Cyndeo Wealth Partners, LLC

Position in XP — XP Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in XP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,131,350

New position

Shares Held

192,580

first reported quarter

Ownership

0.039%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#118

of 318 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $21,874,764 across 4 Capital Markets names. XP ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	70,839	$14,808,184
2	GS	Goldman Sachs Group Inc	3,141	$3,176,713
3	XP	XP Inc. This page	192,580	$3,131,350
4	HOOD	Robinhood Markets, Inc.	7,564	$758,517

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,131,350	192,580	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.