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Cyndeo Wealth Partners, LLC
hedge fundUpdated 20 days agoManaged by Cyndeo Wealth Partners, Llc • Latest filing Q3 2026
Portfolio value
$2.2B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.9B |
| Q1 2026 | $1.9B |
| Q2 2026 | $2.1B |
| Q3 2026 | $2.2B |
Top holdings
562 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $81.5M | 158.9K | 3.69% | Trimmed(-17.4%) | |
| 2 | $75.4M | 226.4K | 3.41% | Trimmed(-3.0%) | |
| 3 | $72.6M | 318.1K | 3.29% | Added(+0.3%) | |
| 4 | $50.3M | 143.3K | 2.28% | Trimmed(-16.0%) | |
| 5 | $42.5M | 170.6K | 1.92% | Trimmed(-14.5%) | |
| 6 | $36.9M | 141.0K | 1.67% | Added(+2.8%) | |
| 7 | $35.8M | 104.0K | 1.62% | Added(+10.1%) | |
| 8 | $33.4M | 73.3K | 1.51% | Added(+17.8%) | |
| 9 | $32.9M | 1.08M | 1.49% | Trimmed(-7.0%) | |
| 10 | $31.9M | 737.5K | 1.45% | Added(+11.3%) | |
| 11 | $29.3M | 102.9K | 1.32% | Added(+0.3%) | |
| 12 | $26.7M | 1.35M | 1.21% | Added(+9.2%) | |
| 13 | $24.5M | 347.3K | 1.11% | Added(+801.2%) | |
| 14 | $23.9M | 33.0K | 1.08% | Added(+1.9%) | |
| 15 | ? N/A AMERICAN CENTY ETF TR | $22.7M | 241.5K | 1.03% | — |
| 16 | $22.5M | 138.3K | 1.02% | Trimmed(-9.6%) | |
| 17 | $22.3M | 500.0K | 1.01% | Added(+6.5%) | |
| 18 | $22.2M | 934.0K | 1.00% | Added(+7.0%) | |
| 19 | $22.1M | 442.9K | 1.00% | Added(+5.7%) | |
| 20 | ? N/A PRINCIPAL EXCHANGE TRADED FD | $21.8M | 1.18M | 0.99% | Added(+6.4%) |