Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2026) About Cyndeo Wealth Partners, LLCInvestment ActivityCyndeo Wealth Partners, LLC has $2.21 billion in total holdings as of September 30, 2026.Cyndeo Wealth Partners, LLC owns shares of 562 different stocks, but just 123 companies or ETFs make up 80% of its holdings.Approximately 11.07% of the portfolio was purchased this quarter.About 8.02% of the portfolio was sold this quarter.This quarter, Cyndeo Wealth Partners, LLC has purchased 517 new stocks and bought additional shares in 253 stocks.Cyndeo Wealth Partners, LLC sold shares of 181 stocks and completely divested from 31 stocks this quarter.Largest Holdings Microsoft $81,490,558Apple $75,409,010NVIDIA $72,647,648Broadcom $50,338,518Amazon.com $42,495,406 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $22,704,913 Holding099502106 - Booz Allen Hamilton $9,368,636 Holding78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $2,630,234 Holding98138H101 - Workday $1,908,409 Holding61174X109 - Monster Beverage $1,907,278 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 241,490 shares (about $22.70M)Vanguard FTSE Developed Markets ETF 308,726 shares (about $21.80M)Paychex 99,967 shares (about $9.85M)POWERLAW CORP 875,944 shares (about $9.58M)Booz Allen Hamilton 134,956 shares (about $9.37M) Largest Sales this Quarter Microsoft 33,492 shares (about $17.18M)Broadcom 27,390 shares (about $9.62M)AT&T 365,165 shares (about $8.91M)General Mills 231,953 shares (about $7.46M)Amazon.com 28,961 shares (about $7.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCyndeo Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$81,490,558$17,178,043 ▼-17.4%158,8823.7%TechnologyAAPLApple$75,409,010$2,307,161 ▼-3.0%226,4403.4%TechnologyNVDANVIDIA$72,647,648$240,484 ▲0.3%318,1003.3%TechnologyAVGOBroadcom$50,338,518$9,619,094 ▼-16.0%143,3372.3%TechnologyAMZNAmazon.com$42,495,406$7,215,613 ▼-14.5%170,5621.9%Consumer DiscretionaryABBVAbbVie$36,896,625$1,003,718 ▲2.8%141,0481.7%HealthcareGOOGLAlphabet$35,791,276$3,270,831 ▲10.1%104,0201.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$33,426,220$5,041,327 ▲17.8%73,2731.5%TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$32,928,829$2,480,177 ▼-7.0%1,076,4571.5%ETFFBNDFidelity Total Bond ETF$31,933,284$3,233,558 ▲11.3%737,4891.4%ETFVBVanguard Small-Cap ETF$29,262,686$90,752 ▲0.3%102,8601.3%ETFFIRST TR EXCHANGE-TRADED FD$26,701,724$2,242,523 ▲9.2%1,352,6711.2%CORE INVESTMENTVEAVanguard FTSE Developed Markets ETF$24,520,101$21,799,144 ▲801.2%347,2611.1%ETFMETAMeta Platforms$23,904,576$433,653 ▲1.8%32,9641.1%Communication ServicesAVEMAvantis Emerging Markets Equity ETF$22,704,913$22,704,913 ▲New Holding241,4901.0%ETFEXXONMOBIL HOLDINGS CORP$22,508,154$2,398,771 ▼-9.6%138,2991.0%COM SHSFTSLFirst Trust Senior Loan ETF$22,283,753$1,365,892 ▲6.5%499,9721.0%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$22,178,554$1,452,340 ▲7.0%934,0301.0%ETFGSYInvesco Ultra Short Duration ETF$22,114,972$1,187,883 ▲5.7%442,9201.0%ETFYLDPrincipal Active High Yield ETF$21,833,211$1,306,537 ▲6.4%1,183,3721.0%ETFJPMJPMorgan Chase & Co.