Institutional Fund
Cyndeo Wealth Partners, LLC
St. Petersburg, FLCIK 19509475 filings on record
Portfolio Value
$1.90B
Q1 2026
Holdings
478
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+2.5%
from $1.85B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp3.8%
- Apple Inc3.0%
- Nvidia Corporation2.9%
- Broadcom Inc2.8%
- Amazon Com Inc2.1%
- First Tr Exchange Trad Fd Vi1.7%
- Other83.7%
Portfolio Holdings
478 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 192.6K | $71.29M | 3.8% | +22.0K | Added |
| 2 | Apple Inc | 225.8K | $57.31M | 3.0% | +16.1K | Added |
| 3 | Nvidia Corporation | 315.1K | $54.96M | 2.9% | +25.2K | Added |
| 4 | Broadcom Inc | 170.0K | $52.61M | 2.8% | −12.0K | Reduced |
| 5 | Amazon Com Inc | 195.2K | $40.66M | 2.1% | −13.2K | Reduced |
| 6 | First Tr Exchange Trad Fd Vi | 1.13M | $32.52M | 1.7% | +187.8K | Added |
| 7 | Abbvie Inc | 136.9K | $29.78M | 1.6% | +5.0K | Added |
| 8 | Fidelity Merrimack Str Tr | 645.3K | $29.44M | 1.5% | +94.4K | Added |
| 9 | Alphabet Inc | 101.3K | $29.14M | 1.5% | −836 | Reduced |
| 10 | Exxon Mobil Corp | 151.8K | $25.76M | 1.4% | +72.6K | Added |
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