Cyndeo Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
517
Total value ($000)
$2,122,458
Net value change ($000)
+221,591 (11.7%)
New positions
56
Sold out positions
18
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EXXON MOBIL CORP 20,923 NEW
AVGO 11,877 22.6%
AAPL 10,217 17.8%
TSM 9,354 45.9%
NVDA 8,482 15.4%
AMAT 7,809 421.9%
AMZN 6,892 16.9%
CSCO 6,304 60.7%
PANW 5,772 136.8%
VB 5,687 22.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -25,763 -100.0%
HCA -4,185 -100.0%
AA -4,072 -100.0%
RTX -3,579 -23.5%
IAU -3,191 -14.6%
T -2,740 -24.3%
PLTR -2,671 -21.9%
CVX -2,461 -17.5%
PSLV -2,410 -18.1%
PHYS -2,365 -11.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type