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Latest Cyndeo Wealth Partners, LLC Stock Portfolio

$2.12Billion | No. of Holdings #514

Cyndeo Wealth Partners, LLC Performance

2026 Q2+3.66%
YTD+1.78%
2025+14.23%

About Cyndeo Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

Cyndeo Wealth Partners, LLC is a hedge fund based in St. Petersburg, FL. On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cyndeo Wealth Partners, LLC reported an equity portfolio of $2.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Cyndeo Wealth Partners, LLC are MSFT, AAPL, AVGO. The fund has invested 3.4% of it's portfolio in MICROSOFT CORP and 3.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HCA HEALTHCARE INC (HCA) and ALCOA CORP (AA) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), MICRON TECHNOLOGY INC (MU) and SHERWIN WILLIAMS CO (SHW). Cyndeo Wealth Partners, LLC opened new stock positions in EXXON MOBIL CORP, XP INC (XP) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to WILLIAMS COS INC (WMB), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
Cyndeo Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$2.12Billion
  as of Jul 21, 2026

Cyndeo Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cyndeo Wealth Partners, LLC made a return of 3.66% in the last quarter. In trailing 12 months, it's portfolio return was 10.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil corp20,923,300
powerlaw corp3,676,740
xp inc3,131,340
ishares tr1,756,400
space exploration techn corp1,521,280
astrazeneca plc1,297,190
wisdomtree tr1,232,680
capital group international1,189,660
New stocks bought by Cyndeo Wealth Partners, LLC

Additions

Ticker% Inc.
williams cos inc1,694
ishares tr1,622
vanguard world fd708
pnc finl svcs group inc701
vanguard index fds508
vanguard world fd398
diamondback energy inc373
first tr nasdaq 100 tech ind313
Additions to existing portfolio by Cyndeo Wealth Partners, LLC

Reductions

Ticker% Reduced
ishares tr-54.56
micron technology inc-47.34
sherwin williams co-45.66
blackrock etf trust-38.83
ishares tr-34.89
delta air lines inc del-32.15
3m co-31.33
first tr exchange traded fd-30.89
Cyndeo Wealth Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cyndeo Wealth Partners, LLC

Sector Distribution

Cyndeo Wealth Partners, LLC has about 42% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Utilities
  • Energy
  • Real Estate
Sector%
Others42
Technology19.7
Healthcare7.1
Financial Services6.5
Consumer Cyclical5.2
Communication Services4.3
Industrials4.2
Consumer Defensive3.8
Utilities2.5
Energy2
Real Estate1.2

Market Cap. Distribution

Cyndeo Wealth Partners, LLC has about 56.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED42
MEGA-CAP36.3
LARGE-CAP19.9
MID-CAP1.6

Stocks belong to which Index?

About 55.1% of the stocks held by Cyndeo Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50055.1
Others44.1
Top 5 Winners (%)%
INTC
intel corp
216.3 %
MU
micron technology inc
184.5 %
AMD
advanced micro devices inc
176.8 %
DELL
dell technologies inc
162.7 %
WDC
western digital corp
134.6 %
Top 5 Winners ($)$
AVGO
broadcom inc
11.6 M
TSM
taiwan semiconductor mfg ltd
8.5 M
AAPL
apple inc
8.2 M
NVDA
nvidia corporation
8.1 M
GOOG
alphabet inc
6.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.3 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-47.8 M
IJR
ishares tr
-14.4 M
T
at&t inc
-3.3 M
IAU
ishares gold tr
-3.1 M
PSLV
sprott physical silver tr
-3.1 M

Cyndeo Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cyndeo Wealth Partners, LLC

Cyndeo Wealth Partners, LLC has 514 stocks in it's portfolio. About 22.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Cyndeo Wealth Partners, LLC last quarter.

$2.12BTotal Value
500Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Cyndeo Wealth Partners, LLC, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
1%400,135
$21.28M
1%
increased 3.91 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.18%50,970
$3.90M
0.18%
increased 50.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.17%30,169
$3.54M
0.17%
increased 11.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.12%25,040
$2.51M
0.12%
decreased 5.85 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.07%6,006
$1.46M
0.07%
increased 4.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.07%13,338
$1.44M
0.07%
increased 29.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.06%17,068
$1.36M
0.06%
increased 73.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.06%12,803
$1.21M
0.06%
increased 1.64 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.02%16,825
$513.0K
0.02%
increased 0.78 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.02%9,324
$488.7K
0.02%
decreased 10.87 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.02%3,238
$402.9K
0.02%
increased 31.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Cyndeo Wealth Partners, LLC's holding in Ishares Tr over time
0.01%2,241
$216.2K
0.01%
decreased 54.56 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Cyndeo Wealth Partners, LLC's holding in Alps Etf Tr over time
0.27%109,273
$5.67M
0.27%
increased 0.14 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Cyndeo Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.14%103,939
$2.99M
0.14%
increased 11.38 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Cyndeo Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.14%64,444
$2.97M
0.14%
increased 7.93 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Cyndeo Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.01%6,100
$257.4K
0.01%
new position