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.
Cynosure Group, LLC (CIK 1763409) reported $800.3M across 198 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($114.5M, 14.30%), SPY ($68.4M, 8.55%), SHV ($60.3M, 7.54%), IWF ($53.2M, 6.65%), VOO ($42.3M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $114.5M | 14.30% | 1.1M | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $68.4M | 8.55% | 229,061 | Added |
| 3 | SHV | ISHARES TR | $60.3M | 7.54% | 546,422 | Trimmed |
| 4 | IWF | ISHARES TR | $53.2M | 6.65% | 124,790 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $42.3M | 5.28% | 70,735 | Added |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $32.0M | 4.00% | 262,913 | Added |
| 7 | CRCL | CIRCLE INTERNET GROUP INC | $30.5M | 3.81% | 319,257 | Trimmed |
| 8 | BOXX | EA SERIES TRUST | $25.8M | 3.23% | 222,141 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $24.5M | 3.06% | 42,413 | Added |
| 10 | IVV | ISHARES TR | $23.2M | 2.90% | 35,422 | Trimmed |
| 11 | ICSH | ISHARES TR | $20.8M | 2.60% | 411,833 | Trimmed |
| 12 | GE | GE AEROSPACE | $16.4M | 2.05% | 55,489 | Added |
| 13 | ITOT | ISHARES TR | $16.3M | 2.03% | 114,266 | Trimmed |
| 14 | UNP | UNION PAC CORP | $15.2M | 1.90% | 64,021 | Added |
| 15 | SPYV | SPDR SERIES TRUST | $13.9M | 1.74% | 246,155 | Trimmed |
| 16 | AGG | ISHARES TR | $13.8M | 1.72% | 138,648 | Added |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $12.1M | 1.51% | 49,993 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $11.5M | 1.43% | 43,741 | Added |
| 19 | XLE | SELECT SECTOR SPDR TR | $10.7M | 1.34% | 175,145 | New |
| 20 | JAAA | JANUS DETROIT STR TR | $10.6M | 1.33% | 211,047 | Trimmed |
| 21 | XOP | SPDR SERIES TRUST | $10.6M | 1.32% | 58,099 | New |
| 22 | GEV | GE VERNOVA INC | $9.2M | 1.15% | 12,221 | Trimmed |
| 23 | USO | UNITED STS OIL FD LP | $8.2M | 1.03% | 64,625 | New |
| 24 | SCHX | SCHWAB STRATEGIC TR | $7.3M | 0.91% | 282,868 | Added |
| 25 | SRLN | SSGA ACTIVE ETF TR | $6.3M | 0.79% | 156,785 | Added |
Source: SEC Form 13F filings · as of 2026-03-31