Cyndeo Wealth Partners 13F portfolio

A 13F is a snapshot of what a manager held on the last day of the quarter, filed up to 45 days later. So the positions above describe where Cyndeo Wealth Partners stood at the close of the reporting period, not where it stands today. New positions are usually the most informative line: an addition can be a rebalance, but a first-time stake is a decision to enter.

This filing lists 517 reported holdings worth $2.1B, filed 2026-07-21. Every row is parsed straight from the SEC EDGAR document; we do not estimate, fill gaps or model anything.

A 13F is deliberately narrow, and the gaps matter more than most summaries admit. It covers long positions in US-listed equities and some options, which means short positions, cash, bonds, commodities and non-US listings are simply absent. A fund that looks concentrated here can be hedged in ways the form never captures.

Managers can also request confidential treatment for sensitive positions, so a filing is not always the complete book. And because the 45-day lag applies to everyone, a widely held name is evidence of what a group of managers believed a quarter ago, and that is why we rank on breadth of ownership across funds rather than on any single filing.