Cynosure Group, LLC

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q2 2026
Holdings value ($000)
665,526
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
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 199.7 K 30.0% 0 10.82 K -10.82 K
ETFs 465.8 K 70.0% 0 124 K -124 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
665,526
Holdings
180
QoQ value change ($000)
-134,764 (-16.8%)
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.