Institutions / Cyndeo Wealth Partners, LLC
Cyndeo Wealth Partners, LLC
CIK 1950947 · Institution · as of Dec 31, 2025
Portfolio value
$1.85B
Positions
477
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 477 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $82.48M | 4.4% |
| Broadcom Inc. | $62.98M | 3.4% |
| Apple Inc. | $57.01M | 3.1% |
| NVIDIA Corp | $54.07M | 2.9% |
| Amazon.com Inc | $48.11M | 2.6% |
| Alphabet Inc. | $31.98M | 1.7% |
| JPMorgan Chase & Co | $30.93M | 1.7% |
| AbbVie Inc. | $30.14M | 1.6% |
| Johnson & Johnson | $26.91M | 1.5% |
| Fidelity Merrimack Str Tr | $25.36M | 1.4% |
| Sprott Physical Silver Tr | $24.99M | 1.3% |
| Vanguard Index Fds | $23.89M | 1.3% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $23.29M | 1.3% |
| Sprott Physical Gold Tr | $23.00M | 1.2% |
| First Tr Exchange Trad Fd VI | $21.95M | 1.2% |
| iShares Gold Tr | $21.56M | 1.2% |
| Meta Platforms Inc | $20.98M | 1.1% |
| First Tr Exchange-Traded Fd | $20.78M | 1.1% |
| Abbott Laboratories | $20.05M | 1.1% |
| Oracle Corp | $19.84M | 1.1% |
| First Tr Exchng Traded Fd VI | $19.47M | 1.0% |
| iShares Tr | $19.29M | 1.0% |
| First Tr Exchange-Traded Fd | $18.53M | 1.0% |
| Principal Exchange Traded Fd | $18.47M | 1.0% |
| Invesco Actively Managed Exc | $18.38M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.