Cyndeo Wealth Partners, LLC
Sector Allocation
- Other34.5%$762.9M
- Technology26.9%$595.2M
- Financials12.2%$269.1M
- Healthcare6.6%$146.1M
- Consumer Discretionary4.2%$93.0M
- Industrials3.7%$82.7M
- Consumer Staples3.1%$67.7M
- Energy2.9%$64.3M
- Utilities2.5%$54.7M
- Materials1.3%$28.9M
AUM History
13fpro.ai/research/fund/cyndeo-wealth-partners-llc-1950947
Conviction and streaks
Stable · top 10 = 22.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MSFT
$81.5MAAPL
$75.4MNVDA
$72.6MAVGO
$50.3MAMZN
$42.5MABBV
$36.9MGOOGL
$35.8MTSM
$33.4M- FIRST$32.9M
- FIDELITY$31.9M
- VANGUARD$29.3M
- FIRST$26.7M
- VANGUARD$24.5M
META
$23.9M- AMERICAN$22.7M
XOM.R34088
$22.5M- FIRST$22.3M
- FIRST$22.2M
IVZ
$22.1M- PRINCIPAL$21.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/cyndeo-wealth-partners-llc-1950947
Cyndeo Wealth Partners, LLC 13F holdings — Q3 2026
$2.2B portfolio (+4.1% QoQ) · 562 holdings · Q3 2026 13F · top 10 are 22% of the stock portfolio
$81.5M
3.7% of stocks
-17%This quarter+0.7%Since filed11+ qtrsHeld$75.4M
3.4% of stocks
-3%This quarter+0.1%Since filed11+ qtrsHeld$72.6M
3.3% of stocks
+0.3%This quarter+0.9%Since filed11+ qtrsHeld$50.3M
2.3% of stocks
-16%This quarter+0.1%Since filed11+ qtrsHeld$42.5M
1.9% of stocks
-15%This quarter-0.4%Since filed11+ qtrsHeld$36.9M
1.7% of stocks
+3%This quarter+0.5%Since filed11+ qtrsHeld$35.8M
1.6% of stocks
+10%This quarter-6.7%Since filed11+ qtrsHeld$33.4M
1.5% of stocks
+18%This quarter+2.9%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 9
FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD
$32.9M
1.5% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$31.9M
1.4% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Cyndeo Wealth Partners, LLC (Q3 2026)
562 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $29.3M | 1.3% | 103K | +0.3% | — | — | 13F |
| 12 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | — | $26.7M | 1.2% | 1.35M | +9% | — | — | 13F |
| 13 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $24.5M | 1.1% | 347K | +801% | — | — | 13F |
| 14 | Meta Platforms, Inc. | Technology | $23.9M | 1.1% | 33K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $22.7M | 1.0% | 241K | New | — | — | 13F |
| 16 | EXXON MOBIL CORP | Energy | $22.5M | 1.0% | 138K | -10% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | — | $22.3M | 1.0% | 500K | +7% | — | — | 13F |
| 18 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETFetf/fund | — | $22.2M | 1.0% | 934K | +7% | — | — | 13F |
| 19 | Invesco Ltd. | Financials | $22.1M | 1.0% | 443K | +6% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | PRINCIPAL EXCHANGE TRADED FD - ACTIVE HIGH YL | — | $21.8M | 1.0% | 1.18M | +6% | — | — | 13F |
| 21 | JPMORGAN CHASE & CO | Financials | $21.8M | 1.0% | 66K | -15% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - ISHS 5-10YR INVTetf/fund | — | $21.8M | 1.0% | 433K | +8% | — | — | 13F |
| 23 | Sprott Physical Gold Trust | Financials | $20.6M | 0.9% | 660K | +13% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $20.3M | 0.9% | 26K | +2% | — | — | 13F |
| 25 | Ark 21Shares Bitcoin ETFetf/fund | Financials | $19.8M | 0.9% | 714K | +12% | 11+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $IAU | ISHARES GOLD TRUST | Financials | $19.4M | 0.9% | 248K | +0.5% | |||
