Cyndeo Wealth Partners, LLC: 13F holdings
CIK 19509472026Q2
| Positions | 517 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 517 (+39 vs prior quarter) |
|---|
| Reported value | $2.1bn (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MSFT MICROSOFT CORP | 192,374 | $71.8m | 3.3% |
| AAPL APPLE INC | 233,368 | $67.5m | 3.1% |
| AVGO BROADCOM INC | 170,727 | $64.5m | 3.0% |
| NVDA NVIDIA CORPORATION | 317,047 | $63.4m | 3.0% |
| AMZN AMAZON COM INC | 199,523 | $47.6m | 2.2% |
| ABBV ABBVIE INC | 137,211 | $34.5m | 1.6% |
| GOOGL ALPHABET INC | 94,514 | $33.8m | 1.6% |
| FTGC FIRST TR EXCHANGE TRAD FD VI | 1,157,535 | $31.3m | 1.5% |
| VB VANGUARD INDEX FDS | 102,541 | $31.1m | 1.4% |
| FBND FIDELITY MERRIMACK STR TR | 662,811 | $30.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1950947")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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