Cyndeo Wealth Partners, LLC

13F filer · CIK 0001950947

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$2.12BU.S. long equity reported on 13F

Positions29827 new · 10 closed

Net flow last quarter+$41.7MBuys minus sells

Top 10 positions weight22.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 2026298 positions
MSFTMicrosoft Corp	$71.8M	3.38%	0.00%	-0.1%	Q4 2022
AAPLApple Inc.	$67.5M	3.18%	0.00%	+3.3%	Q4 2022
AVGOBroadcom Inc.	$64.5M	3.04%	0.00%	+0.4%	Q4 2022
NVDANvidia Corp	$63.4M	2.99%	0.00%	+0.6%	Q4 2022
AMZNAmazon Com Inc	$47.6M	2.24%	0.00%	+2.2%	Q4 2022
ABBVAbbVie Inc.	$34.5M	1.63%	0.01%	+0.2%	Q4 2022
GOOGLAlphabet Inc.	$33.8M	1.59%	0.00%	-6.7%	Q4 2022
FTGCSynergetics, Inc.	$31.3M	1.48%	Not reported	+2.2%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$29.7M	1.40%	0.00%	+3.3%	Q1 2024
JPMJPMorgan Chase & Co	$25.4M	1.19%	0.00%	-0.1%	Q4 2022
LLYELI LILLY & Co	$21.5M	1.01%	0.00%	-0.2%	Q4 2022
XOMExxonMobil Holdings Corp	$20.9M	0.99%	0.00%	+0.8%	Q4 2022
JNJJohnson & Johnson	$19.9M	0.94%	0.00%	-3.8%	Q4 2022
IAUIshares Gold Trust	$18.7M	0.88%	0.03%	-0.3%	Q4 2022
METAMeta Platforms, Inc.	$18.2M	0.86%	Not reported	-2.8%	Q4 2022
PHYSSprott Physical Gold Trust	$17.6M	0.83%	0.12%	+3.5%	Q4 2022
ORCLOracle Corp	$17.2M	0.81%	0.00%	+2.9%	Q4 2022
TJXTJX Companies Inc	$17.2M	0.81%	0.01%	+0.9%	Q4 2022
CSCOCisco Systems, Inc.	$16.7M	0.79%	0.00%	+6.2%	Q4 2022
HDHome Depot, Inc.	$16.4M	0.77%	0.00%	+2.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$15.6M	0.73%	Not reported	-2.8%	Q4 2022
PDIPIMCO Dynamic Income Fund	$15.5M	0.73%	Not reported	+49.6%	Q4 2022
