Cyndeo Wealth Partners
$2.1B 13F equity value
533 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cyndeo Wealth Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 192,374 | $72M | 3.4% |
| AAPL | APPLE INC | 233,368 | $68M | 3.2% |
| AVGO | BROADCOM INC | 170,727 | $64M | 3.0% |
| NVDA | NVIDIA CORPORATION | 317,047 | $63M | 3.0% |
| AMZN | AMAZON COM INC | 199,523 | $48M | 2.2% |
| ABBV | ABBVIE INC | 137,211 | $35M | 1.6% |
| GOOGL | ALPHABET INC | 94,514 | $34M | 1.6% |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 1,157,535 | $31M | 1.5% |
| VB | VANGUARD INDEX FDS | 102,541 | $31M | 1.5% |
| FBND | FIDELITY MERRIMACK STR TR | 662,811 | $30M | 1.4% |
Track Cyndeo Wealth Partners's 13F portfolio: $2.1B in reported holdings, 533 positions. Top holdings and quarterly changes on SentiSense.
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