Tyche Wealth Partners LLC
Sector Allocation
- Other45.3%$322.9M
- Technology15.4%$109.8M
- Consumer Staples8.8%$63.0M
- Financials8.8%$62.5M
- Energy5.3%$37.9M
- Consumer Discretionary5.0%$35.4M
- Industrials4.5%$31.7M
- Healthcare3.6%$25.4M
- Utilities1.5%$10.5M
- Communication Services0.9%$6.1M
AUM History
13fpro.ai/research/fund/tyche-wealth-partners-llc-2004818
Conviction and streaks
Stable · top 10 = 34.0%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 — Q2 2026
SPY
$52.5MAAPL
$36.9MPEP
$26.6MXOM.R34088
$21.7M- FIDELITY$21.6M
QQQ
$18.9M- PACER$17.0M
NVDA
$16.9M- ISHARES$15.7M
- ISHARES$14.5M
AMZN
$13.7M- TIDAL$12.2M
MSFT
$12.1MAGQ
$12.0MWMT
$10.4MTSLA
$9.9M- VANGUARD$9.2M
V
$8.6MTXN
$8.1M- ISHARES$7.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/tyche-wealth-partners-llc-2004818
Tyche Wealth Partners LLC 13F holdings — Q2 2026
$712.4M portfolio (+9.8% QoQ) · 339 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$52.5M
7.4% of stocks
+5%This quarter-0.4%Since filed5+ qtrsHeld$36.9M
5.2% of stocks
-3%This quarter+10.1%Since filed5+ qtrsHeld$26.6M
3.7% of stocks
+0.0%This quarter-2.1%Since filed5+ qtrsHeld$21.7M
3.0% of stocks
-3%This quarter—Since filed5+ qtrsHeld- 5
FIDELITY COVINGTON TRUST - ENH MID COR ETF
$21.6M
3.0% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $18.9M
2.7% of stocks
-0.9%This quarter-0.3%Since filed5+ qtrsHeld- 7
PACER FDS TR - TRENDP US LAR CP
$17.0M
2.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $16.9M
2.4% of stocks
-0.2%This quarter-1.4%Since filed5+ qtrsHeld- 9
ISHARES TR - CORE S&P500 ETF
$15.7M
2.2% of stocks
+32%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - NATIONAL MUN ETF
$14.5M
2.0% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $52.5M | 7.4% | +5% | -0.4% | 5+ qtrsAdded 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $36.9M | 5.2% | -3% | +10.1% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $26.6M | 3.7% | +0.0% | -2.1% | 5+ qtrs | 64.8#509 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $21.7M | 3.0% | -3% | — | 5+ qtrs | 57.8#1,061 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $21.6M | 3.0% | -0.8% | — | — | — | — | |
| 6 | $18.9M | 2.7% | -0.9% | -0.3% | 5+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | PACER FDS TR - TRENDP US LAR CP | $17.0M | 2.4% | +3% | — | — | — | — | |
| 8 | $16.9M | 2.4% | -0.2% | -1.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - CORE S&P500 ETF | $15.7M | 2.2% | +32% | — | — | — | — | |
| 10 | ISHARES TR - NATIONAL MUN ETF | $14.5M | 2.0% | +15% | — | — | — | — |
All holdings — Tyche Wealth Partners LLC (Q2 2026)
339 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 | AMAZON COM INC | Consumer Discretionary | $13.7M | 1.9% | 57K | -2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | TIDAL TRUST III - VIST ARTI IN ETFetf/fund | — | $12.2M | 1.7% | 143K | +5% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $12.1M | 1.7% | 32K | -6% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ProShares Trust IIetf/fund | Financials | $12.0M | 1.7% | 77K | -0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Walmart Inc. | Consumer Staples | $10.4M | 1.5% | 92K | -2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Tesla, Inc. | Consumer Discretionary | $9.9M | 1.4% | 24K | +0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $9.2M | 1.3% | 58K | -3% | — | — | 13F |
| 18 | VISA INC. | Financials | $8.6M | 1.2% | 25K | -0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TEXAS INSTRUMENTS INC | Technology | $8.1M | 1.1% | 27K | -2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - LONG TERM MUNIetf/fund | — | $7.9M | 1.1% | 155K | +21% | — | — | 13F |
| 21 | CATERPILLAR INC | Industrials | $7.8M | 1.1% | 7,284 | -1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund | — | $7.6M | 1.1% | 208K | +20% | — | — | 13F |
| 23 | — | SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund | — | $7.1M | 1.0% | 141K | +9% | — | — | 13F |
| 24 | Alphabet Inc. | Technology | $6.9M | 1.0% | 19K | +2% | 5+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $6.6M | 0.9% | 20K | -0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $6.3M | 0.9% | 88K | +1% | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $6.2M | 0.9% | 9,054 | -0.2% | |||
