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Tyche Wealth Partners LLC

SEC CIK
0002004818
Latest filing
Aug 6, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
347
+11 vs. Q4 2025
Portfolio value
$648.5M
+$18.7M (+3.0%) vs. Q4 2025
Filed
May 6, 2026
SEC
Holdings of Tyche Wealth Partners LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF67,261$43.7M6.7%+2,486+3.8%AddedHistory
AAPLApple Inc.Stock131,533$33.4M5.1%+232+0.2%AddedHistory
PEPPepsiCo IncStock196,102$30.5M4.7%−687−0.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM163,944$27.8M4.3%−867−0.5%ReducedHistory
Fidelity Covington Trust31609A503ENH MID COR ETF536,815$19.3M3.0%+536,815New–
Invesco QQQ Trust Series I46090E103ETF25,923$15.0M2.3%+6,059+30.5%Added–
Pacer Trendpilot US Large Cap ETF69374H105ETF283,669$14.9M2.3%+7,133+2.6%Added–
NVDANVIDIA CorpStock84,616$14.8M2.3%+2,489+3.0%AddedHistory
MSFTMicrosoft CorpStock34,417$12.7M2.0%−805−2.3%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF116,919$12.4M1.9%+12,020+11.5%Added–
AMZNAmazon Com IncStock58,512$12.2M1.9%+440+0.8%AddedHistory
WMTWalmart Inc.Stock93,262$11.6M1.8%+640+0.7%AddedHistory
iShares Core S&P 500 ETF464287200ETF15,940$10.4M1.6%+38+0.2%Added–
Vanguard High Dividend Yield Index ETF921946406ETF59,702$8.84M1.4%+4,633+8.4%Added–
TSLATesla, Inc.Stock23,610$8.78M1.4%+970+4.3%AddedHistory
VVisa Inc.Stock25,236$7.63M1.2%−197−0.8%ReducedHistory
CVXChevron CorpStock35,720$7.39M1.1%−157−0.4%ReducedHistory
iShares Tr46438G448LONG TERM MUNI127,929$6.39M1.0%+127,929New–
COSTCostco Wholesale CorpStock6,382$6.36M1.0%−45−0.7%ReducedHistory
ProShares Tr74347R693PSHS ULTRA TECH77,744$6.10M0.9%+190.0%Added–
PGProcter & Gamble CoStock41,461$5.99M0.9%+200+0.5%AddedHistory
JPMJPMorgan Chase & CoStock20,134$5.92M0.9%+185+0.9%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF129,443$5.91M0.9%+15,985+14.1%Added–
MOAltria Group, Inc.Stock86,561$5.71M0.9%+3,358+4.0%AddedHistory
Tidal Trust III45259A845VIST ARTI IN ETF136,295$5.71M0.9%+28,756+26.7%Added–
BlackRock ETF Trust09290C764ISHA IN CTRY ETF172,796$5.56M0.9%+172,796New–
GOOGLAlphabet Inc.Stock19,111$5.50M0.8%+524+2.8%AddedHistory
JNJJohnson & JohnsonStock22,404$5.48M0.8%+60.0%AddedHistory
Vanguard S&P 500 ETF922908363ETF9,074$5.42M0.8%+243+2.8%Added–
HDHome Depot, Inc.Stock16,431$5.40M0.8%−163−1.0%ReducedHistory
TXNTexas Instruments IncStock27,560$5.35M0.8%+797+3.0%AddedHistory
CATCaterpillar IncStock7,363$5.22M0.8%−17−0.2%ReducedHistory
NEENextera Energy IncStock47,970$4.46M0.7%−174−0.4%ReducedHistory
BlackRock ETF Trust09290C103ISHARES US EQUIT72,381$4.21M0.6%+5,885+8.9%Added–
ABBVAbbVie Inc.Stock19,130$4.16M0.6%−317−1.6%ReducedHistory
MAMastercard IncStock8,098$4.05M0.6%+13+0.2%AddedHistory
GSGoldman Sachs Group IncStock4,776$4.04M0.6%+965+25.3%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF11,907$3.82M0.6%+28+0.2%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF19,636$3.77M0.6%+447+2.3%Added–
