Cyndeo Wealth Partners, LLC
Cyndeo Wealth Partners, LLC reported 517 positions worth $2.12B as of June 30, 2026 (13F filed July 21, 2026). Largest holding: MSFT (3.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $71.8M | 3.38% | 192,374 | — | — | |
| ▸ 2 | AAPL | SH | $67.5M | 3.18% | 233,368 | — | — | |
| ▸ 3 | AVGO | SH | $64.5M | 3.04% | 170,727 | — | — | |
| ▸ 4 | NVDA | SH | $63.4M | 2.99% | 317,047 | — | — | |
| ▸ 5 | AMZN | SH | $47.6M | 2.24% | 199,523 | — | — | |
| ▸ 6 | ABBV | SH | $34.5M | 1.63% | 137,211 | — | — | |
| ▸ 7 | GOOGL | SH | $33.8M | 1.59% | 94,514 | — | — | |
| ▸ 8 | FTGC | SH | $31.3M | 1.48% | 1,157,535 | — | — | |
| ▸ 9 | VB | SH | $31.1M | 1.46% | 102,541 | — | — | |
| ▸ 10 | FBND | SH | $30.2M | 1.42% | 662,811 | — | — |
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Frequently Asked Questions
What stocks does Cyndeo Wealth Partners, LLC hold as of Q2 2026?
Cyndeo Wealth Partners, LLC reported 517 positions worth $2.12B in its Q2 2026 13F filing. Largest positions: MSFT (3.4%), AAPL (3.2%), AVGO (3.0%), NVDA (3.0%) and AMZN (2.2%).
What did Cyndeo Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cyndeo Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.