Cyndeo Wealth Partners, LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,900,867
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 478 | 1,900,867 | 13F-HR | Cyndeo Wealth Partners, LLC |
| Q4 2025 | 1/7/2026 | 477 | 1,854,956 | 13F-HR | Cyndeo Wealth Partners, LLC |
| Q3 2025 | 10/10/2025 | 474 | 1,798,738 | 13F-HR | Cyndeo Wealth Partners, LLC |
| Q2 2025 | 7/24/2025 | 465 | 1,686,611 | 13F-HR | Cyndeo Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.363 M | 71.7% | 0 | 211.1 K | -211.1 K |
| ETFs | 498.2 K | 26.2% | 249 K | 0 | 249 K |
| Debt | 39.1 K | 2.1% | 9.153 K | 0 | 9.153 K |
| Other | 0 | 0.0% | 0 | 1.022 K | -1.022 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
1,900,867
Holdings
478
QoQ value change ($000)
45,911
(2.5%)
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.