Cynosure Group, LLC

Est. AUM

$800.3M

13F long equity, this entity only

Positions

292

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	0-3 MNTH TREASRY	$114.5M	1136308	14.30%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$68.4M	229061	8.55%	SOLE
3	ISHARES TR	TRUST ISHARE 0-1	$60.3M	546422	7.54%	SOLE
4	ISHARES TR	RUS 1000 GRW ETF	$53.2M	124790	6.65%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$42.3M	70735	5.28%	SOLE
6	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$32.0M	262913	4.00%	SOLE
7	CIRCLE INTERNET GROUP INC	COM CL A	$30.5M	319257	3.81%	SOLE
8	EA SERIES TRUST	ALPHA ARCH 1-3	$25.8M	222141	3.23%	SOLE
9	INVESCO QQQ TR	UNIT SER 1	$24.5M	42413	3.06%	SOLE
10	ISHARES TR	CORE S&P500 ETF	$23.2M	35422	2.90%	SOLE
11	ISHARES TR	ULTRA SHORT DUR	$20.8M	411833	2.60%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$16.3M	114266	2.03%	SOLE
13	UNION PAC CORP	COM	$15.2M	64021	1.90%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$13.9M	246155	1.74%	SOLE
15	ISHARES TR	CORE US AGGBD ET	$13.8M	138648	1.72%	SOLE
16	INTERNATIONAL BUSINESS MACHS	COM	$12.1M	49993	1.51%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$11.5M	43741	1.43%	SOLE
18	JANUS DETROIT STR TR	HENDRSON AAA CL	$10.6M	211047	1.33%	SOLE
19	GE VERNOVA INC	COM	$9.2M	12221	1.15%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.3M	282868	0.91%	SOLE
21	SSGA ACTIVE ETF TR	STATE STREET BLA	$6.3M	156785	0.79%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.0M	119235	0.75%	SOLE
23	MICROSOFT CORP	COM	$5.2M	14162	0.66%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.2M	71025	0.65%	SOLE
25	VANGUARD STAR FDS	VG TL INTL STK F	$4.9M	63930	0.62%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET ENE	$4.7M	76249	0.58%	DFND
27	SPDR SERIES TRUST	STATE STREET SPD	$4.6M	25343	0.58%	DFND
28	VANGUARD INDEX FDS	TOTAL STK MKT	$4.2M	13150	0.53%	SOLE
29	WELLS FARGO & CO	COM	$4.1M	51198	0.51%	SOLE
30	ISHARES TR	MSCI USA QLT FCT	$3.9M	20267	0.49%	SOLE
31	UNITED STS OIL FD LP	UNITS	$3.6M	28100	0.45%	DFND
32	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.5M	120763	0.44%	SOLE
33	WORKDAY INC	CL A	$3.4M	26345	0.43%	SOLE
34	ISHARES TR	MORTGE REL ETF	$2.8M	131605	0.35%	SOLE
35	KLAVIYO INC	COM SER A	$2.8M	141884	0.34%	SOLE
36	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.3M	35397	0.28%	SOLE
37	AMAZON COM INC	COM	$2.1M	10148	0.26%	SOLE
38	SPOTIFY TECHNOLOGY S A	SHS	$2.0M	4100	0.25%	SOLE
39	APPLE INC	COM	$1.9M	7480	0.24%	SOLE
40	NVIDIA CORPORATION	COM	$1.9M	10875	0.24%	SOLE
41	INVESCO DB MULTI-SECTOR COMM	AGRICULTURE FD	$1.8M	67518	0.23%	DFND
42	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.8M	72811	0.23%	SOLE
43	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$1.6M	20645	0.20%	SOLE
44	JPMORGAN CHASE & CO	COM	$1.5M	5235	0.19%	SOLE
45	ISHARES TR	MSCI USA MIN VOL	$1.5M	15854	0.18%	SOLE
46	ZOOMINFO TECHNOLOGIES INC	COMMON STOCK	$1.4M	227765	0.17%	SOLE
47	ALPHABET INC	CAP STK CL A	$1.3M	4677	0.17%	SOLE
48	ISHARES TR	CORE MSCI EAFE	$1.3M	14581	0.16%	SOLE
49	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	40932	0.15%	SOLE
50	KEYSIGHT TECHNOLOGIES INC	COM	$1.1M	3743	0.13%	SOLE

1–50 of 198

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.