$21,816,069$3,811,849 ▼-14.9%65,9431.0%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$21,794,893$1,648,106 ▲8.2%432,8681.0%ETFSPROTT ASSET MANAGEMENT LP$20,626,294$2,394,188 ▲13.1%659,6190.9%PHYSICAL GOLD TRIVViShares Core S&P 500 ETF$20,268,894$428,108 ▲2.2%26,4660.9%ETFARK 21SHARES BITCOIN ETF$19,760,133$2,096,077 ▲11.9%713,6200.9%SHS BEN INTIAUiShares Gold Trust$19,391,527$94,110 ▲0.5%248,2910.9%ETFJNJJohnson & Johnson$19,214,121$1,511,672 ▼-7.3%72,5770.9%HealthcareVUGVanguard Growth ETF$19,101,821$2,011,349 ▼-9.5%211,9830.9%ETFLLYEli Lilly and Company$18,051,423$2,691,341 ▼-13.0%15,6010.8%HealthcarePALANTIR TECHNOLOGIES INC$17,008,750$1,714,492 ▲11.2%90,9320.8%CL AORCLOracle$16,878,506$725,216 ▲4.5%122,9320.8%TechnologyADIAnalog Devices$16,744,563$1,320,634 ▲8.6%42,2090.8%TechnologyPFEPfizer$15,528,675$221,600 ▲1.4%544,4840.7%HealthcareCSCOCisco Systems$15,236,698$54,461 ▼-0.4%141,5660.7%TechnologySPROTT ASSET MANAGEMENT LP$15,168,578$3,997,467 ▲35.8%783,0960.7%PHYSICAL SILVERMRKMerck & Co., Inc.$15,041,103$714,347 ▼-4.5%103,5100.7%HealthcareURAGlobal X Uranium ETF$15,026,556$3,035,414 ▲25.3%377,0780.7%ETFCVXChevron$14,705,962$429,453 ▲3.0%72,0140.7%EnergyTXNTexas Instruments$14,545,378$1,625,645 ▲12.6%51,9310.7%TechnologySPYSPDR S&P 500 ETF Trust$14,380,001$1,503,128 ▼-9.5%18,8560.7%ETFPANWPalo Alto Networks$13,324,839$1,683,782 ▲14.5%33,5380.6%TechnologyPDIPIMCO Dynamic Income Fund$13,315,228$303,076 ▲2.3%949,0540.6%FinanceMOAltria Group$13,123,399$293,063 ▼-2.2%194,8830.6%Consumer StaplesUNPUnion Pacific$13,036,864$2,663,867 ▲25.7%47,9070.6%IndustrialsLINDE PLC$13,016,270$885,218 ▼-6.4%27,4230.6%SHSRTXRTX$12,992,753$1,594,552 ▲14.0%69,9850.6%IndustrialsVTIVanguard Total Stock Market ETF$12,671,546$77,843 ▼-0.6%33,8590.6%ETFGOOGAlphabet$12,656,561$319,958 ▲2.6%37,1440.6%Communication ServicesJFRNuveen Floating Rate Income Fund$12,612,846$2,262,839 ▼-15.2%1,695,2750.6%FinanceHDHome Depot$12,602,236$663,994 ▼-5.0%44,2980.6%Consumer DiscretionaryPOWERLAW CORP$12,364,652$9,577,261 ▲343.6%1,130,8810.6%COMVZVerizon Communications$12,355,337$251,505 ▲2.1%269,3560.6%Communication ServicesBITBlackRock Multi-Sector Income Trust$11,161,106$875,034 ▲8.5%992,9810.5%FinanceETNEaton$11,034,393$502,325 ▼-4.4%25,6790.5%IndustrialsVTVVanguard Value ETF$10,918,656$351,127 ▼-3.1%50,5310.5%ETFTJXTJX Companies$10,830,262$4,222,023 ▼-28.0%81,8550.5%Consumer DiscretionaryVVisa$10,804,096$986,731 ▼-8.4%30,0670.5%FinanceBMYBristol Myers Squibb$10,668,317$966,761 ▼-8.3%170,9670.5%HealthcareCBChubb$10,461,821$1,547,237 ▼-12.9%32,1650.5%FinanceUGIUGI$10,442,186$1,232,863 ▲13.4%292,7440.5%UtilitiesSJMJ. M. Smucker$10,336,256$972,684 ▼-8.6%86,9250.5%Consumer StaplesMSMorgan Stanley$10,308,006$3,015,514 ▼-22.6%54,8060.5%FinanceMETMetLife$10,288,970$2,773,015 ▼-21.2%109,2710.5%FinancePAYXPaychex$10,241,834$9,846,750 ▲2,492.3%103,9780.5%IndustrialsAEPAmerican Electric Power$10,180,905$38,084 ▼-0.4%85,8130.5%UtilitiesKMIKinder Morgan$10,064,805$102,088 ▼-1.0%333,8240.5%EnergyDUKDuke Energy$10,060,803$176,145 ▲1.8%88,2450.5%UtilitiesKOCoca-Cola$9,912,217$584,312 ▼-5.6%115,1510.4%Consumer StaplesPLDPrologis$9,909,049$1,122,862 ▲12.8%76,3170.4%Real EstateBLACKROCK INC$9,743,851$246,586 ▲2.6%9,2070.4%COMZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$9,552,151$1,230,617 ▲14.8%177,1540.4%ETFIWFiShares Russell 1000 Growth ETF$9,527,063$47,098 ▼-0.5%76,0580.4%ETFKHCKraft Heinz$9,381,557$266,142 ▼-2.8%412,9210.4%Consumer StaplesBAHBooz Allen Hamilton$9,368,636$9,368,636 ▲New Holding134,9560.4%IndustrialsNEENextEra Energy$9,305,748$987,198 ▼-9.6%122,8640.4%UtilitiesABTAbbott Laboratories$9,294,236$6,807,979 ▼-42.3%94,0430.4%HealthcareKIMBERLY-CLARK CORP$9,210,418$8,769,646 ▲1,989.6%94,5340.4%COMTTTrane Technologies$9,205,008$2,541,479 ▲38.1%20,3660.4%IndustrialsTSLATesla$9,150,118$309,037 ▲3.5%25,7890.4%Consumer DiscretionaryDTEDTE Energy$8,993,787$55,297 ▲0.6%73,8410.4%UtilitiesORealty Income$8,932,714$374,778 ▲4.4%164,5070.4%Real EstateSPACE EXPLORATION TECHN CORP$8,713,459$7,370,211 ▲548.7%57,7590.4%CLASS A COM STKMCDMcDonald's$8,655,679$775,963 ▲9.8%37,4800.4%Consumer DiscretionaryDYNFiShares U.S. Equity Factor Rotation Active ETF$8,453,456$901,072 ▲11.9%122,0540.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$8,424,933$597,606 ▼-6.6%12,8290.4%ETFJAVAJPMorgan Active Value ETF$8,075,736$646,292 ▲8.7%101,3010.4%ETFAXPAmerican Express$7,765,528$1,486,143 ▼-16.1%25,5360.4%FinancePNCThe PNC Financial Services Group$7,680,665$4,669,699 ▲155.1%34,5570.3%FinanceCLXClorox$7,622,696$594,288 ▲8.5%94,0960.3%Consumer StaplesCATCaterpillar$7,294,558$1,045,091 ▼-12.5%8,9970.3%IndustrialsFBCGFidelity Blue Chip Growth ETF$7,243,297$607,701 ▲9.2%114,5910.3%ETFADPAutomatic Data Processing$7,192,319$1,164,613 ▲19.3%27,8710.3%IndustrialsMLNVanEck Long Muni ETF$7,176,957$24,079 ▲0.3%439,6300.3%ETFGOVTiShares U.S. Treasury Bond ETF$6,866,792$2,267,309 ▲49.3%313,9820.3%ETFMAMastercard$6,587,905$40,809 ▲0.6%11,9460.3%FinanceBINCiShares Flexible Income Active ETF$6,444,257$786,435 ▲13.9%126,8800.3%ETFARISTA NETWORKS INC$6,268,335$781,582 ▲14.2%30,7890.3%COM SHSQQQInvesco QQQ$5,952,383$386,172 ▲6.9%8,0460.3%ETFAMLPAlerian MLP ETF$5,677,472$9,492 ▲0.2%109,4560.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$5,345,231$1,399,699 ▼-20.8%58,3290.2%ETFShowing largest 100 holdings. 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