StockDriftsStockDriftsTop 50 Cyndeo Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.38% | 192.4K | $71.8M | -0.11%(-210) | $312.26(+55.66%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.18% | 233.4K | $67.5M | +3.34%(+7.55K) | $183.68(+66.26%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.04% | 170.7K | $64.5M | +0.43%(+733) | $98.28(+300.66%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 317.0K | $63.4M | +0.61%(+1.93K) | $91.78(+146.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.24% | 199.5K | $47.6M | +2.20%(+4.29K) | $123.99(+111.74%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 1.63% | 137.2K | $34.5M | +0.22%(+305) | $155.61(+60.29%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.59% | 94.5K | $33.8M | -6.72%(-6.81K) | $126.94(+171.55%) | 2026-06-30 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.48% | 1.16M | $31.3M | +2.19%(+24.79K) | $24.19(+21.46%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.46% | 102.5K | $31.1M | +5.76%(+5.58K) | $227.80(+35.41%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.42% | 662.8K | $30.2M | +2.71%(+17.50K) | $45.72(-1.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.60% | +46.60% | — | — | +58.12% |
| Top 20 Holdings Unweighted | +13.64% | +46.77% | — | — | +58.35% |
Cyndeo Wealth Partners, LLC reports $2.12B in US-listed equity holdings across 517 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.4%), AAPL (3.2%) and AVGO (3.0%). The top 20 holdings account for 33.18% of reported assets. Its disclosed equity book has returned +46.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cyndeo Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950947). View Cyndeo Wealth Partners, LLC’s 13F filings on SEC