Tyche Wealth Partners LLC

CIK

2004818

Location

PLANO, TX

Portfolio Value

Small $474,848,209

Diversification

Diversified

Filing Date

Global Rank

#2,956 / 8,700 ▲ 79

Top Industry

Consumer Electronics 9.5%

Period ended 2 months ago

Filed Aug 6, 2026 · 38d

11 quarters · since Dec 2023

Portfolio Concentration

230 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

+2.9 pts

Top 5

33.0%

+3.7 pts

Top 10

46.4%

+4.4 pts

HHI

328

Diversified+71

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	20.4%	$96,881,742	31
Unclassified	18.3%	$86,852,358	13
Consumer Defensive	13.4%	$63,491,453	13
Financial Services	12.4%	$58,865,060	62
Energy	7.9%	$37,386,319	19
Consumer Cyclical	7.4%	$35,071,447	8
Industrials	7.3%	$34,516,868	31
Healthcare	5.2%	$24,662,083	17
Communication Services	4.2%	$19,929,421	10
Utilities	2.3%	$10,975,849	12
Basic Materials	0.8%	$3,876,193	7
Real Estate	0.5%	$2,339,416	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+36,939	47,585	$3,932,424
LAES	SEALSQ Corp	+28,000	72,600	$228,690
BNDX	Vanguard Total International Bond ETF	+17,164	43,296	$2,096,825
ARCC	Ares Capital Corp	+7,061	24,402	$452,169
GSBD	Goldman Sachs BDC, Inc.	+6,800	34,100	$323,268
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	+4,580	16,044	$154,664
CSX	Csx Corp	+3,600	11,578	$550,302
RTX	RTX Corp	+3,300	20,899	$3,965,167
SPY	Spdr S&P 500 ETF Trust	+3,098	70,359	$52,541,990
LIEN	Chicago Atlantic BDC, Inc.	+3,000	17,500	$170,975
MFIC	MidCap Financial Investment Corp	+2,500	26,000	$262,080
SLV	iShares Silver Trust	+2,174	11,984	$640,784
ET	Energy Transfer LP	+2,072	25,717	$491,709
PFE	Pfizer Inc	+2,024	21,503	$517,792
PANW	Palo Alto Networks Inc	+1,869	7,736	$2,638,130
LLY	ELI LILLY & Co	+1,564	4,653	$5,580,948
PLTR	Palantir Technologies Inc.	+1,488	3,003	$350,360
AVGO	Broadcom Inc.	+1,460	7,790	$2,942,672
OBDC	Blue Owl Capital Corp	+1,441	30,073	$326,893
KO	Coca Cola Co	+1,336	47,613	$3,869,508
MO	Altria Group, Inc.	+1,167	87,728	$6,312,029
CVX	Chevron Corp	+1,073	36,793	$6,098,807
GOOGL	Alphabet Inc.	+1,053	29,620	$10,544,183
C	Citigroup Inc	+873	4,884	$683,564
DIS	Walt Disney Co	+861	6,963	$670,188
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	−345,527	64,680	$3,409,929
CHRS	Coherus Oncology, Inc.	−39,666	201,202	$281,682
VB	Vanguard Morningstar Small-Cap ETF	−34,097	1,817	$550,769
NAD	Nuveen Quality Municipal Income Fund	−19,213	133,581	$1,619,001
SLND	Southland Holdings, Inc.	−10,000	80,598	$53,517
VZ	Verizon Communications Inc	−9,718	20,597	$872,076
SLI	Standard Lithium Ltd.	−7,644	14,014	$38,538
MFM	Aberdeen Municipal Income Fund	−6,956	70,307	$395,125
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−6,304	156,574	$1,838,178
MDLZ	Mondelez International, Inc.	−5,949	6,614	$382,553
XOM	ExxonMobil Holdings Corp	−5,118	158,826	$21,714,690
ATO	Atmos Energy Corp	−4,400	4,959	$854,286
AAPL	Apple Inc.	−4,180	127,353	$36,850,864
ABT	Abbott Laboratories	−3,958	10,956	$994,147
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−3,929	118,423	$1,515,814
PG	PROCTER & GAMBLE Co	−3,543	37,918	$5,560,295
—		−3,541	7,323	$372,228
VGM	Invesco Trust for Investment Grade Municipals	−3,450	78,648	$833,668
AWK	American Water Works Company, Inc.	−3,046	1,586	$208,685
NZF	Nuveen Municipal Credit Income Fund	−3,013	72,454	$918,716
TMUS	T-Mobile US, Inc.	−2,962	3,402	$570,617
MRK	Merck & Co., Inc.	−2,858	8,583	$1,102,915
HON	Honeywell International Inc	−2,419	3,391	$759,244
AMD	Advanced Micro Devices Inc	−2,375	1,423	$826,634
ACN	Accenture plc	−2,047	2,921	$363,489
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,391	$749,682
MU	Micron Technology Inc	572	$660,253
GLW	Corning Inc /Ny	2,306	$589,021
FTNT	Fortinet, Inc.	3,000	$460,860
AMAT	Applied Materials Inc /De	491	$354,993
DVN	Devon Energy Corp/De	8,337	$344,484
FISV	Fiserv Inc	6,250	$306,562
FIGR	Figure Technology Solutions, Inc.	8,800	$270,248
STX	Seagate Technology Holdings plc	258	$248,970
USB	US Bancorp De	3,788	$228,795
ANET	Arista Networks, Inc.	1,241	$210,821
KIM	Kimco Realty Corp	8,237	$208,807
UTF	Cohen & Steers Infrastructure Fund Inc	7,548	$208,249
EXR	Extra Space Storage Inc.	1,411	$205,018
LXEO	Lexeo Therapeutics, Inc.	10,000	$46,550
PSEC	Prospect Capital Corp	13,418	$30,995
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	553,451	$52,298,517
FBCG	Fidelity Blue Chip Growth ETF	536,815	$19,303,867
AAAP	Pacer Barings CLO Market Flex ETF	318,952	$16,591,495
VIGI	Vanguard International Dividend Appreciation ETF	59,702	$8,841,866
CWI	State Street SPDR MSCI ACWI ex-US ETF	161,886	$7,430,973
ANEW	ProShares MSCI Transformational Changes ETF	88,109	$6,632,865
DCOR	Dimensional US Core Equity 1 ETF	146,470	$6,611,048
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	65,623	$5,724,714
ACKY	VistaShares Target 15 ACKtivist Distribution ETF	136,295	$5,712,123
FNDA	Schwab Fundamental U.S. Small Company ETF	142,299	$4,119,887
ACSG	American Century Small Cap Growth Insights ETF	46,286	$3,889,930
BKF	iShares MSCI BIC ETF	15,999	$2,902,538
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	19,296	$2,078,504
IVZ	Invesco Ltd.	41,867	$2,077,021
AGNG	Global X Funds Global X Aging Population ETF	29,004	$2,054,643
APH	Amphenol Corp /De/	7,448	$1,882,109
BNDW	Vanguard Total World Bond ETF	20,465	$1,682,411
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	49,065	$1,637,141
BCLO	iShares BBB-B CLO Active ETF	31,458	$1,633,613
ABI	VictoryShares Pioneer Asset-Based Income ETF	8,404	$1,612,895
AFK	VanEck Africa Index ETF	19,626	$1,226,250
CASY	Caseys General Stores Inc	1,651	$1,201,696
BAB	Invesco Taxable Municipal Bond ETF	31,631	$913,474
CTVA	Corteva, Inc.	10,029	$839,527
WEC	Wec Energy Group, Inc.	6,875	$795,918
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

