Q2 2026 13F · SEC CIK 1950947

Cyndeo Wealth Partners, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.1B
Reported positions: 517
Top holdings a year, 3 yrs: +15.3%
Assets under management: $3.2B

Cyndeo Wealth Partners, LLC is a wealth manager that reported 517 positions worth $2.1B in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Microsoft Corp (MSFT, 3.4%), Apple Inc (AAPL, 3.2%), Broadcom Inc (AVGO, 3.0%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Cyndeo Wealth Partners, LLC holdings largest 50 of 517 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cyndeo Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	3.4%	3.8%	192,374	-0.1%	$71.8M
AAPLApple Inc	3.2%	3.0%	233,368	+3.3%	$67.5M
AVGOBroadcom Inc	3.0%	2.8%	170,727	+0.4%	$64.5M
NVDANvidia Corporation Com	3.0%	2.9%	317,047	+0.6%	$63.4M
AMZNAmazon Com Inc Com	2.2%	2.1%	199,523	+2.2%	$47.6M
ABBVAbbvie Inc	1.6%	1.6%	137,211	+0.2%	$34.5M
GOOGLAlphabet Inc	1.6%	1.5%	94,514	-6.7%	$33.8M
FTGCFirst Tr Exchange Trad Fd Vi	1.5%	1.7%	1,157,535	+2.2%	$31.3M
VBVanguard Indx Fd	1.5%	1.3%	102,541	+5.8%	$31.1M
FBNDFidelity Merrimack Str Tr	1.4%	1.5%	662,811	+2.7%	$30.2M
TSMTaiwan Semiconductor Manufac	1.4%	1.1%	62,222	+3.3%	$29.7M
FTCBFirst Tr Exchange-Traded Fd	1.2%	1.3%	1,239,068	+2.8%	$25.8M
JPMJpmorgan Chase & Co	1.2%	1.2%	77,465	-0.1%	$25.4M
UCONFirst Tr Exchng Traded Fd Vi	1.0%	1.1%	872,866	+3.9%	$21.7M
LLYLilly Eli & Co	1.0%	0.9%	17,927	-0.2%	$21.5M
IGIBIshares Tr	1.0%	1.1%	400,135	+3.9%	$21.3M
YLDPrincipal Exchange Traded Fd	1.0%	1.1%	1,112,557	+3.9%	$21.2M
GSYInvesco Actively Managed Exc	1.0%	1.1%	419,129	+3.9%	$21.0M
FTSLFirst Tr Exchange-Traded Fd	1.0%	1.1%	469,326	+4.8%	$21.0M
XOMExxon Mobil Corp	1.0%	—	153,038	—	$20.9M
VUGVanguard Indx Fd	1.0%	0.9%	234,304	+508.1%	$20.2M
JNJJohnson & Johnson	0.9%	1.0%	78,287	-3.8%	$19.9M
IVVIshares Core S&p 500 ETF	0.9%	0.8%	25,907	+5.4%	$19.4M
IAUIshares Gold Trust	0.9%	1.1%	247,086	-0.3%	$18.7M
METAMeta Platforms Inc Class A	0.9%	1.0%	32,366	-2.8%	$18.2M
PHYSSprott Asset Management LP	0.8%	1.1%	583,054	+3.5%	$17.6M
ORCLOracle Corp	0.8%	0.9%	117,650	+2.9%	$17.2M
TJXTjx Cos Inc New Com	0.8%	0.9%	113,765	+0.9%	$17.2M
CSCOCisco Sys Inc	0.8%	—	142,072	—	$16.7M
HDHome Depot Inc Com	0.8%	0.8%	46,632	+2.2%	$16.4M
SPYSpdr S&p 500 ETF Tr	0.7%	0.7%	20,827	-2.8%	$15.6M
PDIPimco Dynamic Income Fd Shs	0.7%	—	927,452	—	$15.5M
ADIAnalog Devices Inc	0.7%	0.6%	38,880	+3.7%	$15.4M
JFRNuveen Float Rate Inc Fd	0.7%	0.7%	1,999,420	+11.4%	$15.3M
LINLinde PLC	0.7%	0.6%	29,288	+29.4%	$15.2M
MSMorgan Stanley Com New	0.7%	0.6%	70,839	+6.0%	$14.8M
ABTAbbott Laboratories	0.7%	0.9%	162,929	-0.0%	$14.8M
MOAltria Group Inc	0.7%	0.7%	199,235	+1.5%	$14.3M
MRKMerck & Co. Inc	0.7%	0.7%	108,426	+3.8%	$13.9M
TXNTexas Instruments Inc	0.6%	—	46,127	—	$13.7M
URAGlobal X Uranium ETF	0.6%	0.7%	300,907	+4.0%	$13.1M
PFEPfizer Inc	0.6%	0.8%	536,714	+3.9%	$12.9M
GOOGAlphabet Inc	0.6%	—	36,205	—	$12.8M
VTIVanguard Index Fds	0.6%	—	34,067	—	$12.6M
CBChubb Limited Com	0.6%	—	36,922	—	$12.6M
ARKBArk 21shares Bitcoin ETF	0.6%	0.7%	637,922	+5.3%	$12.4M
NEENextera Energy Inc Com	0.6%	0.7%	135,898	+1.5%	$11.9M
AEPAmerican Elec Pwr Co Inc	0.6%	—	86,134	—	$11.8M
METMetlife Inc	0.6%	—	138,721	—	$11.7M
RTXRtx Corporation Com	0.5%	0.8%	61,396	-22.2%	$11.6M

What Cyndeo Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.3% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.1B	517
Q1 2026	$1.9B	478
Q4 2025	$1.9B	477
Q3 2025	$1.8B	474
Q2 2025	$1.7B	465
Q1 2025	$1.5B	448
Q4 2024	$1.5B	441
Q3 2024	$1.4B	444
Q2 2024	$1.3B	394
Q1 2024	$1.2B	380
Q4 2023	$1.1B	367
Q3 2023	$959.5M	339

Questions about Cyndeo Wealth Partners, LLC's portfolio

What stocks does Cyndeo Wealth Partners, LLC own?

Cyndeo Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 517 positions worth $2.1B. The largest are Microsoft Corp (MSFT) at 3.4%, Apple Inc (AAPL) at 3.2%, Broadcom Inc (AVGO) at 3.0%, Nvidia Corporation Com (NVDA) at 3.0% and Amazon Com Inc Com (AMZN) at 2.2%.

What did Cyndeo Wealth Partners, LLC buy last quarter?

In Q2 2026, Cyndeo Wealth Partners, LLC added Vanguard Indx Fd (VUG) (+508.1% shares), Linde PLC (LIN) (+29.4% shares) and Nuveen Float Rate Inc Fd (JFR) (+11.4% shares), compared with its Q1 2026 filing.

What did Cyndeo Wealth Partners, LLC sell last quarter?

In Q2 2026, Cyndeo Wealth Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Sprott Asset Management LP (PSLV), cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Palantir Technologies Inclass Class A (PLTR), Rtx Corporation Com (RTX) (-22.2% shares) and Alphabet Inc (GOOGL) (-6.7% shares), compared with its Q1 2026 filing.

How has Cyndeo Wealth Partners, LLC's portfolio performed?

A portfolio copying Cyndeo Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.3% against +20.1%.

When is Cyndeo Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cyndeo Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cyndeo Wealth Partners, LLC manage?

Cyndeo Wealth Partners, LLC reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.1B.