account_balance
Investment manager · 13F filer · SEC CIK 1950947
Cyndeo Wealth Partners, LLC
Reported value$2.12Bas of Jun 30, 2026
Positions517 56 new, 17 sold out
Top 10 weight22.4%MSFT alone is 3%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
3.4%
AAPLApple Inc
3.2%Added +3%
AVGOBroadcom Inc
3.0%
NVDANvidia Corporation
3.0%
AMZNAmazon Com Inc
2.2%Added +2%
ABBVAbbvie Inc
1.6%
GOOGLAlphabet Inc
1.6%Trimmed −7%
FTGCFirst Tr Exchange Trad Fd Vi
1.5%Added +2%
VBVanguard Index FDS
1.5%Added +6%
FBNDFidelity Merrimack STR Tr
1.4%Added +3%
TSMTaiwan Semiconductor MFG Ltd
1.4%Added +3%
FTCBFirst Tr Exchange-traded Fd
1.2%Added +3%
MSFTMicrosoft Corp
3.4%
AAPLApple Inc
3.2%Added +3%
AVGO3.0%NVDA3.0%AMZNAmazon Com Inc
2.2%Added +2%
ABBV1.6%GOOGL1.6%FTGC1.5%
VB1.5%
FBND1.4%
TSM1.4%FTCB1.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 3.4% HeldAAPL Apple Inc 3.2% Added +3%AVGO Broadcom Inc 3.0% HeldNVDA Nvidia Corporation 3.0% HeldAMZN Amazon Com Inc 2.2% Added +2%ABBV Abbvie Inc 1.6% HeldGOOGL Alphabet Inc 1.6% Trimmed −7%
FTGC First Tr Exchange Trad Fd Vi 1.5% Added +2%
VB Vanguard Index FDS 1.5% Added +6%
FBND Fidelity Merrimack STR Tr 1.4% Added +3%
TSM Taiwan Semiconductor MFG Ltd 1.4% Added +3%FTCB First Tr Exchange-traded Fd 1.2% Added +3%
What changed