Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cyndeo Wealth Partners, LLC (CIK 1950947) reported $1.90B across 476 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($71.3M, 3.75%), AAPL ($57.3M, 3.01%), NVDA ($55.0M, 2.89%), AVGO ($52.6M, 2.77%), AMZN ($40.7M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $71.3M | 3.75% | 192,584 | Added |
| 2 | AAPL | APPLE INC | $57.3M | 3.01% | 225,818 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $55.0M | 2.89% | 315,115 | Added |
| 4 | AVGO | BROADCOM INC | $52.6M | 2.77% | 169,994 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $40.7M | 2.14% | 195,236 | Trimmed |
| 6 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $32.5M | 1.71% | 1.1M | Added |
| 7 | ABBV | ABBVIE INC | $29.8M | 1.57% | 136,906 | Added |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $29.4M | 1.55% | 645,311 | Added |
| 9 | GOOGL | ALPHABET INC | $29.1M | 1.53% | 101,322 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $25.8M | 1.36% | 151,849 | Added |
| 11 | VB | VANGUARD INDEX FDS | $25.4M | 1.34% | 96,958 | Added |
| 12 | FTCB | FIRST TR EXCHANGE-TRADED FD | $25.3M | 1.33% | 1.2M | Added |
| 13 | JPM | JPMORGAN CHASE & CO. | $22.8M | 1.20% | 77,504 | Trimmed |
| 14 | IAU | ISHARES GOLD TR | $21.8M | 1.15% | 247,820 | Trimmed |
| 15 | UCON | FIRST TR EXCHNG TRADED FD VI | $20.8M | 1.09% | 839,917 | Added |
| 16 | IGIB | ISHARES TR | $20.5M | 1.08% | 385,063 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $20.4M | 1.07% | 60,250 | Trimmed |
| 18 | YLD | PRINCIPAL EXCHANGE TRADED FD | $20.3M | 1.07% | 1.1M | Added |
| 19 | GSY | INVESCO ACTIVELY MANAGED EXC | $20.2M | 1.06% | 403,445 | Added |
| 20 | FTSL | FIRST TR EXCHANGE-TRADED FD | $20.1M | 1.06% | 447,814 | Added |
| 21 | PHYS | SPROTT PHYSICAL GOLD TR | $20.0M | 1.05% | 563,098 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $19.9M | 1.05% | 81,343 | Trimmed |
| 23 | META | META PLATFORMS INC | $19.0M | 1.00% | 33,285 | Added |
| 24 | TJX | TJX COS INC NEW | $18.0M | 0.95% | 112,739 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $16.8M | 0.89% | 38,530 | Added |
Source: SEC Form 13F filings · as of 2026-03-31