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Tyche Wealth Partners Portfolio holdings

AUM $648M
1-Year Est. Return 20.17%
This Fund
S&P 500
This Quarter Est. Return
+2.13%
1 Year Est. Return
+20.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$59.8M
Cap. Flow
+$50.3M
Cap. Flow %
7.98%
Top 10 Hldgs %
34.36%
Holding
358
New
42
Increased
153
Reduced
92
Closed
22

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.06M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.58M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.09M
4
MSFT icon
Microsoft
MSFT
+$2.04M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.8M

Top Sells

Rank Stock Value
1
AME icon
Ametek
AME
+$2.32M
2
LLY icon
Eli Lilly
LLY
+$1.93M
3
YLD icon
Principal Active High Yield ETF
YLD
+$739K
4
HD icon
Home Depot
HD
+$685K
5
NVDA icon
NVIDIA
NVDA
+$649K

Sector Composition

Rank Sector Weight
1 Technology 14.6%
2 Consumer Staples 10.13%
3 Financials 6.31%
4 Consumer Discretionary 5.84%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
101
Accenture
ACN
$94.3B
$1.14M 0.18%
4,234
+1,101
+35% +$280K
TMUS icon
102
T-Mobile US
TMUS
$190B
$1.13M 0.18%
5,576
+1,941
+53% +$411K
HON icon
103
Honeywell
HON
$77.9B
$1.13M 0.18%
5,787
-380
-6% -$74.3K
AMGN icon
104
Amgen
AMGN
$203B
$1.12M 0.18%
3,414
+1,075
+46% +$341K
VZ icon
105
Verizon
VZ
$198B
$1.1M 0.18%
27,083
+8,779
+48% +$356K
AXON
106
Axon Enterprise
AXON
$42.4B
$1.09M 0.17%
1,922
+25
+1% +$15.5K
BNDX icon
107
Vanguard Total International Bond ETF
BNDX
$82.2B
$1.09M 0.17%
22,488
+6,337
+39% +$313K
SYSB
108
iShares Systematic Bond ETF
SYSB
$1.16B
$1.06M 0.17%
+11,815
New +$1.06M
AFL icon
109
Aflac
AFL
$64.4B
$1.05M 0.17%
9,500
+454
+5% +$50K
OKE icon
110
Oneok
OKE
$56.4B
$1.04M 0.17%
14,177
-63
-0.4% -$4.46K
CSCO icon
111
Cisco
CSCO
$452B
$1.04M 0.16%
13,482
+252
+2% +$18.7K
C icon
112
Citigroup
C
$223B
$1.03M 0.16%
8,847
+884
+11% +$91.8K
IWF icon
113
iShares Russell 1000 Growth ETF
IWF
$120B
$1.03M 0.16%
8,676
-88
-1% -$10.4K
APH icon
114
Amphenol
APH
$184B
$1M 0.16%
+7,419
New +$992K
WFC icon
115
Wells Fargo
WFC
$264B
$985K 0.16%
10,570
-1,642
-13% -$143K
IWM icon
116
iShares Russell 2000 ETF
IWM
$80.3B
$963K 0.15%
3,912
-733
-16% -$180K
GE icon
117
GE Aerospace
GE
$375B
$961K 0.15%
3,120
+1
+0% +$301
NZF icon
118
Nuveen Municipal Credit Income Fund
NZF
$2.41B
$948K 0.15%
75,328
-1,964
-3% -$24.7K
SYK icon
119
Stryker
SYK
$129B
$938K 0.15%
2,670
+1,626
+156% +$592K
BX icon
120
Blackstone
BX
$106B
$927K 0.15%
6,013
+8
+0.1% +$1.22K
SPGI icon
121
S&P Global
SPGI
$130B
$922K 0.15%
1,764
+1,145
+185% +$567K
AVUV icon
122
Avantis US Small Cap Value ETF
AVUV
$30.3B
$918K 0.15%
8,998
+854
+10% +$85.4K
APD icon
123
Air Products & Chemicals
APD
$65.2B
$915K 0.15%
3,703
-143
-4% -$36.2K
FANG icon
124
Diamondback Energy
FANG
$55.1B
$907K 0.14%
6,036
-215
-3% -$31.7K
VOT icon
125
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$864K 0.14%
3,095
+786
+34% +$225K
3 4
5
6 7

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CAAM
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PCM
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CCA
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SCM
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Tyche Wealth Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Tyche Wealth Partners held 358 positions worth $630M, up 10% from $570M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Tyche Wealth Partners deployed $50.3M of net new capital in Q4 2025, opening 42 new positions and adding to 153 existing holdings. Its largest new stake was iShares Systematic Bond ETF: 11,815 shares worth $1.06M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was Ametek, an estimated $2.32M trimmed.

  • Tyche Wealth Partners's largest Q4 2025 buy was iShares Systematic Bond ETF: 11,815 shares worth $1.06M.
  • Tyche Wealth Partners added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $3.06M increase.
  • Tyche Wealth Partners's biggest Q4 2025 reduction was Ametek, cutting an estimated $2.32M.
  • Tyche Wealth Partners fully exited Principal Active High Yield ETF in Q4 2025, selling an estimated $739K.
  • Tyche Wealth Partners's ten largest holdings make up 34% of its $630M portfolio in Q4 2025.
  • Tyche Wealth Partners opened 42 new positions and closed 22 in Q4 2025.
  • Tyche Wealth Partners's portfolio value rose 10% quarter-over-quarter to $630M.

Based on Tyche Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.