Institutional Manager · CIK 0001950947
Cyndeo Wealth Partners, LLC
ST. PETERSBURG, FL · File #028-22760
Latest AUM
$1.85B
Positions
477
Top-10 Concentration
41.3%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025477 pos · $1.85B
- 13F HOLDINGS REPORTQ/E Sep 2025474 pos · $1.80B
- 13F HOLDINGS REPORTQ/E Jun 2025465 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Mar 2025448 pos · $1.52B
- 13F HOLDINGS REPORTQ/E Dec 2024441 pos · $1.48B
- 13F HOLDINGS REPORTQ/E Sep 2024444 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Jun 2024394 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2024380 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Dec 2023339 pos · $959.5M
- 13F HOLDINGS REPORTQ/E Sep 2023324 pos · $956.8M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2023320 pos · $927.7M
- 13F HOLDINGS REPORTQ/E Jun 2023314 pos · $919.5M
- 13F HOLDINGS REPORTQ/E Mar 2023311 pos · $851.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 170,553 | $82.5M | 7.58% |
| 2 | BROADCOM INC | AVGO | 181,974 | $63.0M | 5.79% |
| 3 | APPLE INC | AAPL | 209,696 | $57.0M | 5.24% |
| 4 | NVIDIA CORPORATION | NVDA | 289,908 | $54.1M | 4.97% |
| 5 | AMAZON COM INC | AMZN | 208,410 | $48.1M | 4.42% |
| 6 | ALPHABET INC | GOOG | 102,158 | $32.0M | 2.94% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 95,989 | $30.9M | 2.84% |
| 8 | ABBVIE INC | ABBV | 131,890 | $30.1M | 2.77% |
| 9 | JOHNSON & JOHNSON | JNJ | 130,031 | $26.9M | 2.47% |
| 10 | FIDELITY MERRIMACK STR TR | 316188309 | 550,911 | $25.4M | 2.33% |
| 11 | SPROTT PHYSICAL SILVER TR | SII | 1,056,727 | $25.0M | 2.30% |
| 12 | VANGUARD INDEX FDS | 922908751 | 92,620 | $23.9M | 2.20% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 76,651 | $23.3M | 2.14% |
| 14 | SPROTT PHYSICAL GOLD TR | SII | 696,431 | $23.0M | 2.11% |
| 15 | FIRST TR EXCHANGE TRAD FD VI | 33739H101 | 944,969 | $22.0M | 2.02% |
| 16 | ISHARES GOLD TR | IAU | 265,655 | $21.6M | 1.98% |
| 17 | META PLATFORMS INC | META | 31,790 | $21.0M | 1.93% |
| 18 | FIRST TR EXCHANGE-TRADED FD | 33738D788 | 979,014 | $20.8M | 1.91% |
| 19 | ABBOTT LABS | ABLZF | 160,061 | $20.1M | 1.84% |
| 20 | ORACLE CORP | ORCL-PD | 101,794 | $19.8M | 1.82% |