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Solomon M. Kilgroe

Cyndeo Wealth Partners, Llc

Assets Managed
$2.122B
Holdings
517
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.66%(2Q avg: 7.07%)
Sustained Growth
14 quarters

Portfolio positions

This chart displays the top 10 holdings in Cyndeo Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 517 positions.

Assets under management

The assets under management (AUM) of Cyndeo Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 14 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.122B in assets, with a quarterly growth rate of 11.66% and a 2-quarter average growth rate of 7.07%. The portfolio is managed by Solomon M. Kilgroe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Decreased -0.1%
3.39%
$71.759M
192,374 shares@ $373.03 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.35%
3.19%
$67.527M
233,368 shares@ $289.36 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 0.44%
3.04%
$64.492M
170,727 shares@ $377.75 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.62%
2.99%
$63.438M
317,047 shares@ $200.1 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.2%
2.25%
$47.554M
199,523 shares@ $238.34 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.23%
1.63%
$34.528M
137,211 shares@ $251.64 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.71%
1.6%
$33.777M
94,514 shares@ $357.38 avg price
FTGC
First Trust Global Tactical
Recent Activity
Increased 2.19%
1.48%
$31.311M
1.158M shares@ $27.06 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 5.76%
1.47%
$31.082M
102,541 shares@ $303.12 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 2.72%
1.43%
$30.151M
662,811 shares@ $45.49 avg price

1-10 of 517