Tyche Wealth Partners LLC
Filing Date
Global Rank
#3,122
/ 8,818
▼ 73
Top Industry
Consumer Electronics
9.4%
Period ended 4 months ago
Filed Aug 6, 2026 · 3mo
11 quarters · since Dec 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 43.0%, 35.4 effective positions, active share 57.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
17.9% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 9.4 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 57.4%; sector active share 39.5% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
339 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
9.6%
+1.1 pts
Top 5
29.2%
−0.2 pts
Top 10
43.0%
+1.0 pts
HHI
282
Diversified+22
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.1% | $321,287,980 |
| Technology | 13.6% | $96,881,742 |
| Consumer Defensive | 8.9% | $63,491,453 |
| Financial Services | 8.6% | $61,499,462 |
| Energy | 5.3% | $37,386,312 |
| Consumer Cyclical | 4.9% | $35,071,447 |
| Industrials | 4.8% | $34,516,868 |
| Healthcare | 3.5% | $24,662,083 |
| Communication Services | 2.8% | $19,929,421 |
| Utilities | 1.6% | $11,119,420 |
| Basic Materials | 0.5% | $3,876,193 |
| Real Estate | 0.3% | $2,339,416 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WFC | Wells Fargo & Company | +36,939 | 47,585 | $3,932,424 | |
| CORO | +34,956 | 207,752 | $7,603,723 | ||
| LAES | SEALSQ Corp | +28,000 | 72,600 | $228,690 | |
| LMUB | iShares Long-Term National Muni Bond ETF | +26,987 | 154,916 | $7,934,797 | |
| GOVT | iShares U.S. Treasury Bond ETF | +18,827 | 83,089 | $1,892,767 | |
| MUB | iShares National Muni Bond ETF | +17,689 | 134,608 | $14,486,512 | |
| BNDX | Vanguard Total International Bond ETF | +17,164 | 43,296 | $2,096,825 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +11,317 | 140,760 | $7,092,896 | |
| — | +9,270 | 11,580 | $317,407 | ||
| PTLC | Pacer Trendpilot US Large Cap ETF | +8,617 | 292,286 | $17,028,582 | |
| IWF | iShares Russell 1000 Growth ETF | +8,137 | 10,459 | $1,298,694 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +7,475 | 79,856 | $5,431,006 | |
| SHLD | Global X Defense Tech ETF | +7,129 | 36,133 | $2,157,501 | |
| AIS | VistaShares Artificial Intelligence Supercycle ETF | +7,125 | 143,420 | $12,235,160 | |
| ARCC | Ares Capital Corp | +7,061 | 24,402 | $452,169 | |
| GSBD | Goldman Sachs BDC, Inc. | +6,800 | 34,100 | $323,268 | |
| IVV | iShares Core S&P 500 ETF | +5,023 | 20,963 | $15,698,981 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +4,681 | 19,099 | $1,951,153 | |
| ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | +4,580 | 16,044 | $154,664 | |
| VO | VANGUARD MID-CAP INDEX FUND | +4,273 | 5,435 | $437,897 | |
| CSX | Csx Corp | +3,600 | 11,578 | $550,302 | |
| RTX | RTX Corp | +3,300 | 20,899 | $3,965,167 | |
| THRO | +3,284 | 91,829 | $3,958,748 | ||
| MBB | iShares MBS ETF | +3,272 | 16,692 | $1,577,727 | |
| VUG | VANGUARD GROWTH INDEX FUND | +3,259 | 3,871 | $333,447 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHRS | Coherus Oncology, Inc. | −39,666 | 201,202 | $281,682 | |
| NAD | Nuveen Quality Municipal Income Fund | −19,213 | 133,581 | $1,619,001 | |
| PZA | Invesco National AMT-Free Municipal Bond ETF | −11,425 | 16,486 | $387,750 | |
| 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 | |
| USRT | iShares Core U.S. REIT ETF | −4,447 | 19,790 | $1,315,045 | |
| ATO | Atmos Energy Corp | −4,400 | 4,959 | $854,286 | |
| AAPL | Apple Inc. | −4,180 | 127,353 | $36,850,864 | |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | −4,029 | 532,786 | $21,620,455 | |
| ABT | Abbott Laboratories | −3,958 | 10,956 | $994,147 | |
