Cyndeo Wealth Partners, LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,122,458
- 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 | 7/21/2026 | 517 | 2,122,458 | 13F-HR | Cyndeo Wealth Partners, LLC |
| 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 | 1.521 M | 71.7% | 158.3 K | 0 | 158.3 K |
| ETFs | 557.9 K | 26.3% | 59.78 K | 0 | 59.78 K |
| Debt | 42.47 K | 2.0% | 3.374 K | 0 | 3.374 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
2,122,458
Holdings
517
QoQ value change ($000)
221,591
(11.7%)
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.