1y return+19.3%S&P 500 +20.9%
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, 2023: $142 against $157 in the S&P 500.2
Tyche 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 |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $52.5M | 7.4% | +4.6% |
| AAPLApple Inc | $36.9M | 5.2% | −3.2% |
| PEPPepsico Inc | $26.6M | 3.7% | |
| Exxon Mobil CorpCUSIP 30231G102 | $21.7M | 3.0% | −3.1% |
| FMDEFidelity Covington Trust | $21.6M | 3.0% | |
| QQQInvesco Qqq Tr | $18.9M | 2.7% | |
| PTLCPacer Fds Tr | $17.0M | 2.4% | +3.0% |
| NVDANvidia Corporation | $16.9M | 2.4% | |
| IVVIshares Tr | $15.7M | 2.2% | +31.5% |
| MUBIshares Tr | $14.5M | 2.0% | +15.1% |
| AMZNAmazon Com Inc | $13.7M | 1.9% | −2.1% |
| AISTidal Trust III | $12.2M | 1.7% | +5.2% |
| MSFTMicrosoft Corp | $12.1M | 1.7% | −5.9% |
| ROMProshares Tr | $12.0M | 1.7% | |
| WMTWalmart Inc | $10.4M | 1.5% | −1.7% |
| TSLATesla Inc | $9.9M | 1.4% | |
| VYMVanguard Whitehall Fds | $9.2M | 1.3% | −2.6% |
| VVisa Inc | $8.6M | 1.2% | |
| TXNTexas Instrs Inc | $8.1M | 1.1% | −1.7% |
| LMUBIshares Tr | $7.9M | 1.1% | +21.1% |
| CATCaterpillar Inc | $7.8M | 1.1% | −1.1% |
| COROBlackrock Etf Trust | $7.6M | 1.1% | +20.2% |
| SPDWSpdr Index Shs Fds | $7.1M | 1.0% | +8.7% |
| GOOGLAlphabet Inc | $6.9M | 1.0% | +1.7% |
| JPMJpmorgan Chase & Co | $6.6M | 0.9% |
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, 2023 | +304.0% | $16.9M |
| AISTidal Trust III | March 31, 2025 | +296.1% | $12.2M |
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $7.8M |
| ROMProshares Tr | December 31, 2023 | +192.4% | $12.0M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $6.9M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $10.4M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $5.6M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $6.6M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $18.9M |
| MOAltria Group Inc | December 31, 2023 | +78.4% | $6.3M |
Sold off last quarter
- IUSBIshares Tr was $2.4M
- Honeywell Intl IncCUSIP 438516106 was $1.3M
- CASYCaseys Gen Stores Inc was $1.2M
- APHAmphenol Corp was $941K
- CTVACorteva Inc was $840K
- WECWec Energy Group Inc was $796K
- CMECme Group Inc was $734K
- MSIMotorola Solutions Inc was $615K
- RSGRepublic Svcs Inc was $604K
- SHWSherwin Williams Co was $586K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.4% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tyche Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2004818&type=13F-HR&dateb=&owner=include&count=40CIK 2004818
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2004818/000195175726001105/Filed August 6, 2026 · accession 0001951757-26-001105