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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
+14.72%
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
+$446K
Cap. Flow %
0.06%
Top 10 Hldgs %
34.02%
Holding
375
New
28
Increased
135
Reduced
112
Closed
36

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.66M
2
IALT
iShares Systematic Alternatives Active ETF
IALT
+$3.09M
3
WFC icon
Wells Fargo
WFC
+$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
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.39M
2
CASY icon
Casey's General Stores
CASY
+$1.2M
3
AAPL icon
Apple
AAPL
+$1.2M
4
AMD icon
Advanced Micro Devices
AMD
+$974K
5
APH icon
Amphenol
APH
+$941K

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.12%
2 Technology 13.64%
3 Consumer Staples 8.91%
4 Financials 5.61%
5 Energy 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETB
226
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$459M
$383K 0.05%
24,650
+16
+0.1% +$244
MDLZ icon
227
Mondelez International
MDLZ
$78.2B
$383K 0.05%
6,614
-5,949
-47% -$358K
UPS icon
228
United Parcel Service
UPS
$87B
$380K 0.05%
3,539
-27
-0.8% -$2.81K
DBA icon
229
Invesco DB Agriculture Fund
DBA
$1.25B
$379K 0.05%
14,206
– –
KMB icon
230
Kimberly-Clark
KMB
$34.9B
$377K 0.05%
3,438
-86
-2% -$8.52K
TXNM
231
TXNM Energy Inc
TXNM
$5.98B
$374K 0.05%
6,593
-66
-1% -$3.87K
XLB icon
232
State Street Materials Select Sector SPDR ETF
XLB
$8.68B
$372K 0.05%
7,323
-26
-0.4% -$1.33K
DFUS
233
Dimensional US Equity ETF
DFUS
$21.6B
$372K 0.05%
4,538
– –
PRU icon
234
Prudential Financial
PRU
$42.1B
$370K 0.05%
3,433
-65
-2% -$6.61K
XLC icon
235
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$367K 0.05%
3,428
-197
-5% -$22.4K
ACN icon
236
Accenture
ACN
$114B
$364K 0.05%
2,921
-2,047
-41% -$355K
ITOT icon
237
iShares Core S&P Total US Stock Market ETF
ITOT
$97.6B
$359K 0.05%
+2,185
New +$347K
EMN icon
238
Eastman Chemical
EMN
$8.14B
$356K 0.05%
5,312
+58
+1% +$4.24K
AMAT icon
239
Applied Materials
AMAT
$361B
$355K 0.05%
+491
New +$227K
NVS icon
240
Novartis
NVS
$304B
$353K 0.05%
2,255
– –
PLTR icon
241
Palantir
PLTR
$419B
$350K 0.05%
3,003
+1,488
+98% +$203K
OEF icon
242
iShares S&P 100 ETF
OEF
$20.5B
$350K 0.05%
956
-365
-28% -$131K
DVN icon
243
Devon Energy
DVN
$52.9B
$344K 0.05%
+8,337
New +$386K
VUG icon
244
Vanguard Morningstar Growth ETF
VUG
$228B
$333K 0.05%
3,871
+199
+5% +$16.7K
AMT icon
245
American Tower
AMT
$81.9B
$331K 0.05%
2,021
-230
-10% -$41.4K
SBUX icon
246
Starbucks
SBUX
$119B
$329K 0.05%
3,219
+159
+5% +$16K
OBDC icon
247
Blue Owl Capital
OBDC
$5.62B
$327K 0.05%
30,073
+1,441
+5% +$16.1K
VPU
248
Vanguard Utilities ETF
VPU
$8.33B
$325K 0.05%
1,659
-66
-4% -$12.9K
GSBD icon
249
Goldman Sachs BDC
GSBD
$1.12B
$323K 0.05%
34,100
+6,800
+25% +$63.2K
HDV
250
iShares Core High Dividend ETF
HDV
$15.4B
$317K 0.04%
11,580
+30
+0.3% +$816
8 9
10
11 12

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SSCM
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RCM
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ZAM
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FNA
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SFG
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HCP
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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 Miscellaneous at 48% of assets, up from 43% a quarter earlier, followed by Technology and Consumer Staples.

  • 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.