Tyche Wealth Partners LLC

Q3 2026 13F-HR Holdings

Location
Plano, TX
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
357
Total value ($000)
$734,271
Net value change ($000)
+21,918 (3.1%)
New positions
31
Sold out positions
14
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 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)
XOM 28,081 NEW
AAPL 5,850 15.9%
NVDA 3,717 22.0%
MSFT 3,138 26.0%
JNJ 2,682 47.1%
SPY 2,272 4.3%
INRO 2,028 NEW
INMU 1,639 NEW
LMT 1,521 93.6%
CVX 1,493 24.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -21,715 -100.0%
MUB -6,868 -47.4%
PTLC -3,758 -22.1%
BNDX -2,097 -100.0%
CAT -1,835 -23.7%
LLY -1,805 -32.3%
HD -1,603 -26.4%
MBB -1,578 -100.0%
TSLA -1,503 -15.1%
PEP -1,291 -4.9%
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.
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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