Cyndeo Wealth Partners, LLC
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,854,956
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 477 | 1,854,956 | 13F-HR | Cyndeo Wealth Partners, LLC |
| Q3 2025 | 10/10/2025 | 474 | 1,798,738 | 13F-HR | Cyndeo Wealth Partners, LLC |
| Q2 2025 | 7/24/2025 | 465 | 1,686,611 | 13F-HR | Cyndeo Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.574 M | 84.9% | 29.44 K | 0 | 29.44 K |
| ETFs | 249.2 K | 13.4% | 27.6 K | 0 | 27.6 K |
| Debt | 29.95 K | 1.6% | 0 | 850 | -850 |
| Other | 1.022 K | 0.1% | 43 | 0 | 43 |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
1,854,956
Holdings
477
QoQ value change ($000)
56,218
(3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.