Tyche Wealth Partners LLC

Q4 2025 13F-HR Holdings

Location
Plano, TX
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
336
Total value ($000)
$629,754
Net value change ($000)
+59,780 (10.5%)
New positions
43
Sold out positions
22
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPY 4,036 10.1%
AAPL 3,747 11.7%
VYM 2,696 51.8%
IVV 2,311 26.9%
SCHG 1,839 111.7%
GOOGL 1,702 41.4%
XOM 1,676 9.2%
SMLF 1,505 127.5%
WMT 1,318 14.6%
DFAT 1,159 122.6%
Top Reduces (Value $000, Stocks/ETFs)
AME -2,065 -50.1%
HD -1,771 -23.7%
MO -801 -14.3%
NFLX -741 -20.2%
YLD -739 -100.0%
NVDA -657 -4.1%
LLY -570 -14.6%
MU -555 -100.0%
PLTR -465 -100.0%
AMD -427 -100.0%
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