Cyndeo Wealth Partners, LLC - Portfolio Stock Holdings
Cyndeo Wealth Partners, LLC disclosed 533 stock positions in a recent SEC 13F filing. $2,117,829,607 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and AVGO. This filing represented positions held on June 30, 2026, and was filed on July 21, 2026.We estimate the fund has a total AUM of $3,151,489,364 and has 28 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
533Est. Stock Holding Value:
$2,117,829,607Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cyndeo Wealth Partners, LLC
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