Cyndeo Wealth Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 562 separate positions held by the firm during the quarter.
The report was signed by Solomon M. Kilgroe, the firm's Chief Compliance Officer, and was filed on October 16, 2026. The firm is headquartered in St. Petersburg, Florida.
The information table included in the filing details the specific securities held. The largest position listed in the data provided is BlackRock Debt Strategies Fund, with a value of $15,000. Other notable holdings include BlackRock ETF Trust iShares U.S. Equity valued at $122,054, BlackRock ETF Trust II iShares Flex Income ETF at $126,880, and BlackRock ETF Trust II iShares Total Return ETF at $102,350.
The filing also lists significant positions in individual equities, including Apple Inc. with 226,440 shares, Amazon.com Inc. with 170,562 shares, and Alphabet Inc. Class A with 104,020 shares.