| 28 | $CVX | CHEVRON CORP | Energy | $6.1M | 0.9% | 37K | +3% | |||
| 29 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.1M | 0.8% | 17K | +5% | |||
| 30 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.7M | 0.8% | 22K | -0.0% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $5.6M | 0.8% | 4,653 | +51% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.6M | 0.8% | 38K | -9% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.5M | 0.8% | 5,828 | -9% | |||
| 34 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $5.4M | 0.8% | 80K | +10% | |||
| 35 | — | ISHARES TR - US SML CAP EQT | — | $4.4M | 0.6% | 49K | -0.0% | |||
| 36 | $ABBV | AbbVie Inc. | Healthcare | $4.4M | 0.6% | 17K | -9% | |||
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $4.3M | 0.6% | 12K | -2% | |||
| 38 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $4.3M | 0.6% | 127K | — | |||
| 39 | $NEE | NEXTERA ENERGY INC | Utilities | $4.1M | 0.6% | 47K | -2% | |||
| 40 | — | ISHARES TR - U.S. TECH ETF | — | $4.0M | 0.6% | 16K | +0.4% | |||
| 41 | $RTX | RTX Corp | Industrials | $4.0M | 0.6% | 21K | +19% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $4.0M | 0.6% | 92K | +4% | |||
| 43 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.9M | 0.6% | 48K | +347% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $3.9M | 0.5% | 48K | +3% | |||
| 45 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.9M | 0.5% | 3,812 | -20% | |||
| 46 | $MA | Mastercard Inc | Financials | $3.7M | 0.5% | 7,173 | -11% | |||
| 47 | $GOOG | Alphabet Inc. | Technology | $3.6M | 0.5% | 10K | +8% | |||
| 48 | — | ISHARES TR - MSCI USA QLT FCT | — | $3.5M | 0.5% | 16K | -19% | |||
| 49 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $3.4M | 0.5% | 65K | -5% | |||
| 50 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $3.3M | 0.5% | 14K | -2% | |||
| 51 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $3.1M | 0.4% | 110K | New | |||
| 52 | $NDMO | Nuveen Dynamic Municipal Opportunities Fund | Other | $3.1M | 0.4% | 294K | +0.1% | |||
| 53 | $PM | Philip Morris International Inc. | Consumer Staples | $3.0M | 0.4% | 17K | -1% | |||
| 54 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $3.0M | 0.4% | 43K | — | |||
| 55 | $AVGO | Broadcom Inc. | Technology | $2.9M | 0.4% | 7,790 | +23% | |||
| 56 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $2.9M | 0.4% | 51K | +5% | |||
| 57 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.9M | 0.4% | 3,740 | +0.2% | |||
| 58 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.8M | 0.4% | 5,683 | +3% | |||
| 59 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.8M | 0.4% | 10K | -10% | |||
| 60 | $GLD | SPDR GOLD TRUST | Financials | $2.8M | 0.4% | 7,575 | +10% | |||
| 61 | $SO | SOUTHERN CO | Utilities | $2.7M | 0.4% | 28K | +1% | |||
| 62 | $PANW | Palo Alto Networks Inc | Technology | $2.6M | 0.4% | 7,736 | +32% | |||
| 63 | — | ISHARES INC - CORE MSCI EMKT | — | $2.5M | 0.3% | 30K | +11% | |||
| 64 | $CIFR | Cipher Digital Inc. | Financials | $2.5M | 0.3% | 100K | — | |||
| 65 | $AME | AMETEK INC/ | Industrials | $2.4M | 0.3% | 10K | +0.1% | |||
| 66 | $IVZ | Invesco Ltd. | Financials | $2.4M | 0.3% | 11K | +34% | |||
| 67 | $NFLX | NETFLIX INC | Communication Services | $2.3M | 0.3% | 32K | +0.5% | |||
| 68 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.2M | 0.3% | 12K | -1% | |||
| 69 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $2.2M | 0.3% | 36K | +25% | |||
| 70 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.1M | 0.3% | 5,150 | -5% | |||
| 71 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $2.1M | 0.3% | 57K | — | |||
| 72 | $IVZ | Invesco Ltd. | Financials | $2.1M | 0.3% | 41K | -1% | |||
| 73 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $2.1M | 0.3% | 43K | +66% | |||
| 74 | $UNP | UNION PACIFIC CORP | Industrials | $2.0M | 0.3% | 7,493 | -0.8% | |||
| 75 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $2.0M | 0.3% | 13K | +24% | |||
| 76 | $META | Meta Platforms, Inc. | Technology | $2.0M | 0.3% | 3,516 | +7% | |||
| 77 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $2.0M | 0.3% | 19K | +32% | |||
