Tyche Wealth Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Tyche Wealth Partners LLC reported 315 stock positions worth $570.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.0% of the portfolio, followed by Apple (AAPL, 5.6%) and Pepsico (PEP, 4.9%). Compared with Q2 2025, it opened 28 new positions, sold out of 16, added to 118 and reduced 113. The biggest buy was iShares National Muni Bond E (MUB, shares +119%) and the biggest sale Ametek (AME, shares −42%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $570.0M (Q3 2025)
- SEC Filing
- 0001951757-25-001268 ↗ filed Nov 4, 2025
Holdings Value
Holdings 315 stocks · $570.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.04% | 60,247 | $40.1M | Add +3.0% |
| AAPL Apple Inc. | 5.61% | 125,471 | $31.9M | Reduce -0.3% |
| PEP Pepsico Inc. | 4.90% | 198,896 | $27.9M | Add +0.3% |
| XOM Exxon Mobil Corp. | 3.19% | 161,036 | $18.2M | Reduce -1.4% |
| MSFT Microsoft Corp. | 2.83% | 31,144 | $16.1M | Add +7.7% |
| NVDA Nvidia Corp. | 2.80% | 85,614 | $16.0M | Add +4.6% |
| VIG Vanguard Dividend Apprec ETF | 2.67% | 70,444 | $15.2M | Add +1.6% |
| PTLC Pacer Trendpilot US Large Ca | 2.55% | 265,143 | $14.5M | Add +6.7% |
| AMZN Amazon.com Inc. | 2.18% | 56,463 | $12.4M | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.97% | 18,696 | $11.2M | Reduce -1.1% |
| MUB iShares National Muni Bond E | 1.79% | 95,739 | $10.2M | Add +119.0% |
| TSLA Tesla Inc. | 1.75% | 22,470 | $10.0M | Add +0.3% |
| WMT Walmart Inc. | 1.58% | 87,340 | $9.0M | Add +1.1% |
| V Visa Inc. Class A | 1.54% | 25,717 | $8.8M | Reduce -2.5% |
| IVV iShares Core S&P 500 ETF | 1.51% | 12,821 | $8.6M | Add +22.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.35% | 401,701 | $7.7M | Reduce -1.6% |
| HD Home Depot Inc. | 1.31% | 18,463 | $7.5M | Add +5.3% |
| ROM Proshares Ultra Technology | 1.27% | 77,932 | $7.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.11% | 19,999 | $6.3M | Add +2.7% |
| PG The Procter & Gamble Co. | 1.08% | 40,198 | $6.2M | Reduce -1.4% |
| CVX Chevron Corp. | 0.99% | 36,333 | $5.6M | Add +7.8% |
| MO Altria Group Inc. | 0.98% | 84,745 | $5.6M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.96% | 5,903 | $5.5M | Reduce -0.2% |
| VYM Vanguard High DVD Yield ETF | 0.91% | 36,943 | $5.2M | Add +262.9% |
| VOO Vanguard S&P 500 ETF | 0.87% | 8,068 | $4.9M | Reduce -5.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.77% | 102,430 | $4.4M | Add +12.5% |
| JNJ Johnson & Johnson | 0.74% | 22,723 | $4.2M | Reduce -1.0% |
| AME Ametek Inc. | 0.72% | 21,940 | $4.1M | Reduce -42.0% |
| GOOGL Alphabet Inc. Class A | 0.72% | 16,930 | $4.1M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 0.72% | 7,183 | $4.1M | No change |
| ABBV Abbvie Inc. | 0.69% | 16,977 | $3.9M | Reduce -10.7% |
| QUAL iShares MSCI USA Quality Fac | 0.69% | 20,195 | $3.9M | Add +43.2% |
| LLY Eli Lilly & Co. | 0.68% | 5,116 | $3.9M | Add +9.0% |
| TXN Texas Instruments Inc. | 0.68% | 21,206 | $3.9M | Add +9.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 11,794 | $3.9M | Reduce -3.5% |
| NFLX Netflix Inc. | 0.64% | 3,064 | $3.7M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.64% | 48,025 | $3.6M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.62% | 7,403 | $3.5M | Reduce -0.5% |
| TLH iShares 10-20 Year Treasury | 0.60% | 33,383 | $3.4M | Add +215.7% |
| IYW iShares Ustechnology ETF | 0.57% | 16,591 | $3.2M | Reduce -18.8% |
| AIS Vistashares Ais ETF | 0.57% | 92,253 | $3.2M | Add +103.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.56% | 53,542 | $3.2M | Add +100.5% |
| KO The Coca-Cola Co. | 0.54% | 46,597 | $3.1M | Reduce -5.7% |
| NDMO Nuveen Dynamic Municipal Opp | 0.54% | 295,568 | $3.1M | Add +1.2% |
| MCD McDonald's Corp. | 0.54% | 10,085 | $3.1M | Add +3.4% |
| GS Goldman Sachs Group Inc. | 0.54% | 3,832 | $3.1M | No change |
| RTX RTX Corp. | 0.51% | 17,430 | $2.9M | Add +3.6% |
| PM Philip Morris International | 0.50% | 17,520 | $2.8M | Reduce -0.2% |
| NAD Nuveen Quality Municipal Inc. | 0.49% | 241,248 | $2.8M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 5,455 | $2.7M | Add +4.6% |
| GLD SPDR Gold Shares | 0.47% | 7,490 | $2.7M | Add +4.2% |
| SO The Southern Co. | 0.47% | 28,003 | $2.7M | Reduce -0.4% |
| THRO iShares U.S. Thematic Rotati | 0.44% | 65,868 | $2.5M | Add +84.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.43% | 53,011 | $2.5M | Add +23.6% |
| SCCO Southern Copper Corp. | 0.43% | 20,351 | $2.5M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.42% | 3,230 | $2.4M | Add +0.2% |
| IAU iShares Gold Trust | 0.41% | 31,744 | $2.3M | Add +220.6% |
| GOOG Alphabet Inc. Class C | 0.40% | 9,431 | $2.3M | Reduce -0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.39% | 38,553 | $2.2M | Add +6.7% |
| UNH Unitedhealth Group Inc. | 0.38% | 6,197 | $2.1M | Add +20.9% |
| SPHD Invesco S&P 500 High Dividen | 0.36% | 41,983 | $2.1M | Reduce -1.8% |
| HIMU iShares High Yild Muni A ETF | 0.36% | 41,383 | $2.0M | Add +209.5% |
| ITW Illinois Tool Works | 0.33% | 7,254 | $1.9M | Reduce -0.2% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.33% | 162,705 | $1.9M | Add +2.3% |
| UNP Union Pacific Corp. | 0.32% | 7,684 | $1.8M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.30% | 5,235 | $1.7M | Reduce -9.3% |
| IEMG iShares Core MSCI Emerging | 0.30% | 25,904 | $1.7M | New |
| OEF iShares S&P 100 ETF | 0.30% | 5,122 | $1.7M | Add +127.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 3,475 | $1.7M | Reduce -0.2% |
| BLK BlackRock Inc. | 0.30% | 1,447 | $1.7M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 0.29% | 51,584 | $1.6M | New |
| ABT Abbott Laboratories | 0.29% | 12,132 | $1.6M | Add +0.0% |
| LMT Lockheed Martin Corp. | 0.28% | 3,140 | $1.6M | Add +14.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.27% | 45,681 | $1.6M | New |
| DVY iShares Select Dividend ETF | 0.27% | 10,885 | $1.5M | Reduce -3.4% |
| T AT&T Inc. | 0.27% | 54,363 | $1.5M | Reduce -0.3% |
| XLK SS Technology Select Sector | 0.27% | 5,419 | $1.5M | Reduce -0.5% |
| NVG Nuveen Amt-FR Muni CRDT | 0.27% | 123,681 | $1.5M | Add +2.8% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 10,492 | $1.5M | Reduce -0.3% |
| SPEM State Street SP PTF Em ETF | 0.26% | 31,346 | $1.5M | Add +106.3% |
| LOW Lowe's Cos Inc. | 0.25% | 5,781 | $1.5M | Add +0.0% |
| SHLD Global X Defense Tech ETF | 0.25% | 20,171 | $1.4M | New |
| AXON Axon Enterprise Inc. | 0.24% | 1,897 | $1.4M | Reduce -0.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.23% | 24,725 | $1.3M | Add +61.6% |
| STIP iShares 0-5 Year Tips Bond E | 0.23% | 12,578 | $1.3M | Add +64.0% |
| EPD Enterprise Products Partners | 0.23% | 41,110 | $1.3M | Add +0.0% |
| PANW Palo Alto Networks Inc. | 0.22% | 6,257 | $1.3M | Reduce -37.9% |
| USRT iShares Core US REIT ETF | 0.22% | 21,058 | $1.2M | Add +30.3% |
| HON Honeywell International Inc. | 0.21% | 5,812 | $1.2M | Reduce -0.3% |
| SMLF iShares US Smallcap Equity F | 0.21% | 15,869 | $1.2M | New |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 2,357 | $1.1M | Add +0.0% |
| ORCL Oracle Corp. | 0.20% | 4,007 | $1.1M | Reduce -5.7% |
| IWM iShares Russell 2000 ETF | 0.20% | 4,645 | $1.1M | Reduce -16.6% |
| BA The Boeing Co. | 0.19% | 5,147 | $1.1M | No change |
| APD Air Products & Chemicals Inc. | 0.18% | 3,846 | $1.0M | Reduce -1.3% |
| OKE Oneok Inc. | 0.18% | 14,240 | $1.0M | Add +0.7% |
| IWF iShares Russell 1000 Growth | 0.18% | 2,191 | $1.0M | Add +30.3% |
| BX Blackstone Inc. | 0.18% | 6,005 | $1.0M | Add +0.1% |
| WFC Wells Fargo & Co. | 0.18% | 12,212 | $1.0M | Reduce -18.6% |
| AFL Aflac Inc. | 0.18% | 9,046 | $1.0M | Reduce -1.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 15,035 | $1K | No change |
Total filed on the 13F, all lines: $570.0M.
Portfolio Sells Q2 2025 → Q3 2025
| AME Ametek Inc. | Reduce -42.0% | 0.72% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 2.18% | −0.45 |
| XOM Exxon Mobil Corp. | Reduce -1.4% | 3.19% | −0.35 |
| V Visa Inc. Class A | Reduce -2.5% | 1.54% | −0.34 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 1.08% | −0.22 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.96% | −0.22 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -1.6% | 1.35% | −0.21 |
| PANW Palo Alto Networks Inc. | Reduce -37.9% | 0.22% | −0.19 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.64% | −0.18 |
| KO The Coca-Cola Co. | Reduce -5.7% | 0.54% | −0.16 |
| PM Philip Morris International | Reduce -0.2% | 0.50% | −0.14 |
| IYW iShares Ustechnology ETF | Reduce -18.8% | 0.57% | −0.14 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.13 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 1.97% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -5.8% | 0.87% | −0.11 |
| XMHIX Pioneer Muni High Inc. TR | Sold out | 0.00% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -43.2% | 0.11% | −0.10 |
| AXON Axon Enterprise Inc. | Reduce -0.3% | 0.24% | −0.08 |
| HES Hess Corp. | Sold out | 0.00% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -35.9% | 0.10% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.5% | 0.68% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -18.6% | 0.18% | −0.06 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.21% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 0.30% | −0.06 |
| NAD Nuveen Quality Municipal Inc. | Reduce -0.4% | 0.49% | −0.05 |
| SO The Southern Co. | Reduce -0.4% | 0.47% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.05 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Reduce -0.3% | 0.27% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.05 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.05 |
| SPHD Invesco S&P 500 High Dividen | Reduce -1.8% | 0.36% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -16.6% | 0.20% | −0.04 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.04 |
| CRSP Crispr Therapeutics AG | Reduce -37.9% | 0.11% | −0.04 |
| AB Alliancebernstein Holding LP | Sold out | 0.00% | −0.04 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -1.1% | 0.64% | −0.04 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.04 |
| DFAI Dimensional International Co. | Reduce -27.8% | 0.08% | −0.04 |
| UNP Union Pacific Corp. | Reduce -1.1% | 0.32% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -17.8% | 0.12% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -1.3% | 0.18% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -3.0% | 0.16% | −0.03 |
| OGE Oge Energy Corp. | Reduce -39.8% | 0.04% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.3% | 0.12% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.2% | 0.33% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Add +119.0% | 1.79% | +0.87 |
| VYM Vanguard High DVD Yield ETF | Add +262.9% | 0.91% | +0.64 |
| TLH iShares 10-20 Year Treasury | Add +215.7% | 0.60% | +0.39 |
| TSLA Tesla Inc. | Add +0.3% | 1.75% | +0.32 |
| AIS Vistashares Ais ETF | Add +103.3% | 0.57% | +0.31 |
| IEMG iShares Core MSCI Emerging | New | 0.30% | +0.30 |
| SCHG Schwab US Large-Cap Growth | New | 0.29% | +0.29 |
| IAU iShares Gold Trust | Add +220.6% | 0.41% | +0.28 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.27% | +0.27 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +100.5% | 0.56% | +0.26 |
| SHLD Global X Defense Tech ETF | New | 0.25% | +0.25 |
| HIMU iShares High Yild Muni A ETF | Add +209.5% | 0.36% | +0.23 |
| SMLF iShares US Smallcap Equity F | New | 0.21% | +0.21 |
| NVDA Nvidia Corp. | Add +4.6% | 2.80% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +22.2% | 1.51% | +0.20 |
| THRO iShares U.S. Thematic Rotati | Add +84.9% | 0.44% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +43.2% | 0.69% | +0.17 |
| DFAT Dimensional US Target Value | New | 0.17% | +0.17 |
| OEF iShares S&P 100 ETF | Add +127.4% | 0.30% | +0.16 |
| DFIC Dimensional International Co. | New | 0.14% | +0.14 |
| SPEM State Street SP PTF Em ETF | Add +106.3% | 0.26% | +0.13 |
| AVEM Avantis Emerging Markets Eq | New | 0.12% | +0.12 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| NBIS Nebius Group NV | New | 0.09% | +0.09 |
| VCIT Vanguard Int-Term Corporate | Add +190.5% | 0.14% | +0.08 |
| DHR Danaher Corp. | New | 0.08% | +0.08 |
| STIP iShares 0-5 Year Tips Bond E | Add +64.0% | 0.23% | +0.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +61.6% | 0.23% | +0.07 |
| BDX Becton Dickinson and Co. | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +20.9% | 0.38% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| DISV Dimensional International SM | New | 0.05% | +0.05 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.04% | +0.04 |
| IBIT iShares Bitcoin Trust ETF | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +58.5% | 0.14% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | New | 0.04% | +0.04 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| ALL Allstate Corp. | New | 0.04% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +30.3% | 0.18% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| BLD Topbuild Corp. | New | 0.04% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +23.6% | 0.43% | +0.04 |
| OXY Occidental Petroleum Corp. | New | 0.04% | +0.04 |
| IGE iShares North American Natur | New | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | New | 0.04% | +0.04 |
| MBB iShares MBS ETF | Add +45.3% | 0.16% | +0.03 |
| USRT iShares Core US REIT ETF | Add +30.3% | 0.22% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 339 | $712.4M | SPY, AAPL, PEP, XOM, FMDE |
| Q1 2026 | 347 | $648.5M | SPY, AAPL, PEP, XOM, FMDE |
| Q4 2025 | 336 | $629.8M | SPY, AAPL, PEP, XOM, MSFT |
| Q3 2025 | 315 | $570.0M | SPY, AAPL, PEP, XOM, MSFT |
| Q2 2025 | 303 | $497.9M | SPY, PEP, AAPL, XOM, MSFT |
| Q1 2025 | 297 | $462.0M | SPY, PEP, AAPL, XOM, VIG |
| Q4 2024 | 301 | $473.5M | AAPL, PEP, SPY, XOM, MSFT |
| Q3 2024 | 288 | $441.7M | PEP, AAPL, SPY, XOM, MSFT |
| Q2 2024 | 276 | $410.9M | PEP, AAPL, SPY, XOM, MSFT |
| Q1 2024 | 281 | $408.6M | PEP, AAPL, XOM, SPY, MSFT |