Cyndeo Wealth Partners, LLC
CIK 1950947
13F filing for Q2 2026・No. 1,573
- Holdings
- US$2.12B
- Quarter change
- +US$221.59M
- Entries
- 517
- Net bought (estimate)
- +US$76.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 57
- Sold out 18
- Cut 152
- Added 263
- Corporate actions 2
- Unchanged 45
Largest holdings
517 stocks worth US$2.12B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Cut | 192,374 | US$71.76M | 3.38% |
| AAPLAppleCOM | Added | 233,368 | US$67.53M | 3.18% |
| AVGOBroadcomCOM | Added | 170,727 | US$64.49M | 3.04% |
| NVDANvidiaCOM | Added | 317,047 | US$63.44M | 2.99% |
| AMZNAmazonCOM | Added | 199,523 | US$47.55M | 2.24% |
| ABBVABBVIE INCCOM | Added | 137,211 | US$34.53M | 1.63% |
| GOOGLAlphabetCAP STK CL A | Cut | 94,514 | US$33.78M | 1.59% |
| FIRST TR EXCHANGE TRAD FD VIFST TR GLB FD | Added | 1,157,535 | US$31.31M | 1.48% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 102,541 | US$31.08M | 1.46% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 662,811 | US$30.15M | 1.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.