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

Cyndeo Wealth Partners, LLC

$1.9B in tracked AUM across 478 positions as of Q1 2026.

CW
CIK 0001950947 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
478
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.9B▲ 2.5%
478 positionsView →2025Q4Dec 31
$1.9B▲ 3.1%
477 positionsView →2025Q3Sep 30
$1.8B▲ 6.6%
474 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$959M▲ 0.3%
339 positionsLocked2023Q2Jun 30
$957M▲ 3.1%
324 positionsLocked
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