Cyndeo Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Cyndeo Wealth Partners, LLC reported 478 stock positions worth $1.9 billion. Its top holding was Microsoft (MSFT) at 3.8% of the portfolio, followed by Apple (AAPL, 3.0%) and Nvidia (NVDA, 2.9%). Compared with Q4 2025, it opened 44 new positions, sold out of 43, added to 240 and reduced 159. The biggest buy was Exxon Mobil (XOM, shares +92%) and the biggest sale Sprott Physical Silver Trust (PSLV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- ST. PETERSBURG, FL
- CIK
- 0001950947
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0001950947-26-000002 ↗ filed Apr 13, 2026
Holdings Value
Holdings 478 stocks · $1.9B
| MSFT Microsoft Corp. | 3.75% | 192,584 | $71.3M | Add +12.9% |
| AAPL Apple Inc. | 3.02% | 225,818 | $57.3M | Add +7.7% |
| NVDA Nvidia Corp. | 2.89% | 315,115 | $55.0M | Add +8.7% |
| AVGO Broadcom Inc. | 2.77% | 169,994 | $52.6M | Reduce -6.6% |
| AMZN Amazon.com Inc. | 2.14% | 195,236 | $40.7M | Reduce -6.3% |
| FTGC First Trust Global Tactical | 1.71% | 1,132,749 | $32.5M | Add +19.9% |
| ABBV Abbvie Inc. | 1.57% | 136,906 | $29.8M | Add +3.8% |
| FBND Fidelity Total Bond ETF | 1.55% | 645,311 | $29.4M | Add +17.1% |
| GOOGL Alphabet Inc. Class A | 1.53% | 101,322 | $29.1M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 1.36% | 151,849 | $25.8M | Add +91.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 96,958 | $25.4M | Add +4.7% |
| FTCB FT Core Investment Grade ETF | 1.33% | 1,204,819 | $25.3M | Add +23.1% |
| JPM JPMorgan Chase & Co. | 1.20% | 77,504 | $22.8M | Reduce -19.3% |
| IAU iShares Gold Trust | 1.15% | 247,820 | $21.8M | Reduce -6.7% |
| UCON First Trust Smith Unconstrai | 1.09% | 839,917 | $20.8M | Add +8.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.08% | 385,063 | $20.5M | Add +7.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.07% | 60,250 | $20.4M | Reduce -21.4% |
| YLD Principal Act Hi YLD ETF | 1.07% | 1,070,783 | $20.3M | Add +10.2% |
| GSY Invesco Ultra Short Duration | 1.06% | 403,445 | $20.2M | Add +10.3% |
| FTSL First Trust Senior Loan ETF | 1.06% | 447,814 | $20.1M | Add +10.9% |
| PHYS Sprott Physical Gold Trust | 1.05% | 563,098 | $20.0M | Reduce -19.1% |
| JNJ Johnson & Johnson | 1.05% | 81,343 | $19.9M | Reduce -37.4% |
| META Meta Platforms Inc. Class A | 1.00% | 33,285 | $19.0M | Add +4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 112,739 | $18.0M | Add +12.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 38,530 | $16.8M | Add +2.7% |
| ORCL Oracle Corp. | 0.89% | 114,376 | $16.8M | Add +12.4% |
| ABT Abbott Laboratories | 0.88% | 162,950 | $16.7M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.87% | 17,968 | $16.5M | Add +20.3% |
| IVV iShares Core S&P 500 ETF | 0.84% | 24,577 | $16.1M | Add +1.8% |
| RTX RTX Corp. | 0.80% | 78,940 | $15.2M | Add +33.2% |
| HD Home Depot Inc. | 0.79% | 45,623 | $15.0M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.76% | 516,751 | $14.5M | Add +410.8% |
| CVX Chevron Corp. | 0.74% | 67,900 | $14.0M | Add +376.8% |
| URA Global X Uranium ETF | 0.74% | 289,364 | $14.0M | Reduce -30.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 21,433 | $13.9M | Reduce -2.7% |
| ARKB ARK 21SHARES Bitcoin ETF | 0.72% | 605,946 | $13.6M | Add +46.4% |
| JFR Nuveen Floating Rate Income | 0.71% | 1,795,370 | $13.5M | Add +17.3% |
| PSLV Sprott Physical Silver Trust | 0.70% | 545,035 | $13.3M | Reduce -48.4% |
