Q3 2026 13F · SEC CIK 1950947

Cyndeo Wealth Partners, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.2B
Reported positions: 562
Top holdings a year, 3 yrs: +15.3%
Assets under management: $3.2B

Cyndeo Wealth Partners, LLC is a wealth manager that reported 562 positions worth $2.2B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Microsoft Corp (MSFT, 3.7%), Apple Inc (AAPL, 3.4%), Nvidia Corporation (NVDA, 3.3%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Cyndeo Wealth Partners, LLC holdings largest 50 of 562 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cyndeo Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	3.7%	3.4%	158,882	-17.4%	$81.5M
AAPLApple Inc	3.4%	3.2%	226,440	-3.0%	$75.4M
NVDANvidia Corporation	3.3%	3.0%	318,100	+0.3%	$72.6M
AVGOBroadcom Inc	2.3%	3.0%	143,337	-16.0%	$50.3M
AMZNAmazon Com Inc	1.9%	2.2%	170,562	-14.5%	$42.5M
ABBVAbbvie Inc	1.7%	1.6%	141,048	+2.8%	$36.9M
GOOGLAlphabet Inc	1.6%	1.6%	104,020	+10.1%	$35.8M
TSMTaiwan Semiconductor Manufac	1.5%	1.4%	73,273	+17.8%	$33.4M
FTGCFirst Trust Global Tactical Co	1.5%	1.5%	1,076,457	-7.0%	$32.9M
FBNDFidelity Merrimack Str Tr	1.4%	1.4%	737,489	+11.3%	$31.9M
VBVanguard Index Fds	1.3%	1.5%	102,860	+0.3%	$29.3M
FTCBFirst Tr Exchange-Traded Fd	1.2%	1.2%	1,352,671	+9.2%	$26.7M
VEAVanguard Ftse Developed Markets Index Fu	1.1%	—	347,261	—	$24.5M
METAMeta Platforms Inc	1.1%	0.9%	32,964	+1.8%	$23.9M
AVEMAmerican Centy ETF Tr	1.0%	—	241,490	—	$22.7M
XOMExxonmobil Holdings Corp	1.0%	1.0%	138,299	-9.6%	$22.5M
FTSLFirst Tr Exchange-Traded Fd	1.0%	1.0%	499,972	+6.5%	$22.3M
UCONFirst Tr Exchng Traded Fd Vi	1.0%	1.0%	934,030	+7.0%	$22.2M
GSYInvesco Actively Managed Exc	1.0%	1.0%	442,920	+5.7%	$22.1M
YLDPrincipal Exchange Traded Fd	1.0%	1.0%	1,183,372	+6.4%	$21.8M
JPMJpmorgan Chase & Co	1.0%	1.2%	65,943	-14.9%	$21.8M
IGIBIshares Tr	1.0%	1.0%	432,868	+8.2%	$21.8M
PHYSSprott Asset Management LP	0.9%	0.8%	659,619	+13.1%	$20.6M
IVVIshares Tr	0.9%	0.9%	26,466	+2.2%	$20.3M
ARKBArk 21shares Bitcoin ETF	0.9%	0.6%	713,620	+11.9%	$19.8M
IAUIshares Gold Tr	0.9%	0.9%	248,291	+0.5%	$19.4M
JNJJohnson & Johnson	0.9%	0.9%	72,577	-7.3%	$19.2M
VUGVanguard Index Fds	0.9%	1.0%	211,983	-9.5%	$19.1M
LLYEli Lilly & Co	0.8%	1.0%	15,601	-13.0%	$18.1M
PLTRPalantir Technologies Inc	0.8%	—	90,932	—	$17.0M
ORCLOracle Corp	0.8%	0.8%	122,932	+4.5%	$16.9M
ADIAnalog Devices Inc	0.8%	0.7%	42,209	+8.6%	$16.7M
PFEPfizer Inc	0.7%	0.6%	544,484	+1.4%	$15.5M
CSCOCisco Sys Inc	0.7%	0.8%	141,566	-0.4%	$15.2M
PSLVSprott Physical	0.7%	—	783,096	—	$15.2M
MRKMerck & Co Inc	0.7%	0.7%	103,510	-4.5%	$15.0M
URAGlobal X Fds	0.7%	0.6%	377,078	+25.3%	$15.0M
CVXChevron Corporation	0.7%	—	72,014	—	$14.7M
TXNTexas Instrs Inc	0.7%	0.6%	51,931	+12.6%	$14.5M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	18,856	-9.5%	$14.4M
PANWPalo Alto Networks Inc	0.6%	—	33,538	—	$13.3M
PDIPimco Dynamic Income Fd	0.6%	0.7%	949,054	+2.3%	$13.3M
MOAltria Group Inc	0.6%	0.7%	194,883	-2.2%	$13.1M
UNPUnion Pac Corp	0.6%	—	47,907	—	$13.0M
LINLinde PLC	0.6%	0.7%	27,423	-6.4%	$13.0M
RTXRtx Corporation	0.6%	0.5%	69,985	+14.0%	$13.0M
VTIVanguard Index Fds	0.6%	0.6%	33,859	-0.6%	$12.7M
GOOGAlphabet Inc	0.6%	0.6%	37,144	+2.6%	$12.7M
JFRNuveen Float Rate Inc Fd	0.6%	0.7%	1,695,275	-15.2%	$12.6M
HDHome Depot Inc	0.6%	0.8%	44,298	-5.0%	$12.6M

What Cyndeo Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

URA Global X Fds+25.3% shares
TSM Taiwan Semiconductor Manufac+17.8% shares
RTX Rtx Corporation+14.0% shares
PHYS Sprott Asset Management LP+13.1% shares
TXN Texas Instrs Inc+12.6% shares
ARKB Ark 21shares Bitcoin ETF+11.9% shares
FBND Fidelity Merrimack Str Tr+11.3% shares
GOOGL Alphabet Inc+10.1% shares

Reduced

MSFT Microsoft Corp-17.4% shares
AVGO Broadcom Inc-16.0% shares
JFR Nuveen Float Rate Inc Fd-15.2% shares
JPM Jpmorgan Chase & Co-14.9% shares
AMZN Amazon Com Inc-14.5% shares
LLY Eli Lilly & Co-13.0% shares
XOM Exxonmobil Holdings Corp-9.6% shares
VUG Vanguard Index Fds-9.5% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.3% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$2.2B	562
Q2 2026	$2.1B	517
Q1 2026	$1.9B	478
Q4 2025	$1.9B	477
Q3 2025	$1.8B	474
Q2 2025	$1.7B	465
Q1 2025	$1.5B	448
Q4 2024	$1.5B	441
Q3 2024	$1.4B	444
Q2 2024	$1.3B	394
Q1 2024	$1.2B	380
Q4 2023	$1.1B	367

Questions about Cyndeo Wealth Partners, LLC's portfolio

What stocks does Cyndeo Wealth Partners, LLC own?

Cyndeo Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 562 positions worth $2.2B. The largest are Microsoft Corp (MSFT) at 3.7%, Apple Inc (AAPL) at 3.4%, Nvidia Corporation (NVDA) at 3.3%, Broadcom Inc (AVGO) at 2.3% and Amazon Com Inc (AMZN) at 1.9%.

What did Cyndeo Wealth Partners, LLC buy last quarter?

In Q3 2026, Cyndeo Wealth Partners, LLC added Global X Fds (URA) (+25.3% shares), Taiwan Semiconductor Manufac (TSM) (+17.8% shares) and Rtx Corporation (RTX) (+14.0% shares), compared with its Q2 2026 filing.

What did Cyndeo Wealth Partners, LLC sell last quarter?

In Q3 2026, Cyndeo Wealth Partners, LLC cut from its top 50 Tjx Cos Inc New (TJX), cut from its top 50 Morgan Stanley (MS), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Chubb Limited (CB), cut from its top 50 Nextera Energy Inc (NEE), Microsoft Corp (MSFT) (-17.4% shares), Broadcom Inc (AVGO) (-16.0% shares) and Nuveen Float Rate Inc Fd (JFR) (-15.2% shares), compared with its Q2 2026 filing.

How has Cyndeo Wealth Partners, LLC's portfolio performed?

A portfolio copying Cyndeo Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.3% against +20.1%.

When is Cyndeo Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cyndeo Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cyndeo Wealth Partners, LLC manage?

Cyndeo Wealth Partners, LLC reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.2B.