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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
NUW icon
251
Nuveen AMT-Free Municipal Value Fund
NUW
$248M
$313K 0.04%
21,800
– –
XOP icon
252
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.06B
$313K 0.04%
2,028
+600
+42% +$100K
XEL icon
253
Xcel Energy
XEL
$47.3B
$312K 0.04%
3,886
– –
MGM icon
254
MGM Resorts International
MGM
$10.4B
$310K 0.04%
6,484
+120
+2% +$4.99K
ECHO
255
EchoStar
ECHO
$26.1B
$309K 0.04%
3,045
+350
+13% +$42.8K
SYK icon
256
Stryker
SYK
$116B
$309K 0.04%
980
-1,704
-63% -$537K
SHY icon
257
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$308K 0.04%
3,755
-32
-0.8% -$2.63K
ADI icon
258
Analog Devices
ADI
$176B
$308K 0.04%
776
-31
-4% -$12.3K
XLP icon
259
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$308K 0.04%
3,706
+191
+5% +$16K
PAYX icon
260
Paychex
PAYX
$43.3B
$308K 0.04%
3,128
+10
+0.3% +$946
FISV
261
Fiserv Inc
FISV
$28.2B
$307K 0.04%
+6,250
New +$349K
AGG icon
262
iShares Core US Aggregate Bond ETF
AGG
$138B
$303K 0.04%
3,061
+485
+19% +$48K
EMXC icon
263
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$301K 0.04%
+2,944
New +$278K
SYY icon
264
Sysco
SYY
$38.4B
$300K 0.04%
3,589
– –
IGIB icon
265
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$298K 0.04%
+5,613
New +$298K
MPLX icon
266
MPLX
MPLX
$60.5B
$290K 0.04%
5,147
+200
+4% +$11.2K
TRGP icon
267
Targa Resources
TRGP
$62.2B
$289K 0.04%
1,078
– –
PSA icon
268
Public Storage
PSA
$55.6B
$288K 0.04%
906
-123
-12% -$37.6K
SDOG icon
269
ALPS Sector Dividend Dogs ETF
SDOG
$1.45B
$288K 0.04%
4,225
– –
O icon
270
Realty Income
O
$58B
$286K 0.04%
4,623
+135
+3% +$8.42K
BDX icon
271
Becton Dickinson
BDX
$50.3B
$284K 0.04%
1,874
+97
+5% +$14.5K
SHEL icon
272
Shell
SHEL
$256B
$282K 0.04%
3,638
– –
CHRS icon
273
Coherus Oncology
CHRS
$219M
$282K 0.04%
201,202
-39,666
-16% -$64.8K
BNY
274
Bank of New York Mellon
BNY
$112B
$281K 0.04%
1,946
+121
+7% +$16.5K
SPLV icon
275
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
$279K 0.04%
3,720
– –
9 10
11
12 13

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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.