| 27 | $JNJ | JOHNSON & JOHNSON | Healthcare | $19.2M | 0.9% | 73K | -7% | |||
| 28 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $19.1M | 0.9% | 212K | -10% | |||
| 29 | $LLY | ELI LILLY & Co | Healthcare | $18.1M | 0.8% | 16K | -13% | |||
| 30 | $PLTR | Palantir Technologies Inc. | Technology | $17.0M | 0.8% | 91K | +11% | |||
| 31 | $ORCL | ORACLE CORP | Technology | $16.9M | 0.8% | 123K | +4% | |||
| 32 | $ADI | ANALOG DEVICES INC | Technology | $16.7M | 0.8% | 42K | +9% | |||
| 33 | $PFE | PFIZER INC | Healthcare | $15.5M | 0.7% | 544K | +1% | |||
| 34 | $CSCO | CISCO SYSTEMS, INC. | Technology | $15.2M | 0.7% | 142K | -0.4% | |||
| 35 | $PSLV | Sprott Physical Silver Trust | Financials | $15.2M | 0.7% | 783K | +36% | |||
| 36 | $MRK | Merck & Co., Inc. | Healthcare | $15.0M | 0.7% | 104K | -5% | |||
| 37 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $15.0M | 0.7% | 377K | +25% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $14.7M | 0.7% | 72K | +3% | |||
| 39 | $TXN | TEXAS INSTRUMENTS INC | Technology | $14.5M | 0.7% | 52K | +13% | |||
| 40 | $SPY | SPDR S&P 500 ETF TRUST | — | $14.4M | 0.7% | 19K | -9% | |||
| 41 | $PANW | Palo Alto Networks Inc | Technology | $13.3M | 0.6% | 34K | +14% | |||
| 42 | $PDI | PIMCO Dynamic Income Fund | Other | $13.3M | 0.6% | 949K | +2% | |||
| 43 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $13.1M | 0.6% | 195K | -2% | |||
| 44 | $UNP | UNION PACIFIC CORP | Industrials | $13.0M | 0.6% | 48K | +26% | |||
| 45 | $LIN | LINDE PLC | Materials | $13.0M | 0.6% | 27K | -6% | |||
| 46 | $RTX | RTX Corp | Industrials | $13.0M | 0.6% | 70K | +14% | |||
| 47 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $12.7M | 0.6% | 34K | -0.6% | |||
| 48 | $GOOG | Alphabet Inc. | Technology | $12.7M | 0.6% | 37K | +3% | |||
| 49 | $JFR | NUVEEN FLOATING RATE INCOME FUND | Other | $12.6M | 0.6% | 1.70M | -15% | |||
| 50 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $12.6M | 0.6% | 44K | -5% | |||
| 51 | $PWRL | Powerlaw Corp. | Other | $12.4M | 0.6% | 1.13M | +344% | |||
| 52 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $12.4M | 0.6% | 269K | +2% | |||
| 53 | $BIT | BlackRock Multi-Sector Income Trust | — | $11.2M | 0.5% | 993K | +9% | |||
| 54 | $ETN | Eaton Corp plc | Industrials | $11.0M | 0.5% | 26K | -4% | |||
| 55 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $10.9M | 0.5% | 51K | -3% | |||
| 56 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.8M | 0.5% | 82K | -28% | |||
| 57 | $V | VISA INC. | Financials | $10.8M | 0.5% | 30K | -8% | |||
| 58 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $10.7M | 0.5% | 171K | -8% | |||
| 59 | $CB | Chubb Ltd | Financials | $10.5M | 0.5% | 32K | -13% | |||
| 60 | $UGI | UGI CORP /PA/ | Utilities | $10.4M | 0.5% | 293K | +13% | |||
| 61 | $SJM | J M SMUCKER Co | Consumer Staples | $10.3M | 0.5% | 87K | -9% | |||
| 62 | $MS | MORGAN STANLEY | Financials | $10.3M | 0.5% | 55K | -23% | |||
| 63 | $MET | METLIFE INC | Financials | $10.3M | 0.5% | 109K | -21% | |||
| 64 | $PAYX | PAYCHEX INC | Technology | $10.2M | 0.5% | 104K | +2492% | |||
