Cynosure Group, LLC 13F Holdings · Q2 2026
Cynosure Group, LLC reported 180 securities worth $665.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SGOV (11.48%), SPY (10.53%), IWF (9.28%). Among its top 25 positions this quarter: 9 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $76.4M | 11.48% | 758,229 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $70.1M | 10.53% | 194,225 | Trimmed |
| 3 | IWF | ISHARES TR | $61.7M | 9.28% | 497,234 | Added |
| 4 | SHV | ISHARES TR | $60.2M | 9.04% | 545,206 | Trimmed |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $29.7M | 4.47% | 232,626 | Trimmed |
| 6 | IVV | ISHARES TR | $27.6M | 4.15% | 36,843 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $23.0M | 3.46% | 33,505 | Trimmed |
| 8 | GE | GE AEROSPACE | $20.2M | 3.04% | 54,182 | Trimmed |
| 9 | CRCL | CIRCLE INTERNET GROUP INC | $18.6M | 2.79% | 296,811 | Trimmed |
| 10 | UNP | UNION PAC CORP | $17.4M | 2.62% | 64,087 | Added |
| 11 | ITOT | ISHARES TR | $17.3M | 2.60% | 105,382 | Trimmed |
| 12 | ICSH | ISHARES TR | $16.9M | 2.53% | 333,254 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $15.9M | 2.38% | 21,555 | Trimmed |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $15.3M | 2.30% | 54,382 | Added |
| 15 | GEV | GE VERNOVA INC | $15.2M | 2.29% | 12,947 | Added |
| 16 | SPYV | SPDR SERIES TRUST | $14.3M | 2.14% | 234,630 | Trimmed |
| 17 | BND | VANGUARD BD INDEX FDS | $10.4M | 1.56% | 141,835 | Added |
| 18 | VB | VANGUARD INDEX FDS | $10.2M | 1.54% | 33,812 | Trimmed |
| 19 | JAAA | JANUS DETROIT STR TR | $8.1M | 1.22% | 160,474 | Trimmed |
| 20 | JPST | J P MORGAN EXCHANGE TRADED F | $6.0M | 0.91% | 119,235 | Hold |
| 21 | VTI | VANGUARD INDEX FDS | $5.6M | 0.84% | 15,181 | Added |
| 22 | CAT | CATERPILLAR INC | $4.5M | 0.67% | 4,210 | Trimmed |
| 23 | WFC | WELLS FARGO & CO | $4.2M | 0.64% | 51,198 | Hold |
| 24 | WDAY | WORKDAY INC | $3.3M | 0.50% | 26,970 | Added |
| 25 | USHY | ISHARES TR | $3.3M | 0.49% | 88,356 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR