Cyndeo Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.90B
Q ending 2026-03-31
Prior quarter
$1.85B
Q ending 2025-12-31
Change
+2.5% QoQ · +24.8% YoY
Positions
478
reported holdings
Largest positions
Top 100 of 478 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $71.3M | 193K |
| Apple Inc | AAPL | Shares | $57.3M | 226K |
| Nvidia Corporation | NVDA | Shares | $55.0M | 315K |
| Broadcom Inc | AVGO | Shares | $52.6M | 170K |
| Amazon Com Inc | AMZN | Shares | $40.7M | 195K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $32.5M | 1.1M |
| Abbvie Inc | ABBV | Shares | $29.8M | 137K |
| Fidelity Merrimack Str Tr | FBND | Shares | $29.4M | 645K |
| Alphabet Inc | GOOGL | Shares | $29.1M | 101K |
| Exxon Mobil Corp | XOM | Shares | $25.8M | 152K |
| Vanguard Index Fds | VB | Shares | $25.4M | 97K |
| First Tr Exchange-Traded Fd | FTCB | Shares | $25.3M | 1.2M |
| Jpmorgan Chase & Co. | JPM | Shares | $22.8M | 78K |
| Ishares Gold Tr | IAU | Shares | $21.8M | 248K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $20.8M | 840K |
| Ishares Tr | IGIB | Shares | $20.5M | 385K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $20.4M | 60K |
| Principal Exchange Traded Fd | YLD | Shares | $20.3M | 1.1M |
| Invesco Actively Managed Exc | GSY | Shares | $20.2M | 403K |
| First Tr Exchange-Traded Fd | FTSL | Shares | $20.1M | 448K |
| Sprott Physical Gold Tr | PHYS | Shares | $20.0M | 563K |
| Johnson & Johnson | JNJ | Shares | $19.9M | 81K |
| Meta Platforms Inc | META | Shares | $19.0M | 33K |
| Tjx Cos Inc New | TJX | Shares | $18.0M | 113K |
| Vanguard Index Fds | VUG | Shares | $16.8M | 39K |
| Oracle Corp | ORCL | Shares | $16.8M | 114K |
| Abbott Labs | ABT | Shares | $16.7M | 163K |
| Eli Lilly & Co | LLY | Shares | $16.5M | 18K |
| Ishares Tr | IVV | Shares | $16.1M | 25K |
| Rtx Corporation | RTX | Shares | $15.2M | 79K |
| Home Depot Inc | HD | Shares | $15.0M | 46K |
| Pfizer Inc | PFE | Shares | $14.5M | 517K |
| Chevron Corp New | CVX | Shares | $14.0M | 68K |
| Global X Fds | URA | Shares | $14.0M | 289K |
| Spdr S&P 500 Etf Tr | SPY | Shares | $13.9M | 21K |
| Ark 21Shares Bitcoin Etf | ARKB | Shares | $13.6M | 606K |
| Nuveen Floating Rate Income | JFR | Shares | $13.5M | 1.8M |
| Sprott Physical Silver Tr | PSLV | Shares | $13.3M | 545K |
| Altria Group Inc | MO | Shares | $13.0M | 196K |
| Verizon Communications Inc | VZ | Shares | $12.8M | 255K |
| Merck & Co Inc | MRK | Shares | $12.6M | 104K |
| Nextera Energy Inc | NEE | Shares | $12.4M | 134K |
| Palantir Technologies Inc | PLTR | Shares | $12.2M | 83K |
| Analog Devices Inc | ADI | Shares | $11.9M | 37K |
| At&T Inc | T | Shares | $11.3M | 389K |
| Linde Plc | Shares | $11.2M | 23K | |
| Blackrock Multi Sector Inc T | BIT | Shares | $11.0M | 880K |
