Cyndeo Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
478
Total value ($000)
$1,900,867
Net value change ($000)
+45,911 (2.5%)
New positions
44
Sold out positions
43
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 16,225 170.1%
PFE 11,991 476.0%
CVX 11,878 547.1%
FTGC 10,569 48.1%
T 10,447 1263.2%
BMY 10,168 2092.2%
OKE 9,977 1319.7%
KHC 9,101 NEW
MET 8,952 2067.4%
O 8,671 2234.8%
Top Reduces (Value $000, Stocks/ETFs)
PSLV -11,699 -46.8%
MSFT -11,194 -13.6%
AVGO -10,366 -16.5%
ORI -10,074 -100.0%
LNC -9,991 -100.0%
WMB -8,631 -97.1%
TGT -8,358 -96.4%
DVN -8,272 -100.0%
JPM -8,130 -26.3%
AMGN -7,826 -92.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type