Tyche Wealth Partners LLC

Q2 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
339
Total value ($000)
$712,353
Net value change ($000)
+63,885 (9.9%)
New positions
29
Sold out positions
37
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 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)
SPY 8,800 20.1%
AIS 6,523 114.2%
ROM 5,928 97.3%
IVV 5,287 50.8%
QQQ 3,956 26.4%
AAPL 3,469 10.4%
IALT 3,091 NEW
WFC 3,084 363.7%
LLY 2,739 96.4%
TXN 2,724 50.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,100 -21.9%
PEP -3,892 -12.8%
IUSB -2,394 -100.0%
HON -1,313 -100.0%
CVX -1,291 -17.5%
WMT -1,204 -10.4%
CASY -1,202 -100.0%
APH -941 -100.0%
COST -907 -14.3%
ATO -875 -50.6%
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