Tyche Wealth Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Tyche Wealth Partners LLC reported 347 stock positions worth $648.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.7% of the portfolio, followed by Apple (AAPL, 5.1%) and Pepsico (PEP, 4.7%). Compared with Q4 2025, it opened 30 new positions, sold out of 18, added to 160 and reduced 107. The biggest buy was a new position in Fidelity Enhanced Mid Cap (FMDE) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0002004818
- Portfolio Value
- $648.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000781 ↗ filed May 6, 2026
Holdings Value
Holdings 347 stocks · $648.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.75% | 67,261 | $43.7M | Add +3.8% |
| AAPL Apple Inc. | 5.15% | 131,533 | $33.4M | Add +0.2% |
| PEP Pepsico Inc. | 4.70% | 196,102 | $30.5M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 4.29% | 163,944 | $27.8M | Reduce -0.5% |
| FMDE Fidelity Enhanced Mid Cap Co. | 2.98% | 536,815 | $19.3M | New |
| QQQ Invesco QQQ Trust Series 1 | 2.31% | 25,923 | $15.0M | Add +30.5% |
| PTLC Pacer Trendpilot US Large Ca | 2.29% | 283,669 | $14.9M | Add +2.6% |
| NVDA Nvidia Corp. | 2.28% | 84,616 | $14.8M | Add +3.0% |
| MSFT Microsoft Corp. | 1.96% | 34,417 | $12.7M | Reduce -2.3% |
| MUB iShares National Muni Bond E | 1.91% | 116,919 | $12.4M | Add +11.5% |
| AMZN Amazon.com Inc. | 1.88% | 58,512 | $12.2M | Add +0.8% |
| WMT Walmart Inc. | 1.79% | 93,262 | $11.6M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 1.61% | 15,940 | $10.4M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 1.36% | 59,702 | $8.8M | Add +8.4% |
| TSLA Tesla Inc. | 1.35% | 23,610 | $8.8M | Add +4.3% |
| V Visa Inc. Class A | 1.18% | 25,236 | $7.6M | Reduce -0.8% |
| CVX Chevron Corp. | 1.14% | 35,720 | $7.4M | Reduce -0.4% |
| LMUB iShares LT National Muni BD | 0.98% | 127,929 | $6.4M | New |
| COST Costco Wholesale Corp. | 0.98% | 6,382 | $6.4M | Reduce -0.7% |
| ROM Proshares Ultra Technology | 0.94% | 77,744 | $6.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.92% | 41,461 | $6.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.91% | 20,134 | $5.9M | Add +0.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.91% | 129,443 | $5.9M | Add +14.1% |
| MO Altria Group Inc. | 0.88% | 86,561 | $5.7M | Add +4.0% |
| AIS Vistashares Ais ETF | 0.88% | 136,295 | $5.7M | Add +26.7% |
| CORO Ish Intl CTRY Rot Act ETF | 0.86% | 172,796 | $5.6M | New |
| GOOGL Alphabet Inc. Class A | 0.85% | 19,111 | $5.5M | Add +2.8% |
| JNJ Johnson & Johnson | 0.84% | 22,404 | $5.5M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.84% | 9,074 | $5.4M | Add +2.8% |
| HD Home Depot Inc. | 0.83% | 16,431 | $5.4M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.83% | 27,560 | $5.4M | Add +3.0% |
| CAT Caterpillar Inc. | 0.80% | 7,363 | $5.2M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.69% | 47,970 | $4.5M | Reduce -0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.65% | 72,381 | $4.2M | Add +8.8% |
| ABBV Abbvie Inc. | 0.64% | 19,130 | $4.2M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.62% | 8,098 | $4.0M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.62% | 4,776 | $4.0M | Add +25.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 11,907 | $3.8M | Add +0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.58% | 19,636 | $3.8M | Add +2.3% |
| SMLF iShares US Smallcap Equity F | 0.57% | 49,295 | $3.7M | Add +37.5% |
| SCHG Schwab US Large-Cap Growth | 0.57% | 126,703 | $3.7M | Add +18.6% |
| MCD McDonald's Corp. | 0.56% | 11,632 | $3.6M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.54% | 46,277 | $3.5M | Reduce -0.3% |
| RTX RTX Corp. | 0.52% | 17,599 | $3.4M | Add +0.7% |
| THRO iShares U.S. Thematic Rotati | 0.49% | 88,545 | $3.2M | Add +9.8% |
| VIG Vanguard Dividend Apprec ETF | 0.48% | 14,360 | $3.1M | Reduce -79.1% |
| NFLX Netflix Inc. | 0.47% | 31,772 | $3.1M | Add +1.6% |
| NDMO Nuveen Dynamic Municipal Opp | 0.47% | 293,493 | $3.0M | Add +0.1% |
| GLD SPDR Gold Shares | 0.46% | 6,866 | $3.0M | Reduce -3.9% |
| IYW iShares Ustechnology ETF | 0.45% | 15,999 | $2.9M | Add +1.9% |
| LLY Eli Lilly & Co. | 0.44% | 3,089 | $2.8M | Reduce -0.4% |
| PM Philip Morris International | 0.43% | 16,981 | $2.8M | Add +1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.43% | 48,741 | $2.8M | Add +11.6% |
| GOOG Alphabet Inc. Class C | 0.42% | 9,456 | $2.7M | Add +0.4% |
| SO The Southern Co. | 0.41% | 27,784 | $2.7M | Add +0.1% |
| DFAT Dimensional US Target Value | 0.41% | 42,925 | $2.7M | Add +21.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 5,540 | $2.7M | Add +3.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.37% | 51,822 | $2.4M | Reduce -1.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.34% | 67,739 | $2.2M | Add +11.4% |
| ITW Illinois Tool Works | 0.34% | 8,533 | $2.2M | Reduce -8.3% |
| AME Ametek Inc. | 0.33% | 10,040 | $2.2M | Add +0.1% |
| SPHD Invesco S&P 500 High Dividen | 0.32% | 41,867 | $2.1M | Add +0.1% |
| SHLD Global X Defense Tech ETF | 0.32% | 29,004 | $2.1M | Add +7.1% |
| DFIC Dimensional International Co. | 0.31% | 56,575 | $2.0M | Add +9.6% |
| AVGO Broadcom Inc. | 0.30% | 6,330 | $2.0M | Reduce -6.4% |
| LMT Lockheed Martin Corp. | 0.29% | 3,145 | $1.9M | Add +0.6% |
| IEMG iShares Core MSCI Emerging | 0.29% | 27,237 | $1.9M | Reduce -5.8% |
| META Meta Platforms Inc. Class A | 0.29% | 3,283 | $1.9M | Add +0.2% |
| UNP Union Pacific Corp. | 0.28% | 7,552 | $1.8M | Reduce -0.3% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.28% | 162,878 | $1.8M | Add +0.6% |
| NAD Nuveen Quality Municipal Inc. | 0.27% | 152,794 | $1.8M | Reduce -36.8% |
| ATO Atmos Energy Corp. | 0.27% | 9,359 | $1.7M | Reduce -0.5% |
| AVEM Avantis Emerging Markets Eq | 0.26% | 20,662 | $1.7M | Add +28.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.25% | 31,458 | $1.6M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 8,404 | $1.6M | Add +115.0% |
| T AT&T Inc. | 0.25% | 55,634 | $1.6M | Add +5.5% |
| DVY iShares Select Dividend ETF | 0.24% | 10,415 | $1.6M | Reduce -1.3% |
| SDY SS SPDR S&P Dividend ETF | 0.24% | 10,791 | $1.6M | Reduce -0.3% |
| EPD Enterprise Products Partners | 0.24% | 41,093 | $1.6M | Add +0.8% |
| XLK SS Technology Select Sector | 0.24% | 11,698 | $1.6M | Add +0.3% |
| ABT Abbott Laboratories | 0.24% | 14,914 | $1.5M | Reduce -5.5% |
| SPEM State Street SP PTF Em ETF | 0.23% | 32,443 | $1.5M | Reduce -37.7% |
| VZ Verizon Communications Inc. | 0.23% | 30,315 | $1.5M | Add +11.9% |
| NVG Nuveen Amt-FR Muni CRDT | 0.23% | 122,352 | $1.5M | Reduce -1.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.23% | 14,418 | $1.5M | Add +3.1% |
| GOVT iShares US Treasury Bond ETF | 0.23% | 64,262 | $1.5M | New |
| UNH Unitedhealth Group Inc. | 0.23% | 5,410 | $1.5M | Reduce -5.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.22% | 3,732 | $1.5M | Add +7.1% |
| USRT iShares Core US REIT ETF | 0.22% | 24,237 | $1.4M | Add +7.7% |
| VCIT Vanguard Int-Term Corporate | 0.22% | 17,285 | $1.4M | Add +3.5% |
| MRK Merck & Co. Inc. | 0.21% | 11,441 | $1.4M | Reduce -21.6% |
| BLK BlackRock Inc. | 0.21% | 1,422 | $1.4M | Reduce -8.1% |
| LOW Lowe's Cos Inc. | 0.21% | 5,789 | $1.4M | Add +1.1% |
| TMUS T-Mobile US Inc. | 0.21% | 6,364 | $1.3M | Add +14.1% |
| HON Honeywell International Inc. | 0.20% | 5,810 | $1.3M | Add +0.4% |
| CIFR Cipher Digital Inc. | 0.20% | 100,000 | $1.3M | Reduce -13.0% |
| OKE Oneok Inc. | 0.20% | 14,177 | $1.3M | No change |
| MBB iShares MBS ETF | 0.20% | 13,420 | $1.3M | Add +4.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.19% | 26,132 | $1.3M | Add +16.2% |
| CASY Casey's General Stores Inc. | 0.19% | 1,651 | $1.2M | Add +19.6% |
Portfolio Sells Q4 2025 → Q1 2026
| VIG Vanguard Dividend Apprec ETF | Reduce -79.1% | 0.48% | −1.92 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Sold out | 0.00% | −1.16 |
| MSFT Microsoft Corp. | Reduce -2.3% | 1.96% | −0.74 |
| TLH iShares 10-20 Year Treasury | Reduce -90.8% | 0.06% | −0.58 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.47 |
| IAU iShares Gold Trust | Reduce -92.3% | 0.04% | −0.43 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −0.37 |
| OEF iShares S&P 100 ETF | Reduce -78.8% | 0.06% | −0.28 |
| V Visa Inc. Class A | Reduce -0.8% | 1.18% | −0.24 |
| NAD Nuveen Quality Municipal Inc. | Reduce -36.8% | 0.27% | −0.19 |
| SPEM State Street SP PTF Em ETF | Reduce -37.7% | 0.23% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -41.6% | 0.11% | −0.12 |
| PANW Palo Alto Networks Inc. | Reduce -28.7% | 0.15% | −0.10 |
| AMGN Amgen Inc. | Reduce -55.6% | 0.08% | −0.10 |
| C Citigroup Inc. | Reduce -54.7% | 0.07% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.44% | −0.09 |
| ABT Abbott Laboratories | Reduce -5.5% | 0.24% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -5.7% | 0.23% | −0.07 |
| HD Home Depot Inc. | Reduce -1.0% | 0.83% | −0.07 |
| CIFR Cipher Digital Inc. | Reduce -13.0% | 0.20% | −0.07 |
| AVGO Broadcom Inc. | Reduce -6.4% | 0.30% | −0.07 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.64% | −0.06 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.06 |
| XBTAX BlackRock LNG-TRM Muni Adv | Sold out | 0.00% | −0.06 |
| ADP Automatic Data Processing | Reduce -7.7% | 0.13% | −0.05 |
| BLK BlackRock Inc. | Reduce -8.1% | 0.21% | −0.05 |
| AXON Axon Enterprise Inc. | Reduce -1.1% | 0.12% | −0.05 |
| BYM BlackRock Muni Inc. QLTY | Sold out | 0.00% | −0.04 |
| INTU Intuit Inc. | Reduce -8.5% | 0.05% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.04 |
| DFAI Dimensional International Co. | Reduce -49.6% | 0.04% | −0.04 |
| SPGI S&P Global Inc. | Reduce -5.4% | 0.11% | −0.04 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.04 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.04 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -21.6% | 0.21% | −0.03 |
| MUE BlackRock Munihold QLT FD II | Sold out | 0.00% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.9% | 0.07% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -13.1% | 0.10% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -31.5% | 0.05% | −0.02 |
| BFK BlackRock Municipal Inc. TRST | Sold out | 0.00% | −0.02 |
| CRM Salesforce Inc. | Reduce -0.2% | 0.05% | −0.02 |
| SLS Sellas Life Sciences Group I | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -8.3% | 0.34% | −0.02 |
| SHOP Shopify Inc. Class A | Reduce -10.5% | 0.04% | −0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -2.9% | 0.25% | −0.02 |
| RCAT Red Cat Holdings Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| FMDE Fidelity Enhanced Mid Cap Co. | New | 2.98% | +2.98 |
| LMUB iShares LT National Muni BD | New | 0.98% | +0.98 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.86% | +0.86 |
| QQQ Invesco QQQ Trust Series 1 | Add +30.5% | 2.31% | +0.37 |
| AIS Vistashares Ais ETF | Add +26.7% | 0.88% | +0.24 |
| GOVT iShares US Treasury Bond ETF | New | 0.23% | +0.23 |
| WMT Walmart Inc. | Add +0.7% | 1.79% | +0.15 |
| SMLF iShares US Smallcap Equity F | Add +37.5% | 0.57% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | Add +115.0% | 0.25% | +0.13 |
| MUB iShares National Muni Bond E | Add +11.5% | 1.91% | +0.13 |
| AMD Advanced Micro Devices | New | 0.12% | +0.12 |
| MO Altria Group Inc. | Add +4.0% | 0.88% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +14.1% | 0.91% | +0.11 |
| VYM Vanguard High DVD Yield ETF | Add +8.4% | 1.36% | +0.11 |
| JNJ Johnson & Johnson | Add +0.0% | 0.84% | +0.11 |
| DFLV Dim US Large Cap Value ETF | New | 0.11% | +0.11 |
| LHX L3HARRIS Technologies Inc. | New | 0.10% | +0.10 |
| GS Goldman Sachs Group Inc. | Add +25.3% | 0.62% | +0.09 |
| TXN Texas Instruments Inc. | Add +3.0% | 0.83% | +0.09 |
| WDAY Workday Inc. Class A | New | 0.09% | +0.09 |
| MHD BlackRock Muniholdings Fund | New | 0.09% | +0.09 |
| DFAT Dimensional US Target Value | Add +21.5% | 0.41% | +0.08 |
| ECL Ecolab Inc. | Add +72.7% | 0.18% | +0.07 |
| AVDE Avantis International Equity | New | 0.07% | +0.07 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | New | 0.07% | +0.07 |
| CASY Casey's General Stores Inc. | Add +19.6% | 0.19% | +0.06 |
| AVEM Avantis Emerging Markets Eq | Add +28.9% | 0.26% | +0.06 |
| VZ Verizon Communications Inc. | Add +11.9% | 0.23% | +0.06 |
| DECW Alianzim US Eq BFR20 Dec-Usd | New | 0.06% | +0.06 |
| PSX Phillips 66 | Add +7.3% | 0.17% | +0.06 |
| MUA BlackRock Muniassets Fund | Add +206.0% | 0.08% | +0.06 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.06% | +0.06 |
| LMT Lockheed Martin Corp. | Add +0.6% | 0.29% | +0.05 |
| ECHO Echostar Corp. Class A | New | 0.05% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Add +24.7% | 0.10% | +0.05 |
| OXY Occidental Petroleum Corp. | New | 0.04% | +0.04 |
| XLE SS Energy Select Sector | Add +10.1% | 0.13% | +0.04 |
| TRGP Targa Resources Corp. | New | 0.04% | +0.04 |
| T AT&T Inc. | Add +5.5% | 0.25% | +0.04 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | New | 0.04% | +0.04 |
| SHLD Global X Defense Tech ETF | Add +7.1% | 0.32% | +0.04 |
| SUN Sunoco LP | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| EOG EOG Resources Inc. | Add +33.2% | 0.08% | +0.03 |
| SCHD Schwab US DVD Equity ETF | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| HAL Halliburton Co. | New | 0.03% | +0.03 |
| LBRT Liberty Energy Inc. | New | 0.03% | +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 |