13F Insight
DOSSIER · 13F-HR · Q1 2026

Cyndeo Wealth Partners, LLC

Cyndeo Wealth's hedge fund based in Boston, MA — $1.9B in tracked AUM across 478 positions as of Q1 2026.

CW
Cyndeo Wealth·Boston, MA·Hedge Fund
CIK 0001950947 · last filed Mar 31, 2026
Total AUM
$1.9B
▼ 17.4%
vs prior
Holdings
478
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cyndeo Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$71M193K3.8%
02
AAPL
APPLE INC
$57M226K3.0%
03
NVDA
NVIDIA CORPORATION
$55M315K2.9%
04
AVGO
BROADCOM INC
$53M170K2.8%
05
AMZN
AMAZON COM INC
$41M195K2.1%
06
FTGC
FIRST TR EXCHANGE TRAD FD VI
$33M1.1M1.7%
07
ABBV
ABBVIE INC
$30M137K1.6%
08
FBND
FIDELITY MERRIMACK STR TR
$29M645K1.5%
09
GOOGL
ALPHABET INC
$29M101K1.5%
10
XOM
EXXON MOBIL CORP
$26M152K1.4%

Filing history

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