ADIAnalog Devices Inc	$15.4M	0.73%	0.01%	+3.7%	Q4 2022
JFRNuveen Floating Rate Income Fund	$15.3M	0.72%	Not reported	+11.4%	Q4 2023
LINLinde PLC	$15.2M	0.72%	0.01%	+29.4%	Q4 2022
MSMorgan Stanley	$14.8M	0.70%	0.00%	+6.0%	Q4 2022
ABTAbbott Laboratories	$14.8M	0.70%	0.01%	0.0%	Q4 2022
MOAltria Group, Inc.	$14.3M	0.68%	0.01%	+1.5%	Q4 2022
MRKMerck & Co., Inc.	$13.9M	0.66%	0.00%	+3.8%	Q4 2022
TXNTexas Instruments Inc	$13.7M	0.65%	0.01%	-1.3%	Q4 2022
PFEPfizer Inc	$12.9M	0.61%	0.01%	+3.9%	Q4 2022
GOOGAlphabet Inc.	$12.8M	0.60%	Not reported	+0.3%	Q4 2022
CBChubb Ltd	$12.6M	0.59%	0.01%	+27.5%	Q4 2022
ARKBArk 21Shares Bitcoin ETF	$12.4M	0.58%	0.55%	+5.3%	Q1 2024
NEENextera Energy Inc	$11.9M	0.56%	0.01%	+1.5%	Q4 2022
AEPAmerican Electric Power Co Inc	$11.8M	0.56%	0.02%	+4.0%	Q4 2022
METMetlife Inc	$11.7M	0.55%	0.02%	+4.5%	Q4 2022
RTXRTX Corp	$11.6M	0.55%	0.00%	-22.2%	Q4 2022
CVXChevron Corp	$11.6M	0.55%	0.00%	+3.0%	Q4 2022
BITBlackRock Multi-Sector Income Trust	$11.5M	0.54%	Not reported	+4.0%	Q4 2022
ETNEaton Corp plc	$11.4M	0.54%	0.01%	+2.1%	Q3 2024
VVisa Inc.	$11.3M	0.53%	0.00%	+8.7%	Q4 2022
DTEDte Energy Co	$11.2M	0.53%	0.04%	+4.6%	Q4 2023
VZVerizon Communications Inc	$11.2M	0.53%	0.01%	+3.7%	Q4 2022
DUKDuke Energy CORP	$11M	0.52%	0.01%	+3.2%	Q4 2022
CATCaterpillar Inc	$11M	0.52%	0.00%	-2.4%	Q4 2022
PSLVSprott Physical Silver Trust	$10.9M	0.51%	0.09%	+5.8%	Q4 2022
KMIKinder Morgan, Inc.	$10.8M	0.51%	0.02%	+3.9%	Q2 2024
BMYBristol Myers Squibb Co	$10.7M	0.51%	0.01%	+6.2%	Q4 2022
OKEOneok Inc	$10.7M	0.51%	0.02%	+4.0%	Q4 2022

Q1 2026Reported Apr 13, 2026280 positions
MSFTMicrosoft Corp	$71.3M	3.75%	0.00%	+12.9%	Q4 2022
AAPLApple Inc.	$57.3M	3.01%	0.00%	+7.7%	Q4 2022
NVDANvidia Corp	$55M	2.89%	0.00%	+8.7%	Q4 2022
AVGOBroadcom Inc.	$52.6M	2.77%	0.00%	-6.6%	Q4 2022
AMZNAmazon Com Inc	$40.7M	2.14%	0.00%	-6.3%	Q4 2022
FTGCSynergetics, Inc.	$32.5M	1.71%	Not reported	+19.9%	Q4 2022
ABBVAbbVie Inc.	$29.8M	1.57%	0.01%	+3.8%	Q4 2022
GOOGLAlphabet Inc.	$29.1M	1.53%	0.00%	-0.8%	Q4 2022
XOMExxonMobil Holdings Corp	$25.8M	1.36%	0.00%	+91.6%	Q4 2022
JPMJPMorgan Chase & Co	$22.8M	1.20%	0.00%	-19.3%	Q4 2022
IAUIshares Gold Trust	$21.8M	1.15%	0.03%	-6.7%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.4M	1.07%	0.00%	-21.4%	Q1 2024
PHYSSprott Physical Gold Trust	$20M	1.05%	0.12%	-19.2%	Q4 2022
JNJJohnson & Johnson	$19.9M	1.05%	0.00%	-37.4%	Q4 2022
METAMeta Platforms, Inc.	$19M	1.00%	Not reported	+4.7%	Q4 2022
TJXTJX Companies Inc	$18M	0.95%	0.01%	+12.1%	Q4 2022
ORCLOracle Corp	$16.8M	0.89%	0.00%	+12.4%	Q4 2022
ABTAbbott Laboratories	$16.7M	0.88%	0.01%	+1.8%	Q4 2022
LLYELI LILLY & Co	$16.5M	0.87%	0.00%	+20.3%	Q4 2022
RTXRTX Corp	$15.2M	0.80%	0.01%	+33.2%	Q4 2022
HDHome Depot, Inc.	$15M	0.79%	0.00%	-0.8%	Q4 2022
PFEPfizer Inc	$14.5M	0.76%	0.01%	+410.8%	Q4 2022
CVXChevron Corp	$14M	0.74%	0.00%	+376.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$13.9M	0.73%	Not reported	-2.7%	Q4 2022
ARKBArk 21Shares Bitcoin ETF	$13.6M	0.72%	0.56%	+46.4%	Q1 2024
JFRNuveen Floating Rate Income Fund	$13.5M	0.71%	Not reported	+17.3%	Q4 2023
PSLVSprott Physical Silver Trust	$13.3M	0.70%	0.09%	-48.4%	Q4 2022
MOAltria Group, Inc.	$13M	0.68%	0.01%	+0.2%	Q4 2022
VZVerizon Communications Inc	$12.8M	0.67%	0.01%	+2.0%	Q4 2022
MRKMerck & Co., Inc.	$12.6M	0.66%	0.00%	-15.1%	Q4 2022
NEENextera Energy Inc	$12.4M	0.65%	0.01%	+10.1%	Q4 2022
PLTRPalantir Technologies Inc.	$12.2M	0.64%	0.00%	-1.0%	Q1 2024
ADIAnalog Devices Inc	$11.9M	0.63%	0.01%	-2.9%	Q4 2022
TAt&T Inc.	$11.3M	0.59%	0.01%	+1067.7%	Q4 2022
LINLinde PLC	$11.2M	0.59%	0.00%	+35.0%	Q4 2022
BITBlackRock Multi-Sector Income Trust	$11M	0.58%	Not reported	+5.1%	Q4 2022
MSMorgan Stanley	$11M	0.58%	0.00%	-28.6%	Q4 2022
DUKDuke Energy CORP	$11M	0.58%	0.01%	+35.1%	Q4 2022
KMIKinder Morgan, Inc.	$10.9M	0.57%	0.01%	+4.5%	Q2 2024
AEPAmerican Electric Power Co Inc	$10.9M	0.57%	0.02%	+29.7%	Q4 2022
OKEOneok Inc	$10.7M	0.56%	0.02%	+1053.9%	Q4 2022
BMYBristol Myers Squibb Co	$10.7M	0.56%	0.01%	+1850.9%	Q4 2022
PDIPIMCO Dynamic Income Fund	$10.6M	0.56%	Not reported	+31.3%	Q4 2022
CSCOCisco Systems, Inc.	$10.4M	0.55%	0.00%	+360.8%	Q4 2022
MCDMcdonalds Corp	$10.4M	0.55%	0.00%	+17.3%	Q4 2022
GOOGAlphabet Inc.	$10.4M	0.54%	Not reported	+1.6%	Q4 2022
DTEDte Energy Co	$10.3M	0.54%	0.03%	+8.5%	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$9.91M	0.52%	Not reported	-1.2%	Q4 2022
CBChubb Ltd	$9.44M	0.50%	0.01%	+15.7%	Q4 2022
ETNEaton Corp plc	$9.4M	0.49%	0.01%	+225.3%	Q3 2024

