§ 13F · FUND PROFILE
Cyndeo Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1686.6T (13F)Positions · 465Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 171K | $82.5T | 4.4% | +3% |
| 2 | AVGO | BROADCOM INC | 182K | $63.0T | 3.4% | +1% |
| 3 | AAPL | APPLE INC | 210K | $57.0T | 3.1% | +3% |
| 4 | NVDA | NVIDIA CORPORATION | 290K | $54.1T | 2.9% | +3% |
| 5 | AMZN | AMAZON COM INC | 208K | $48.1T | 2.6% | +1% |
| 6 | GOOGL | ALPHABET INC | 102K | $32.0T | 1.7% | +4% |
| 7 | JPM | JPMORGAN CHASE & CO. | 96K | $30.9T | 1.7% | ±0% |
| 8 | ABBV | ABBVIE INC | 132K | $30.1T | 1.6% | ±0% |
| 9 | JNJ | JOHNSON & JOHNSON | 130K | $26.9T | 1.5% | +25% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 551K | $25.4T | 1.4% | +5% |
§ 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 $1686610.7 trillion in assets. The fund runs a broad portfolio of 465 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed