Cyndeo Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Cyndeo Wealth Partners, Llc disclosed 558 stock positions valued at approximately $2.21B as of quarter-end September 30, 2026. The largest holdings include MICROSOFT CORP, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 558
- Portfolio Value
- $2.21B
Holdings by Sector
Cyndeo Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 3.69% | 158,882 | -33,492 | -17.41% | $81,490,558 |
| APPLE INC | AAPL | Technology | 3.41% | 226,440 | -6,928 | -2.97% | $75,409,010 |
| NVIDIA CORPORATION | NVDA | Technology | 3.29% | 318,100 | +1,053 | +0.33% | $72,647,648 |
| BROADCOM INC | AVGO | Technology | 2.28% | 143,337 | -27,390 | -16.04% | $50,338,518 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.92% | 170,562 | -28,961 | -14.52% | $42,495,406 |
| ABBVIE INC | ABBV | Healthcare | 1.67% | 141,048 | +3,837 | +2.80% | $36,896,625 |
| ALPHABET INC | GOOGL | Communication Services | 1.62% | 104,020 | +9,506 | +10.06% | $35,791,276 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.51% | 73,273 | +11,051 | +17.76% | $33,426,220 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 1.49% | 1,076,457 | -81,078 | -7.00% | $32,928,829 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.45% | 737,489 | +74,678 | +11.27% | $31,933,284 |
| VANGUARD INDEX FDS | VB | Other | 1.32% | 102,860 | +319 | +0.31% | $29,262,686 |
| FIRST TR EXCHANGE-TRADED FD | FTCB | Other | 1.21% | 1,352,671 | +113,603 | +9.17% | $26,701,724 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.11% | 347,261 | +308,726 | +801.16% | $24,520,101 |
| META PLATFORMS INC | META | Communication Services | 1.08% | 32,964 | +598 | +1.85% | $23,904,576 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.03% | 241,490 | +241,490 | +100.00% | $22,704,913 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.02% | 138,299 | -14,739 | -9.63% | $22,508,154 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 1.01% | 499,972 | +30,646 | +6.53% | $22,283,753 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.00% | 934,030 | +61,164 | +7.01% | $22,178,554 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 1.00% | 442,920 | +23,791 | +5.68% | $22,114,972 |
| PRINCIPAL EXCHANGE TRADED FD | YLD | Other | 0.99% | 1,183,372 | +70,815 | +6.37% | $21,833,211 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.99% | 65,943 | -11,522 | -14.87% | $21,816,069 |
| ISHARES TR | IGIB | Other | 0.99% | 432,868 | +32,733 | +8.18% | $21,794,893 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.93% | 659,619 | +76,565 | +13.13% | $20,626,294 |
| ISHARES TR | IVV | Other | 0.92% | 26,466 | +559 | +2.16% | $20,268,894 |
| ARK 21SHARES BITCOIN ETF | ARKB | Other | 0.89% | 713,620 | +75,698 | +11.87% | $19,760,133 |
| ISHARES GOLD TR | IAU | Other | 0.88% | 248,291 | +1,205 | +0.49% | $19,391,527 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.87% | 72,577 | -5,710 | -7.29% | $19,214,121 |
| VANGUARD INDEX FDS | VUG | Other | 0.86% | 211,983 | -22,321 | -9.53% | $19,101,821 |
| ELI LILLY & CO | LLY | Healthcare | 0.82% | 15,601 | -2,326 | -12.97% | $18,051,423 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.77% | 90,932 | +9,166 | +11.21% | $17,008,750 |
Showing 30 of 558 holdings in the latest reporting period.