1y return+13.8%S&P 500 +20.9%
3y return+47.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $156 against $195 in the S&P 500.2
Cyndeo Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $71.8M | 3.4% | |
| AAPLApple Inc | $67.5M | 3.2% | +3.3% |
| AVGOBroadcom Inc | $64.5M | 3.0% | |
| NVDANvidia Corporation | $63.4M | 3.0% | |
| AMZNAmazon Com Inc | $47.6M | 2.2% | +2.2% |
| ABBVAbbvie Inc | $34.5M | 1.6% | |
| GOOGLAlphabet Inc | $33.8M | 1.6% | −6.7% |
| FTGCFirst Tr Exchange Trad Fd Vi | $31.3M | 1.5% | +2.2% |
| VBVanguard Index Fds | $31.1M | 1.5% | +5.8% |
| FBNDFidelity Merrimack Str Tr | $30.2M | 1.4% | +2.7% |
| TSMTaiwan Semiconductor Mfg Ltd | $29.7M | 1.4% | +3.3% |
| FTCBFirst Tr Exchange-traded Fd | $25.8M | 1.2% | +2.8% |
| JPMJpmorgan Chase & Co. | $25.4M | 1.2% | |
| UCONFirst Tr Exchng Traded Fd Vi | $21.7M | 1.0% | +3.9% |
| LLYEli Lilly & Co | $21.5M | 1.0% | |
| IGIBIshares Tr | $21.3M | 1.0% | +3.9% |
| YLDPrincipal Exchange Traded Fd | $21.2M | 1.0% | +3.9% |
| GSYInvesco Actively Managed Exc | $21.0M | 1.0% | +3.9% |
| FTSLFirst Tr Exchange-traded Fd | $21.0M | 1.0% | +4.8% |
| XOMExxon Mobil Corp | $20.9M | 1.0% | New |
| VUGVanguard Index Fds | $20.2M | 1.0% | +1.4% |
| JNJJohnson & Johnson | $19.9M | 0.9% | −3.8% |
| IVVIshares Tr | $19.4M | 0.9% | +5.4% |
| IAUIshares Gold Tr | $18.7M | 0.9% | |
| METAMeta Platforms Inc | $18.2M | 0.9% | −2.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $63.4M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $64.5M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $18.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $33.8M |
| TSMTaiwan Semiconductor Mfg Ltd | March 31, 2024 | +251.0% | $29.7M |
| LLYEli Lilly & Co | December 31, 2022 | +227.9% | $21.5M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $47.6M |
| CSCOCisco Sys Inc | December 31, 2022 | +146.6% | $16.7M |
| MSMorgan Stanley | December 31, 2022 | +145.9% | $14.8M |
| JPMJpmorgan Chase & Co. | December 31, 2022 | +144.1% | $25.4M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $25.8M
- HCAHca Healthcare Inc was $4.2M
- AAAlcoa Corp was $4.1M
- FTXOFirst Tr Exchange Traded Fd was $1.5M
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- EMGFIshares Inc was $731K
- IYFIshares Tr was $559K
- TERTeradyne Inc was $359K
- MNSTMonster Beverage Corp New was $355K
- JUCYEtf Ser Solutions was $311K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | +0.7% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
| March 31, 2023 | +2.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cyndeo Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1950947&type=13F-HR&dateb=&owner=include&count=40CIK 1950947
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1950947/000195094726000003/Filed July 21, 2026 · accession 0001950947-26-000003