Institutional Fund
Cynosure Group, LLC
Salt Lake City, UTCIK 17634096 filings on record
Portfolio Value
$800.29M
Q1 2026
Holdings
198
Reported positions
New Buys
81
Opened this quarter
QoQ Change
-18.6%
from $983.10M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.3%
- Spdr S&P 500 ETF Tr8.5%
- Ishares Tr7.5%
- Ishares Tr6.6%
- Vanguard Index Fds5.3%
- Vanguard Scottsdale Fds4.0%
- Other53.7%
Portfolio Holdings
198 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.14M | $114.47M | 14.3% | −51.7K | Reduced |
| 2 | Spdr S&P 500 ETF Tr | 229.1K | $68.42M | 8.5% | +135.1K | Added |
| 3 | Ishares Tr | 546.4K | $60.32M | 7.5% | −12.0K | Reduced |
| 4 | Ishares Tr | 124.8K | $53.21M | 6.6% | −853 | Reduced |
| 5 | Vanguard Index Fds | 70.7K | $42.27M | 5.3% | +4.3K | Added |
| 6 | Vanguard Scottsdale Fds | 262.9K | $32.01M | 4.0% | +259.5K | Added |
| 7 | Circle Internet Group Inc | 319.3K | $30.46M | 3.8% | −23.9K | Reduced |
| 8 | Ea Series Trust | 222.1K | $25.83M | 3.2% | −85.5K | Reduced |
| 9 | Invesco Qqq Tr | 42.4K | $24.48M | 3.1% | +29.3K | Added |
| 10 | Ishares Tr | 35.4K | $23.25M | 2.9% | −867.8K | Reduced |
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