Q4 2025Reported Jan 7, 2026289 positions
MSFTMicrosoft Corp	$82.5M	4.45%	0.00%	+3.2%	Q4 2022
AVGOBroadcom Inc.	$63M	3.40%	0.00%	+1.2%	Q4 2022
AAPLApple Inc.	$57M	3.07%	0.00%	+2.8%	Q4 2022
NVDANvidia Corp	$54.1M	2.91%	0.00%	+3.0%	Q4 2022
AMZNAmazon Com Inc	$48.1M	2.59%	0.00%	+1.4%	Q4 2022
GOOGLAlphabet Inc.	$32M	1.72%	0.00%	+4.3%	Q4 2022
JPMJPMorgan Chase & Co	$30.9M	1.67%	0.00%	-0.3%	Q4 2022
ABBVAbbVie Inc.	$30.1M	1.62%	0.01%	0.0%	Q4 2022
JNJJohnson & Johnson	$26.9M	1.45%	0.01%	+25.2%	Q4 2022
PSLVSprott Physical Silver Trust	$25M	1.35%	0.17%	+1.9%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.3M	1.26%	0.00%	+10.7%	Q1 2024
PHYSSprott Physical Gold Trust	$23M	1.24%	0.15%	+4.3%	Q4 2022
FTGCSynergetics, Inc.	$22M	1.18%	Not reported	+4.6%	Q4 2022
IAUIshares Gold Trust	$21.6M	1.16%	0.03%	-1.3%	Q4 2022
METAMeta Platforms, Inc.	$21M	1.13%	Not reported	-4.5%	Q4 2022
ABTAbbott Laboratories	$20.1M	1.08%	0.01%	-8.9%	Q4 2022
ORCLOracle Corp	$19.8M	1.07%	0.00%	-1.7%	Q4 2022
MSMorgan Stanley	$16.6M	0.90%	0.01%	+0.8%	Q4 2022
LLYELI LILLY & Co	$16.1M	0.87%	0.00%	+7.3%	Q4 2022
HDHome Depot, Inc.	$15.8M	0.85%	0.00%	-2.7%	Q4 2022
TJXTJX Companies Inc	$15.4M	0.83%	0.01%	+2.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$15M	0.81%	Not reported	+5.0%	Q4 2022
PLTRPalantir Technologies Inc.	$15M	0.81%	0.00%	-12.1%	Q1 2024
AXPAmerican Express Co	$13.2M	0.71%	0.01%	+2.2%	Q2 2024
MRKMerck & Co., Inc.	$13M	0.70%	0.01%	+2.2%	Q4 2022
ARKBArk 21Shares Bitcoin ETF	$12M	0.65%	0.33%	+4.4%	Q1 2024
JFRNuveen Floating Rate Income Fund	$12M	0.65%	Not reported	-12.1%	Q4 2023
MOAltria Group, Inc.	$11.3M	0.61%	0.01%	+4.4%	Q4 2022
GOOGAlphabet Inc.	$11.1M	0.60%	Not reported	+1.0%	Q4 2022
BITBlackRock Multi-Sector Income Trust	$10.9M	0.59%	Not reported	+1.9%	Q4 2022
RTXRTX Corp	$10.9M	0.59%	0.00%	+2.6%	Q4 2022
VVisa Inc.	$10.6M	0.57%	0.00%	+1.4%	Q4 2022
TSLATesla, Inc.	$10.6M	0.57%	0.00%	+1.3%	Q4 2022
ADIAnalog Devices Inc	$10.5M	0.56%	0.01%	+10.4%	Q4 2022
VZVerizon Communications Inc	$10.2M	0.55%	0.01%	+3.8%	Q4 2022
ORIOld Republic International Corp	$10.1M	0.54%	0.09%	+3.0%	Q1 2024
LNCLincoln National Corp	$9.99M	0.54%	0.12%	+3.5%	Q2 2025
UGIUgi Corp	$9.83M	0.53%	0.12%	+3.6%	Q4 2024
MDYSPDR S&P Midcap 400 ETF Trust	$9.82M	0.53%	Not reported	-3.0%	Q4 2022
NEENextera Energy Inc	$9.76M	0.53%	0.01%	+2.2%	Q4 2022
XOMExxonMobil Holdings Corp	$9.54M	0.51%	0.00%	+2.4%	Q4 2022
UPSUnited Parcel Service Inc	$9.13M	0.49%	0.01%	+411.1%	Q4 2022
WMBWilliams Companies, Inc.	$8.89M	0.48%	0.01%	+3.9%	Q4 2022
MCDMcdonalds Corp	$8.69M	0.47%	0.00%	+2.3%	Q4 2022
TGTTarget Corp	$8.67M	0.47%	0.02%	+30.0%	Q4 2022
KMIKinder Morgan, Inc.	$8.54M	0.46%	0.01%	+5.2%	Q2 2024
KOCoca Cola Co	$8.5M	0.46%	0.00%	-29.7%	Q4 2022
AMGNAmgen Inc	$8.44M	0.46%	0.00%	+4.1%	Q4 2022
PDIPIMCO Dynamic Income Fund	$8.36M	0.45%	Not reported	+10.9%	Q4 2022
DTEDte Energy Co	$8.35M	0.45%	0.03%	+5.3%	Q4 2023

