Cynosure Group, LLC

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q3 2026
Holdings value ($000)
707,398
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 11/3/2026 137 707,398 13F-HR Cynosure Group, LLC
Q2 2026 8/5/2026 180 665,526 13F-HR Cynosure Group, LLC
Q1 2026 5/13/2026 198 800,290 13F-HR Cynosure Group, LLC
Q4 2025 2/17/2026 399 983,101 13F-HR Cynosure Group, LLC
Q3 2025 11/13/2025 371 920,724 13F-HR/A - NEW HOLDINGS Cynosure Group, LLC
Q3 2025 10/22/2025 370 913,184 13F-HR Cynosure Group, LLC
Q2 2025 8/12/2025 377 882,813 13F-HR Cynosure Group, LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 163.6 K 23.1% 0 36.05 K -36.05 K
ETFs 543.8 K 76.9% 77.93 K 0 77.93 K
Swipe for more columns

Fund Snapshot

Q3 2026
Latest filed
11/3/2026
Total value ($000)
707,398
Holdings
137
QoQ value change ($000)
41,872 (6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.