Filed: 4/13/2026ACC: 0001950947-26-000002
📋 What this filing means
CYNDEO WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 478 equity positions with a total reported market value of $1.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
478
Positions
$1.90B
Total AUM (reported)
28.15M
Total Shares
Allocation by class
COM$992.89M52.2%
CL A$46.15M2.4%
COM NEW$41.96M2.2%
SHS$41.90M2.2%
FST TR GLB FD$32.52M1.7%
TOTAL BD ETF$29.44M1.5%
CAP STK CL A$29.14M1.5%
Portfolio Concentration
Top 3$183.56M9.7%
4–10$239.91M12.6%
11–25$311.26M16.4%
Rest$1.17B61.3%
Top 3 weight
9.7%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 28.15M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
28.15M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole478
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings478
Rows:
MICROSOFT CORP
SOLEShares192.58K
TypeSH
Market value$71.29M
3.75%
Sole
0.00
Shared
0.00
None
192.58K
APPLE INC
SOLEShares225.82K
TypeSH
Market value$57.31M
3.01%
Sole
0.00
Shared
0.00
None
225.82K
NVIDIA CORPORATION
SOLEShares315.12K
TypeSH
Market value$54.96M
2.89%
Sole
0.00
Shared
0.00
None
315.12K
BROADCOM INC
SOLEShares169.99K
TypeSH
Market value$52.61M
2.77%
Sole
0.00
Shared
0.00
None
169.99K
AMAZON COM INC
SOLEShares195.24K
TypeSH
Market value$40.66M
2.14%
Sole
0.00
Shared
0.00
None
195.24K
FIRST TR EXCHANGE TRAD FD VI
SOLEShares1.13M
TypeSH
Market value$32.52M
1.71%
Sole
0.00
Shared
0.00
None
1.13M
ABBVIE INC
SOLEShares136.91K
TypeSH
Market value$29.78M
1.57%
Sole
0.00
Shared
0.00
None
136.91K
FIDELITY MERRIMACK STR TR
SOLEShares645.31K
TypeSH
Market value$29.44M
1.55%
Sole
0.00
Shared
0.00
None
645.31K
ALPHABET INC
SOLEShares101.32K
TypeSH
Market value$29.14M
1.53%
Sole
0.00
Shared
0.00
None
101.32K
EXXON MOBIL CORP
SOLEShares151.85K
TypeSH
Market value$25.76M
1.36%
Sole
0.00
Shared
0.00
None
151.85K
VANGUARD INDEX FDS
SOLEShares96.96K
TypeSH
Market value$25.40M
1.34%
Sole
0.00
Shared
0.00
None
96.96K
FIRST TR EXCHANGE-TRADED FD
SOLEShares1.20M
TypeSH
Market value$25.25M
1.33%
Sole
0.00
Shared
0.00
None
1.20M
JPMORGAN CHASE & CO.
SOLEShares77.50K
TypeSH
Market value$22.80M
1.20%
Sole
0.00
Shared
0.00
None
77.50K
ISHARES GOLD TR
SOLEShares247.82K
TypeSH
Market value$21.85M
1.15%
Sole
0.00
Shared
0.00
None
247.82K
FIRST TR EXCHNG TRADED FD VI
SOLEShares839.92K
TypeSH
Market value$20.80M
1.09%
Sole
0.00
Shared
0.00
None
839.92K
ISHARES TR
SOLEShares385.06K
TypeSH
Market value$20.49M
1.08%
Sole
0.00
Shared
0.00
None
385.06K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares60.25K
TypeSH
Market value$20.36M
1.07%
Sole
0.00
Shared
0.00
None
60.25K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares1.07M
TypeSH
Market value$20.30M
1.07%
Sole
0.00
Shared
0.00
None
1.07M
INVESCO ACTIVELY MANAGED EXC
SOLEShares403.44K
TypeSH
Market value$20.22M
1.06%
Sole
0.00
Shared
0.00
None
403.44K
FIRST TR EXCHANGE-TRADED FD
SOLEShares447.81K
TypeSH
Market value$20.06M
1.06%
Sole
0.00
Shared
0.00
None
447.81K
SPROTT PHYSICAL GOLD TR
SOLEShares563.10K
TypeSH
Market value$19.96M
1.05%
Sole
0.00
Shared
0.00
None
563.10K
JOHNSON & JOHNSON
SOLEShares81.34K
TypeSH
Market value$19.88M
1.05%
Sole
0.00
Shared
0.00
None
81.34K
META PLATFORMS INC
SOLEShares33.28K
TypeSH
Market value$19.04M
1.00%
Sole
0.00
Shared
0.00
None
33.28K
TJX COS INC NEW
SOLEShares112.74K
TypeSH
Market value$18.00M
0.95%
Sole
0.00
Shared
0.00
None
112.74K
VANGUARD INDEX FDS
SOLEShares38.53K
TypeSH
Market value$16.83M
0.89%
Sole
0.00
Shared
0.00
None
38.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 192.58K | SH | $71.29M 3.75% | 0.00 | 0.00 | 192.58K |
APPLE INCSOLE | COM | 225.82K | SH | $57.31M 3.01% | 0.00 | 0.00 | 225.82K |
NVIDIA CORPORATIONSOLE | COM | 315.12K | SH | $54.96M 2.89% | 0.00 | 0.00 | 315.12K |
BROADCOM INCSOLE | COM | 169.99K | SH | $52.61M 2.77% | 0.00 | 0.00 | 169.99K |
AMAZON COM INCSOLE | COM | 195.24K | SH | $40.66M 2.14% | 0.00 | 0.00 | 195.24K |
FIRST TR EXCHANGE TRAD FD VISOLE | FST TR GLB FD | 1.13M | SH | $32.52M 1.71% | 0.00 | 0.00 | 1.13M |
ABBVIE INCSOLE | COM | 136.91K | SH | $29.78M 1.57% | 0.00 | 0.00 | 136.91K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 645.31K | SH | $29.44M 1.55% | 0.00 | 0.00 | 645.31K |
ALPHABET INCSOLE | CAP STK CL A | 101.32K | SH | $29.14M 1.53% | 0.00 | 0.00 | 101.32K |
EXXON MOBIL CORPSOLE | COM | 151.85K | SH | $25.76M 1.36% | 0.00 | 0.00 | 151.85K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 96.96K | SH | $25.40M 1.34% | 0.00 | 0.00 | 96.96K |
FIRST TR EXCHANGE-TRADED FDSOLE | CORE INVESTMENT | 1.20M | SH | $25.25M 1.33% | 0.00 | 0.00 | 1.20M |
JPMORGAN CHASE & CO.SOLE | COM | 77.50K | SH | $22.80M 1.20% | 0.00 | 0.00 | 77.50K |
ISHARES GOLD TRSOLE | ISHARES NEW | 247.82K | SH | $21.85M 1.15% | 0.00 | 0.00 | 247.82K |
FIRST TR EXCHNG TRADED FD VISOLE | TCW UNCONSTRAI | 839.92K | SH | $20.80M 1.09% | 0.00 | 0.00 | 839.92K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 385.06K | SH | $20.49M 1.08% | 0.00 | 0.00 | 385.06K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 60.25K | SH | $20.36M 1.07% | 0.00 | 0.00 | 60.25K |
PRINCIPAL EXCHANGE TRADED FDSOLE | ACTIVE HIGH YL | 1.07M | SH | $20.30M 1.07% | 0.00 | 0.00 | 1.07M |
INVESCO ACTIVELY MANAGED EXCSOLE | ULTRA SHRT DUR | 403.44K | SH | $20.22M 1.06% | 0.00 | 0.00 | 403.44K |
FIRST TR EXCHANGE-TRADED FDSOLE | SENIOR LN FD | 447.81K | SH | $20.06M 1.06% | 0.00 | 0.00 | 447.81K |
SPROTT PHYSICAL GOLD TRSOLE | UNIT | 563.10K | SH | $19.96M 1.05% | 0.00 | 0.00 | 563.10K |
JOHNSON & JOHNSONSOLE | COM | 81.34K | SH | $19.88M 1.05% | 0.00 | 0.00 | 81.34K |
META PLATFORMS INCSOLE | CL A | 33.28K | SH | $19.04M 1.00% | 0.00 | 0.00 | 33.28K |
TJX COS INC NEWSOLE | COM | 112.74K | SH | $18.00M 0.95% | 0.00 | 0.00 | 112.74K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 38.53K | SH | $16.83M 0.89% | 0.00 | 0.00 | 38.53K |
Page 1 of 20
…