Cyndeo Wealth Partners, LLC Portfolio Holdings

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

Cyndeo Wealth Partners, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.74 Billion distributed in 477 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $86.6M, Broadcom Inc. with a value of $62.4M, Apple Inc. with a value of $56.1M, Nvidia Corp with a value of $54.1M, and Amazon Com Inc with a value of $48.9M.

Examining the 13F form we can see an increase of $23.3M in the current position value, from $1.72B to 1.74B.

Cyndeo Wealth Partners, LLC is based out at St. Petersburg, FL

Below you can find more details about Cyndeo Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.74 Billion
ETFs: $529 Million
Technology: $373 Million
Financial Services: $223 Million
Healthcare: $147 Million
Consumer Cyclical: $117 Million
Industrials: $77.5 Million
Communication Services: $76.7 Million
Consumer Defensive: $72.7 Million
Other: $117 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.18 Million 0.07% of portfolio
5,177
Q4 2025 Added 1.63%
$317B
$1.17 Million 0.07% of portfolio
13,978
Q4 2025 Reduced 2.11%
$0
$1.21 Million 0.07% of portfolio
4,156
Q4 2025 Reduced 0.36%
$148B
$1.22 Million 0.07% of portfolio
15,031
Q4 2025 Reduced 0.43%
$0
$1.3 Million 0.07% of portfolio
27,721
Q4 2025 Reduced 0.79%
$43.5B
$982,000 0.06% of portfolio
2,605
Q4 2025 Reduced 0.19%
$91.4B
$1.04 Million 0.06% of portfolio
6,291
Q4 2025 Reduced 4.81%
$65.7B
$1.05 Million 0.06% of portfolio
3,691
Q3 2025 Reduced 5.14%
$190B
$1.01 Million 0.06% of portfolio
10,330
Q4 2025 Added 5.86%
$0
$1.01 Million 0.06% of portfolio
41,854
Q3 2025 Reduced 4.88%
$0
$1.02 Million 0.06% of portfolio
10,618
Q4 2025 Added 3.24%
$0
$1.05 Million 0.06% of portfolio
9,800
Q3 2025 Reduced 2.74%
$4.41B
$1.05 Million 0.06% of portfolio
39,268
Q4 2025 Reduced 25.23%
$0
$1.07 Million 0.06% of portfolio
3,692
Q4 2025 Added 1.71%
$270B
$1.11 Million 0.06% of portfolio
14,617
Q3 2025 Reduced 0.83%
$0
$982,000 0.06% of portfolio
36,801
Q4 2025 New
$0
$1.13 Million 0.06% of portfolio
2,763
Q4 2025 Reduced 7.41%
$0
$1.12 Million 0.06% of portfolio
5,427
Q4 2025 Added 177.74%
$0
$1.06 Million 0.06% of portfolio
11,569
Q4 2025 Added 99.81%
$0
$1.1 Million 0.06% of portfolio
3,907
Q4 2025 New
$132B
$1.05 Million 0.06% of portfolio
5,362
Q4 2025 Reduced 2.38%
$0
$1.12 Million 0.06% of portfolio
12,760
Q4 2025 New
$140B
$1.07 Million 0.06% of portfolio
4,751
Q4 2025 Added 0.06%
$0
$1.09 Million 0.06% of portfolio
26,600
Q2 2025 Reduced 42.92%
$0
$998,000 0.06% of portfolio
14,598
Q3 2025 Reduced 0.5%
$0
$794,000 0.05% of portfolio
15,612
Q4 2025 New
$0
$882,000 0.05% of portfolio
70,000
Q3 2025 Reduced 0.43%
$0
$792,000 0.05% of portfolio
10,153
Q4 2022 New
$2.07B
$924,000 0.05% of portfolio
46,841
Q4 2022 New
$0
$932,000 0.05% of portfolio
9,855
Q4 2025 Added 3.28%
$0
$877,000 0.05% of portfolio
6,335
Q4 2025 Reduced 17.62%
$181B
$848,000 0.05% of portfolio
33,304
Q4 2025 Reduced 5.1%
$0
$947,000 0.05% of portfolio
3,561
Q4 2025 Reduced 4.51%
$121B
$803,000 0.05% of portfolio
954
Q3 2025 Added 1.38%
$237B
$800,000 0.05% of portfolio
5,238
Q4 2025 Reduced 22.79%
$0
$893,000 0.05% of portfolio
9,402
Q4 2025 Added 8.58%
$224M
$911,000 0.05% of portfolio
16,185
Q4 2025 New
$69.4B
$865,000 0.05% of portfolio
10,551
Q4 2025 Reduced 1.96%
$0
$943,000 0.05% of portfolio
13,303
Q4 2025 Added 1.99%
$0
$883,000 0.05% of portfolio
15,747
Q4 2025 Added 6.34%
$0
$888,000 0.05% of portfolio
15,142
Q4 2025 Reduced 0.43%
$0
$955,000 0.05% of portfolio
21,519
Q4 2025 Added 0.5%
$0
$807,000 0.05% of portfolio
2,341
Q1 2025 Added 0.39%
$74.9B
$796,000 0.05% of portfolio
3,263
Q4 2025 Added 0.09%
$44B
$830,000 0.05% of portfolio
477
Q3 2025 Reduced 6.29%
$45.5B
$823,000 0.05% of portfolio
5,206
Q4 2025 Reduced 4.11%
$0
$745,000 0.04% of portfolio
8,279
Q4 2025 Reduced 3.26%
$59.5B
$776,000 0.04% of portfolio
17,311
Q4 2025 Reduced 10.54%
$98.6B
$733,000 0.04% of portfolio
8,095
Q4 2025 Added 3.2%

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $1.74 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 34 stocks
  • Additional Purchases 211 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
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