Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Cyndeo Wealth Partners, LLC

Investment Activity

Cyndeo Wealth Partners, LLC has $2.12 billion in total holdings as of June 30, 2026.
Cyndeo Wealth Partners, LLC owns shares of 517 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
Approximately 8.25% of the portfolio was purchased this quarter.
About 3.55% of the portfolio was sold this quarter.
This quarter, Cyndeo Wealth Partners, LLC has purchased 478 new stocks and bought additional shares in 265 stocks.
Cyndeo Wealth Partners, LLC sold shares of 150 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Microsoft: $71,759,429
Apple: $67,527,349
Broadcom: $64,492,074
NVIDIA: $63,437,945
Amazon.com: $47,554,194

Largest New Holdings this Quarter

30233Q108 - EXXON MOBIL CORP: $20,923,318 Holding
738922103 - POWERLAW CORP: $3,676,745 Holding
G98239109 - XP: $3,131,344 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $1,756,398 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $1,521,275 Holding

Largest Purchases this Quarter

EXXON MOBIL CORP: 153,038 shares (about $20.92M)
Vanguard Growth ETF: 195,774 shares (about $16.86M)
iShares Russell 1000 Growth ETF: 57,512 shares (about $7.14M)
Applied Materials: 7,946 shares (about $5.74M)
PIMCO Dynamic Income Fund: 307,630 shares (about $5.14M)