| 65 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $10.2M | 0.5% | 86K | -0.4% | |||
| 66 | $KMI | KINDER MORGAN, INC. | Energy | $10.1M | 0.5% | 334K | -1% | |||
| 67 | $DUK | Duke Energy CORP | Utilities | $10.1M | 0.5% | 88K | +2% | |||
| 68 | $KO | COCA COLA CO | Consumer Staples | $9.9M | 0.5% | 115K | -6% | |||
| 69 | $PLD | Prologis, Inc. | Real Estate | $9.9M | 0.5% | 76K | +13% | |||
| 70 | $BLK | BlackRock, Inc. | Financials | $9.7M | 0.4% | 9,207 | +3% | |||
| 71 | — | PIMCO ETF TR - 25YR+ ZERO U S | — | $9.6M | 0.4% | 177K | +15% | |||
| 72 | — | ISHARES TR - RUS 1000 GRW ETF | — | $9.5M | 0.4% | 76K | -0.5% | |||
| 73 | $KHC | Kraft Heinz Co | Consumer Staples | $9.4M | 0.4% | 413K | -3% | |||
| 74 | $BAH | Booz Allen Hamilton Holding Corp | Technology | $9.4M | 0.4% | 135K | New | |||
| 75 | $NEE | NEXTERA ENERGY INC | Utilities | $9.3M | 0.4% | 123K | -10% | |||
| 76 | $ABT | ABBOTT LABORATORIES | Healthcare | $9.3M | 0.4% | 94K | -42% | |||
| 77 | $KMB | KIMBERLY CLARK CORP | Materials | $9.2M | 0.4% | 95K | +1990% | |||
| 78 | $TT | Trane Technologies plc | Technology | $9.2M | 0.4% | 20K | +38% | |||
| 79 | $TSLA | Tesla, Inc. | Consumer Discretionary | $9.2M | 0.4% | 26K | +3% | |||
| 80 | $DTB | DTE ENERGY CO | Utilities | $9.0M | 0.4% | 74K | +0.6% | |||
| 81 | $O | REALTY INCOME CORP | Real Estate | $8.9M | 0.4% | 165K | +4% | |||
| 82 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $8.7M | 0.4% | 58K | +549% | |||
| 83 | $MCD | MCDONALDS CORP | Consumer Discretionary | $8.7M | 0.4% | 37K | +10% | |||
| 84 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $8.5M | 0.4% | 122K | +12% | |||
| 85 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $8.4M | 0.4% | 13K | -7% | |||
| 86 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $8.1M | 0.4% | 101K | +9% | |||
| 87 | $AXP | AMERICAN EXPRESS CO | Financials | $7.8M | 0.3% | 26K | -16% | |||
| 88 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $7.7M | 0.3% | 35K | +155% | |||
| 89 | $CLX | CLOROX CO /DE/ | Consumer Staples | $7.6M | 0.3% | 94K | +8% | |||
| 90 | $CAT | CATERPILLAR INC | Industrials | $7.3M | 0.3% | 8,997 | -13% | |||
| 91 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $7.2M | 0.3% | 115K | +9% | |||
| 92 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $7.2M | 0.3% | 28K | +19% | |||
| 93 | — | VANECK ETF TRUST - LONG MUNI ETF | — | $7.2M | 0.3% | 440K | +0.3% | |||
| 94 | — | ISHARES TR - US TREAS BD ETF | — | $6.9M | 0.3% | 314K | +49% | |||
| 95 | $MA | Mastercard Inc | Financials | $6.6M | 0.3% | 12K | +0.6% | |||
| 96 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $6.4M | 0.3% | 127K | +14% | |||
| 97 | $ANET | Arista Networks, Inc. | Technology | $6.3M | 0.3% | 31K | +14% | |||
| 98 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $6.0M | 0.3% | 8,046 | +7% | |||
| 99 | — | ALPS ETF TR - ALERIAN MLP | — | $5.7M | 0.3% | 109K | +0.2% | |||
| 100 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $5.3M | 0.2% | 58K | -21% | |||
| 101 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $5.3M | 0.2% | 111K | -4% | |||
| 102 | — | ISHARES TR - IBONDS DEC 27 | — | $5.3M | 0.2% | 210K | +3% | |||
| 103 | — | ISHARES TR - IBONDS DEC 26 | — | $5.3M | 0.2% | 206K | +2% | |||
| 104 | $SPGI | S&P Global Inc. | Financials | $5.1M | 0.2% | 13K | +36% | |||
| 105 | $APH | AMPHENOL CORP /DE/ | Technology | $5.1M | 0.2% | 61K | +71% | |||
| 106 | — | ISHARES TR - RUS TP200 GR ETF | — | $5.0M | 0.2% | 17K | — | |||
| 107 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | — | $4.9M | 0.2% | 102K | +1% | |||
| 108 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $4.9M | 0.2% | 131K | -1% | |||
| 109 | — | PACER FDS TR - US CASH COWS 100 | — | $4.8M | 0.2% | 73K | -4% | |||
| 110 | — | AB ACTIVE ETFS INC - EMER MKTS OP ETF | — | $4.8M | 0.2% | 95K | +7% | |||
| 111 | — | ABACUS FCF ETF TR - LEADERS ETF | — | $4.8M | 0.2% | 60K | +5% | |||
| 112 | — | ISHARES TR - IBONDS DEC 2029 | — | $4.8M | 0.2% | 194K | +10% | |||
| 113 | — | ISHARES TR - IBONDS DEC 28 | — | $4.7M | 0.2% | 188K | +5% | |||
| 114 | $GLD | SPDR GOLD TRUST | Financials | $4.7M | 0.2% | 12K | — | |||
| 115 | — | ISHARES TR - RUS 1000 ETF | — | $4.7M | 0.2% | 11K | +8% | |||
| 116 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $4.5M | 0.2% | 96K | +8% | |||
| 117 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $4.5M | 0.2% | 8,844 | -34% | |||
| 118 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $4.3M | 0.2% | 64K | +0.1% | |||
| 119 | — | ISHARES TR - EAFE VALUE ETF | — | $4.3M | 0.2% | 54K | +7% | |||
| 120 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $4.2M | 0.2% | 94K | +2% | |||
| 121 | — | TCW ETF TRUST - TRANS SYSTE ETF | — | $4.2M | 0.2% | 40K | +6% | |||
| 122 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $4.1M | 0.2% | 16K | +384% | |||
| 123 | $NFLX | NETFLIX INC | Communication Services | $4.1M | 0.2% | 59K | +17% | |||
| 124 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $4.0M | 0.2% | 117K | +0.8% | |||
| 125 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $4.0M | 0.2% | 99K | -11% | |||
| 126 | $CMI | CUMMINS INC | Industrials | $3.9M | 0.2% | 7,468 | +622% | |||
| 127 | $PH | Parker-Hannifin Corp | Industrials | $3.7M | 0.2% | 3,903 | -13% | |||
| 128 | $ICE | Intercontinental Exchange, Inc. | Financials | $3.7M | 0.2% | 24K | +72% | |||
| 129 | — | ISHARES TR - CORE MSCI TOTAL | — | $3.7M | 0.2% | 39K | +2% | |||
| 130 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $3.6M | 0.2% | 43K | +35% | |||
| 131 | $BX | Blackstone Inc. | Financials | $3.6M | 0.2% | 33K | +7% | |||
| 132 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $3.6M | 0.2% | 10K | -18% | |||
| 133 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $3.6M | 0.2% | 41K | -0.0% | |||
| 134 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.5M | 0.2% | 6,827 | +2% | |||
| 135 | $EVV | Eaton Vance Ltd Duration Income Fund | Other | $3.5M | 0.2% | 410K | +5% | |||
| 136 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.5M | 0.2% | 4,943 | +7% | |||
| 137 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $3.4M | 0.1% | 28K | -7% | |||
| 138 | $STX | Seagate Technology Holdings plc | Technology | $3.4M | 0.1% | 3,668 | -52% | |||
| 139 | — | ISHARES TR - CORE MSCI EAFE | — | $3.3M | 0.1% | 34K | +0.9% | |||
| 140 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.3M | 0.1% | 23K | -1% | |||
| 141 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $3.3M | 0.1% | 19K | -37% | |||
