# Tyche Wealth Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2004818. Source: https://holderbook.com/funds/2004818-tyche-wealth-partners-llc/

- Reported value: $712.4M
- Positions: 339
- Weight of the ten largest: 34.0%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $52.5M | 70,359 | 7.4% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $36.9M | 127,353 | 5.2% | 11 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $26.6M | 196,170 | 3.7% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $21.7M | 158,826 | 3.0% | 11 |
| FIDELITY COVINGTON TRUST | [FMDE](https://holderbook.com/stocks/FMDE/) | $21.6M | 532,786 | 3.0% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $18.9M | 25,690 | 2.7% | 11 |
| PACER FDS TR | [PTLC](https://holderbook.com/stocks/PTLC/) | $17.0M | 292,286 | 2.4% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $16.9M | 84,467 | 2.4% | 11 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $15.7M | 20,963 | 2.2% | 11 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $14.5M | 134,608 | 2.0% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $13.7M | 57,308 | 1.9% | 11 |
| TIDAL TRUST III | [AIS](https://holderbook.com/stocks/AIS/) | $12.2M | 143,420 | 1.7% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $12.1M | 32,378 | 1.7% | 11 |
| PROSHARES TR | [ROM](https://holderbook.com/stocks/ROM/) | $12.0M | 77,467 | 1.7% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $10.4M | 91,712 | 1.5% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $9.9M | 23,637 | 1.4% | 11 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $9.2M | 58,163 | 1.3% | 5 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $8.6M | 25,208 | 1.2% | 11 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $8.1M | 27,090 | 1.1% | 11 |
| ISHARES TR | [LMUB](https://holderbook.com/stocks/LMUB/) | $7.9M | 154,916 | 1.1% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $7.8M | 7,284 | 1.1% | 11 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $7.6M | 207,752 | 1.1% | 2 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $7.1M | 140,760 | 1.0% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.9M | 19,443 | 1.0% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.6M | 20,119 | 0.9% | 11 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $6.3M | 87,728 | 0.9% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $6.2M | 9,054 | 0.9% | 11 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $6.1M | 36,793 | 0.9% | 11 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $6.1M | 17,234 | 0.9% | 11 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.7M | 22,399 | 0.8% | 11 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $5.6M | 4,653 | 0.8% | 11 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $5.6M | 37,918 | 0.8% | 11 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.5M | 5,828 | 0.8% | 11 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $5.4M | 79,856 | 0.8% | 5 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $4.4M | 49,288 | 0.6% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.4M | 17,400 | 0.6% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.3M | 11,653 | 0.6% | 11 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $4.3M | 126,703 | 0.6% | 4 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $4.1M | 46,868 | 0.6% | 11 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $4.0M | 16,055 | 0.6% | 7 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $4.0M | 20,899 | 0.6% | 11 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $4.0M | 91,829 | 0.6% | 5 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $3.9M | 47,585 | 0.6% | 11 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.9M | 47,613 | 0.5% | 11 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $3.9M | 3,812 | 0.5% | 11 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.7M | 7,173 | 0.5% | 11 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.6M | 10,177 | 0.5% | 11 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $3.5M | 15,837 | 0.5% | 11 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $3.4M | 64,680 | 0.5% | 4 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $3.3M | 14,101 | 0.5% | 11 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $3.1M | 110,205 | 0.4% | 1 |
| NUVEEN DYNAMIC MUN OPPORTUNI | [NDMO](https://holderbook.com/stocks/NDMO/) | $3.1M | 293,874 | 0.4% | 11 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $3.0M | 16,729 | 0.4% | 11 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $3.0M | 42,925 | 0.4% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.9M | 7,790 | 0.4% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $2.9M | 51,010 | 0.4% | 11 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.9M | 3,740 | 0.4% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.8M | 5,683 | 0.4% | 11 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.8M | 10,428 | 0.4% | 11 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $2.8M | 7,575 | 0.4% | 11 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $2.7M | 28,092 | 0.4% | 11 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.6M | 7,736 | 0.4% | 11 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.5M | 30,354 | 0.4% | 4 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $2.5M | 100,000 | 0.3% | 11 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $2.4M | 10,047 | 0.3% | 11 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $2.4M | 11,271 | 0.3% | 11 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.3M | 31,935 | 0.3% | 11 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.2M | 11,550 | 0.3% | 11 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $2.2M | 36,133 | 0.3% | 4 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.1M | 5,150 | 0.3% | 11 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $2.1M | 56,575 | 0.3% | 4 |
| INVESCO EXCH TRADED FD TR II | [SPHD](https://holderbook.com/stocks/SPHD/) | $2.1M | 41,395 | 0.3% | 11 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $2.1M | 43,296 | 0.3% | 5 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $2.0M | 7,493 | 0.3% | 11 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $2.0M | 13,366 | 0.3% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.0M | 3,516 | 0.3% | 11 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $2.0M | 19,099 | 0.3% | 6 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $1.9M | 20,175 | 0.3% | 4 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $1.9M | 7,119 | 0.3% | 11 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $1.9M | 83,089 | 0.3% | 2 |
| NUVEEN AMT FREE QLTY MUN INC | [NEA](https://holderbook.com/stocks/NEA/) | $1.8M | 156,574 | 0.3% | 11 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $1.7M | 32,943 | 0.2% | 5 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.6M | 3,190 | 0.2% | 11 |
| NUVEEN QUALITY MUNCP INCOME | [NAD](https://holderbook.com/stocks/NAD/) | $1.6M | 133,581 | 0.2% | 11 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $1.6M | 10,158 | 0.2% | 11 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $1.6M | 16,692 | 0.2% | 5 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.6M | 13,414 | 0.2% | 11 |
| NUVEEN AMT FREE MUN CR INC F | [NVG](https://holderbook.com/stocks/NVG/) | $1.5M | 118,423 | 0.2% | 11 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $1.5M | 41,099 | 0.2% | 11 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $1.5M | 27,855 | 0.2% | 6 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $1.4M | 17,285 | 0.2% | 11 |
| ISHARES TR | [SYSB](https://holderbook.com/stocks/SYSB/) | $1.4M | 15,594 | 0.2% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $1.4M | 1,426 | 0.2% | 7 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $1.3M | 19,790 | 0.2% | 11 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.3M | 10,459 | 0.2% | 11 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $1.3M | 4,700 | 0.2% | 4 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.3M | 5,776 | 0.2% | 11 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $1.3M | 4,095 | 0.2% | 11 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $1.2M | 14,177 | 0.2% | 11 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $1.2M | 9,754 | 0.2% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.5% | +14.8% | -5.3% | 100% |
| Q1 2026 | -0.2% | -4.6% | +4.4% | 100% |
| Q4 2025 | +1.8% | +2.4% | -0.6% | 100% |
| Q3 2025 | +7.4% | +7.8% | -0.4% | 100% |
| Q2 2025 | +4.5% | +10.5% | -5.9% | 100% |
| Q1 2025 | -1.7% | -4.6% | +2.8% | 100% |
| Q4 2024 | +0.0% | +2.1% | -2.1% | 98% |
| Q3 2024 | +6.0% | +5.4% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $712.4M | 339 |
| Q1 2026 | $648.5M | 347 |
| Q4 2025 | $629.8M | 336 |
| Q3 2025 | $570.0M | 316 |
| Q2 2025 | $497.9M | 303 |
| Q1 2025 | $462.0M | 297 |
| Q4 2024 | $473.5M | 301 |
| Q3 2024 | $441.7M | 288 |
| Q2 2024 | $410.9M | 276 |
| Q1 2024 | $408.6M | 281 |
| Q4 2023 | $415.1M | 286 |