Largest Sales this Quarter

RTX: 17,544 shares (about $3.33M)
BLACKROCK ETF TRUST: 56,626 shares (about $2.99M)
Micron Technology: 2,508 shares (about $2.89M)
Alphabet: 6,808 shares (about $2.43M)
Seagate Technology: 1,780 shares (about $1.72M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$71,759,429	$78,334 â–¼	-0.1%	192,374	3.4%	Computer and Technology
AAPL Apple	$67,527,349	$2,184,667 â–²	3.3%	233,368	3.2%	Computer and Technology
AVGO Broadcom	$64,492,074	$276,891 â–²	0.4%	170,727	3.0%	Computer and Technology
NVDA NVIDIA	$63,437,945	$386,574 â–²	0.6%	317,047	3.0%	Computer and Technology
AMZN Amazon.com	$47,554,194	$1,021,761 â–²	2.2%	199,523	2.2%	Retail/Wholesale
ABBV AbbVie	$34,527,753	$76,750 â–²	0.2%	137,211	1.6%	Medical
GOOGL Alphabet	$33,776,596	$2,432,984 â–¼	-6.7%	94,514	1.6%	Computer and Technology
FTGC First Trust Global Tactical Commodity Strategy Fund	$31,311,332	$670,462 â–²	2.2%	1,157,535	1.5%	Manufacturing
VB Vanguard Small-Cap ETF	$31,082,218	$1,692,318 â–²	5.8%	102,541	1.5%	ETF
FBND Fidelity Total Bond ETF	$30,151,272	$796,075 â–²	2.7%	662,811	1.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$29,715,289	$941,766 â–²	3.3%	62,222	1.4%	Computer and Technology
FIRST TR EXCHANGE-TRADED FD	$25,840,754	$714,263 â–²	2.8%	1,239,068	1.2%	CORE INVESTMENT
JPM JPMorgan Chase & Co.	$25,356,773	$12,766 â–¼	-0.1%	77,465	1.2%	Finance
UCON First Trust TCW Unconstrained Plus Bond ETF	$21,716,918	$819,772 â–²	3.9%	872,866	1.0%	ETF
LLY Eli Lilly and Company	$21,501,762	$49,176 â–¼	-0.2%	17,927	1.0%	Medical
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$21,275,197	$801,379 â–²	3.9%	400,135	1.0%	Manufacturing
YLD Principal Active High Yield ETF	$21,227,583	$797,048 â–²	3.9%	1,112,557	1.0%	ETF
GSY Invesco Ultra Short Duration ETF	$21,019,308	$786,552 â–²	3.9%	419,129	1.0%	ETF
FTSL First Trust Senior Loan ETF	$21,002,335	$962,662 â–²	4.8%	469,326	1.0%	Manufacturing
EXXON MOBIL CORP	$20,923,318	$20,923,318 â–²	New Holding	153,038	1.0%	COM
VUG Vanguard Growth ETF	$20,182,960	$16,863,984 â–²	508.1%	234,304	1.0%	ETF
JNJ Johnson & Johnson	$19,882,488	$776,130 â–¼	-3.8%	78,287	0.9%	Medical
IVV iShares Core S&P 500 ETF	$19,401,588	$996,029 â–²	5.4%	25,907	0.9%	ETF
IAU iShares Gold Trust	$18,657,464	$55,424 â–¼	-0.3%	247,086	0.9%	Finance
META Meta Platforms	$18,231,540	$517,666 â–¼	-2.8%	32,366	0.9%	Computer and Technology
SPROTT PHYSICAL GOLD TR	$17,590,752	$602,073 â–²	3.5%	583,054	0.8%	UNIT
ORCL Oracle	$17,241,616	$479,805 â–²	2.9%	117,650	0.8%	Computer and Technology
TJX TJX Companies	$17,235,327	$155,438 â–²	0.9%	113,765	0.8%	Retail/Wholesale
CSCO Cisco Systems	$16,687,775	$968,458 â–²	6.2%	142,072	0.8%	Computer and Technology
HD Home Depot	$16,446,323	$355,857 â–²	2.2%	46,632	0.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$15,552,941	$452,542 â–¼	-2.8%	20,827	0.7%	Finance
PDI PIMCO Dynamic Income Fund	$15,488,448	$5,137,421 â–²	49.6%	927,452	0.7%	Financial Services
ADI Analog Devices	$15,442,047	$554,452 â–²	3.7%	38,880	0.7%	Computer and Technology
JFR Nuveen Floating Rate Income Fund	$15,335,551	$1,565,063 â–²	11.4%	1,999,420	0.7%	Financial Services
LINDE PLC	$15,198,477	$3,456,086 â–²	29.4%	29,288	0.7%	SHS
MS Morgan Stanley	$14,808,285	$837,629 â–²	6.0%	70,839	0.7%	Finance
ABT Abbott Laboratories	$14,784,185	$1,906 â–¼	0.0%	162,929	0.7%	Medical
MO Altria Group	$14,334,933	$209,806 â–²	1.5%	199,235	0.7%	Consumer Staples
MRK Merck & Co., Inc.	$13,932,793	$504,878 â–²	3.8%	108,426	0.7%	Medical
TXN Texas Instruments	$13,749,222	$179,738 â–¼	-1.3%	46,127	0.6%	Computer and Technology
URA Global X Uranium ETF	$13,149,649	$504,430 â–²	4.0%	300,907	0.6%	ETF
PFE Pfizer	$12,924,079	$480,709 â–²	3.9%	536,714	0.6%	Medical
GOOG Alphabet	$12,792,361	$43,813 â–²	0.3%	36,205	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$12,606,154	$324,525 â–²	2.6%	34,067	0.6%	ETF
CB Chubb	$12,580,935	$2,713,682 â–²	27.5%	36,922	0.6%	Finance
ARK 21SHARES BITCOIN ETF	$12,413,956	$622,253 â–²	5.3%	637,922	0.6%	SHS BEN INT
NEE NextEra Energy	$11,927,749	$179,840 â–²	1.5%	135,898	0.6%	Utilities
AEP American Electric Power	$11,783,974	$447,505 â–²	3.9%	86,134	0.6%	Utilities