| MO Altria Group Inc. | 0.68% | 196,319 | $13.0M | Add +0.2% |
| VZ Verizon Communications Inc. | 0.67% | 254,564 | $12.8M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.66% | 104,497 | $12.6M | Reduce -15.1% |
| NEE Nextera Energy Inc. | 0.65% | 133,849 | $12.4M | Add +10.1% |
| PLTR Palantir Technologies Inc. Class A | 0.64% | 83,474 | $12.2M | Reduce -1.0% |
| ADI Analog Devices Inc. | 0.63% | 37,484 | $11.9M | Reduce -2.9% |
| T AT&T Inc. | 0.59% | 388,887 | $11.3M | Add +1067.7% |
| LIN Linde PLC | 0.59% | 22,628 | $11.2M | Add +35.0% |
| BIT BlackRock Multi-Sector Inc. | 0.58% | 879,881 | $11.0M | Add +5.0% |
| MS Morgan Stanley | 0.58% | 66,832 | $11.0M | Reduce -28.6% |
| DUK Duke Energy Corp. | 0.58% | 83,978 | $11.0M | Add +35.1% |
| KMI Kinder Morgan Inc. | 0.57% | 324,483 | $10.9M | Add +4.5% |
| AEP American Electric Power | 0.57% | 82,863 | $10.9M | Add +29.7% |
| OKE Oneok Inc. | 0.56% | 118,738 | $10.7M | Add +1053.9% |
| BMY Bristol-Myers Squibb Co. | 0.56% | 175,657 | $10.7M | Add +1850.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 33,190 | $10.6M | Reduce -0.3% |
| PDI PIMCO Dynamic Income Fund | 0.56% | 619,822 | $10.6M | Add +31.3% |
| CSCO Cisco Systems Inc. | 0.55% | 133,827 | $10.4M | Add +360.8% |
| MCD McDonald's Corp. | 0.55% | 33,363 | $10.4M | Add +17.3% |
| GOOG Alphabet Inc. Class C | 0.54% | 36,081 | $10.4M | Add +1.6% |
| DTE DTE Energy Company | 0.54% | 70,192 | $10.3M | Add +8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.54% | 52,265 | $10.3M | Add +3.6% |
| MDY State Street SPDR S&P Midcap | 0.52% | 16,073 | $9.9M | Reduce -1.2% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 0.50% | 149,488 | $9.6M | Add +38.5% |
| CB Chubb Ltd. | 0.50% | 28,958 | $9.4M | Add +15.7% |
| ETN Eaton Corp. PLC | 0.49% | 26,291 | $9.4M | Add +225.3% |
| MET Metlife Inc. | 0.49% | 132,703 | $9.4M | Add +2321.2% |
| UGI Ugi Corp. | 0.48% | 250,772 | $9.1M | Reduce -4.5% |
| V Visa Inc. Class A | 0.48% | 30,183 | $9.1M | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.48% | 37,594 | $9.1M | Add +5.2% |
| KHC The Kraft Heinz Co. | 0.48% | 404,653 | $9.1M | New |
| TXN Texas Instruments Inc. | 0.48% | 46,730 | $9.1M | Add +51.2% |
| O Realty Income Corp. | 0.48% | 148,073 | $9.1M | Add +2048.5% |
| KO The Coca-Cola Co. | 0.47% | 117,289 | $8.9M | Reduce -3.5% |
| AXP American Express Co. | 0.47% | 29,266 | $8.9M | Reduce -18.0% |
| PLD Prologis Inc. | 0.46% | 65,934 | $8.7M | Add +12.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.46% | 90,011 | $8.7M | Add +18.8% |
| TSLA Tesla Inc. | 0.46% | 23,297 | $8.7M | Reduce -0.8% |
| BLK BlackRock Inc. | 0.44% | 8,749 | $8.4M | Add +151.6% |
| CLX Clorox Company | 0.43% | 79,311 | $8.2M | New |
| GIS General Mills Inc. | 0.43% | 217,332 | $8.1M | Add +3624.0% |
| IWF iShares Russell 1000 Growth | 0.42% | 18,922 | $8.1M | Reduce -7.4% |
| WMT Walmart Inc. | 0.40% | 61,107 | $7.6M | Add +4.4% |
| CAT Caterpillar Inc. | 0.39% | 10,540 | $7.5M | Reduce -20.8% |
| MLN Vaneck Long Muni ETF | 0.39% | 423,684 | $7.4M | Add +22.6% |
| TT Trane Technologies PLC | 0.35% | 16,076 | $6.7M | Add +2.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.34% | 109,824 | $6.4M | Add +11.4% |
| JAVA JPMorgan Active Value ETF | 0.32% | 83,758 | $6.0M | Add +31.0% |
| FBCG Fidelity Blue Chip Grow ETF | 0.31% | 117,556 | $5.9M | Reduce -3.3% |
| HYD Vaneck High Yield Muni ETF | 0.30% | 115,192 | $5.8M | Add +19.7% |
| MA Mastercard Inc. Class A | 0.30% | 11,523 | $5.8M | Add +10.2% |
| AMLP Alerian MLP ETF | 0.30% | 109,117 | $5.7M | Add +0.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 107,027 | $5.6M | Reduce -4.0% |
| BRTR iShares Total Return Act ETF | 0.28% | 105,879 | $5.3M | Reduce -20.6% |
| MRSH Marsh & McLennan Cos | 0.28% | 30,382 | $5.3M | Add +64.9% |
| GLD SPDR Gold Shares | 0.27% | 12,142 | $5.2M | Reduce -3.3% |
| GOVT iShares US Treasury Bond ETF | 0.26% | 218,426 | $5.0M | Add +142.5% |
| PWRD TCW Transform Systems ETF | 0.26% | 50,975 | $5.0M | Add +2.2% |
| IBMP iShares Ibonds Dec 2027 Term | 0.26% | 194,124 | $4.9M | Add +41.4% |
| IBMO iShares Ibonds Dec 2026 Term | 0.26% | 189,709 | $4.9M | Add +29.7% |
| ABFL Abacus FCF Leaders ETF | 0.26% | 68,303 | $4.9M | Reduce -31.3% |
| DCOR Dimensional US Core Eq 1 ETF | 0.25% | 67,154 | $4.8M | Add +3.5% |
Portfolio Sells Q4 2025 → Q1 2026
| PSLV Sprott Physical Silver Trust | Reduce -48.4% | 0.70% | −0.65 |
| AVGO Broadcom Inc. | Reduce -6.6% | 2.77% | −0.63 |
| ORI Old Republic Intl Corp. | Sold out | 0.00% | −0.54 |
| LNC Lincoln National Corp. | Sold out | 0.00% | −0.54 |
| JPM JPMorgan Chase & Co. | Reduce -19.3% | 1.20% | −0.47 |
| WMB Williams Cos Inc. | Reduce -97.6% | 0.01% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -6.3% | 2.14% | −0.45 |
| TGT Target Corp. | Reduce -97.1% | 0.02% | −0.45 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.45 |
| AMGN Amgen Inc. | Reduce -93.2% | 0.03% | −0.42 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.42 |
| JNJ Johnson & Johnson | Reduce -37.4% | 1.05% | −0.40 |
| RITM Rithm Capital Corp. | Sold out | 0.00% | −0.38 |
| UPS United Parcel Service Class B | Reduce -76.0% | 0.11% | −0.38 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.37 |
| MS Morgan Stanley | Reduce -28.6% | 0.58% | −0.32 |
| PG The Procter & Gamble Co. | Reduce -58.5% | 0.17% | −0.25 |
| AXP American Express Co. | Reduce -18.0% | 0.47% | −0.25 |
| ACN Accenture PLC Class A | Reduce -77.0% | 0.04% | −0.22 |
| URA Global X Uranium ETF | Reduce -30.0% | 0.74% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 1.53% | −0.19 |
| PHYS Sprott Physical Gold Trust | Reduce -19.1% | 1.05% | −0.19 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -21.4% | 1.07% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.0% | 0.64% | −0.17 |
| EPD Enterprise Products Partners | Reduce -76.5% | 0.06% | −0.16 |
| ADP Automatic Data Processing | Reduce -15.8% | 0.25% | −0.13 |
| ABFL Abacus FCF Leaders ETF | Reduce -31.3% | 0.26% | −0.13 |
| AMT American Tower Corp. | Reduce -89.6% | 0.01% | −0.12 |
| IEMG iShares Core MSCI Emerging | Reduce -55.3% | 0.10% | −0.12 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.46% | −0.11 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -82.3% | 0.02% | −0.10 |
| ANET Arista Networks Inc. | Reduce -31.6% | 0.17% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.10 |
| IWF iShares Russell 1000 Growth | Reduce -7.4% | 0.42% | −0.10 |
| FXR First Trust Indst/Producers | Sold out | 0.00% | −0.10 |
| IWB iShares Russell 1000 ETF | Reduce -88.5% | 0.01% | −0.09 |
| V Visa Inc. Class A | Reduce -0.6% | 0.48% | −0.09 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.09 |
| JMUB JPMorgan Municipal ETF | Reduce -88.9% | 0.01% | −0.09 |
| IYF iShares US Financials ETF | Reduce -72.8% | 0.03% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -46.9% | 0.08% | −0.09 |
| BRTR iShares Total Return Act ETF | Reduce -20.6% | 0.28% | −0.09 |
| SLDE Slide Insurance Holdings Inc. | Reduce -65.4% | 0.04% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -77.6% | 0.01% | −0.08 |
| WBD Warner Bros Discovery Inc. | Reduce -85.3% | 0.01% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.73% | −0.08 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.07 |
| PH Parker Hannifin Corp. | Reduce -22.6% | 0.24% | −0.07 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.07 |
| SHOP Shopify Inc. Class A | Reduce -77.3% | 0.01% | −0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +91.6% | 1.36% | +0.84 |
| PFE Pfizer Inc. | Add +410.8% | 0.76% | +0.63 |
| CVX Chevron Corp. | Add +376.8% | 0.74% | +0.62 |
| T AT&T Inc. | Add +1067.7% | 0.59% | +0.55 |
| BMY Bristol-Myers Squibb Co. | Add +1850.9% | 0.56% | +0.53 |
| FTGC First Trust Global Tactical | Add +19.9% | 1.71% | +0.53 |
| OKE Oneok Inc. | Add +1053.9% | 0.56% | +0.52 |
| KHC The Kraft Heinz Co. | New | 0.48% | +0.48 |
| MET Metlife Inc. | Add +2321.2% | 0.49% | +0.47 |
| O Realty Income Corp. | Add +2048.5% | 0.48% | +0.46 |
| CLX Clorox Company | New | 0.43% | +0.43 |
| CSCO Cisco Systems Inc. | Add +360.8% | 0.55% | +0.43 |
| GIS General Mills Inc. | Add +3624.0% | 0.43% | +0.41 |
| ETN Eaton Corp. PLC | Add +225.3% | 0.49% | +0.36 |
| BLK BlackRock Inc. | Add +151.6% | 0.44% | +0.24 |
| APH Amphenol Corp. Class A | New | 0.22% | +0.22 |
| RTX RTX Corp. | Add +33.2% | 0.80% | +0.22 |
| AA Alcoa Corp. | New | 0.21% | +0.21 |
| FTCB FT Core Investment Grade ETF | Add +23.1% | 1.33% | +0.21 |
| LIN Linde PLC | Add +35.0% | 0.59% | +0.20 |
| TRV The Travelers Cos Inc. | Add +1749.5% | 0.20% | +0.19 |
| TXN Texas Instruments Inc. | Add +51.2% | 0.48% | +0.19 |
| DUK Duke Energy Corp. | Add +35.1% | 0.58% | +0.19 |
| FBND Fidelity Total Bond ETF | Add +17.1% | 1.55% | +0.18 |
| AEP American Electric Power | Add +29.7% | 0.57% | +0.17 |
| TTE Totalenergies SE | New | 0.17% | +0.17 |
| EMOP AB Emrg MRKT Opportuniti ETF | New | 0.16% | +0.16 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +282.5% | 0.21% | +0.16 |
| GOVT iShares US Treasury Bond ETF | Add +142.5% | 0.26% | +0.15 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +38.5% | 0.50% | +0.13 |
| NEE Nextera Energy Inc. | Add +10.1% | 0.65% | +0.13 |
| VZ Verizon Communications Inc. | Add +2.0% | 0.67% | +0.12 |
| TJX TJX Companies Inc. | Add +12.1% | 0.95% | +0.11 |
| KMI Kinder Morgan Inc. | Add +4.5% | 0.57% | +0.11 |
| PDI PIMCO Dynamic Income Fund | Add +31.3% | 0.56% | +0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.11% | +0.11 |
| SYK Stryker Corp. | Add +94.7% | 0.21% | +0.09 |
| MRSH Marsh & McLennan Cos | Add +64.9% | 0.28% | +0.09 |
| DTE DTE Energy Company | Add +8.4% | 0.54% | +0.09 |
| FTXL First Trust Nasdaq Semicondu | New | 0.09% | +0.09 |
| COWZ Pacer US Cash Cows 100 ETF | Add +234.5% | 0.12% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +94.3% | 0.22% | +0.09 |
| NFLX Netflix Inc. | Add +56.7% | 0.24% | +0.09 |
| WDC Western Digital Corp. | New | 0.08% | +0.08 |
| FTXO First Trust Nasdaq Bank ETF | New | 0.08% | +0.08 |
| FBT First Trust Nyse Arca Biotec | New | 0.08% | +0.08 |
| MCD McDonald's Corp. | Add +17.3% | 0.55% | +0.08 |
| CB Chubb Ltd. | Add +15.7% | 0.50% | +0.08 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.07% | +0.07 |
| ROST Ross Stores Inc. | Add +527.8% | 0.09% | +0.07 |
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 |