Managers / Q1 2025 · view latest →
Cyndeo Wealth Partners, LLC
CIK 0001950947 · 200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL, 33701 · 727-472-3700
Reported Value
$1.5B
Q1 2025
Positions
448
Filings on Record
15
2019–present window
Filed
Apr 17, 2025
original filing
Summary
Cyndeo Wealth Partners, Llc reported $1.5B in U.S.-listed holdings across 448 positions for Q1 2025.
Its largest position, MSFT, represents 4.0% of the portfolio.
Compared with Q4 2024, the fund opened 41 new positions and exited 34.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.9B | 478 | Apr 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.9B | 477 | Jan 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.8B | 474 | Oct 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.7B | 465 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 448 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.5B | 441 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.4B | 444 | Oct 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 394 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.2B | 380 | Apr 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 367 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $959M | 339 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $957M | 324 | Jul 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $928M | 320 | Apr 25, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2022 | $851.5B | 311 | Jan 25, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.