Cyndeo Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Cyndeo Wealth Partners, Llc disclosed 514 stock positions valued at approximately $2.12B as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, APPLE INC, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 514
- Portfolio Value
- $2.12B
Holdings by Sector
Cyndeo Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 3.38% | 192,374 | -210 | -0.11% | $71,759,429 |
| APPLE INC | AAPL | Technology | 3.18% | 233,368 | +7,550 | +3.34% | $67,527,349 |
| BROADCOM INC | AVGO | Technology | 3.04% | 170,727 | +733 | +0.43% | $64,492,074 |
| NVIDIA CORPORATION | NVDA | Technology | 2.99% | 317,047 | +1,932 | +0.61% | $63,437,945 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.24% | 199,523 | +4,287 | +2.20% | $47,554,194 |
| ABBVIE INC | ABBV | Healthcare | 1.63% | 137,211 | +305 | +0.22% | $34,527,753 |
| ALPHABET INC | GOOGL | Communication Services | 1.59% | 94,514 | -6,808 | -6.72% | $33,776,596 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 1.48% | 1,157,535 | +24,786 | +2.19% | $31,311,332 |
| VANGUARD INDEX FDS | VB | Other | 1.46% | 102,541 | +5,583 | +5.76% | $31,082,218 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.42% | 662,811 | +17,500 | +2.71% | $30,151,272 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 1.40% | 62,222 | +1,972 | +3.27% | $29,715,289 |
| FIRST TR EXCHANGE-TRADED FD | FTCB | Other | 1.22% | 1,239,068 | +34,249 | +2.84% | $25,840,754 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 1.19% | 77,465 | -39 | -0.05% | $25,356,773 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.02% | 872,866 | +32,949 | +3.92% | $21,716,918 |
| ELI LILLY & CO | LLY | Healthcare | 1.01% | 17,927 | -41 | -0.23% | $21,501,762 |
| ISHARES TR | IGIB | Other | 1.00% | 400,135 | +15,072 | +3.91% | $21,275,197 |
| PRINCIPAL EXCHANGE TRADED FD | YLD | Other | 1.00% | 1,112,557 | +41,774 | +3.90% | $21,227,583 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.99% | 419,129 | +15,684 | +3.89% | $21,019,308 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 0.99% | 469,326 | +21,512 | +4.80% | $21,002,335 |
| EXXON MOBIL CORP | XOM | Other | 0.99% | 153,038 | +1,189 | +0.78% | $20,923,318 |
| VANGUARD INDEX FDS | VUG | Other | 0.95% | 234,304 | +195,774 | +508.11% | $20,182,960 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.94% | 78,287 | -3,056 | -3.76% | $19,882,488 |
| ISHARES TR | IVV | Other | 0.91% | 25,907 | +1,330 | +5.41% | $19,401,588 |
| ISHARES GOLD TR | IAU | Other | 0.88% | 247,086 | -734 | -0.30% | $18,657,464 |
| META PLATFORMS INC | META | Communication Services | 0.86% | 32,366 | -919 | -2.76% | $18,231,540 |
| SPROTT PHYSICAL GOLD TR | PHYS | Other | 0.83% | 583,054 | +19,956 | +3.54% | $17,590,752 |
| ORACLE CORP | ORCL | Technology | 0.81% | 117,650 | +3,274 | +2.86% | $17,241,616 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.81% | 113,765 | +1,026 | +0.91% | $17,235,327 |
| CISCO SYS INC | CSCO | Technology | 0.79% | 142,072 | +8,245 | +6.16% | $16,687,775 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.77% | 46,632 | +1,009 | +2.21% | $16,446,323 |
Showing 30 of 514 holdings in the latest reporting period.