§ 13F · FUND PROFILE
Cyndeo Wealth Partners, LLC.
AUM · $2.1B (13F)Positions · 517Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 192K | $72M | 3.4% | ±0% |
| 2 | AAPL | APPLE INC | 233K | $68M | 3.2% | +3% |
| 3 | AVGO | BROADCOM INC | 171K | $64M | 3.0% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 317K | $63M | 3.0% | +1% |
| 5 | AMZN | AMAZON COM INC | 200K | $48M | 2.2% | +2% |
| 6 | ABBV | ABBVIE INC | 137K | $35M | 1.6% | ±0% |
| 7 | GOOGL | ALPHABET INC | 95K | $34M | 1.6% | −7% |
| 8 | FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.16M | $31M | 1.5% | +2% |
| 9 | VB | VANGUARD INDEX FDS | 103K | $31M | 1.5% | +6% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 663K | $30M | 1.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYNDEO SIGNAL
AC read
Cyndeo Wealth Partners, LLC is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 517 positions.
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