| 78 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $1.9M | 0.3% | 20K | -2% | |||
| 79 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.9M | 0.3% | 7,119 | -17% | |||
| 80 | — | ISHARES TR - US TREAS BD ETF | — | $1.9M | 0.3% | 83K | +29% | |||
| 81 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $1.8M | 0.3% | 157K | -4% | |||
| 82 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.7M | 0.2% | 33K | +2% | |||
| 83 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.6M | 0.2% | 3,190 | +1% | |||
| 84 | $NAD | Nuveen Quality Municipal Income Fund | Other | $1.6M | 0.2% | 134K | -13% | |||
| 85 | — | ISHARES TR - SELECT DIVID ETF | — | $1.6M | 0.2% | 10K | -2% | |||
| 86 | — | ISHARES TR - MBS ETF | — | $1.6M | 0.2% | 17K | +24% | |||
| 87 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.2% | 13K | +4% | |||
| 88 | $NVG | Nuveen AMT-Free Municipal Credit Income Fund | Other | $1.5M | 0.2% | 118K | -3% | |||
| 89 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.5M | 0.2% | 41K | +0.0% | |||
| 90 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.5M | 0.2% | 28K | -11% | |||
| 91 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.4M | 0.2% | 17K | — | |||
| 92 | — | ISHARES TR - SYSTEMATIC BD ET | — | $1.4M | 0.2% | 16K | +25% | |||
| 93 | $BLK | BlackRock, Inc. | Financials | $1.4M | 0.2% | 1,426 | +0.3% | |||
| 94 | — | ISHARES TR - CRE U S REIT ETF | — | $1.3M | 0.2% | 20K | -18% | |||
| 95 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.3M | 0.2% | 10K | +350% | |||
| 96 | $NBIS | Nebius Group N.V. | Technology | $1.3M | 0.2% | 4,700 | +7% | |||
| 97 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.3M | 0.2% | 5,776 | -0.2% | |||
| 98 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.3M | 0.2% | 4,095 | — | |||
| 99 | $OKE | ONEOK INC /NEW/ | Energy | $1.2M | 0.2% | 14K | — | |||
| 100 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.2M | 0.2% | 9,754 | +5% | |||
| 101 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | — | $1.2M | 0.2% | 65K | +0.2% | |||
| 102 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.2M | 0.2% | 2,375 | +0.3% | |||
| 103 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.2M | 0.2% | 3,881 | -5% | |||
| 104 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.2% | 3,120 | — | |||
| 105 | $T | AT&T INC. | Communication Services | $1.2M | 0.2% | 56K | +0.0% | |||
| 106 | $MRK | Merck & Co., Inc. | Healthcare | $1.1M | 0.1% | 8,583 | -25% | |||
| 107 | $APD | Air Products & Chemicals, Inc. | Materials | $1.1M | 0.1% | 3,732 | +1% | |||
| 108 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.1M | 0.1% | 1,890 | -0.5% | |||
| 109 | $PSX | Phillips 66 | Energy | $1.0M | 0.1% | 6,186 | +0.0% | |||
| 110 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.0M | 0.1% | 3,698 | +29% | |||
| 111 | $AFL | AFLAC INC | Financials | $1.0M | 0.1% | 8,849 | -2% | |||
| 112 | $ABT | ABBOTT LABORATORIES | Healthcare | $994K | 0.1% | 11K | -27% | |||
| 113 | $VRT | Vertiv Holdings Co | Technology | $972K | 0.1% | 2,902 | +15% | |||
| 114 | — | ISHARES TR - CORE S&P SCP ETF | — | $972K | 0.1% | 6,551 | +28% | |||
| 115 | — | ISHARES TR - MSCI USA MMENTM | — | $957K | 0.1% | 2,791 | +23% | |||
| 116 | $BA | BOEING CO | Industrials | $942K | 0.1% | 4,352 | -19% | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $942K | 0.1% | 5,936 | +29% | |||
| 118 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $925K | 0.1% | 1,771 | -19% | |||
| 119 | $FANG | Diamondback Energy, Inc. | Energy | $924K | 0.1% | 5,257 | -5% | |||
| 120 | $NZF | Nuveen Municipal Credit Income Fund | Other | $919K | 0.1% | 72K | -4% | |||
| 121 | $GEV | GE Vernova Inc. | Industrials | $896K | 0.1% | 762 | +12% | |||
| 122 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $872K | 0.1% | 21K | -32% | |||
| 123 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $865K | 0.1% | 24K | — | |||
| 124 | $ATO | ATMOS ENERGY CORP | Energy | $854K | 0.1% | 4,959 | -47% | |||
| 125 | — | PACER FDS TR - TRENDP US MID CP | — | $847K | 0.1% | 20K | — | |||
| 126 | $NMCO | Nuveen Municipal Credit Opportunities Fund | Other | $842K | 0.1% | 77K | — | |||
| 127 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $839K | 0.1% | 4,530 | -0.2% | |||
| 128 | $VGM | Invesco Trust for Investment Grade Municipals | — | $834K | 0.1% | 79K | -4% | |||
| 129 | $PH | Parker-Hannifin Corp | Industrials | $828K | 0.1% | 847 | +2% | |||
| 130 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $827K | 0.1% | 1,423 | -63% | |||
| 131 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $821K | 0.1% | 18K | +8% | |||
| 132 | $COP | CONOCOPHILLIPS | Energy | $811K | 0.1% | 7,798 | -0.4% | |||
| 133 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $796K | 0.1% | 14K | +4% | |||
| 134 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $784K | 0.1% | 1,642 | -3% | |||
| 135 | — | ISHARES TR - CORE S&P MCP ETF | — | $771K | 0.1% | 9,995 | -2% | |||
| 136 | — | PACER FDS TR - US CASH COWS 100 | — | $770K | 0.1% | 12K | +1% | |||
| 137 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | — | $764K | 0.1% | 19K | — | |||
| 138 | — | ISHARES TR - ISHARES SEMICDTR | — | $763K | 0.1% | 1,191 | — | |||
| 139 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $759K | 0.1% | 3,391 | -42% | |||
| 140 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $753K | 0.1% | 14K | -0.3% | |||
| 141 | $HONA | Honeywell Aerospace Inc. | Industrials | $750K | 0.1% | 3,391 | New | |||
| 142 | $INTC | INTEL CORP | Technology | $747K | 0.1% | 5,346 | -2% | |||
| 143 | — | AMERICAN CENTY ETF TR - AVAN EMER EX ETF | — | $745K | 0.1% | 8,697 | -20% | |||
| 144 | $BX | Blackstone Inc. | Financials | $724K | 0.1% | 6,155 | +2% | |||
| 145 | — | PROSHARES TR - PSHS ULT S&P 500 | — | $700K | 0.1% | 10K | +0.2% | |||
| 146 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $699K | 0.1% | 14K | -2% | |||
| 147 | $LRCX | LAM RESEARCH CORP | Technology | $698K | 0.1% | 1,611 | -3% | |||
| 148 | $LIN | LINDE PLC | Materials | $697K | 0.1% | 1,343 | — | |||
| 149 | $VKQ | Invesco Municipal Trust | Other | $691K | 0.1% | 69K | -0.8% | |||
| 150 | $ECL | ECOLAB INC. | Materials | $690K | 0.1% | 2,477 | -43% |
What changed in Q2 2026
Against the previous quarter's 13F: 28 new, 135 added to, 112 trimmed, 36 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$750K
first bought this quarter
$MUMICRON TECHNOLOGY INC$660K
first bought this quarter
$GLWCORNING INC /NY$589K
first bought this quarter
$FTNTFortinet, Inc.$461K
first bought this quarter
- ISHARES TR - CORE S&P TTL STK$359K
first bought this quarter
+22 more in the Excel export
Added to (135)
- ISHARES TR - CORE S&P500 ETF+32%
now $15.7M
$WFCWELLS FARGO & COMPANY/MN+347%
now $3.9M · held 5+ qtrs
now $52.5M · held 5+ qtrs, 4 adds in a row
- ISHARES TR - NATIONAL MUN ETF+15%
now $14.5M
$LLYELI LILLY & Co+51%
now $5.6M · held 5+ qtrs
- ISHARES TR - LONG TERM MUNI+21%
now $7.9M
+129 more in the Excel export
Trimmed (112)
$AMDADVANCED MICRO DEVICES INC-63%
now $827K · held 2 qtrs
now $36.9M · held 5+ qtrs
$GSGOLDMAN SACHS GROUP INC-20%
now $3.9M · held 5+ qtrs
- ISHARES TR - MSCI USA QLT FCT-19%
now $3.5M
now $12.1M · held 5+ qtrs, 2 trims in a row
$ATOATMOS ENERGY CORP-47%
now $854K · held 5+ qtrs
+106 more in the Excel export
Holdings by quarter
Every 13F Tyche Wealth Partners LLC has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Tyche Wealth Partners?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Tyche Wealth Partners's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 18% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
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 Q2 2025 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
Tyche Wealth Partners LLC disclosed 339 positions worth $712.4M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.4% of the equity portfolio, followed by $AAPL and $PEP. During the quarter the fund opened 28 new positions and exited 36. The portfolio is most concentrated in Other (45.3% of disclosed assets). All figures are sourced directly from Tyche Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 2004818.
Funds like this
managers whose biggest positions overlap Tyche Wealth Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Tyche Wealth Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Tyche Wealth Partners LLC (SEC CIK: 2004818), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Tyche Wealth Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.