StockDriftsStockDriftsTop 50 Cyndeo Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 3.69% | 158.9K | $81.5M | -17.41%(-33.49K) | $312.26(+70.86%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.41% | 226.4K | $75.4M | -2.97%(-6.93K) | $183.68(+86.71%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.29% | 318.1K | $72.6M | +0.33%(+1.05K) | $92.19(+135.48%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.28% | 143.3K | $50.3M | -16.04%(-27.39K) | $98.28(+240.46%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.92% | 170.6K | $42.5M | -14.52%(-28.96K) | $123.99(+111.67%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.67% | 141.0K | $36.9M | +2.80%(+3.84K) | $158.35(+78.51%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.62% | 104.0K | $35.8M | +10.06%(+9.51K) | $147.39(+133.51%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.51% | 73.3K | $33.4M | +17.76%(+11.05K) | $209.69(+100.41%) | 2026-09-30 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 1.49% | 1.08M | $32.9M | -7.00%(-81.08K) | $24.19(+28.59%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.45% | 737.5K | $31.9M | +11.27%(+74.68K) | $45.59(-4.19%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.75% | +59.13% | — | — | +66.93% |
| Top 20 Holdings Unweighted | +15.51% | +54.11% | — | — | +61.91% |
Cyndeo Wealth Partners LLC reports $2.21B in US-listed equity holdings across 562 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.7%), AAPL (3.4%) and NVDA (3.3%). The top 20 holdings account for 33.07% of reported assets. Its disclosed equity book has returned +59.13% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Cyndeo Wealth Partners LLC, compare funds side by side, and get alerts the moment positions change.
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