Cyndeo Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
St. Petersburg, FL
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
562
Total value ($000)
$2,208,807
Net value change ($000)
+86,349 (4.1%)
New positions
76
Sold out positions
30
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AVEM 22,705 NEW
VEA 21,774 792.9%
PAYX 9,848 2499.5%
MSFT 9,732 13.6%
BAH 9,369 NEW
NVDA 9,210 14.5%
KMB 8,713 1753.1%
POWERLAW CORP 8,688 236.3%
AAPL 7,882 11.7%
PLTR 7,469 78.3%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -14,153 -21.9%
OKE -10,737 -100.0%
GIS -8,093 -97.0%
T -7,385 -86.5%
TJX -6,405 -37.2%
DCOR -5,844 -100.0%
ABT -5,490 -37.1%
AMAT -5,137 -53.2%
AMZN -5,059 -10.6%
MS -4,500 -30.4%
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