| NVG | Nuveen AMT-Free Municipal Credit Income Fund | −3,929 | 118,423 | $1,515,814 | |
| QUAL | iShares MSCI USA Quality Factor ETF | −3,799 | 15,837 | $3,475,112 | |
| BINC | −3,603 | 27,855 | $1,457,930 | ||
| PG | PROCTER & GAMBLE Co | −3,543 | 37,918 | $5,560,295 | |
| VGM | Invesco Trust for Investment Grade Municipals | −3,450 | 78,648 | $833,668 | |
| BAI | BlackRock ETF Trust | −3,059 | 64,680 | $3,409,929 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IALT | 110,205 | $3,091,250 | ||
| HONA | Honeywell Aerospace Inc. | 3,391 | $749,682 | |
| MU | Micron Technology Inc | 572 | $660,253 | |
| GLW | Corning Inc | 2,306 | $589,021 | |
| FTNT | Fortinet, Inc. | 3,000 | $460,860 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 2,185 | $358,929 | |
| AMAT | Applied Materials Inc | 491 | $354,993 | |
| DVN | Devon Energy Corp | 8,337 | $344,484 | |
| FISV | Fiserv Inc | 6,250 | $306,562 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | 2,944 | $301,171 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 5,613 | $298,443 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 2,275 | $271,908 | |
| FIGR | Figure Technology Solutions, Inc. | 8,800 | $270,248 | |
| IWO | iShares Russell 2000 Growth ETF | 664 | $261,589 | |
| STX | Seagate Technology Holdings plc | 258 | $248,970 | |
| AVUQ | Avantis U.S. Quality ETF | 3,765 | $248,490 | |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | 1,949 | $236,647 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 1,494 | $236,425 | |
| USB | US Bancorp De | 3,788 | $228,795 | |
| URA | Global X Uranium ETF | 4,881 | $213,299 | |
| ANET | Arista Networks, Inc. | 1,241 | $210,821 | |
| AVUS | Avantis U.S. Equity ETF | 1,633 | $209,154 | |
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | 51,822 | $2,393,658 | |
| CASY | Caseys General Stores Inc | 1,651 | $1,201,696 | |
| APH | Amphenol Corp | 7,448 | $941,054 | |
| CTVA | Corteva, Inc. | 10,029 | $839,527 | |
| WEC | Wec Energy Group, Inc. | 6,875 | $795,918 | |
| CME | Cme Group Inc. | 2,484 | $733,649 | |
| MSI | Motorola Solutions, Inc. | 1,417 | $614,935 | |
| RSG | Republic Services, Inc. | 2,757 | $603,838 | |
| SHW | Sherwin Williams Co | 1,827 | $585,644 | |
| SNA | Snap-on Inc | 1,597 | $580,062 | |
| WDAY | Workday, Inc. | 4,342 | $564,112 | |
| NDAQ | Nasdaq, Inc. | 6,225 | $528,440 | |
| EQIX | Equinix Inc | 536 | $525,408 | |
| EOG | Eog Resources Inc | 3,561 | $514,813 | |
| VRSK | Verisk Analytics, Inc. | 2,711 | $514,412 | |
| WSO | Watsco Inc | 1,412 | $513,671 | |
| AJG | Arthur J. Gallagher & Co. | 2,338 | $506,364 | |
| TSCO | Tractor Supply Co | 10,572 | $478,911 | |
| QCOM | Qualcomm Inc | 3,554 | $457,684 | |
| CTAS | Cintas Corp | 2,469 | $417,606 | |
| BR | Broadridge Financial Solutions, Inc. | 2,457 | $399,213 | |
| FAST | Fastenal Co | 8,525 | $395,560 | |
| STE | STERIS plc | 1,783 | $394,274 | |
| TRI | Thomson Reuters Corp | 4,071 | $366,308 | |
| INTU | Intuit Inc. | 820 | $354,551 | |
| No positions match the current search. | ||||
339 tracked positions ·
$712,061,797 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 339 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 70,359 | $52,541,990 | 7.38% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 127,353 | $36,850,864 | 5.18% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 196,170 | $26,561,418 | 3.73% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 158,826 | $21,714,690 | 3.05% | |
| FMDE |
Fidelity Enhanced Mid Cap Core ETF
|
Reduced | 532,786 | $21,620,455 | 3.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 25,690 | $18,918,116 | 2.66% | |
