Cyndeo Wealth Partners, LLC

CIK

1950947

Location

ST. PETERSBURG, FL

Portfolio Value

Micro $23,113,531

Diversification

Diversified

Filing Date

Global Rank

#1,264 / 8,232 ▲ 121

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-3.1%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.7%

SPY

+76.5%

Annualised alpha

-3.0%

Max drawdown

−15.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

263 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.4%

−0.9 pts

Top 5

20.9%

−2.2 pts

Top 10

30.6%

−3.5 pts

HHI

162

Diversified−23

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$365,625,809	44
Financial Services	16.2%	$214,956,559	56
Healthcare	11.1%	$147,614,662	28
Consumer Cyclical	7.7%	$102,034,518	14
Consumer Defensive	7.0%	$92,942,125	19
Industrials	6.0%	$79,098,917	35
Communication Services	6.0%	$79,011,598	11
Unclassified	5.5%	$73,388,045	12
Energy	5.5%	$73,344,383	18
Utilities	4.2%	$55,944,824	10
Real Estate	1.7%	$23,113,531	8
Basic Materials	1.5%	$20,065,918	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+415,587	516,751	$14,510,368
T	At&T Inc.	+355,583	388,887	$11,273,834
JFR	Nuveen Floating Rate Income Fund	+265,100	1,795,370	$13,501,182
GIS	General Mills Inc	+211,496	217,332	$8,089,097
ARKB	Ark 21Shares Bitcoin ETF	+192,174	605,946	$13,627,725
BMY	Bristol Myers Squibb Co	+166,653	175,657	$10,653,597
PDI	PIMCO Dynamic Income Fund	+147,900	619,822	$10,605,154
O	Realty Income Corp	+141,181	148,073	$9,059,106
MET	Metlife Inc	+127,222	132,703	$9,384,756
OKE	Oneok Inc /New/	+108,448	118,738	$10,732,727
CSCO	Cisco Systems, Inc.	+104,786	133,827	$10,383,636
XOM	Exxon Mobil Corp	+72,594	151,849	$25,762,701
CVX	Chevron Corp	+53,658	67,900	$14,048,510
BIT	BlackRock Multi-Sector Income Trust	+42,300	879,881	$11,016,110
TETH	21Shares Ethereum ETF	+33,554	75,377	$789,197
NVDA	Nvidia Corp	+25,207	315,115	$54,956,056
MSFT	Microsoft Corp	+22,031	192,584	$71,288,819
DUK	Duke Energy CORP	+21,814	83,978	$10,996,079
BXSL	Blackstone Secured Lending Fund	+20,700	59,968	$1,420,641
RTX	RTX Corp	+19,671	78,940	$15,227,526
AEP	American Electric Power Co Inc	+18,988	82,863	$10,861,682
ETN	Eaton Corp plc	+18,208	26,291	$9,403,501
NFLX	Netflix Inc	+16,986	46,926	$4,511,934
AAPL	Apple Inc.	+16,122	225,818	$57,310,350
TXN	Texas Instruments Inc	+15,816	46,730	$9,072,162
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−511,692	545,035	$13,293,403
WMB	Williams Companies, Inc.	−144,349	3,554	$258,660
PHYS	Sprott Physical Gold Trust	−133,333	563,098	$19,956,193
EPD	Enterprise Products Partners L.P.	−97,169	29,787	$1,127,140
TGT	Target Corp	−86,129	2,601	$315,241
SLDE	Slide Insurance Holdings, Inc.	−75,039	39,677	$714,186
UPS	United Parcel Service Inc	−69,947	22,086	$2,172,820
WBD	Warner Bros. Discovery, Inc.	−50,060	8,629	$236,952
JNJ	Johnson & Johnson	−48,688	81,343	$19,883,482
EVV	Eaton Vance Ltd Duration Income Fund	−35,891	401,237	$3,791,689
PG	PROCTER & GAMBLE Co	−32,082	22,774	$3,289,476
MS	Morgan Stanley	−26,737	66,832	$10,998,542
AMGN	Amgen Inc	−24,041	1,760	$619,256
DEA	Easterly Government Properties, Inc.	−24,000	17,852	$382,568
HURA	TuHURA Biosciences, Inc./NV	−20,436	10,627	$19,022