Q3 2025Reported Oct 10, 2025296 positions
MSFTMicrosoft Corp	$85.6M	4.76%	0.00%	-1.6%	Q4 2022
AVGOBroadcom Inc.	$59.3M	3.30%	0.00%	-4.5%	Q4 2022
NVDANvidia Corp	$52.5M	2.92%	0.00%	+2.8%	Q4 2022
AAPLApple Inc.	$52M	2.89%	0.00%	-2.0%	Q4 2022
AMZNAmazon Com Inc	$45.1M	2.51%	0.00%	0.0%	Q4 2022
ABBVAbbVie Inc.	$30.5M	1.70%	0.01%	+0.5%	Q4 2022
JPMJPMorgan Chase & Co	$30.4M	1.69%	0.00%	-1.8%	Q4 2022
ORCLOracle Corp	$29.1M	1.62%	0.00%	-2.7%	Q4 2022
METAMeta Platforms, Inc.	$24.5M	1.36%	Not reported	+11.4%	Q4 2022
GOOGLAlphabet Inc.	$23.8M	1.32%	0.00%	+3.1%	Q4 2022
ABTAbbott Laboratories	$23.5M	1.31%	0.01%	-2.2%	Q4 2022
FTGCSynergetics, Inc.	$23.4M	1.30%	Not reported	-0.4%	Q4 2022
PHYSSprott Physical Gold Trust	$19.8M	1.10%	0.16%	-0.7%	Q4 2022
IAUIshares Gold Trust	$19.6M	1.09%	0.04%	-3.7%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.3M	1.08%	0.00%	+3.5%	Q1 2024
JNJJohnson & Johnson	$19.3M	1.07%	0.00%	+63.3%	Q4 2022
HDHome Depot, Inc.	$19.1M	1.06%	0.00%	+7.7%	Q4 2022
PLTRPalantir Technologies Inc.	$17.5M	0.97%	0.00%	-3.8%	Q1 2024
PSLVSprott Physical Silver Trust	$16.3M	0.91%	0.20%	-1.3%	Q4 2022
ARKBArk 21Shares Bitcoin ETF	$15.1M	0.84%	0.29%	+2.8%	Q1 2024
MSMorgan Stanley	$14.8M	0.82%	0.01%	-3.4%	Q4 2022
JFRNuveen Floating Rate Income Fund	$14.2M	0.79%	Not reported	-3.7%	Q4 2023
TJXTJX Companies Inc	$14.1M	0.79%	0.01%	-25.0%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$14M	0.78%	Not reported	+0.7%	Q4 2022
MOAltria Group, Inc.	$12.4M	0.69%	0.01%	-1.2%	Q4 2022
AXPAmerican Express Co	$11.6M	0.65%	0.01%	+38.9%	Q2 2024
KOCoca Cola Co	$11.5M	0.64%	0.00%	-7.0%	Q4 2022
BITBlackRock Multi-Sector Income Trust	$11M	0.61%	Not reported	+23.0%	Q4 2022
LLYELI LILLY & Co	$10.6M	0.59%	0.00%	-1.0%	Q4 2022
VZVerizon Communications Inc	$10.6M	0.59%	0.01%	-0.1%	Q4 2022
TSLATesla, Inc.	$10.3M	0.57%	0.00%	+8.1%	Q4 2022
VVisa Inc.	$10.2M	0.57%	0.00%	+0.5%	Q4 2022
MRKMerck & Co., Inc.	$10.1M	0.56%	0.00%	+397.2%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$10M	0.56%	Not reported	0.0%	Q4 2022
UNPUnion Pacific Corp	$9.92M	0.55%	0.01%	-2.4%	Q4 2022
RTXRTX Corp	$9.67M	0.54%	0.00%	+108.4%	Q4 2022
ORIOld Republic International Corp	$9.1M	0.51%	0.09%	-0.6%	Q1 2024
WMBWilliams Companies, Inc.	$9.02M	0.50%	0.01%	-0.4%	Q4 2022
OMCOmnicom Group Inc.	$9.01M	0.50%	0.06%	+2407.2%	Q4 2022
NEENextera Energy Inc	$8.98M	0.50%	0.01%	0.0%	Q4 2022
LNCLincoln National Corp	$8.74M	0.49%	0.11%	-2.2%	Q2 2025
XOMExxonMobil Holdings Corp	$8.73M	0.49%	0.00%	+4.0%	Q4 2022
PGPROCTER & GAMBLE Co	$8.73M	0.49%	0.00%	+1.9%	Q4 2022
DTEDte Energy Co	$8.7M	0.48%	0.03%	-0.9%	Q4 2023
ADIAnalog Devices Inc	$8.59M	0.48%	0.01%	+0.3%	Q4 2022
GOOGAlphabet Inc.	$8.56M	0.48%	Not reported	-0.1%	Q4 2022
SJMJ M SMUCKER Co	$8.5M	0.47%	0.07%	New	Q3 2025
MCDMcdonalds Corp	$8.45M	0.47%	0.00%	+1.8%	Q4 2022
UGIUgi Corp	$8.43M	0.47%	0.12%	+4.3%	Q4 2024
PDIPIMCO Dynamic Income Fund	$8.43M	0.47%	Not reported	-1.2%	Q4 2022

Premium opens every quarter this fund has filed