SEC Form 13F

Cyndeo Wealth Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$2,122,457,508
Positions517

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICROSOFT CORPMSFTCOM$71,759,429192,374
APPLE INCAAPLCOM$67,527,349233,368
BROADCOM INCAVGOCOM$64,492,074170,727
NVIDIA CORPORATIONNVDACOM$63,437,945317,047
AMAZON COM INCAMZNCOM$47,554,194199,523
ABBVIE INCABBVCOM$34,527,753137,211
ALPHABET INCGOOGLCAP STK CL A$33,776,59694,514
FIRST TR EXCHANGE TRAD FD VIFTGCFST TR GLB FD$31,311,3321,157,535
VANGUARD INDEX FDSVBSMALL CP ETF$31,082,218102,541
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$30,151,272662,811

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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