13F Insight
Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q2 2026

Cyndeo Wealth Partners, LLC

$2.1B in tracked AUM across 517 positions as of Q2 2026.

CW
CIK 0001950947 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
517
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…