Filed: 7/23/2025ACC: 0001951757-25-000929
📋 What this filing means
TYCHE WEALTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 303 equity positions with a total reported market value of $497.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
303
Positions
$497.92M
Total AUM (reported)
6.26M
Total Shares
Allocation by class
COM$286.16M57.5%
TR UNIT$36.16M7.3%
DIV APP ETF$14.20M2.9%
TRENDP US LAR CP$12.61M2.5%
UNIT SER 1$10.43M2.1%
CL A$9.75M2.0%
COM CL A$9.37M1.9%
Portfolio Concentration
Top 3$88.17M17.7%
4–10$95.22M19.1%
11–25$95.65M19.2%
Rest$218.87M44.0%
Top 3 weight
17.7%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 6.26M
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
6.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole303
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings303
Rows:
SPDR S&P 500 ETF TR
SOLEShares58.52K
TypeSH
Market value$36.16M
7.26%
Sole
0.00
Shared
0.00
None
58.52K
PEPSICO INC
SOLEShares198.36K
TypeSH
Market value$26.19M
5.26%
Sole
0.00
Shared
0.00
None
198.36K
APPLE INC
SOLEShares125.84K
TypeSH
Market value$25.82M
5.19%
Sole
0.00
Shared
0.00
None
125.84K
EXXON MOBIL CORP
SOLEShares163.33K
TypeSH
Market value$17.61M
3.54%
Sole
0.00
Shared
0.00
None
163.33K
MICROSOFT CORP
SOLEShares28.92K
TypeSH
Market value$14.38M
2.89%
Sole
0.00
Shared
0.00
None
28.92K
VANGUARD SPECIALIZED FUNDS
SOLEShares69.37K
TypeSH
Market value$14.20M
2.85%
Sole
0.00
Shared
0.00
None
69.37K
AMAZON COM INC
SOLEShares59.54K
TypeSH
Market value$13.06M
2.62%
Sole
0.00
Shared
0.00
None
59.54K
NVIDIA CORPORATION
SOLEShares81.85K
TypeSH
Market value$12.93M
2.60%
Sole
0.00
Shared
0.00
None
81.85K
PACER FDS TR
SOLEShares248.40K
TypeSH
Market value$12.61M
2.53%
Sole
0.00
Shared
0.00
None
248.40K
INVESCO QQQ TR
SOLEShares18.91K
TypeSH
Market value$10.43M
2.09%
Sole
0.00
Shared
0.00
None
18.91K
VISA INC
SOLEShares26.38K
TypeSH
Market value$9.37M
1.88%
Sole
0.00
Shared
0.00
None
26.38K
WALMART INC
SOLEShares86.39K
TypeSH
Market value$8.45M
1.70%
Sole
0.00
Shared
0.00
None
86.39K
PRINCIPAL EXCHANGE TRADED FD
SOLEShares408.15K
TypeSH
Market value$7.74M
1.55%
Sole
0.00
Shared
0.00
None
408.15K
TESLA INC
SOLEShares22.41K
TypeSH
Market value$7.12M
1.43%
Sole
0.00
Shared
0.00
None
22.41K
AMETEK INC
SOLEShares37.81K
TypeSH
Market value$6.84M
1.37%
Sole
0.00
Shared
0.00
None
37.81K
ISHARES TR
SOLEShares10.49K
TypeSH
Market value$6.51M
1.31%
Sole
0.00
Shared
0.00
None
10.49K
PROCTER AND GAMBLE CO
SOLEShares40.78K
TypeSH
Market value$6.50M
1.30%
Sole
0.00
Shared
0.00
None
40.78K
HOME DEPOT INC
SOLEShares17.53K
TypeSH
Market value$6.43M
1.29%
Sole
0.00
Shared
0.00
None
17.53K
PROSHARES TR
SOLEShares78.40K
TypeSH
Market value$5.97M
1.20%
Sole
0.00
Shared
0.00
None
78.40K
COSTCO WHSL CORP NEW
SOLEShares5.92K
TypeSH
Market value$5.86M
1.18%
Sole
0.00
Shared
0.00
None
5.92K
JPMORGAN CHASE & CO.
SOLEShares19.48K
TypeSH
Market value$5.65M
1.13%
Sole
0.00
Shared
0.00
None
19.48K
ALTRIA GROUP INC
SOLEShares84.80K
TypeSH
Market value$4.97M
1.00%
Sole
0.00
Shared
0.00
None
84.80K
VANGUARD INDEX FDS
SOLEShares8.56K
TypeSH
Market value$4.86M
0.98%
Sole
0.00
Shared
0.00
None
8.56K
CHEVRON CORP NEW
SOLEShares33.71K
TypeSH
Market value$4.83M
0.97%
Sole
0.00
Shared
0.00
None
33.71K
ISHARES TR
SOLEShares43.71K
TypeSH
Market value$4.57M
0.92%
Sole
0.00
Shared
0.00
None
43.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 58.52K | SH | $36.16M 7.26% | 0.00 | 0.00 | 58.52K |
PEPSICO INCSOLE | COM | 198.36K | SH | $26.19M 5.26% | 0.00 | 0.00 | 198.36K |
APPLE INCSOLE | COM | 125.84K | SH | $25.82M 5.19% | 0.00 | 0.00 | 125.84K |
EXXON MOBIL CORPSOLE | COM | 163.33K | SH | $17.61M 3.54% | 0.00 | 0.00 | 163.33K |
MICROSOFT CORPSOLE | COM | 28.92K | SH | $14.38M 2.89% | 0.00 | 0.00 | 28.92K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 69.37K | SH | $14.20M 2.85% | 0.00 | 0.00 | 69.37K |
AMAZON COM INCSOLE | COM | 59.54K | SH | $13.06M 2.62% | 0.00 | 0.00 | 59.54K |
NVIDIA CORPORATIONSOLE | COM | 81.85K | SH | $12.93M 2.60% | 0.00 | 0.00 | 81.85K |
PACER FDS TRSOLE | TRENDP US LAR CP | 248.40K | SH | $12.61M 2.53% | 0.00 | 0.00 | 248.40K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.91K | SH | $10.43M 2.09% | 0.00 | 0.00 | 18.91K |
VISA INCSOLE | COM CL A | 26.38K | SH | $9.37M 1.88% | 0.00 | 0.00 | 26.38K |
WALMART INCSOLE | COM | 86.39K | SH | $8.45M 1.70% | 0.00 | 0.00 | 86.39K |
PRINCIPAL EXCHANGE TRADED FDSOLE | SPECTRUM PFD | 408.15K | SH | $7.74M 1.55% | 0.00 | 0.00 | 408.15K |
TESLA INCSOLE | COM | 22.41K | SH | $7.12M 1.43% | 0.00 | 0.00 | 22.41K |
AMETEK INCSOLE | COM | 37.81K | SH | $6.84M 1.37% | 0.00 | 0.00 | 37.81K |
ISHARES TRSOLE | CORE S&P500 ETF | 10.49K | SH | $6.51M 1.31% | 0.00 | 0.00 | 10.49K |
PROCTER AND GAMBLE COSOLE | COM | 40.78K | SH | $6.50M 1.30% | 0.00 | 0.00 | 40.78K |
HOME DEPOT INCSOLE | COM | 17.53K | SH | $6.43M 1.29% | 0.00 | 0.00 | 17.53K |
PROSHARES TRSOLE | PSHS ULTRA TECH | 78.40K | SH | $5.97M 1.20% | 0.00 | 0.00 | 78.40K |
COSTCO WHSL CORP NEWSOLE | COM | 5.92K | SH | $5.86M 1.18% | 0.00 | 0.00 | 5.92K |
JPMORGAN CHASE & CO.SOLE | COM | 19.48K | SH | $5.65M 1.13% | 0.00 | 0.00 | 19.48K |
ALTRIA GROUP INCSOLE | COM | 84.80K | SH | $4.97M 1.00% | 0.00 | 0.00 | 84.80K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.56K | SH | $4.86M 0.98% | 0.00 | 0.00 | 8.56K |
CHEVRON CORP NEWSOLE | COM | 33.71K | SH | $4.83M 0.97% | 0.00 | 0.00 | 33.71K |
ISHARES TRSOLE | NATIONAL MUN ETF | 43.71K | SH | $4.57M 0.92% | 0.00 | 0.00 | 43.71K |
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