Grufity logo
Grufity logo

Latest Tyche Wealth Partners LLC Stock Portfolio

$648Million– No. of Holdings #347

Tyche Wealth Partners LLC Performance:
2026 Q1: -0.23%YTD: -0.23%2025: 11.35%
Performance for 2026 Q1 is -0.23%, and YTD is -0.23%, and 2025 is 11.35%.

About Tyche Wealth Partners LLC and 13F Hedge Fund Stock Holdings

On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tyche Wealth Partners LLC reported an equity portfolio of $648.5 Millions as of 31 Mar, 2026.

The top stock holdings of Tyche Wealth Partners LLC are SPY, AAPL, PEP. The fund has invested 6.7% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 5.2% of portfolio in APPLE INC.

The fund managers got completely rid off SOUTHERN COPPER CORP (SCCO), BLACKROCK ETF TRUST II (HYMU) and BITMINE IMMERSION TECNOLOGIE (BMNR) stocks. They significantly reduced their stock positions in ISHARES GOLD TR (IAU), ISHARES TR (AAXJ) and VANGUARD SPECIALIZED FUNDS (VIG). Tyche Wealth Partners LLC opened new stock positions in FIDELITY COVINGTON TRUST, BLACKROCK ETF TRUST (BECO) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK MUNIASSETS FD INC, INVESCO EXCHANGE TRADED FD T (CSD) and MIDCAP FINANCIAL INVSTMNT CO (AIB).
Tyche Wealth Partners LLC Equity Portfolio Value
Last Reported on: 06 May, 2026

Tyche Wealth Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Tyche Wealth Partners LLC made a return of -0.23% in the last quarter. In trailing 12 months, it's portfolio return was 13.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust19,303,900
ishares tr6,387,500
blackrock etf trust5,555,910
ishares tr1,472,240
advanced micro devices inc772,627
dimensional etf trust689,774
l3harris technologies inc628,258
workday inc564,113
New stocks bought by Tyche Wealth Partners LLC

Additions

Ticker% Inc.
blackrock muniassets fd inc206
invesco exchange traded fd t114
midcap financial invstmnt co104
goldman sachs bdc inc92.77
verisk analytics inc87.87
ecolab inc72.65
watsco inc53.65
thomson reuters corp44.16
Additions to existing portfolio by Tyche Wealth Partners LLC

Reductions

Ticker% Reduced
ishares gold tr-92.31
ishares tr-90.76
vanguard specialized funds-79.08
ishares tr-78.85
amgen inc-55.62
citigroup inc-54.66
dimensional etf trust-49.64
international business machs-41.56
Tyche Wealth Partners LLC reduced stake in above stock

Sold off

Ticker$ Sold
principal exchange traded fd-7,323,360
blackrock etf trust ii-2,357,920
blackrock long-term mun adva-362,932
sellas life sciences group i-141,375
blackrock mun income quality-269,398
nuveen s&p 500 buy-write inc-343,986
southern copper corp-2,944,440
seastar medical holding corp-4,248
Tyche Wealth Partners LLC got rid off the above stocks

Sector Distribution

Tyche Wealth Partners LLC has about 44.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Energy
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Healthcare
  • Communication Services
  • Utilities
Sector%
Others44.4
Technology12.4
Consumer Defensive10.7
Energy7.1
Consumer Cyclical5.3
Industrials5.1
Financial Services5
Healthcare3.5
Communication Services2.8
Utilities2.5

Market Cap. Distribution

Tyche Wealth Partners LLC has about 54.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED44.4
MEGA-CAP40.9
LARGE-CAP13.3
MID-CAP1.2

Stocks belong to which Index?

About 54.1% of the stocks held by Tyche Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50053
Others45.9
RUSSELL 20001.1
Top 5 Winners (%)%
PBR
petroleo brasileiro s a
61.0 %
VRT
vertiv holdings co
46.7 %
MGY
magnolia oil & gas corp
44.2 %
XOM
exxon mobil corp
40.9 %
COP
conocophillips
40.8 %
Top 5 Winners ($)$
XOM
exxon mobil corp
8.1 M
PEP
pepsico inc
2.3 M
CVX
chevron corporation
2.0 M
WMT
walmart inc
1.2 M
CAT
caterpillar inc
1.0 M
Top 5 Losers (%)%
JOBY
joby aviation inc
-37.4 %
AMC
amc entmt hldgs inc
-37.2 %
INTU
intuit
-33.3 %
CRM
salesforce inc
-29.5 %
TRI
thomson reuters corp
-28.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.0 M
AAPL
apple inc
-2.4 M
SPY
state str spdr s&p 500 etf t
-2.1 M
TSLA
tesla inc
-1.8 M
AMZN
amazon com inc
-1.3 M

Tyche Wealth Partners LLC Holdings Map

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

Current Stock Holdings of Tyche Wealth Partners LLC

Tyche Wealth Partners LLC has 347 stocks in it's portfolio. About 34.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Tyche Wealth Partners LLC last quarter.

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions