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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
IALT
51
iShares Systematic Alternatives Active ETF
IALT
$5.52B
$3.09M 0.43%
+110,205
New +$3.09M
NDMO icon
52
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$590M
$3.06M 0.43%
293,874
+381
+0.1% +$3.94K
PM icon
53
Philip Morris
PM
$284B
$3.03M 0.42%
16,729
-252
-1% -$43.7K
DFAT icon
54
Dimensional US Targeted Value ETF
DFAT
$14.7B
$3M 0.42%
42,925
– –
AVGO icon
55
Broadcom
AVGO
$1.7T
$2.94M 0.41%
7,790
+1,460
+23% +$585K
JEPI icon
56
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
$2.88M 0.4%
51,010
+2,269
+5% +$128K
CRWD icon
57
CrowdStrike
CRWD
$218B
$2.85M 0.4%
14,960
+32
+0.2% +$4.55K
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.84M 0.4%
5,683
+143
+3% +$68.7K
MCD icon
59
McDonald's
MCD
$181B
$2.82M 0.4%
10,428
-1,204
-10% -$345K
GLD icon
60
SPDR Gold Trust
GLD
$149B
$2.79M 0.39%
7,575
+709
+10% +$294K
SO icon
61
Southern Company
SO
$101B
$2.69M 0.38%
28,092
+308
+1% +$29K
PANW icon
62
Palo Alto Networks
PANW
$272B
$2.64M 0.37%
7,736
+1,869
+32% +$428K
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$2.51M 0.35%
30,354
+3,117
+11% +$248K
CIFR icon
64
Cipher Digital
CIFR
$7.36B
$2.45M 0.34%
100,000
– –
AME icon
65
Ametek
AME
$54.5B
$2.43M 0.34%
10,047
+7
+0.1% +$1.61K
RSP icon
66
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$2.4M 0.34%
11,271
+2,867
+34% +$587K
NFLX icon
67
Netflix
NFLX
$326B
$2.28M 0.32%
31,935
+163
+0.5% +$14.4K
XLK icon
68
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.2M 0.31%
11,550
-148
-1% -$25.3K
SHLD icon
69
Global X Defense Tech ETF
SHLD
$6.97B
$2.16M 0.3%
36,133
+7,129
+25% +$474K
UNH icon
70
UnitedHealth
UNH
$356B
$2.14M 0.3%
5,150
-260
-5% -$96.4K
DFIC icon
71
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$2.11M 0.3%
56,575
– –
SPHD icon
72
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.4B
$2.1M 0.3%
41,395
-472
-1% -$23.6K
BNDX icon
73
Vanguard Total International Bond ETF
BNDX
$82.2B
$2.1M 0.29%
43,296
+17,164
+66% +$826K
UNP icon
74
Union Pacific
UNP
$172B
$2.04M 0.29%
7,493
-59
-0.8% -$15.5K
SDY icon
75
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$2.03M 0.29%
13,366
+2,575
+24% +$384K
1 2
3
4 5

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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.