Cyndeo Wealth Partners, LLC

CIK 0001950947 · Q2 2026

13F Equity AUM

$2.1B

+11.7% QoQ

Positions

517

+39 QoQ

AUM Rank

#2,257

Top 18%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,750 · Top 69%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 14.8%Top 10: 22.4%Top 20: 33.2%

MSFT3.4%

AAPL3.2%

AVGO3.0%

NVDA3.0%

AMZN2.2%

ABBV1.6%

GOOGL1.6%

FTGC1.5%

VB1.5%

FBND1.4%

Others (507)77.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services43.1%

Technology21.2%

Healthcare7.1%

Consumer Cyclical5.2%

Communication Services4.3%

Industrials4.0%

Consumer Defensive3.8%

Utilities2.7%

Other8.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 517Median: 0.05%Avg: 0.19%

0–0.5%

453(38.1%)

0.5–1%

47(31.7%)

1–3%

14(20.7%)

3–5%

3(9.6%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 517vs 20 funds

0%Low

517

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New57Increased265Decreased150Exited18

New Positions

EXXON MOBIL CORP1.0%

+153K

POWERLAW CORP0.2%

+255K

XP0.1%

+193K

IEF0.1%

+19K

SPACE EXPLORATION TE…0.1%

+9K

CGIC0.1%

+33K

AZN0.1%

+7K

WTV0.1%

+12K

HONEYWELL INTL INC0.0%

+3K

HONEYWELL AEROSPACE …0.0%

+3K

Increased

PDI0.7%

+308K(+50%)

JFR0.7%

+204K(+11%)

VUG0.9%

+196K(+508%)

WMB0.2%

+60K(+1694%)

IWF0.5%

+58K(+304%)

BIL0.3%

+54K(+276%)

YLD1.0%

+42K(+4%)

COWZ0.2%

+38K(+99%)

BIT0.5%

+35K(+4%)

FTCB1.2%

+34K(+3%)

Decreased

RQI0.1%

-61,181(-20%)

BAI0.2%

-56,626(-39%)

RTX0.6%

-17,544(-22%)

PWRD0.2%

-13,312(-26%)

FBCG0.3%

-12,579(-11%)

ABFL0.2%

-11,653(-17%)

XEVVX0.2%

-10,000(-2%)

GOVT0.2%

-8,116(-4%)

SPSM0.1%

-7,200(-12%)

GOOGL1.6%

-6,808(-7%)

Exited

XOM

-151,849

HCA

-8,844

-61,389

-41,649

-5,610

-12,100

-4,754

-14,049

-1,211

-4,902

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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