Cyndeo Wealth Partners, LLC
Annual return '25
+7.5%
SPY '25
+17.7%
Alpha
-10.2ptsvs SPY
Invested
$1.9B
Holdings
477
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.8%
02
$AAPL
APPLE INC
Held since at least Q1 2024
3.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.8% (3.2k → 3.3k shares)
2.9%
04
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.8%
05
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.1%
06
$FTGC
FIRST TR EXCHANGE TRAD FD VI
Held since at least Q1 2024
1.7%
07
$ABBV
ABBVIE INC
Held since at least Q1 2024
1.6%
08
$FBND
FIDELITY MERRIMACK STR TR
Held since at least Q1 2024
1.5%
09
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.5%
10
$XOM
EXXON MOBIL CORP
Q1 2026: New position (1.9k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:55 UTC.