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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
+8.49%
1 Year Est. Return
+29.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$570M
AUM Growth
+$72.1M
Cap. Flow
+$33.7M
Cap. Flow %
5.91%
Top 10 Hldgs %
35.72%
Holding
332
New
29
Increased
117
Reduced
114
Closed
16

Top Buys

Rank Stock Value
1
MUB icon
iShares National Muni Bond ETF
MUB
+$5.45M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.68M
3
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.31M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.62M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.57M

Top Sells

Rank Stock Value
1
AME icon
Ametek
AME
+$2.92M
2
PANW icon
Palo Alto Networks
PANW
+$730K
3
IYW icon
iShares US Technology ETF
IYW
+$704K
4
AMZN icon
Amazon
AMZN
+$697K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$646K

Sector Composition

Rank Sector Weight
1 Technology 14.31%
2 Consumer Staples 11.07%
3 Consumer Discretionary 6.28%
4 Financials 6.24%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
326
iShares S&P 500 Growth ETF
IVW
$77.9B
– –
-1,847
Closed -$203K
LCID icon
327
Lucid Motors
LCID
$2.54B
– –
-1,244
Closed -$26.2K
MHI
328
DELISTED
Pioneer Municipal High Income Fund
MHI
– –
-57,317
Closed -$525K
OTIS icon
329
Otis Worldwide
OTIS
$27.8B
– –
-2,055
Closed -$203K
SRLN icon
330
State Street Blackstone Senior Loan ETF
SRLN
$5.38B
– –
-6,229
Closed -$259K
SUB icon
331
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
– –
-6,077
Closed -$646K
URA icon
332
Global X Uranium ETF
URA
$6.31B
– –
-5,250
Closed -$204K
10 11 12 13
14

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ACGDR
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SSP
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Tyche Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Tyche Wealth Partners held 332 positions worth $570M, up 14% from $498M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Tyche Wealth Partners deployed $33.7M of net new capital in Q3 2025, opening 29 new positions and adding to 117 existing holdings. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 25,904 shares worth $1.71M.

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

On the sell side, the largest reduction was Ametek, an estimated $2.92M trimmed.

  • Tyche Wealth Partners's largest Q3 2025 buy was iShares Core MSCI Emerging Markets ETF: 25,904 shares worth $1.71M.
  • Tyche Wealth Partners added most to iShares National Muni Bond ETF in Q3 2025, an estimated $5.45M increase.
  • Tyche Wealth Partners's biggest Q3 2025 reduction was Ametek, cutting an estimated $2.92M.
  • Tyche Wealth Partners fully exited iShares Short-Term National Muni Bond ETF in Q3 2025, selling an estimated $646K.
  • Tyche Wealth Partners's ten largest holdings make up 36% of its $570M portfolio in Q3 2025.
  • Tyche Wealth Partners opened 29 new positions and closed 16 in Q3 2025.
  • Tyche Wealth Partners's portfolio value rose 14% quarter-over-quarter to $570M.

Based on Tyche Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.