MRK	Merck & Co., Inc.	−18,586	104,497	$12,569,944
JPM	Jpmorgan Chase & Co	−18,485	77,504	$22,798,576
IAU	Ishares Gold Trust	−17,835	247,820	$21,847,811
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−16,401	60,250	$20,361,487
ETH	Grayscale Ethereum Staking Mini ETF	−15,704	11,955	$237,426
ACN	Accenture plc	−14,235	4,259	$844,517
AMZN	Amazon Com Inc	−13,174	195,236	$40,661,801
AMT	American Tower Corp /Ma/	−12,676	1,473	$254,210
AVGO	Broadcom Inc.	−11,980	169,994	$52,614,842
ANET	Arista Networks, Inc.	−11,846	25,600	$3,143,168
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
KHC	Kraft Heinz Co	404,653	$9,100,645
CLX	Clorox Co /De/	79,311	$8,218,998
APH	Amphenol Corp /De/	33,800	$4,270,630
AA	Alcoa Corp	61,389	$4,071,932
TTE	TotalEnergies SE	34,682	$3,155,368
WDC	Western Digital Corp	5,802	$1,569,382
FITB	Fifth Third Bancorp	13,044	$606,024
CVS	CVS HEALTH Corp	6,159	$442,339
CRWV	CoreWeave, Inc.	4,098	$317,472
RL	Ralph Lauren Corp	701	$241,136
CTAS	Cintas Corp	1,375	$232,567
MPLX	Mplx LP	4,015	$229,136
SLB	Slb Limited/Nv	4,327	$222,364
ED	Consolidated Edison Inc	1,927	$218,097
DOW	Dow Inc.	5,113	$212,956
SUN	Sunoco LP	3,171	$206,019
OWL	Blue Owl Capital Inc.	19,956	$182,198
JOBY	Joby Aviation, Inc.	12,494	$103,200
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ORI	Old Republic International Corp	220,721	$10,073,706
LNC	Lincoln National Corp	224,376	$9,991,463
DVN	Devon Energy Corp/De	225,812	$8,271,493
GSK	GSK plc	158,715	$7,783,383
RITM	Rithm Capital Corp.	646,257	$7,044,201
BBY	Best Buy Co Inc	102,346	$6,850,017
CMG	Chipotle Mexican Grill Inc	48,588	$1,797,756
TTWO	Take Two Interactive Software Inc	5,102	$1,306,265
IBIT	iShares Bitcoin Trust ETF	12,683	$629,710
EXPE	Expedia Group, Inc.	1,516	$429,497
HRTX	Heron Therapeutics, Inc. /De/	248,087	$322,513
SLV	iShares Silver Trust	4,770	$307,283
NVO	Novo Nordisk A S	5,847	$297,495
BKNG	Booking Holdings Inc.	51	$273,121
MFC	Manulife Financial Corp	6,986	$253,452
HUM	Humana Inc	972	$248,958
ARCC	Ares Capital Corp	12,192	$246,644
RF	Regions Financial Corp	8,936	$242,165
GWW	W.W. Grainger, Inc.	238	$240,153
IQV	Iqvia Holdings Inc.	1,030	$232,172
MKL	Markel Group Inc.	102	$219,264
JKHY	Jack Henry & Associates Inc	1,179	$215,143
FIS	Fidelity National Information Services, Inc.	3,212	$213,469
NKE	NIKE, Inc.	3,236	$206,165
MMD	NYLI MacKay DefinedTerm Muni Opportunities Fund	10,655	$158,439
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $23,113,531 total · Real Estate only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
O	Realty Income Corp Real Estate	Added	148,073	+141,181	$9,059,106	+2231.8%	39.19%
PLD	Prologis, Inc. Real Estate	Added	65,934	+7,154	$8,715,156	+16.1%	37.71%
IRM	Iron Mountain Inc Real Estate	Added	29,951	+101	$3,059,195	+23.6%	13.24%
DLR	Digital Realty Trust, Inc. Real Estate	Added	5,345	+139	$963,222	+19.6%	4.17%
EGP	Eastgroup Properties Inc Real Estate	Added	2,197	+9	$406,642	+4.3%	1.76%
DEA	Easterly Government Properties, Inc. Real Estate	Reduced	17,852	-24,000	$382,568	−56.9%	1.66%
WELL	Welltower Inc. Real Estate	Reduced	1,383	-9	$273,432	+5.8%	1.18%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	1,473	-12,676	$254,210	−89.8%	1.10%