| PTLC |
Pacer Trendpilot US Large Cap ETF
|
Added | 292,286 | $17,028,582 | 2.39% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 84,467 | $16,901,002 | 2.37% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 20,963 | $15,698,981 | 2.20% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 134,608 | $14,486,512 | 2.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 57,308 | $13,658,788 | 1.92% | |
| AIS |
VistaShares Artificial Intelligence Supercycle ETF
|
Added | 143,420 | $12,235,160 | 1.72% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 32,378 | $12,077,641 | 1.70% | |
| ROM |
ProShares Ultra Technology
|
Reduced | 77,467 | $12,022,878 | 1.69% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 91,712 | $10,387,301 | 1.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 23,637 | $9,941,722 | 1.40% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 58,163 | $9,191,498 | 1.29% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 25,208 | $8,648,612 | 1.21% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 27,090 | $8,074,716 | 1.13% | |
| LMUB |
iShares Long-Term National Muni Bond ETF
|
Added | 154,916 | $7,934,797 | 1.11% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 7,284 | $7,756,731 | 1.09% | |
| CORO |
|
Added | 207,752 | $7,603,723 | 1.07% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 140,760 | $7,092,896 | 1.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 19,443 | $6,948,344 | 0.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 20,119 | $6,585,552 | 0.92% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 87,728 | $6,312,029 | 0.89% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 9,054 | $6,218,377 | 0.87% | |
| CVX |
Chevron Corp
Energy
|
Added | 36,793 | $6,098,807 | 0.86% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 17,234 | $6,078,087 | 0.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 22,399 | $5,688,674 | 0.80% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 4,653 | $5,580,948 | 0.78% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 37,918 | $5,560,295 | 0.78% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 5,828 | $5,451,919 | 0.77% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 79,856 | $5,431,006 | 0.76% | |
| SMLF |
iShares U.S. Small-Cap Equity Factor ETF
|
Reduced | 49,288 | $4,393,532 | 0.62% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 17,400 | $4,378,536 | 0.61% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 11,653 | $4,312,076 | 0.61% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Held | 126,703 | $4,287,629 | 0.60% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 46,868 | $4,113,604 | 0.58% | |
| IYW |
iShares, Inc.
|
Added | 16,055 | $4,049,552 | 0.57% | |
| RTX |
RTX Corp
Industrials
|
Added | 20,899 | $3,965,167 | 0.56% | |
| THRO |
|
Added | 91,829 | $3,958,748 | 0.56% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 47,585 | $3,932,424 | 0.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 47,613 | $3,869,508 | 0.54% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,812 | $3,855,342 | 0.54% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 7,173 | $3,684,052 | 0.52% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 10,177 | $3,595,839 | 0.50% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Reduced | 15,837 | $3,475,112 | 0.49% | |
| BAI |
BlackRock ETF Trust
|
Reduced | 64,680 | $3,409,929 | 0.48% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 14,101 | $3,336,578 | 0.47% |
Showing the top 50 of 339 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.