Cyndeo Wealth Partners portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 16, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Cyndeo Wealth Partners reported a $2.2 bn portfolio of 558 companies (562 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are MSFT, AAPL, NVDA. During the quarter it opened American Centy ETF Tr.
Sections with a free account
What changed this quarter
465 positions with a change (74 new, 212 added to, 151 trimmed, 28 sold). 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- American Centy ETF Tr+1.0 ppof portfolioNew— → 1.0%
- Vanguard Ftse Developed ETF+801%more sharesIncreased0.1% → 1.1%
- Microsoft−17%fewer sharesReduced3.4% → 3.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- MicrosoftMSFT3.7%
- AppleAAPL3.4%
- NVIDIANVDA3.3%
- BroadcomAVGO2.3%
- AlphabetGOOGL · GOOG2.2%
- Amazon.comAMZN1.9%
- AbbVieABBV1.7%
- Sprott Asset ManagementPHYS · PSLV1.6%
- Taiwan Semiconductor ManufacturingTSM1.5%
- First Tr Exchange Trad Fund VIFTGC1.5%
- Fidelity Total Bond ETFFBND1.4%
- Vanguard Most Sm-cap ETF-usd ETFVB1.3%
- First Tr Exchange-traded FundFTCB1.2%
- Vanguard Ftse Developed ETFVEA1.1%
- Meta PlatformsMETA1.1%
Portfolio by sector
- ● No sector 41%
- ● Information Technology 21%
- ● Financials 7%
- ● Health Care 7%
- ● Industrials 6%
- ● Communication Services 4%
- ● Consumer Discretionary 4%
- ● Consumer Staples 3%
- ● Energy 3%
- ● Utilities 2%
- ● Real Estate 1%
- ● Materials 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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