230 tracked positions · $474,848,209 total · filing declares 339 positions · $712,352,711 · as of Jun 30, 2026

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

Showing 1–50 of 230 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	70,359	+3,098	$52,541,990	+20.1%	11.07%
AAPL	Apple Inc. Technology	Reduced	127,353	-4,180	$36,850,864	+10.4%	7.76%
PEP	Pepsico Inc Consumer Defensive	Added	196,170	+68	$26,561,418	−12.8%	5.59%
XOM	ExxonMobil Holdings Corp Energy	Reduced	158,826	-5,118	$21,714,690	−21.9%	4.57%
QQQ	Invesco Qqq Trust, Series 1	Reduced	25,690	-233	$18,918,116	+26.4%	3.98%
NVDA	Nvidia Corp Technology	Reduced	84,467	-149	$16,901,002	+14.5%	3.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	57,308	-1,204	$13,658,788	+12.1%	2.88%
MSFT	Microsoft Corp Technology	Reduced	32,378	-2,039	$12,077,641	−5.2%	2.54%
GOOGL	Alphabet Inc. Communication Services	Added	29,620	+1,053	$10,544,183	+28.5%	2.22%
WMT	Walmart Inc. Consumer Defensive	Reduced	91,712	-1,550	$10,387,301	−10.4%	2.19%
TSLA	Tesla, Inc. Consumer Cyclical	Added	23,637	+27	$9,941,722	+13.3%	2.09%
V	Visa Inc. Financial Services	Reduced	25,208	-28	$8,648,612	+13.4%	1.82%
TXN	Texas Instruments Inc Technology	Reduced	27,090	-470	$8,074,716	+50.9%	1.70%
CAT	Caterpillar Inc Industrials	Reduced	7,284	-79	$7,756,731	+48.7%	1.63%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	20,119	-15	$6,585,552	+11.2%	1.39%
MO	Altria Group, Inc. Consumer Defensive	Added	87,728	+1,167	$6,312,029	+10.5%	1.33%
CVX	Chevron Corp Energy	Added	36,793	+1,073	$6,098,807	−17.5%	1.28%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,234	+803	$6,078,087	+12.5%	1.28%
JNJ	Johnson & Johnson Healthcare	Reduced	22,399	-5	$5,688,674	+3.9%	1.20%
LLY	ELI LILLY & Co Healthcare	Added	4,653	+1,564	$5,580,948	+96.4%	1.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	37,918	-3,543	$5,560,295	−7.2%	1.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,828	-554	$5,451,919	−14.3%	1.15%
ABBV	AbbVie Inc. Healthcare	Reduced	17,400	-1,730	$4,378,536	+5.2%	0.92%
NEE	Nextera Energy Inc Utilities	Reduced	46,868	-1,102	$4,113,604	−7.7%	0.87%
RTX	RTX Corp Industrials	Added	20,899	+3,300	$3,965,167	+16.8%	0.84%
WFC	Wells Fargo & Company/Mn Financial Services	Added	47,585	+36,939	$3,932,424	+364.0%	0.83%
KO	Coca Cola Co Consumer Defensive	Added	47,613	+1,336	$3,869,508	+9.9%	0.81%
GS	Goldman Sachs Group Inc Financial Services	Reduced	3,812	-964	$3,855,342	−4.6%	0.81%
MA	Mastercard Inc Financial Services	Reduced	7,173	-925	$3,684,052	−9.0%	0.78%
BAI	iShares A.I. Innovation and Tech Active ETF	Reduced	64,680	-345,527	$3,409,929	−78.1%	0.72%
VIG	Vanguard Dividend Appreciation ETF	Reduced	14,101	-259	$3,336,578	+8.0%	0.70%
NDMO	Nuveen Dynamic Municipal Opportunities Fund Financial Services	Added	293,874	+381	$3,059,228	+1.3%	0.64%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	16,729	-252	$3,026,443	+7.8%	0.64%
AVGO	Broadcom Inc. Technology	Added	7,790	+1,460	$2,942,672	+50.2%	0.62%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,740	+8	$2,854,143	+95.9%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,683	+143	$2,843,716	+7.1%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,428	-1,204	$2,818,792	−22.0%	0.59%
GLD	Spdr Gold Trust	Added	7,575	+709	$2,790,478	−5.5%	0.59%
SO	Southern Co Utilities	Added	28,092	+308	$2,688,685	+0.3%	0.57%
PANW	Palo Alto Networks Inc Technology	Added	7,736	+1,869	$2,638,130	+180.5%	0.56%
CIFR	Cipher Digital Inc. Technology	Held	100,000	0	$2,450,000	+90.4%	0.52%
AME	Ametek Inc/ Industrials	Added	10,047	+7	$2,430,771	+12.9%	0.51%
NFLX	Netflix Inc Communication Services	Added	31,935	+163	$2,280,159	−25.4%	0.48%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,150	-260	$2,140,494	+46.2%	0.45%
BNDX	Vanguard Total International Bond ETF	Added	43,296	+17,164	$2,096,825	+67.0%	0.44%
UNP	Union Pacific Corp Industrials	Reduced	7,493	-59	$2,038,096	+11.2%	0.43%
META	Meta Platforms, Inc. Communication Services	Added	3,516	+233	$1,980,527	+5.4%	0.42%
ITW	Illinois Tool Works Inc Industrials	Reduced	7,119	-1,414	$1,925,475	−13.3%	0.41%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Reduced	156,574	-6,304	$1,838,178	+0.5%	0.39%
LMT	Lockheed Martin Corp Industrials	Added	3,190	+45	$1,625,177	−14.5%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.