| 142 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $3.2M | 0.1% | 15K | +11% | |||
| 143 | $MU | MICRON TECHNOLOGY INC | Technology | $3.2M | 0.1% | 3,015 | +8% | |||
| 144 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.2M | 0.1% | 3,499 | -2% | |||
| 145 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | — | $3.2M | 0.1% | 68K | +5% | |||
| 146 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $3.2M | 0.1% | 60K | +11% | |||
| 147 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $3.1M | 0.1% | 7,725 | -7% | |||
| 148 | — | ETF SER SOLUTIONS - APTUS DEFINED | — | $3.1M | 0.1% | 115K | +11% | |||
| 149 | $IRM | IRON MOUNTAIN INC | Real Estate | $3.1M | 0.1% | 28K | -0.2% | |||
| 150 | — | ISHARES TR - 3 7 YR TREAS BD | — | $3.1M | 0.1% | 27K | -11% |
What changed in Q3 2026
Against the previous quarter's 13F: 72 new, 253 added to, 182 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (72)
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT$22.7M
first bought this quarter
$BAHBooz Allen Hamilton Holding Corp$9.4M
first bought this quarter
- SPDR SERIES TRUST - ST STR P400MID$2.6M
first bought this quarter
$WDAYWorkday, Inc.$1.9M
first bought this quarter
$MNSTMonster Beverage Corp$1.9M
first bought this quarter
$AXONAXON ENTERPRISE, INC.$1.6M
first bought this quarter
+66 more in the Excel export
Added to (253)
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+801%
now $24.5M
$PAYXPAYCHEX INC+2492%
now $10.2M · held 11+ qtrs
$PWRLPowerlaw Corp.+344%
now $12.4M · held 2 qtrs, 2 adds in a row
$KMBKIMBERLY CLARK CORP+1990%
now $9.2M · held 11+ qtrs, 2 adds in a row
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+549%now $8.7M · held 2 qtrs, 2 adds in a row
now $33.4M · held 11+ qtrs, 2 adds in a row
+247 more in the Excel export
Trimmed (182)
now $81.5M · held 11+ qtrs
$OKEONEOK INC /NEW/-91%
now $903K
now $50.3M · held 11+ qtrs
$TAT&T INC.-89%
now $1.1M · held 11+ qtrs
$GISGENERAL MILLS INC-97%
now $252K
now $42.5M · held 11+ qtrs
+176 more in the Excel export
Sold out (28)
- DIMENSIONAL ETF TRUST - US CORE EQUITY 1was $5.8M
$CPRXCATALYST PHARMACEUTICALS, INC.was $3.7M
held 10+ qtrs
$XPXP Inc.was $3.1M
held 1 qtr
- FIRST TR EXCHANGE TRADED FD - UTILITIES ALPHwas $1.9M
- DIMENSIONAL ETF TRUST - US SMALL CAP VALwas $835K
$DEAEasterly Government Properties, Inc.was $449K
+22 more in the Excel export
Holdings by quarter
Every 13F Cyndeo Wealth Partners, LLC has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Cyndeo Wealth Partners?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Cyndeo Wealth Partners's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 28% over the last 4
Top 10 weight
22%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Cyndeo Wealth Partners, LLC disclosed 562 positions worth $2.2B in its Form 13F-HR for Q3 2026, led by $MSFT (MICROSOFT CORP) at 3.7% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 72 new positions and exited 28. The portfolio is most concentrated in Other (34.5% of disclosed assets). All figures are sourced directly from Cyndeo Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1950947.
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