Cyndeo Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Cyndeo Wealth Partners, LLC reported 517 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 3.4% of the portfolio, followed by Apple (AAPL, 3.2%) and Broadcom (AVGO, 3.0%). Compared with Q1 2026, it opened 53 new positions, sold out of 15, added to 265 and reduced 153. The biggest buy was Applied Materials (AMAT, shares +147%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $2.1B (Q2 2026)
- SEC Filing
- 0001950947-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 517 stocks · $2.1B
| MSFT Microsoft Corp. | 3.38% | 192,374 | $71.8M | Reduce -0.1% |
| AAPL Apple Inc. | 3.18% | 233,368 | $67.5M | Add +3.3% |
| AVGO Broadcom Inc. | 3.04% | 170,727 | $64.5M | Add +0.4% |
| NVDA Nvidia Corp. | 2.99% | 317,047 | $63.4M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.24% | 199,523 | $47.6M | Add +2.2% |
| ABBV Abbvie Inc. | 1.63% | 137,211 | $34.5M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.59% | 94,514 | $33.8M | Reduce -6.7% |
| FTGC First Trust Global Tactical | 1.48% | 1,157,535 | $31.3M | Add +2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.46% | 102,541 | $31.1M | Add +5.8% |
| FBND Fidelity Total Bond ETF | 1.42% | 662,811 | $30.2M | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.40% | 62,222 | $29.7M | Add +3.3% |
| FTCB FT Core Investment Grade ETF | 1.22% | 1,239,068 | $25.8M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 1.19% | 77,465 | $25.4M | Reduce -0.1% |
| UCON First Trust Smith Unconstrai | 1.02% | 872,866 | $21.7M | Add +3.9% |
| LLY Eli Lilly & Co. | 1.01% | 17,927 | $21.5M | Reduce -0.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.00% | 400,135 | $21.3M | Add +3.9% |
| YLD Principal Act Hi YLD ETF | 1.00% | 1,112,557 | $21.2M | Add +3.9% |
| GSY Invesco Ultra Short Duration | 0.99% | 419,129 | $21.0M | Add +3.9% |
| FTSL First Trust Senior Loan ETF | 0.99% | 469,326 | $21.0M | Add +4.8% |
| XOM Exxonmobil Holdings Corp. | 0.99% | 153,038 | $20.9M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.95% | 234,304 | $20.2M | Add +1.4% |
| JNJ Johnson & Johnson | 0.94% | 78,287 | $19.9M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 0.91% | 25,907 | $19.4M | Add +5.4% |
| IAU iShares Gold Trust | 0.88% | 247,086 | $18.7M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.86% | 32,366 | $18.2M | Reduce -2.8% |
| PHYS Sprott Physical Gold Trust | 0.83% | 583,054 | $17.6M | Add +3.5% |
| ORCL Oracle Corp. | 0.81% | 117,650 | $17.2M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.81% | 113,765 | $17.2M | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.79% | 142,072 | $16.7M | Add +6.2% |
| HD Home Depot Inc. | 0.77% | 46,632 | $16.4M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 20,827 | $15.6M | Reduce -2.8% |
| PDI PIMCO Dynamic Income Fund | 0.73% | 927,452 | $15.5M | Add +49.6% |
| ADI Analog Devices Inc. | 0.73% | 38,880 | $15.4M | Add +3.7% |
| JFR Nuveen Floating Rate Income | 0.72% | 1,999,420 | $15.3M | Add +11.4% |
| LIN Linde PLC | 0.72% | 29,288 | $15.2M | Add +29.4% |
| MS Morgan Stanley | 0.70% | 70,839 | $14.8M | Add +6.0% |
| ABT Abbott Laboratories | 0.70% | 162,929 | $14.8M | Reduce -0.0% |
| MO Altria Group Inc. | 0.68% | 199,235 | $14.3M | Add +1.5% |
| MRK Merck & Co. Inc. | 0.66% | 108,426 | $13.9M | Add +3.8% |
| TXN Texas Instruments Inc. | 0.65% | 46,127 | $13.7M | Reduce -1.3% |
| URA Global X Uranium ETF | 0.62% | 300,907 | $13.1M | Add +4.0% |
| PFE Pfizer Inc. | 0.61% | 536,714 | $12.9M | Add +3.9% |
| GOOG Alphabet Inc. Class C | 0.60% | 36,205 | $12.8M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 34,067 | $12.6M | Add +2.6% |
| CB Chubb Ltd. | 0.59% | 36,922 | $12.6M | Add +27.5% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.58% | 637,922 | $12.4M | Add +5.3% |
| NEE Nextera Energy Inc. | 0.56% | 135,898 | $11.9M | Add +1.5% |
| AEP American Electric Power | 0.56% | 86,134 | $11.8M | Add +4.0% |
| MET Metlife Inc. | 0.55% | 138,721 | $11.7M | Add +4.5% |
| RTX RTX Corp. | 0.55% | 61,396 | $11.6M | Reduce -22.2% |
| CVX Chevron Corp. | 0.55% | 69,911 | $11.6M | Add +3.0% |
| BIT BlackRock Multi-Sector Inc. | 0.54% | 915,131 | $11.5M | Add +4.0% |
| ETN Eaton Corp. PLC | 0.54% | 26,848 | $11.4M | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 52,156 | $11.4M | Reduce -0.2% |
| V Visa Inc. Class A | 0.53% | 32,813 | $11.3M | Add +8.7% |
| DTE DTE Energy Company | 0.53% | 73,387 | $11.2M | Add +4.5% |
| VZ Verizon Communications Inc. | 0.53% | 263,873 | $11.2M | Add +3.7% |
| DUK Duke Energy Corp. | 0.52% | 86,700 | $11.0M | Add +3.2% |
| CAT Caterpillar Inc. | 0.52% | 10,286 | $11.0M | Reduce -2.4% |
| PSLV Sprott Physical Silver Trust | 0.51% | 576,722 | $10.9M | Add +5.8% |
| KMI Kinder Morgan Inc. | 0.51% | 337,210 | $10.8M | Add +3.9% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 186,460 | $10.7M | Add +6.2% |
| OKE Oneok Inc. | 0.51% | 123,497 | $10.7M | Add +4.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.50% | 95,105 | $10.7M | Add +5.7% |
| TSLA Tesla Inc. | 0.49% | 24,918 | $10.5M | Add +7.0% |
| UNP Union Pacific Corp. | 0.49% | 38,118 | $10.4M | Add +1.4% |
| AXP American Express Co. | 0.48% | 30,423 | $10.3M | Add +4.0% |
| KHC The Kraft Heinz Co. | 0.47% | 424,635 | $10.0M | Add +4.9% |
| PANW Palo Alto Networks Inc. | 0.47% | 29,300 | $10.0M | Add +11.3% |
| KO The Coca-Cola Co. | 0.47% | 121,939 | $9.9M | Add +4.0% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.47% | 154,331 | $9.9M | Add +3.2% |
| O Realty Income Corp. | 0.46% | 157,605 | $9.8M | Add +6.4% |
| MDY State Street SPDR S&P Midcap | 0.46% | 13,739 | $9.7M | Reduce -14.5% |
| AMAT Applied Materials Inc. | 0.46% | 13,361 | $9.7M | Add +146.7% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 81,766 | $9.5M | Reduce -2.0% |
| IWF iShares Russell 1000 Growth | 0.45% | 76,434 | $9.5M | Add +1.0% |
| MCD McDonald's Corp. | 0.43% | 34,120 | $9.2M | Add +2.3% |
| PLD Prologis Inc. | 0.43% | 67,669 | $9.2M | Add +2.6% |
| UGI Ugi Corp. | 0.42% | 258,181 | $8.9M | Add +3.0% |
| BLK BlackRock Inc. | 0.41% | 8,974 | $8.6M | Add +2.6% |
| T AT&T Inc. | 0.40% | 412,259 | $8.5M | Add +6.0% |
| GIS General Mills Inc. | 0.39% | 239,788 | $8.3M | Add +10.3% |
| CLX Clorox Company | 0.39% | 86,760 | $8.3M | Add +9.4% |
| MLN Vaneck Long Muni ETF | 0.37% | 438,155 | $7.8M | Add +3.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.35% | 109,044 | $7.4M | Reduce -0.7% |
| JAVA JPMorgan Active Value ETF | 0.35% | 93,194 | $7.4M | Add +11.3% |
| STX Seagate Technology Holdings | 0.35% | 7,663 | $7.4M | Reduce -18.9% |
| TT Trane Technologies PLC | 0.34% | 14,743 | $7.2M | Reduce -8.3% |
| WMT Walmart Inc. | 0.32% | 59,688 | $6.8M | Reduce -2.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.32% | 73,603 | $6.7M | Add +275.6% |
| FBCG Fidelity Blue Chip Grow ETF | 0.31% | 104,977 | $6.5M | Reduce -10.7% |
| APH Amphenol Corp. Class A | 0.30% | 35,523 | $6.3M | Add +5.1% |
| MA Mastercard Inc. Class A | 0.29% | 11,872 | $6.1M | Add +3.0% |
| HYD Vaneck High Yield Muni ETF | 0.28% | 115,499 | $5.9M | Add +0.3% |
| INTC Intel Corp. | 0.28% | 42,526 | $5.9M | Add +0.0% |
| DCOR Dimensional US Core Eq 1 ETF | 0.28% | 71,289 | $5.8M | Add +6.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.27% | 111,396 | $5.8M | Add +4.1% |
| AMLP Alerian MLP ETF | 0.27% | 109,273 | $5.7M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 7,524 | $5.5M | Add +9.6% |
| ADP Automatic Data Processing | 0.25% | 23,358 | $5.2M | Add +0.5% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -0.1% | 3.38% | −0.37 |
| IAU iShares Gold Trust | Reduce -0.3% | 0.88% | −0.27 |
| RTX RTX Corp. | Reduce -22.2% | 0.55% | −0.25 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.22 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.21 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.0% | 0.45% | −0.19 |
| ABT Abbott Laboratories | Reduce -0.0% | 0.70% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.86% | −0.14 |
| JNJ Johnson & Johnson | Reduce -3.8% | 0.94% | −0.11 |
| INTU Intuit Inc. | Reduce -0.6% | 0.11% | −0.10 |
| ISRG Intuitive Surgical Inc. | Reduce -15.2% | 0.16% | −0.08 |
| WMT Walmart Inc. | Reduce -2.3% | 0.32% | −0.08 |
| FTXO First Trust Nasdaq Bank ETF | Sold out | 0.00% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -45.7% | 0.09% | −0.08 |
| MDY State Street SPDR S&P Midcap | Reduce -14.5% | 0.46% | −0.07 |
| LMT Lockheed Martin Corp. | Reduce -2.5% | 0.16% | −0.06 |
| SYK Stryker Corp. | Reduce -12.6% | 0.16% | −0.05 |
| RQI Cohen & Steers Qual Inc. RLTY | Reduce -20.2% | 0.14% | −0.05 |
| PWRD TCW Transform Systems ETF | Reduce -26.1% | 0.22% | −0.04 |
| BRTR iShares Total Return Act ETF | Reduce -4.3% | 0.24% | −0.04 |
| EMGF iShares Emerging Markets Equ | Sold out | 0.00% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Reduce -3.7% | 0.23% | −0.04 |
| HIG Hartford Insurance Group Inc. | Reduce -4.7% | 0.19% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -12.6% | 0.21% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 0.16% | −0.03 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -38.8% | 0.22% | −0.03 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.8% | 0.09% | −0.03 |
| XEVVX Eaton Vance Ltd. Durat Inc. | Reduce -2.5% | 0.17% | −0.03 |
| ABFL Abacus FCF Leaders ETF | Reduce -17.1% | 0.23% | −0.03 |
| IYG iShares U.S. Financial Servi | Reduce -34.9% | 0.04% | −0.03 |
| ACN Accenture PLC Class A | Reduce -21.4% | 0.02% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.8% | 0.08% | −0.02 |
| TLH iShares 10-20 Year Treasury | Reduce -5.8% | 0.12% | −0.02 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.02 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -13.8% | 0.06% | −0.02 |
| JUCY Aptus Enhanced Yield ETF | Sold out | 0.00% | −0.02 |
| MMM 3M Co. | Reduce -31.3% | 0.03% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.02 |
| TETH 21SHARES Etherm Stak ETF-Usd | Reduce -3.6% | 0.03% | −0.01 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -54.6% | 0.01% | −0.01 |
| SIVR Abrdn Physical Silver Shares | Reduce -10.4% | 0.02% | −0.01 |
| CASY Casey's General Stores Inc. | Reduce -10.8% | 0.09% | −0.01 |
| IYK iShares US Consumer Staples | Reduce -16.3% | 0.05% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 0.15% | −0.01 |
| EPD Enterprise Products Partners | Reduce -10.2% | 0.05% | −0.01 |
| CEG Constellation Energy | Reduce -24.9% | 0.02% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -27.4% | 0.01% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AMAT Applied Materials Inc. | Add +146.7% | 0.46% | +0.36 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.3% | 1.40% | +0.33 |
| AVGO Broadcom Inc. | Add +0.4% | 3.04% | +0.27 |
| PANW Palo Alto Networks Inc. | Add +11.3% | 0.47% | +0.25 |
| CSCO Cisco Systems Inc. | Add +6.2% | 0.79% | +0.24 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +275.6% | 0.32% | +0.22 |
| WMB Williams Cos Inc. | Add +1694.0% | 0.22% | +0.21 |
| IWB iShares Russell 1000 ETF | Add +1623.0% | 0.20% | +0.19 |
| INTC Intel Corp. | Add +0.0% | 0.28% | +0.18 |
| PWRL Powerlaw Corp. | New | 0.17% | +0.17 |
| PDI PIMCO Dynamic Income Fund | Add +49.6% | 0.73% | +0.17 |
| AAPL Apple Inc. | Add +3.3% | 3.18% | +0.17 |
| XP XP Inc. Class A | New | 0.15% | +0.15 |
| PNC PNC Financial Services Group | Add +701.1% | 0.16% | +0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.8% | 1.46% | +0.13 |
| LIN Linde PLC | Add +29.4% | 0.72% | +0.13 |
| MS Morgan Stanley | Add +6.0% | 0.70% | +0.12 |
| AMZN Amazon.com Inc. | Add +2.2% | 2.24% | +0.10 |
| ADI Analog Devices Inc. | Add +3.7% | 0.73% | +0.10 |
| LRCX Lam Research Corp. | Add +9.6% | 0.20% | +0.10 |
| NVDA Nvidia Corp. | Add +0.6% | 2.99% | +0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Add +98.9% | 0.22% | +0.10 |
| CB Chubb Ltd. | Add +27.5% | 0.59% | +0.10 |
| QTEC First Trust Nasdq 100 Tech I | Add +313.4% | 0.11% | +0.09 |
| IEF iShares 7-10 Year Treasury B | New | 0.08% | +0.08 |
| GLW Corning Inc. | Add +2.5% | 0.18% | +0.08 |
| SPCX Space Exploration Techn Class A | New | 0.07% | +0.07 |
| MRVL Marvell Technology Inc. | Add +78.5% | 0.09% | +0.07 |
| APH Amphenol Corp. Class A | Add +5.1% | 0.30% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +5.4% | 0.91% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 0.95% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +72.6% | 0.15% | +0.07 |
| AZN Astrazeneca PLC | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +0.2% | 1.63% | +0.06 |
| MET Metlife Inc. | Add +4.5% | 0.55% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.60% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +154.3% | 0.10% | +0.06 |
| WTV Wisdomtree U.S. Value Fund | New | 0.06% | +0.06 |
| FANG Diamondback Energy Inc. | Add +373.3% | 0.08% | +0.06 |
| CGIC Cap Group Intl Core Eq | New | 0.06% | +0.06 |
| EMOP AB Emrg MRKT Opportuniti ETF | Add +23.9% | 0.22% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.6% | 0.26% | +0.05 |
| EFV iShares MSCI Eafe Value ETF | Add +50.9% | 0.18% | +0.05 |
| V Visa Inc. Class A | Add +8.7% | 0.53% | +0.05 |
| ANET Arista Networks Inc. | Add +5.3% | 0.22% | +0.05 |
| SJM The JM Smucker Co. | Add +5.7% | 0.50% | +0.05 |
| SOXX iShares Semiconductor ETF | Add +1.0% | 0.11% | +0.05 |
| ETN Eaton Corp. PLC | Add +2.1% | 0.54% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +15.0% | 0.12% | +0.04 |
| TSLA Tesla Inc. | Add +7.0% | 0.49% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 517 | $2.1B | MSFT, AAPL, AVGO, NVDA, AMZN |
| Q1 2026 | 478 | $1.9B | MSFT, AAPL, NVDA, AVGO, AMZN |
| Q4 2025 | 477 | $1.9B | MSFT, AVGO, AAPL, NVDA, AMZN |
| Q3 2025 | 474 | $1.8B | MSFT, AVGO, NVDA, AAPL, AMZN |
| Q2 2025 | 465 | $1.7B | MSFT, AVGO, AMZN, NVDA, AAPL |
| Q1 2025 | 448 | $1.5B | MSFT, AAPL, AMZN, AVGO, NVDA |
| Q4 2024 | 441 | $1.5B | MSFT, AAPL, AMZN, AVGO, NVDA |
| Q3 2024 | 444 | $1.4B | MSFT, AAPL, AMZN, ABBV, NVDA |
| Q2 2024 | 393 | $1.3B | MSFT, AMZN, AGG, AAPL, ABBV |
| Q1 2024 | 380 | $1.2B | MSFT, AGG, AMZN, ABBV, FIXD |