§ 13F · FUND PROFILE
Cyndeo Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 474Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 193K | $71M | 3.8% | +13% |
| 2 | AAPL | APPLE INC | 226K | $57M | 3.0% | +8% |
| 3 | NVDA | NVIDIA CORPORATION | 315K | $55M | 2.9% | +9% |
| 4 | AVGO | BROADCOM INC | 170K | $53M | 2.8% | −7% |
| 5 | AMZN | AMAZON COM INC | 195K | $41M | 2.1% | −6% |
| 6 | FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.13M | $33M | 1.7% | +20% |
| 7 | ABBV | ABBVIE INC | 137K | $30M | 1.6% | +4% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 645K | $29M | 1.5% | +17% |
| 9 | GOOGL | ALPHABET INC | 101K | $29M | 1.5% | −1% |
| 10 | XOM | EXXON MOBIL CORP | 152K | $26M | 1.4% | +92% |
§ 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 $1.8 billion in assets. The fund runs a broad portfolio of 474 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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