Tyche Wealth Partners LLC — 13F Holdings & Portfolio
CIK 2004818 · latest 13F-HR filed 2026-05-06
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$648.5M
Long-equity book
Holdings
347
Distinct positions
Period
2026-03-31
Filed 2026-05-06
Q/Q Activity
+30 / −19 / ↑119 / ↓97
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$8.0M +40.2%
- INVESCO QQQ TR$2.8M +22.6%
- PEPSICO INC$2.2M +7.8%
- CHEVRON CORPORATION$1.9M +35.2%
- TIDAL TRUST III$1.7M +40.6%
Top Trims
- VANGUARD SPECIALIZED FUNDS-$12.0M -79.5%
- MICROSOFT CORP-$4.3M -25.2%
- ISHARES TR-$3.6M -90.8%
- ISHARES GOLD TR-$2.7M -91.6%
- APPLE INC-$2.3M -6.5%
New Positions
- FIDELITY COVINGTON TRUST$19.3M
- ISHARES TR$6.4M
- BLACKROCK ETF TRUST$5.6M
- ISHARES TR$1.5M
- ADVANCED MICRO DEVICES INC$772.6K
Exited Positions
- PRINCIPAL EXCHANGE TRADED FD$7.3M
- SOUTHERN COPPER CORP$2.9M
- BLACKROCK ETF TRUST II$2.4M
- BITMINE IMMERSION TECNOLOGIE$384.5K
- BLACKROCK LONG-TERM MUN ADVA$362.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $43.7M | 6.75% | 67,261 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $33.4M | 5.15% | 131,533 | SH |
| 3 | PEPSICO INC | PEP | 713448108 | $30.5M | 4.70% | 196,102 | SH |
| 4 | EXXON MOBIL CORP | XOM | 30231G102 | $27.8M | 4.29% | 163,944 | SH |
| 5 | FIDELITY COVINGTON TRUST | FMDE | 31609A503 | $19.3M | 2.98% | 536,815 | SH |
| 6 | INVESCO QQQ TR | QQQ | 46090E103 | $15.0M | 2.31% | 25,923 | SH |
| 7 | PACER FDS TR | PTLC | 69374H105 | $14.9M | 2.29% | 283,669 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.8M | 2.28% | 84,616 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $12.7M | 1.96% | 34,417 | SH |
| 10 | ISHARES TR | MUB | 464288414 | $12.4M | 1.91% | 116,919 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $12.2M | 1.88% | 58,512 | SH |
| 12 | WALMART INC | WMT | 931142103 | $11.6M | 1.79% | 93,262 | SH |
| 13 | ISHARES TR | IVV | 464287200 | $10.4M | 1.61% | 15,940 | SH |
| 14 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $8.8M | 1.36% | 59,702 | SH |
| 15 | TESLA INC | TSLA | 88160R101 | $8.8M | 1.35% | 23,610 | SH |
| 16 | VISA INC | V | 92826C839 | $7.6M | 1.18% | 25,236 | SH |
| 17 | CHEVRON CORPORATION | CVX | 166764100 | $7.4M | 1.14% | 35,720 | SH |
| 18 | ISHARES TR | LMUB | 46438G448 | $6.4M | 0.99% | 127,929 | SH |
| 19 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.4M | 0.98% | 6,382 | SH |
| 20 | PROSHARES TR | ROM | 74347R693 | $6.1M | 0.94% | 77,744 | SH |
| 21 | PROCTER & GAMBLE CO | PG | 742718109 | $6.0M | 0.92% | 41,461 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.9M | 0.91% | 20,134 | SH |
| 23 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $5.9M | 0.91% | 129,443 | SH |
| 24 | ALTRIA GROUP INC | MO | 02209S103 | $5.7M | 0.88% | 86,561 | SH |
| 25 | TIDAL TRUST III | AIS | 45259A845 | $5.7M | 0.88% | 136,295 | SH |
| 26 | BLACKROCK ETF TRUST | CORO | 09290C764 | $5.6M | 0.86% | 172,796 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $5.5M | 0.85% | 19,111 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.5M | 0.84% | 22,404 | SH |
| 29 | VANGUARD INDEX FDS | VOO | 922908363 | $5.4M | 0.84% | 9,074 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $5.4M | 0.83% | 16,431 | SH |
| 31 | TEXAS INSTRS INC | TXN | 882508104 | $5.4M | 0.83% | 27,560 | SH |
| 32 | CATERPILLAR INC | CAT | 149123101 | $5.2M | 0.80% | 7,363 | SH |
| 33 | NEXTERA ENERGY INC | NEE | 65339F101 | $4.5M | 0.69% | 47,970 | SH |
| 34 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $4.2M | 0.65% | 72,381 | SH |
| 35 | ABBVIE INC | ABBV | 00287Y109 | $4.2M | 0.64% | 19,130 | SH |
| 36 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.0M | 0.62% | 8,098 | SH |
| 37 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $4.0M | 0.62% | 4,776 | SH |
| 38 | VANGUARD INDEX FDS | VTI | 922908769 | $3.8M | 0.59% | 11,907 | SH |
| 39 | ISHARES TR | QUAL | 46432F339 | $3.8M | 0.58% | 19,636 | SH |
| 40 | ISHARES TR | SMLF | 46434V290 | $3.7M | 0.57% | 49,295 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $3.7M | 0.57% | 126,703 | SH |
| 42 | MCDONALDS CORP | MCD | 580135101 | $3.6M | 0.56% | 11,632 | SH |
| 43 | COCA COLA CO | KO | 191216100 | $3.5M | 0.54% | 46,277 | SH |
| 44 | RTX CORPORATION | RTX | 75513E101 | $3.4M | 0.52% | 17,599 | SH |
| 45 | BLACKROCK ETF TRUST | THRO | 09290C806 | $3.2M | 0.49% | 88,545 | SH |
| 46 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $3.1M | 0.48% | 14,360 | SH |
| 47 | NETFLIX INC. | NFLX | 64110L106 | $3.1M | 0.47% | 31,772 | SH |
| 48 | NUVEEN DYNAMIC MUN OPPORTUNI | NDMO | 67079X102 | $3.0M | 0.47% | 293,493 | SH |
| 49 | SPDR GOLD TR | GLD | 78463V107 | $3.0M | 0.46% | 6,866 | SH |
| 50 | ISHARES TR | IYW | 464287721 | $2.9M | 0.45% | 15,999 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $648.5M | 347 | 0001951757-26-000781 |
| 2025-12-31 | 2026-01-23 | $629.8M | 336 | 0001951757-26-000281 |