Cyndeo Wealth Partners, LLC - Portfolio Stock Holdings
Cyndeo Wealth Partners, LLC disclosed 521 stock positions in a recent SEC 13F filing. $1,903,934,641 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and NVDA. This filing represented positions held on March 31, 2026, and was filed on April 13, 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:
March 31, 2026No. of Stocks:
521Est. Stock Holding Value:
$1,903,934,641Top Stock Holdings By Sector
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Portfolio Stock Holdings - Cyndeo Wealth Partners, LLC
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