Cyndeo Wealth Partners, LLC
•CIK: 1950947•Filing: Q4 2025
**Cyndeo Wealth Partners, LLC** manages $1.9B across a diversified portfolio of 477 positions. The fund exhibits significant concentration in mega-cap technology and industrials, notably holding MSFT at $82.5M and AVGO at $63.0M. Core allocations also include AAPL ($57.0M), NVDA ($54.1M), and AMZN ($48.1M), signaling a strong conviction in established growth leaders. This structure suggests a systematic, large-cap equity approach targeting market leaders.
Total AUM
$1.9B
QoQ Performance
+3.1%
Positions
335
Top 10 Concentration
26.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.4%
AVGO3.4%
AAPL3.1%
NVDA2.9%
AMZN2.6%
GOOGL1.7%
JPM1.7%
ABBV1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
Technology21.4%
Healthcare7.1%
Consumer5.6%
Financial5.3%
Industrial2.3%
ETF2.0%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+278 more exited positions
Changes from Q3 2025
NEW9 new positions
↑117 increased
↓71 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023