CIK 1950947
Cyndeo Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
477
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 477
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 39K | $1M+ | SH |
| IYW | ISHARES TR | 12K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 45K | $1M+ | SH |
| DRSK | ETF SER SOLUTIONS | 80K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| IYF | ISHARES TR | 17K | $1M+ | SH |
| CSCO | CISCO SYS INC | 29K | $1M+ | SH |
| SLDE | SLIDE INS HLDGS INC | 115K | $1M+ | SH |
| QTEC | FIRST TR NASDAQ 100 TECH IND | 10K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 6K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 30K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 14K | $1M+ | SH |
| ITOT | ISHARES TR | 14K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 7K | $1M+ | SH |
| SSB | SOUTHSTATE BK CORP | 22K | $1M+ | SH |
| GOVT | ISHARES TR | 90K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| INMU | BLACKROCK ETF TRUST II | 84K | $1M+ | SH |
| IWB | ISHARES TR | 5K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 38K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 12K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 9K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 82K | $1M+ | SH |
| TLH | ISHARES TR | 18K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 4K | $1M+ | SH |
| EFV | ISHARES TR | 25K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 49K | $1M+ | SH |
| FXR | FIRST TR EXCHANGE TRADED FD | 22K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 8K | $1M+ | SH |
| AVK | ADVENT CONV & INCOME FD | 138K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 6K | $1M+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 29K | $1M+ | SH |
| SMLF | ISHARES TR | 23K | $1M+ | SH |
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 59K | $1M+ | SH |
| BP | BP PLC | 49K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| INTC | INTEL CORP | 45K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 30K | $1M+ | SH |
| PFFD | GLOBAL X FDS | 86K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 21K | $1M+ | SH |
| SHOP | SHOPIFY INC | 10K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 3K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 10K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| BOND | PIMCO ETF TR | 16K | $1M+ | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 32K | $1M+ | SH |