13F Insight
DOSSIER · 13F-HR · Q3 2026

Cyndeo Wealth Partners, LLC

$2.2B in tracked AUM across 562 positions as of Q3 2026.

CW
CIK 0001950947 · last filed Sep 30, 2026
Total AUM
$2.2B
as of Q3 2026
Holdings
562
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Cyndeo Wealth Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$81M159K3.7%02
AAPL
APPLE INC
$75M226K3.4%03
NVDA
NVIDIA CORPORATION
$73M318K3.3%04
AVGO
BROADCOM INC
$50M143K2.3%05
AMZN
AMAZON COM INC
$42M171K1.9%06
ABBV
ABBVIE INC
$37M141K1.7%07
GOOGL
ALPHABET INC
$36M104K1.6%08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$33M73K1.5%09
FTGC
FIRST TR EXCHANGE TRAD FD VI
$33M1.1M1.5%10
FBND
FIDELITY MERRIMACK STR TR
$32M737K1.4%

Filing history

2026Q3Sep 30
$2.2B▲ 4.1%
562 positionsView →2026Q2Jun 30
$2.1B▲ 11.7%
517 positionsView →2026Q1Mar 31
$1.9B▲ 2.5%
478 positionsView →2025Q4Dec 31
$1.9B▲ 3.1%
477 positionsView →2025Q3Sep 30
$1.8B▲ 6.6%
474 positionsLocked2025Q2Jun 30
$1.7B▲ 10.7%
465 positionsLocked2025Q1Mar 31
$1.5B▲ 3.0%
448 positionsLocked2024Q4Dec 31
$1.5B▲ 3.3%
441 positionsLocked2024Q3Sep 30
$1.4B▲ 12.1%
444 positionsLocked2024Q2Jun 30
$1.3B▲ 6.2%
394 positionsLocked2024Q1Mar 31
$1.2B▲ 11.3%
380 positionsLocked2023Q4Dec 31
$1.1B▲ 12.6%
367 positionsLocked
Showing 12 of 16