| Morgan Stanley | MS | Shares | $11.0M | 67K |
| Duke Energy Corp New | DUK | Shares | $11.0M | 84K |
| Kinder Morgan Inc Del | KMI | Shares | $10.9M | 324K |
| American Elec Pwr Co Inc | AEP | Shares | $10.9M | 83K |
| Oneok Inc New | OKE | Shares | $10.7M | 119K |
| Bristol-Myers Squibb Co | BMY | Shares | $10.7M | 176K |
| Vanguard Index Fds | VTI | Shares | $10.6M | 33K |
| Pimco Dynamic Income Fd | PDI | Shares | $10.6M | 620K |
| Cisco Sys Inc | CSCO | Shares | $10.4M | 134K |
| Mcdonalds Corp | MCD | Shares | $10.4M | 33K |
| Alphabet Inc | GOOG | Shares | $10.4M | 36K |
| Dte Energy Co | DTE | Shares | $10.3M | 70K |
| Vanguard Index Fds | VTV | Shares | $10.3M | 52K |
| Spdr S&P Midcap 400 Etf Tr | MDY | Shares | $9.9M | 16K |
| Pimco Etf Tr | ZROZ | Shares | $9.6M | 149K |
| Chubb Limited | Shares | $9.4M | 29K | |
| Eaton Corp Plc | Shares | $9.4M | 26K | |
| Metlife Inc | MET | Shares | $9.4M | 133K |
| Ugi Corp New | UGI | Shares | $9.1M | 251K |
| Visa Inc | V | Shares | $9.1M | 30K |
| Union Pac Corp | UNP | Shares | $9.1M | 38K |
| Kraft Heinz Co | KHC | Shares | $9.1M | 405K |
| Texas Instrs Inc | TXN | Shares | $9.1M | 47K |
| Realty Income Corp | O | Shares | $9.1M | 148K |
| Coca Cola Co | KO | Shares | $8.9M | 117K |
| American Express Co | AXP | Shares | $8.9M | 29K |
| Prologis Inc. | PLD | Shares | $8.7M | 66K |
| Smucker J M Co | SJM | Shares | $8.7M | 90K |
| Tesla Inc | TSLA | Shares | $8.7M | 23K |
| Blackrock Inc | BLK | Shares | $8.4M | 9K |
| Clorox Co Del | CLX | Shares | $8.2M | 79K |
| General Mls Inc | GIS | Shares | $8.1M | 217K |
| Ishares Tr | IWF | Shares | $8.1M | 19K |
| Walmart Inc | WMT | Shares | $7.6M | 61K |
| Caterpillar Inc | CAT | Shares | $7.5M | 11K |
| Vaneck Etf Trust | MLN | Shares | $7.4M | 424K |
| Trane Technologies Plc | Shares | $6.7M | 16K | |
| Blackrock Etf Trust | DYNF | Shares | $6.4M | 110K |
| J P Morgan Exchange Traded F | JAVA | Shares | $6.0M | 84K |
| Fidelity Covington Trust | FBCG | Shares | $5.9M | 118K |
| Vaneck Etf Trust | HYD | Shares | $5.8M | 115K |
| Mastercard Incorporated | MA | Shares | $5.8M | 12K |
| Alps Etf Tr | AMLP | Shares | $5.7M | 109K |
| Blackrock Etf Trust Ii | BINC | Shares | $5.6M | 107K |
| Blackrock Etf Trust Ii | BRTR | Shares | $5.3M | 106K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $5.3M | 30K |
| Spdr Gold Tr | GLD | Shares | $5.2M | 12K |
| Ishares Tr | GOVT | Shares | $5.0M | 218K |
| Tcw Etf Trust | PWRD | Shares | $5.0M | 51K |
| Ishares Tr | IBMP | Shares | $4.9M | 194K |
| Ishares Tr | IBMO | Shares | $4.9M | 190K |
| Trimtabs Etf Tr | ABFL | Shares | $4.9M | 68K |
| Dimensional Etf Trust | DCOR | Shares | $4.8M | 67K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.