Cyndeo Wealth Partners, LLC

Est. AUM

$1.90B

13F long equity, this entity only

Positions

476

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$71.3M	192584	3.76%	SOLE
2	APPLE INC	COM	$57.3M	225818	3.02%	SOLE
3	NVIDIA CORPORATION	COM	$55.0M	315115	2.90%	SOLE
4	BROADCOM INC	COM	$52.6M	169994	2.78%	SOLE
5	AMAZON COM INC	COM	$40.7M	195236	2.15%	SOLE
6	FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$32.5M	1132749	1.72%	SOLE
7	ABBVIE INC	COM	$29.8M	136906	1.57%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$29.4M	645311	1.55%	SOLE
9	ALPHABET INC	CAP STK CL A	$29.1M	101322	1.54%	SOLE
10	EXXON MOBIL CORP	COM	$25.8M	151849	1.36%	SOLE
11	VANGUARD INDEX FDS	SMALL CP ETF	$25.4M	96958	1.34%	SOLE
12	FIRST TR EXCHANGE-TRADED FD	CORE INVESTMENT	$25.3M	1204819	1.33%	SOLE
13	JPMORGAN CHASE & CO.	COM	$22.8M	77504	1.20%	SOLE
14	ISHARES GOLD TR	ISHARES NEW	$21.8M	247820	1.15%	SOLE
15	FIRST TR EXCHNG TRADED FD VI	TCW UNCONSTRAI	$20.8M	839917	1.10%	SOLE
16	ISHARES TR	ISHS 5-10YR INVT	$20.5M	385063	1.08%	SOLE
17	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$20.4M	60250	1.07%	SOLE
18	PRINCIPAL EXCHANGE TRADED FD	ACTIVE HIGH YL	$20.3M	1070783	1.07%	SOLE
19	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$20.2M	403445	1.07%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$20.1M	447814	1.06%	SOLE
21	SPROTT PHYSICAL GOLD TR	UNIT	$20.0M	563098	1.05%	SOLE
22	JOHNSON & JOHNSON	COM	$19.9M	81343	1.05%	SOLE
23	META PLATFORMS INC	CL A	$19.0M	33285	1.00%	SOLE
24	TJX COS INC NEW	COM	$18.0M	112739	0.95%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$16.8M	38530	0.89%	SOLE
26	ORACLE CORP	COM	$16.8M	114376	0.89%	SOLE
27	ABBOTT LABS	COM	$16.7M	162950	0.88%	SOLE
28	ELI LILLY & CO	COM	$16.5M	17968	0.87%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$16.1M	24577	0.85%	SOLE
30	RTX CORPORATION	COM	$15.2M	78940	0.80%	SOLE
31	HOME DEPOT INC	COM	$15.0M	45623	0.79%	SOLE
32	PFIZER INC	COM	$14.5M	516751	0.77%	SOLE
33	CHEVRON CORP NEW	COM	$14.0M	67900	0.74%	SOLE
34	GLOBAL X FDS	GLOBAL X URANIUM	$14.0M	289364	0.74%	SOLE
35	SPDR S&P 500 ETF TR	TR UNIT	$13.9M	21433	0.74%	SOLE
36	ARK 21SHARES BITCOIN ETF	SHS BEN INT	$13.6M	605946	0.72%	SOLE
37	NUVEEN FLOATING RATE INCOME	COM	$13.5M	1795370	0.71%	SOLE
38	SPROTT PHYSICAL SILVER TR	TR UNIT	$13.3M	545035	0.70%	SOLE
39	ALTRIA GROUP INC	COM	$13.0M	196319	0.68%	SOLE
40	VERIZON COMMUNICATIONS INC	COM	$12.8M	254564	0.67%	SOLE
41	MERCK & CO INC	COM	$12.6M	104497	0.66%	SOLE
42	NEXTERA ENERGY INC	COM	$12.4M	133849	0.66%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$12.2M	83474	0.64%	SOLE
44	ANALOG DEVICES INC	COM	$11.9M	37484	0.63%	SOLE
45	AT&T INC	COM	$11.3M	388887	0.59%	SOLE
46	LINDE PLC	SHS	$11.2M	22628	0.59%	SOLE
47	BLACKROCK MULTI SECTOR INC T	COM	$11.0M	879881	0.58%	SOLE
48	MORGAN STANLEY	COM NEW	$11.0M	66832	0.58%	SOLE
49	DUKE ENERGY CORP NEW	COM NEW	$11.0M	83978	0.58%	SOLE
50	KINDER MORGAN INC DEL	COM	$10.9M	324483	0.57%	SOLE

1–50 of 476

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