13F-HR filed by Cyndeo Wealth Partners, LLC
Cyndeo Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-21, with 517 holding rows worth $2,122,457,508.
- Accession
- 0001950947-26-000003
- Filer
- CIK 1950947
- Filed
- 2026-07-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 517 entries on the cover page, a total value of $2,122,457,508 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,122,457,508 with VALUE read as dollars as filed, 13F file number 028-22760. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 2,805 | $200,838 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33735K108 | COM SHS | 1,035 | $200,552 | dollars as filed | |
| GRAYSCALE ETHEREUM STAKING | 38964R203 | SHS NEW | 12,989 | $195,222 | dollars as filed | |
| FRANKLIN BSP REALTY TRUST IN | 35243J101 | REIT | 20,699 | $168,490 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 11,896 | $165,355 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829c105 | COM | 17,000 | $163,880 | dollars as filed | |
| BRIGHTSPIRE CAPITAL INC COM CL A | 10949T109 | REIT | 26,113 | $142,316 | dollars as filed | |
| APOLLO COML REAL ESTATE FIN | 03762U105 | COM | 12,697 | $135,604 | dollars as filed | |
| PROSHARES TR | 74347G440 | BITCOIN ETF | 14,677 | $117,124 | dollars as filed | |
| JOBY AVIATION INC | g65163100 | COMMON STOCK | 12,494 | $111,446 | dollars as filed | |
| RENEW ENERGY GLOBAL PLC CL A SHS | G7500M104 | Stock | 15,885 | $99,281 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E102 | COM CL A | 10,976 | $86,052 | dollars as filed | |
| LIBERTY LATIN AMERICA LTD | G9001E128 | COM CL C | 11,043 | $86,025 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 13,943 | $77,244 | dollars as filed | |
| HELLO GROUP INC ADS | 423403104 | ADR | 11,507 | $66,741 | dollars as filed | |
| JANUS INTERNATIONAL GROUP IN | 47103N106 | COMMON STOCK | 10,307 | $57,204 | dollars as filed | |
| TUHURA BIOSCIENCES INC | 898920103 | COM | 10,627 | $24,867 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001950947-26-000003 | this filing | 2026-07-21 | acceptance time not in the bulk data set |