Cyndeo Wealth Partners
Cyndeo Wealth Partners reported 562 stocks worth $2.2B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MSFT (3.7%), AAPL (3.4%) and NVDA (3.3%). Compared with Q2 2026, the fund opened new positions in AVEM and BAH, added to NVDA, ABBV and GOOGL, trimmed MSFT, AAPL and AVGO and sold out of OKE, XP and FXU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $81.5M | 3.7% | 159K | −33K (−17%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $75.4M | 3.4% | 226K | −6,928 (−3%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $72.6M | 3.3% | 318K | +1,053 (+0%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $50.3M | 2.3% | 143K | −27K (−16%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $42.5M | 1.9% | 171K | −29K (−15%) | 8 of 8 | |
| 6 |  ABBV Abbvie Inc | $36.9M | 1.7% | 141K | +3,837 (+3%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $35.8M | 1.6% | 104K | +9,506 (+10%) | 8 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $33.4M | 1.5% | 73K | +11K (+18%) | 8 of 8 | |
| 9 |  FTGC First Trust Global Tactical Commodity Strategy Fund | $32.9M | 1.5% | 1.1M | −81K (−7%) | 8 of 8 | |
| 10 |  FBND Fidelity Total Bond ETF | $31.9M | 1.4% | 737K | +75K (+11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $10.7M | 123K |
DIMENSIONAL ETF TRUST | $5.8M | 71K |
CATALYST PHARMACEUTICALS INC | $3.7M | 118K |
 XP XP Inc | $3.1M | 193K |
 FXU First Trust Utilities Alphadex Fund | $1.9M | 39K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cyndeo Wealth Partners 13F FAQ
What does Cyndeo Wealth Partners own?
Cyndeo Wealth Partners reported 562 stocks worth $2.2B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are MSFT (3.7%), AAPL (3.4%) and NVDA (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Cyndeo Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 76 new positions, 247 added to, 177 trimmed and 31 sold out. New positions include AVEM and BAH. It sold all of OKE, XP and FXU.
When will Cyndeo Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cyndeo Wealth Partners's portfolio worth?
The Q3 2026 filing reports $2.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.