MET MetLife	$11,737,142	$509,181 â–²	4.5%	138,721	0.6%	Finance
RTX RTX	$11,648,666	$3,328,624 â–¼	-22.2%	61,396	0.5%	Aerospace
CVX Chevron	$11,588,404	$333,342 â–²	3.0%	69,911	0.5%	Energy
BIT BlackRock Multi-Sector Income Trust	$11,457,440	$441,330 â–²	4.0%	915,131	0.5%	Financial Services
ETN Eaton	$11,440,327	$237,346 â–²	2.1%	26,848	0.5%	Industrials
VTV Vanguard Value ETF	$11,366,399	$23,754 â–¼	-0.2%	52,156	0.5%	ETF
V Visa	$11,257,679	$902,316 â–²	8.7%	32,813	0.5%	Business Services
DTE DTE Energy	$11,182,004	$486,823 â–²	4.6%	73,387	0.5%	Utilities
VZ Verizon Communications	$11,172,370	$394,143 â–²	3.7%	263,873	0.5%	Computer and Technology
DUK Duke Energy	$10,974,471	$344,550 â–²	3.2%	86,700	0.5%	Utilities
CAT Caterpillar	$10,953,344	$270,479 â–¼	-2.4%	10,286	0.5%	Industrials
SPROTT PHYSICAL SILVER TR	$10,882,745	$597,934 â–²	5.8%	576,722	0.5%	TR UNIT
KMI Kinder Morgan	$10,780,599	$406,882 â–²	3.9%	337,210	0.5%	Energy
BMY Bristol Myers Squibb	$10,743,823	$622,469 â–²	6.2%	186,460	0.5%	Medical
OKE ONEOK	$10,736,786	$413,746 â–²	4.0%	123,497	0.5%	Energy
SJM J. M. Smucker	$10,699,282	$573,073 â–²	5.7%	95,105	0.5%	Consumer Staples
TSLA Tesla	$10,480,419	$681,787 â–²	7.0%	24,918	0.5%	Auto/Tires/Trucks
UNP Union Pacific	$10,368,133	$142,529 â–²	1.4%	38,118	0.5%	Transportation
AXP American Express	$10,290,476	$391,351 â–²	4.0%	30,423	0.5%	Finance
KHC Kraft Heinz	$10,029,870	$471,974 â–²	4.9%	424,635	0.5%	Consumer Staples
PANW Palo Alto Networks	$9,991,816	$1,014,868 â–²	11.3%	29,300	0.5%	Computer and Technology
KO CocaCola	$9,909,984	$377,906 â–²	4.0%	121,939	0.5%	Consumer Staples
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund	$9,892,632	$310,437 â–²	3.2%	154,331	0.5%	ETF
O Realty Income	$9,765,187	$590,602 â–²	6.4%	157,605	0.5%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$9,663,188	$1,641,596 â–¼	-14.5%	13,739	0.5%	ETF
AMAT Applied Materials	$9,659,887	$5,744,889 â–²	146.7%	13,361	0.5%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$9,539,612	$199,272 â–¼	-2.0%	81,766	0.4%	CL A
IWF iShares Russell 1000 Growth ETF	$9,490,861	$7,141,304 â–²	303.9%	76,434	0.4%	ETF
MCD McDonald's	$9,222,936	$204,624 â–²	2.3%	34,120	0.4%	Retail/Wholesale
PLD Prologis	$9,167,153	$235,041 â–²	2.6%	67,669	0.4%	Finance
UGI UGI	$8,917,557	$255,906 â–²	3.0%	258,181	0.4%	Utilities
BLACKROCK INC	$8,628,901	$216,348 â–²	2.6%	8,974	0.4%	COM
T AT&T	$8,533,760	$483,800 â–²	6.0%	412,259	0.4%	Computer and Technology
GIS General Mills	$8,344,617	$781,468 â–²	10.3%	239,788	0.4%	Consumer Staples
CLX Clorox	$8,280,398	$710,935 â–²	9.4%	86,760	0.4%	Consumer Staples
MLN VanEck Long Muni ETF	$7,790,395	$257,294 â–²	3.4%	438,155	0.4%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$7,416,072	$53,048 â–¼	-0.7%	109,044	0.3%	ETF
JAVA JPMorgan Active Value ETF	$7,400,549	$749,314 â–²	11.3%	93,194	0.3%	ETF
STX Seagate Technology	$7,394,743	$1,717,688 â–¼	-18.8%	7,663	0.3%	Computer and Technology
TT Trane Technologies	$7,241,123	$654,712 â–¼	-8.3%	14,743	0.3%	Construction
WALMART INC	$6,760,318	$160,717 â–¼	-2.3%	59,688	0.3%	COM
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$6,744,934	$4,949,077 â–²	275.6%	73,603	0.3%	ETF
FBCG Fidelity Blue Chip Growth ETF	$6,520,121	$781,282 â–¼	-10.7%	104,977	0.3%	ETF
APH Amphenol	$6,263,434	$303,800 â–²	5.1%	35,523	0.3%	Computer and Technology
MA Mastercard	$6,097,570	$179,250 â–²	3.0%	11,872	0.3%	Business Services
HYD VanEck High Yield Muni ETF	$5,949,363	$15,814 â–²	0.3%	115,499	0.3%	ETF
INTC Intel	$5,937,898	$1,815 â–²	0.0%	42,526	0.3%	Computer and Technology
DIMENSIONAL ETF TRUST	$5,844,272	$338,987 â–²	6.2%	71,289	0.3%	US CORE EQUITY 1
BINC iShares Flexible Income Active ETF	$5,830,467	$228,673 â–²	4.1%	111,396	0.3%	ETF
AMLP Alerian MLP ETF	$5,665,821	$8,089 â–²	0.1%	109,273	0.3%	ETF
QQQ Invesco QQQ	$5,540,700	$483,817 â–²	9.6%	7,524	0.3%	Finance
ADP Automatic Data Processing	$5,231,043	$24,635 â–²	0.5%	23,358	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Cyndeo Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Cyndeo Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Cyndeo Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyndeo Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools