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Tyche Wealth Partners Portfolio holdings

AUM $712M
1-Year Est. Return 29.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$3.66M
2
+$3.09M
3
+$2.97M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.25M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.89M

Top Sells

Rank Stock Value
1
+$2.39M
2
+$1.2M
3
+$1.2M
4
AMD icon
Advanced Micro Devices
AMD
+$974K
5
APH icon
Amphenol
APH
+$941K

Sector Composition

Rank Sector Weight
1 Technology 13.64%
2 Consumer Staples 8.91%
3 Financials 5.61%
4 Energy 5.25%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$52.5M 7.38%
70,359
+3,098
AAPL icon
2
Apple
AAPL
$4.52T
$36.9M 5.17%
127,353
-4,180
PEP icon
3
PepsiCo
PEP
$191B
$26.6M 3.73%
196,170
+68
XOM icon
4
ExxonMobil
XOM
$681B
$21.7M 3.05%
158,826
-5,118
FMDE icon
5
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.27B
$21.6M 3.04%
532,786
-4,029
QQQ icon
6
Invesco QQQ Trust
QQQ
$488B
$18.9M 2.66%
25,690
-233
PTLC icon
7
Pacer Trendpilot US Large Cap ETF
PTLC
$3.35B
$17M 2.39%
292,286
+8,617
NVDA icon
8
NVIDIA
NVDA
$5.32T
$16.9M 2.37%
84,467
-149
IVV icon
9
iShares Core S&P 500 ETF
IVV
$895B
$15.7M 2.2%
20,963
+5,023
MUB icon
10
iShares National Muni Bond ETF
MUB
$45.6B
$14.5M 2.03%
134,608
+17,689
AMZN icon
11
Amazon
AMZN
$2.8T
$13.7M 1.92%
57,308
-1,204
AIS
12
VistaShares Artificial Intelligence Supercycle ETF
AIS
$933M
$12.2M 1.72%
143,420
+7,125
MSFT icon
13
Microsoft
MSFT
$3.58T
$12.1M 1.7%
32,378
-2,039
ROM icon
14
ProShares Ultra Technology
ROM
$1.26B
$12M 1.69%
77,467
-277
WMT icon
15
Walmart Inc
WMT
$917B
$10.4M 1.46%
91,712
-1,550
TSLA icon
16
Tesla
TSLA
$1.33T
$9.94M 1.4%
23,637
+27
VYM icon
17
Vanguard High Dividend Yield ETF
VYM
$83.5B
$9.19M 1.29%
58,163
-1,539
V icon
18
Visa
V
$680B
$8.65M 1.21%
25,208
-28
TXN icon
19
Texas Instruments
TXN
$249B
$8.07M 1.13%
27,090
-470
LMUB
20
iShares Long-Term National Muni Bond ETF
LMUB
$1.58B
$7.93M 1.11%
154,916
+26,987
CAT icon
21
Caterpillar
CAT
$387B
$7.76M 1.09%
7,284
-79
CORO
22
iShares International Country Rotation Active ETF
CORO
$8.14B
$7.6M 1.07%
207,752
+34,956
SPDW icon
23
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$7.09M 1%
140,760
+11,317
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.21T
$6.95M 0.98%
19,443
+332
JPM icon
25
JPMorgan Chase
JPM
$966B
$6.59M 0.92%
20,119
-15
1
2 3 4 5

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Tyche Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Tyche Wealth Partners held 375 positions worth $712M, up 9.9% from $648M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Tyche Wealth Partners's Q2 2026 filing shows 28 new, 135 increased, 112 reduced and 36 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 110,205 shares worth $3.09M. The largest sale was iShares Core Universal USD Bond ETF, an estimated $2.39M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Consumer Staples and Financials.

  • Tyche Wealth Partners's largest Q2 2026 buy was iShares Systematic Alternatives Active ETF: 110,205 shares worth $3.09M.
  • Tyche Wealth Partners added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $3.66M increase.
  • Tyche Wealth Partners's biggest Q2 2026 reduction was Apple, cutting an estimated $1.2M.
  • Tyche Wealth Partners fully exited iShares Core Universal USD Bond ETF in Q2 2026, selling an estimated $2.39M.
  • Tyche Wealth Partners's ten largest holdings make up 34% of its $712M portfolio in Q2 2026.
  • Tyche Wealth Partners opened 28 new positions and closed 36 in Q2 2026.
  • Tyche Wealth Partners's portfolio value rose 9.9% quarter-over-quarter to $712M.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.