Cyndeo Wealth Partners, LLC ETF holdings
St. Petersburg, FL
Reported $726.7M in 247 ETFs in its Form 13F for June 30, 2026.
ETF value
$726.7M
ETFs held
247
Change from prior quarter
+11.8%
With price moves
ETFs as a share of its 13F
34.2%
of $2.1B
Top 10 of 247 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FTGC | First Trust Global Tactical Commodity Strategy Fund | $31.3M | 1,157,535 | +24,786 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $31.1M | 102,541 | +5,583 shares |
| FBND | Fidelity Total Bond ETF | $30.2M | 662,811 | +17,500 shares |
| FTCB | First Trust Core Investment Grade ETF | $25.8M | 1,239,068 | +34,249 shares |
| UCON | First Trust Smith Unconstrained Plus Bond ETF | $21.7M | 872,866 | +32,949 shares |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $21.3M | 400,135 | +15,072 shares |
| YLD | Principal Active High Yield ETF | $21.2M | 1,112,557 | +41,774 shares |
| GSY | Invesco Ultra Short Duration ETF | $21.0M | 419,129 | +15,684 shares |
| FTSL | First Trust Senior Loan Fund | $21.0M | 469,326 | +21,512 shares |
| VUG | Vanguard Morningstar Growth ETF | $20.2M | 234,304 | +195,774 shares |
237 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001950947. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Cyndeo Wealth Partners, LLC own?
Cyndeo Wealth Partners, LLC reported 247 ETF positions worth $726.7M in its Form 13F for June 30, 2026. The largest was FTGC, at $31.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.