EdgeMarket › What Tyche Wealth Partners Llc reported owning
What Tyche Wealth Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
648.5MPositions
347Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPY SPDR S&P 500 ETF TRUST | 43.7M | 6.7% | 67.3K | 765.72 | +20.0% |
| AAPL Apple Inc. | 33.4M | 5.1% | 131.5K | 309.35 | +36.9% |
| PEP PEPSICO INC | 30.5M | 4.7% | 196.1K | 143.48 | -4.8% |
| XOM ExxonMobil Holdings Corp | 27.8M | 4.3% | 163.9K | 165.11 | +52.1% |
| FMDE Fidelity Enhanced Mid Cap Core ETF | 19.3M | 3.0% | 536.8K | 42.39 | +20.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 15.0M | 2.3% | 25.9K | 713.44 | +26.1% |
| PTLC Pacer Trendpilot US Large Cap ETF | 14.9M | 2.3% | 283.7K | 59.67 | +13.9% |
| NVDA NVIDIA CORP | 14.8M | 2.3% | 84.6K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 12.7M | 2.0% | 34.4K | 483.24 | -4.4% |
| MUB iShares National Muni Bond ETF | 12.4M | 1.9% | 116.9K | 105.34 | +1.2% |
| AMZN AMAZON COM INC | 12.2M | 1.9% | 58.5K | 258.63 | +15.6% |
| WMT Walmart Inc. | 11.6M | 1.8% | 93.3K | 103.70 | +1.1% |
| IVV iShares Core S&P 500 ETF | 10.4M | 1.6% | 15.9K | 769.31 | +20.0% |
| VYM Vanguard High Dividend Yield ETF | 8.8M | 1.4% | 59.7K | 164.97 | +19.9% |
| TSLA Tesla, Inc. | 8.8M | 1.4% | 23.6K | 362.86 | +12.0% |
| V VISA INC. | 7.6M | 1.2% | 25.2K | 371.04 | +7.9% |
| CVX CHEVRON CORP | 7.4M | 1.1% | 35.7K | 205.27 | +34.0% |
| LMUB iShares Long-Term National Muni Bond ETF | 6.4M | 1.0% | 127.9K | 49.51 | +2.8% |
| COST COSTCO WHOLESALE CORP /NEW | 6.4M | 1.0% | 6.4K | 947.74 | -4.7% |
| ROM ProShares Ultra Technology | 6.1M | 0.9% | 77.7K | 140.78 | +77.7% |
| PG PROCTER & GAMBLE Co | 6.0M | 0.9% | 41.5K | 144.68 | -9.3% |
| JPM JPMORGAN CHASE & CO | 5.9M | 0.9% | 20.1K | 351.58 | +20.3% |
| SPDW State Street SPDR Portfolio Developed World ex | 5.9M | 0.9% | 129.4K | 52.02 | +24.4% |
| MO ALTRIA GROUP, INC. | 5.7M | 0.9% | 86.6K | 66.09 | -2.2% |
| AIS VistaShares Artificial Intelligence Supercycle | 5.7M | 0.9% | 136.3K | 68.73 | +133.9% |
| CORO iShares International Country Rotation Active | 5.6M | 0.9% | 172.8K | 37.15 | +27.5% |
| GOOGL Alphabet Inc. | 5.5M | 0.8% | 19.1K | 344.82 | +73.0% |
| JNJ JOHNSON & JOHNSON | 5.5M | 0.8% | 22.4K | 270.24 | +51.1% |
| VOO Vanguard S&P 500 ETF | 5.4M | 0.8% | 9.1K | 703.71 | +20.0% |
| HD HOME DEPOT, INC. | 5.4M | 0.8% | 16.4K | 335.61 | -16.5% |
| TXN TEXAS INSTRUMENTS INC | 5.4M | 0.8% | 27.6K | 264.36 | +31.7% |
| CAT CATERPILLAR INC | 5.2M | 0.8% | 7.4K | 827.90 | +96.8% |
| NEE NEXTERA ENERGY INC | 4.5M | 0.7% | 48.0K | 83.65 | +9.8% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 4.2M | 0.6% | 72.4K | 69.08 | +22.3% |
| ABBV AbbVie Inc. | 4.2M | 0.6% | 19.1K | 264.96 | +26.7% |
| MA Mastercard Inc | 4.0M | 0.6% | 8.1K | 580.63 | -2.0% |
| GS GOLDMAN SACHS GROUP INC | 4.0M | 0.6% | 4.8K | 1,039.28 | +44.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 3.8M | 0.6% | 11.9K | 378.24 | +20.5% |
| QUAL iShares MSCI USA Quality Factor ETF | 3.8M | 0.6% | 19.6K | 223.22 | +19.3% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 3.7M | 0.6% | 49.3K | 89.29 | +26.8% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 3.7M | 0.6% | 126.7K | 35.32 | +17.3% |
| MCD MCDONALDS CORP | 3.6M | 0.6% | 11.6K | 270.95 | -13.5% |
| KO COCA COLA CO | 3.5M | 0.5% | 46.3K | 91.10 | +28.9% |
| RTX RTX Corp | 3.4M | 0.5% | 17.6K | 209.91 | +34.1% |
| THRO iShares U.S. Thematic Rotation Active ETF | 3.2M | 0.5% | 88.5K | 43.61 | +19.9% |
| VIG Vanguard Div Appreciation ETF | 3.1M | 0.5% | 14.4K | 243.91 | +16.2% |
| NFLX NETFLIX INC | 3.1M | 0.5% | 31.8K | 79.59 | -34.4% |
| NDMO Nuveen Dynamic Municipal Opportunities Fund | 3.0M | 0.5% | 293.5K | 9.94 | +3.5% |
| GLD SPDR GOLD TRUST | 3.0M | 0.5% | 6.9K | 423.36 | +37.3% |
| IYW iShares U.S. Technology ETF | 2.9M | 0.4% | 16.0K | 247.25 | +37.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →