
11MOAltria Group INC+0.1%+4.04%Add
12VYMVanguard High Dvd Yield ETF+0.1%+8.41%Add
13SPDWSte Str Spdr Pt Dw EU ETF+0.1%+14.09%Add
14JNJJohnson & Johnson+0.1%+0.03%Add
15COSTCostco Wholesale CORP+0.1%-0.70%Trim
16TXNTexas Instruments INC+0.1%+2.98%Add
17GSGoldman Sachs Group INC+0.1%+25.32%Add
18NEENextera Energy INC+0.1%-0.36%Trim
19DFATDimensional US Target Value+0.1%+21.49%Add
20CCitigroup INC-0.1%-54.66%Trim
21PANWPalo Alto Networks INC-0.1%-28.72%Trim
22AMGNAmgen INC-0.1%-55.62%Trim
23MAMastercard INC - A-0.1%+0.16%Add
24JPMJpmorgan Chase & Co-0.1%+0.93%Add
25IBMIntl Business Machines CORP-0.1%-41.56%Trim
26NVDANvidia CORP-0.2%+3.03%Add
27SPEMState Street Sp Ptf Em ETF-0.2%-37.72%Trim
28NADNuveen Quality Municipal INC-0.2%-36.79%Trim
29ROMProshares Ultra Technology-0.2%+0.02%Add
30VVisa Inc-class A Shares-0.2%-0.77%Trim
31AMZNAmazon.com INC-0.3%+0.76%Add
32TSLATesla INC-0.3%+4.28%Add
33OEFIshares S&p 100 ETF-0.3%-78.85%Trim
34IAUIshares Gold Trust-0.4%-92.31%Trim
35AAPLApple INC-0.5%+0.18%Add
36TLHIshares 10-20 Year Treasury-0.6%-90.76%Trim
37MSFTMicrosoft CORP-0.7%-2.29%Trim
38VIGVanguard Dividend Apprec ETF-1.9%-79.08%Trim
39FMDEFidelity Enhanced Mid Cap Co—NEWNew buy
40PREFPri Spe Pre Sec Acti-usd INC—EXITSold out
41LMUBIshares Lt National Muni Bd—NEWNew buy
42COROIsh Intl Ctry Rot Act ETF—NEWNew buy
43SCCOSouthern Copper CORP—EXITSold out
44HIMUIshares High Yild Muni A ETF—EXITSold out
45GOVTIshares US Treasury Bond ETF—NEWNew buy
46AMDAdvanced Micro Devices—NEWNew buy
47DFLVDim US Large Cap Value ETF—NEWNew buy
48LHXL3harris Technologies INC—NEWNew buy
49WDAYWorkday Inc-class A—NEWNew buy
50MHDBlackrock Muniholdings Fund—NEWNew buy

FAQ

What is Tyche Wealth Partners LLC and what type of investor is it?
Tyche Wealth Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $648.5M, spread across 347 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) — $43.7M (6.8%) 2. Apple INC (AAPL) — $33.4M (5.2%) 3. Pepsico INC (PEP) — $30.5M (4.7%) 4. Exxon Mobil CORP (XOM) — $27.8M (4.3%) 5. Fidelity Enhanced Mid Cap Co (FMDE) — $19.3M (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 50 notable position adjustments: 9 new positions were initiated, 20 existing holdings were added to, 18 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Fidelity Enhanced Mid Cap Co (FMDE); Sold out: Pri Spe Pre Sec Acti-usd INC (PREF); New buy: Ishares Lt National Muni Bd (LMUB); New buy: Ish Intl Ctry Rot Act ETF (CORO); Sold out: Southern Copper CORP (SCCO)
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: 22.9% • Consumer Staples: 19.1% • Energy: 12.7% • Financials: 9.8% • Consumer Discretionary: 9.4% • Industrials: 9.0%