Institutional Fund
Tyche Wealth Partners LLC
Plano, TXCIK 20048185 filings on record
Portfolio Value
$648.47M
Q1 2026
Holdings
347
Reported positions
New Buys
30
Opened this quarter
QoQ Change
+3.0%
from $629.75M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr6.7%
- Apple Inc5.1%
- Pepsico Inc4.7%
- Exxon Mobil Corp4.3%
- Fidelity Covington Trust3.0%
- Invesco Qqq Tr2.3%
- Other73.8%
Portfolio Holdings
347 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 67.3K | $43.74M | 6.7% | +2.5K | Added |
| 2 | Apple Inc | 131.5K | $33.38M | 5.1% | +232 | Added |
| 3 | Pepsico Inc | 196.1K | $30.45M | 4.7% | −687 | Reduced |
| 4 | Exxon Mobil Corp | 163.9K | $27.81M | 4.3% | −867 | Reduced |
| 5 | Fidelity Covington Trust | 536.8K | $19.30M | 3.0% | +536.8K | New |
| 6 | Invesco Qqq Tr | 25.9K | $14.96M | 2.3% | +6.1K | Added |
| 7 | Pacer Fds Tr | 283.7K | $14.88M | 2.3% | +7.1K | Added |
| 8 | Nvidia Corporation | 84.6K | $14.76M | 2.3% | +2.5K | Added |
| 9 | Microsoft Corp | 34.4K | $12.74M | 2.0% | −805 | Reduced |
| 10 | Ishares Tr | 116.9K | $12.41M | 1.9% | +12.0K | Added |
337 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio