Cyndeo Wealth Partners, LLC 13F Holdings · Q2 2026
Cyndeo Wealth Partners, LLC reported 517 securities worth $2.12B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (3.38%), AAPL (3.18%), AVGO (3.04%). Among its top 25 positions this quarter: 1 new, 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $71.8M | 3.38% | 192,374 | Trimmed |
| 2 | AAPL | APPLE INC | $67.5M | 3.18% | 233,368 | Added |
| 3 | AVGO | BROADCOM INC | $64.5M | 3.04% | 170,727 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $63.4M | 2.99% | 317,047 | Added |
| 5 | AMZN | AMAZON COM INC | $47.6M | 2.24% | 199,523 | Added |
| 6 | ABBV | ABBVIE INC | $34.5M | 1.63% | 137,211 | Added |
| 7 | GOOGL | ALPHABET INC | $33.8M | 1.59% | 94,514 | Trimmed |
| 8 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $31.3M | 1.48% | 1.2M | Added |
| 9 | VB | VANGUARD INDEX FDS | $31.1M | 1.46% | 102,541 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $30.2M | 1.42% | 662,811 | Added |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $29.7M | 1.40% | 62,222 | Added |
| 12 | FTCB | FIRST TR EXCHANGE-TRADED FD | $25.8M | 1.22% | 1.2M | Added |
| 13 | JPM | JPMORGAN CHASE & CO. | $25.4M | 1.19% | 77,465 | Trimmed |
| 14 | UCON | FIRST TR EXCHNG TRADED FD VI | $21.7M | 1.02% | 872,866 | Added |
| 15 | LLY | ELI LILLY & CO | $21.5M | 1.01% | 17,927 | Trimmed |
| 16 | IGIB | ISHARES TR | $21.3M | 1.00% | 400,135 | Added |
| 17 | YLD | PRINCIPAL EXCHANGE TRADED FD | $21.2M | 1.00% | 1.1M | Added |
| 18 | FTSL | FIRST TR EXCHANGE-TRADED FD | $21.0M | 0.99% | 469,326 | Added |
| 19 | GSY | INVESCO ACTIVELY MANAGED EXC | $21.0M | 0.99% | 419,129 | Added |
| 20 | XOM | EXXON MOBIL CORP | $20.9M | 0.99% | 153,038 | New |
| 21 | VUG | VANGUARD INDEX FDS | $20.2M | 0.95% | 234,304 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $19.9M | 0.94% | 78,287 | Trimmed |
| 23 | IVV | ISHARES TR | $19.4M | 0.91% | 25,907 | Added |
| 24 | IAU | ISHARES GOLD TR | $18.7M | 0.88% | 247,086 | Trimmed |
| 25 | META | META PLATFORMS INC | $18.2M | 0.86% | 32,366 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR