Cyndeo Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 7, 2026), Cyndeo Wealth Partners, LLC reported 477 stock positions worth $1.9 billion. Its top holding was Microsoft (MSFT) at 4.4% of the portfolio, followed by Broadcom (AVGO, 3.4%) and Apple (AAPL, 3.1%). Compared with Q3 2025, it opened 34 new positions, sold out of 31, added to 209 and reduced 175. The biggest buy was Sprott Physical Silver Trust (PSLV, shares +2%) and the biggest sale Oracle (ORCL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $1.9B (Q4 2025)
- SEC Filing
- 0001950947-26-000001 ↗ filed Jan 7, 2026
Holdings Value
Holdings 477 stocks · $1.9B
| MSFT Microsoft Corp. | 4.45% | 170,553 | $82.5M | Add +3.2% |
| AVGO Broadcom Inc. | 3.40% | 181,974 | $63.0M | Add +1.2% |
| AAPL Apple Inc. | 3.07% | 209,696 | $57.0M | Add +2.8% |
| NVDA Nvidia Corp. | 2.91% | 289,908 | $54.1M | Add +3.0% |
| AMZN Amazon.com Inc. | 2.59% | 208,410 | $48.1M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 1.72% | 102,158 | $32.0M | Add +4.3% |
| JPM JPMorgan Chase & Co. | 1.67% | 95,989 | $30.9M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.62% | 131,890 | $30.1M | Reduce -0.0% |
| JNJ Johnson & Johnson | 1.45% | 130,031 | $26.9M | Add +25.2% |
| FBND Fidelity Total Bond ETF | 1.37% | 550,911 | $25.4M | Add +5.5% |
| PSLV Sprott Physical Silver Trust | 1.35% | 1,056,727 | $25.0M | Add +1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.29% | 92,620 | $23.9M | Add +5.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.26% | 76,651 | $23.3M | Add +10.7% |
| PHYS Sprott Physical Gold Trust | 1.24% | 696,431 | $23.0M | Add +4.3% |
| FTGC First Trust Global Tactical | 1.18% | 944,969 | $22.0M | Add +4.5% |
| IAU iShares Gold Trust | 1.16% | 265,655 | $21.6M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.13% | 31,790 | $21.0M | Reduce -4.5% |
| FTCB FT Core Investment Grade ETF | 1.12% | 979,014 | $20.8M | Add +5.0% |
| ABT Abbott Laboratories | 1.08% | 160,061 | $20.1M | Reduce -8.8% |
| ORCL Oracle Corp. | 1.07% | 101,794 | $19.8M | Reduce -1.7% |
| UCON First Trust Smith Unconstrai | 1.05% | 773,673 | $19.5M | Add +4.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.04% | 358,052 | $19.3M | Add +3.2% |
| FTSL First Trust Senior Loan ETF | 1.00% | 403,906 | $18.5M | Add +3.2% |
| YLD Principal Act Hi YLD ETF | 1.00% | 971,848 | $18.5M | Add +4.1% |
| GSY Invesco Ultra Short Duration | 0.99% | 365,711 | $18.4M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.99% | 37,526 | $18.3M | Reduce -3.5% |
| URA Global X Uranium ETF | 0.95% | 413,160 | $17.7M | Add +4.3% |
| MS Morgan Stanley | 0.90% | 93,569 | $16.6M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 0.89% | 24,139 | $16.5M | Add +1.5% |
| LLY Eli Lilly & Co. | 0.87% | 14,939 | $16.1M | Add +7.3% |
| HD Home Depot Inc. | 0.85% | 45,966 | $15.8M | Reduce -2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.83% | 100,578 | $15.4M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 22,025 | $15.0M | Add +5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.81% | 84,346 | $15.0M | Reduce -12.1% |
| AXP American Express Co. | 0.71% | 35,700 | $13.2M | Add +2.2% |
| MRK Merck & Co. Inc. | 0.70% | 123,083 | $13.0M | Add +2.2% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.65% | 413,772 | $12.0M | Add +4.4% |
| JFR Nuveen Floating Rate Income | 0.65% | 1,530,270 | $12.0M | Reduce -12.1% |
| MO Altria Group Inc. | 0.61% | 195,930 | $11.3M | Add +4.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 33,301 | $11.2M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.60% | 35,507 | $11.1M | Add +1.0% |
| BIT BlackRock Multi-Sector Inc. | 0.59% | 837,581 | $10.9M | Add +1.9% |
| RTX RTX Corp. | 0.59% | 59,269 | $10.9M | Add +2.6% |
| V Visa Inc. Class A | 0.57% | 30,366 | $10.6M | Add +1.4% |
| TSLA Tesla Inc. | 0.57% | 23,487 | $10.6M | Add +1.3% |
| ADI Analog Devices Inc. | 0.56% | 38,606 | $10.5M | Add +10.4% |
| VZ Verizon Communications Inc. | 0.55% | 249,552 | $10.2M | Add +3.8% |
| ORI Old Republic Intl Corp. | 0.54% | 220,721 | $10.1M | Add +3.0% |
| LNC Lincoln National Corp. | 0.54% | 224,376 | $10.0M | Add +3.5% |
| UGI Ugi Corp. | 0.53% | 262,542 | $9.8M | Add +3.6% |
| MDY State Street SPDR S&P Midcap | 0.53% | 16,273 | $9.8M | Reduce -3.0% |
| NEE Nextera Energy Inc. | 0.53% | 121,581 | $9.8M | Add +2.2% |
| IWF iShares Russell 1000 Growth | 0.52% | 20,431 | $9.7M | Add +11.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.52% | 50,468 | $9.6M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.51% | 79,255 | $9.5M | Add +2.4% |
| UPS United Parcel Service Class B | 0.49% | 92,033 | $9.1M | Add +411.1% |
| WMB Williams Cos Inc. | 0.48% | 147,903 | $8.9M | Add +3.9% |
| MCD McDonald's Corp. | 0.47% | 28,448 | $8.7M | Add +2.3% |
| TGT Target Corp. | 0.47% | 88,730 | $8.7M | Add +30.0% |
| KMI Kinder Morgan Inc. | 0.46% | 310,598 | $8.5M | Add +5.2% |
| KO The Coca-Cola Co. | 0.46% | 121,516 | $8.5M | Reduce -29.7% |
| AMGN Amgen Inc. | 0.46% | 25,801 | $8.4M | Add +4.1% |
| PDI PIMCO Dynamic Income Fund | 0.45% | 471,922 | $8.4M | Add +10.9% |
| DTE DTE Energy Company | 0.45% | 64,723 | $8.3M | Add +5.3% |
| DVN Devon Energy Corp. | 0.45% | 225,812 | $8.3M | Add +5.3% |
| UNP Union Pacific Corp. | 0.45% | 35,721 | $8.3M | Reduce -14.9% |
| PG The Procter & Gamble Co. | 0.42% | 54,856 | $7.9M | Reduce -3.4% |
| CB Chubb Ltd. | 0.42% | 25,023 | $7.8M | Add +2.7% |
| GSK GSK PLC-Spon ADR | 0.42% | 158,715 | $7.8M | New |
| CAT Caterpillar Inc. | 0.41% | 13,311 | $7.6M | Add +0.5% |
| PLD Prologis Inc. | 0.40% | 58,780 | $7.5M | Add +3.6% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.40% | 75,794 | $7.4M | Reduce -3.2% |
| AEP American Electric Power | 0.40% | 63,875 | $7.4M | Add +983.0% |
| DUK Duke Energy Corp. | 0.39% | 62,164 | $7.3M | Add +912.3% |
| LIN Linde PLC | 0.39% | 16,757 | $7.1M | Add +6.0% |
| ADP Automatic Data Processing | 0.38% | 27,627 | $7.1M | Reduce -3.2% |
| ABFL Abacus FCF Leaders ETF | 0.38% | 99,383 | $7.1M | Reduce -4.2% |
| RITM Rithm Capital Corp. | 0.38% | 646,257 | $7.0M | Add +5.6% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.37% | 107,951 | $6.9M | Add +3.7% |
| BBY Best Buy Co. Inc. | 0.37% | 102,346 | $6.9M | Add +5.4% |
| BRTR iShares Total Return Act ETF | 0.36% | 133,293 | $6.8M | New |
| FBCG Fidelity Blue Chip Grow ETF | 0.36% | 121,623 | $6.7M | Add +0.8% |
| WMT Walmart Inc. | 0.35% | 58,511 | $6.5M | Add +0.3% |
| TT Trane Technologies PLC | 0.33% | 15,626 | $6.1M | Add +1.8% |
| MLN Vaneck Long Muni ETF | 0.33% | 345,462 | $6.1M | Add +3.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 98,586 | $6.0M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.32% | 10,458 | $6.0M | Reduce -10.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 111,529 | $5.9M | Add +11.1% |
| PH Parker Hannifin Corp. | 0.31% | 6,609 | $5.8M | Add +1.5% |
| TXN Texas Instruments Inc. | 0.29% | 30,914 | $5.4M | Add +3.7% |
| AMLP Alerian MLP ETF | 0.28% | 108,933 | $5.1M | Add +6.0% |
| GLD SPDR Gold Shares | 0.27% | 12,558 | $5.0M | Reduce -0.5% |
| ACN Accenture PLC Class A | 0.27% | 18,494 | $5.0M | Reduce -6.1% |
| HYD Vaneck High Yield Muni ETF | 0.27% | 96,218 | $4.9M | Add +5.1% |
| ANET Arista Networks Inc. | 0.26% | 37,446 | $4.9M | Add +0.3% |
| IWY iShares Russell Top 200 Grow | 0.26% | 17,399 | $4.8M | Reduce -15.2% |
| PWRD TCW Transform Systems ETF | 0.26% | 49,894 | $4.8M | Reduce -6.8% |
| ISRG Intuitive Surgical Inc. | 0.26% | 8,458 | $4.8M | Add +20.9% |
| DCOR Dimensional US Core Eq 1 ETF | 0.26% | 64,859 | $4.8M | Reduce -8.4% |
| HCA HCA Healthcare Inc. | 0.25% | 10,069 | $4.7M | Reduce -0.3% |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -1.7% | 1.07% | −0.55 |
| OMC Omnicom Group | Reduce -92.8% | 0.03% | −0.47 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.40 |
| CNH CNH Industrial NV | Sold out | 0.00% | −0.38 |
| BG Bunge Global SA | Sold out | 0.00% | −0.37 |
| META Meta Platforms Inc. Class A | Reduce -4.5% | 1.13% | −0.23 |
| ABT Abbott Laboratories | Reduce -8.8% | 1.08% | −0.23 |
| HD Home Depot Inc. | Reduce -2.7% | 0.85% | −0.21 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -94.8% | 0.01% | −0.21 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.20 |
| KO The Coca-Cola Co. | Reduce -29.7% | 0.46% | −0.18 |
| AMP Ameriprise Financial Inc. | Reduce -78.6% | 0.04% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.1% | 0.81% | −0.16 |
| CRM Salesforce Inc. | Reduce -82.4% | 0.04% | −0.16 |
| JFR Nuveen Floating Rate Income | Reduce -12.1% | 0.65% | −0.15 |
| QUAL iShares MSCI USA Quality Fac | Reduce -76.0% | 0.04% | −0.13 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.12 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.12 |
| UNP Union Pacific Corp. | Reduce -14.9% | 0.45% | −0.11 |
| ADP Automatic Data Processing | Reduce -3.2% | 0.38% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -82.6% | 0.02% | −0.08 |
| MUNI PIMCO Intermediate Municipal | Reduce -83.4% | 0.02% | −0.08 |
| EUSA iShares MSCI USA Equal Weigh | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.0% | 1.62% | −0.07 |
| SJM The JM Smucker Co. | Reduce -3.2% | 0.40% | −0.07 |
| PFE Pfizer Inc. | Reduce -31.2% | 0.14% | −0.07 |
| HELO JPMorgan Hedged Equity ETF | Reduce -44.8% | 0.09% | −0.07 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Sold out | 0.00% | −0.07 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.42% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -39.7% | 0.10% | −0.06 |
| IRM Iron Mountain Inc. | Reduce -12.8% | 0.13% | −0.06 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.05 |
| RQI Cohen & Steers Qual Inc. RLTY | Reduce -12.8% | 0.19% | −0.05 |
| IWY iShares Russell Top 200 Grow | Reduce -15.2% | 0.26% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.5% | 0.99% | −0.05 |
| MSTR Strategy Inc. | Reduce -32.2% | 0.02% | −0.05 |
| BX Blackstone Inc. | Reduce -4.5% | 0.24% | −0.05 |
| TETH 21SHARES Etherm Stak ETF-Usd | Reduce -40.2% | 0.03% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -10.2% | 0.32% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -15.0% | 0.13% | −0.05 |
| PGR Progressive Corp. | Reduce -12.7% | 0.16% | −0.05 |
| CGXU Cap Group Intl Focus | Reduce -16.6% | 0.17% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -17.9% | 0.15% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -14.1% | 0.23% | −0.04 |
| ABFL Abacus FCF Leaders ETF | Reduce -4.2% | 0.38% | −0.03 |
| PWRD TCW Transform Systems ETF | Reduce -6.8% | 0.26% | −0.03 |
| ABLD Aba FCF Ral Aset Lad ETF-Usd | Reduce -48.9% | 0.03% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -20.3% | 0.08% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -2.8% | 0.18% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| PSLV Sprott Physical Silver Trust | Add +1.9% | 1.35% | +0.44 |
| GSK GSK PLC-Spon ADR | New | 0.42% | +0.42 |
| UPS United Parcel Service Class B | Add +411.1% | 0.49% | +0.41 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 1.72% | +0.40 |
| JNJ Johnson & Johnson | Add +25.2% | 1.45% | +0.38 |
| BRTR iShares Total Return Act ETF | New | 0.36% | +0.36 |
| AEP American Electric Power | Add +983.0% | 0.40% | +0.36 |
| DUK Duke Energy Corp. | Add +912.3% | 0.39% | +0.35 |
| LLY Eli Lilly & Co. | Add +7.3% | 0.87% | +0.27 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.19% | +0.19 |
| AAPL Apple Inc. | Add +2.8% | 3.07% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.7% | 1.26% | +0.18 |
| PHYS Sprott Physical Gold Trust | Add +4.3% | 1.24% | +0.14 |
| MRK Merck & Co. Inc. | Add +2.2% | 0.70% | +0.14 |
| ACIO Aptus Collared Invest Opp | New | 0.13% | +0.13 |
| TGT Target Corp. | Add +30.0% | 0.47% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 0.60% | +0.12 |
| DRSK Aptus Defined Risk ETF | New | 0.12% | +0.12 |
| SLDE Slide Insurance Holdings Inc. | New | 0.12% | +0.12 |
| INMU iShares Intermediate Muni Inc. | New | 0.11% | +0.11 |
| JMUB JPMorgan Municipal ETF | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | Add +1.2% | 3.40% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +127.9% | 0.17% | +0.10 |
| MU Micron Technology Inc. | Add +242.5% | 0.11% | +0.09 |
| WBD Warner Bros Discovery Inc. | New | 0.09% | +0.09 |
| ICE Intercontinental Exchange Inc. | Add +857.7% | 0.10% | +0.09 |
| ADI Analog Devices Inc. | Add +10.4% | 0.56% | +0.09 |
| IWB iShares Russell 1000 ETF | Add +459.3% | 0.11% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +20.9% | 0.26% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.4% | 2.59% | +0.08 |
| MS Morgan Stanley | Add +0.8% | 0.90% | +0.08 |
| IYF iShares US Financials ETF | Add +149.5% | 0.12% | +0.07 |
| AXP American Express Co. | Add +2.2% | 0.71% | +0.07 |
| AMGN Amgen Inc. | Add +4.1% | 0.46% | +0.07 |
| JAVA JPMorgan Active Value ETF | Add +35.2% | 0.25% | +0.07 |
| IYG iShares U.S. Financial Servi | New | 0.06% | +0.06 |
| BND Vanguard Total Bond Market | Add +118.0% | 0.12% | +0.06 |
| INTC Intel Corp. | Add +210.2% | 0.09% | +0.06 |
| UGI Ugi Corp. | Add +3.6% | 0.53% | +0.06 |
| VHT Vanguard Health Care ETF | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | Add +0.5% | 0.41% | +0.06 |
| IBMR iShares Ibonds Dec 2029 M BD | New | 0.06% | +0.06 |
| LNC Lincoln National Corp. | Add +3.5% | 0.54% | +0.05 |
| CZFS Citizens Financial Services | New | 0.05% | +0.05 |
| HGER Harbor Commodity All Weather | New | 0.05% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.7% | 1.29% | +0.05 |
| RTX RTX Corp. | Add +2.6% | 0.59% | +0.05 |
| TJX TJX Companies Inc. | Add +2.8% | 0.83% | +0.05 |
| DFGR Dim Global Real Estate ETF | Add +172.9% | 0.07% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +11.5% | 0.52% | +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 |