iShares Tr46434V290US SML CAP EQT49,295$3.72M0.6%+13,438+37.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF126,703$3.69M0.6%+19,869+18.6%Added–
MCDMcDonalds CorpStock11,632$3.62M0.6%−205−1.7%ReducedHistory
KOCoca Cola CoStock46,277$3.52M0.5%−140−0.3%ReducedHistory
RTXRTX CorpStock17,599$3.39M0.5%+126+0.7%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF88,545$3.21M0.5%+7,913+9.8%Added–
Vanguard Dividend Appreciation ETF921908844ETF14,360$3.09M0.5%−54,291−79.1%Reduced–
NFLXNetflix IncStock31,772$3.05M0.5%+493+1.6%AddedHistory
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS293,493$3.02M0.5%+245+0.1%AddedHistory
GLDSPDR Gold TrustETF6,866$2.95M0.5%−276−3.9%ReducedHistory
iShares Tr464287721U.S. TECH ETF15,999$2.90M0.4%+297+1.9%Added–
LLYEli Lilly & CoStock3,089$2.84M0.4%−12−0.4%ReducedHistory
PMPhilip Morris International Inc.Stock16,981$2.81M0.4%+164+1.0%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM48,741$2.76M0.4%+5,069+11.6%Added–
GOOGAlphabet Inc.Stock9,456$2.71M0.4%+34+0.4%AddedHistory
SOSouthern CoStock27,784$2.68M0.4%+21+0.1%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF42,925$2.68M0.4%+7,593+21.5%Added–
BRK.BBerkshire Hathaway IncStock5,540$2.65M0.4%+165+3.1%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD51,822$2.39M0.4%−632−1.2%Reduced–
BlackRock ETF Trust09290C780ISHA I IN TE ETF67,739$2.23M0.3%+6,951+11.4%Added–
ITWIllinois Tool Works IncStock8,533$2.22M0.3%−772−8.3%ReducedHistory
AMEAmetek IncCOM10,040$2.15M0.3%+8+0.1%AddedHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL41,867$2.08M0.3%+27+0.1%Added–
Global X FDS37960A529DEFENSE TECH ETF29,004$2.05M0.3%+1,922+7.1%Added–
Dimensional ETF Trust25434V799INTL CORE EQUITY56,575$2.01M0.3%+4,946+9.6%Added–
AVGOBroadcom Inc.Stock6,330$1.96M0.3%−431−6.4%ReducedHistory
LMTLockheed Martin CorpStock3,145$1.90M0.3%+20+0.6%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF27,237$1.90M0.3%−1,670−5.8%Reduced–
METAMeta Platforms, Inc.Stock3,283$1.88M0.3%+7+0.2%AddedHistory
UNPUnion Pacific CorpStock7,552$1.83M0.3%−23−0.3%ReducedHistory
NEANuveen AMT-Free Quality Municipal Income FundCOM162,878$1.83M0.3%+933+0.6%AddedHistory
NADNuveen Quality Municipal Income FundCOM152,794$1.76M0.3%−88,943−36.8%ReducedHistory
ATOAtmos Energy CorpCOM9,359$1.73M0.3%−42−0.4%ReducedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT20,662$1.66M0.3%+4,637+28.9%Added–
iShares Flexible Income Active ETF092528603ETF31,458$1.63M0.3%−935−2.9%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT8,404$1.61M0.2%+4,495+115.0%Added–
TAT&T Inc.Stock55,634$1.61M0.2%+2,881+5.5%AddedHistory
iShares Select Dividend ETF464287168ETF10,415$1.58M0.2%−140−1.3%Reduced–
SPDR Series Trust78464A763ST STR SP DIV10,791$1.57M0.2%−32−0.3%Reduced–
EPDEnterprise Products Partners L.P.Stock41,093$1.55M0.2%+306+0.8%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF11,698$1.55M0.2%+35+0.3%Added–
ABTAbbott LaboratoriesStock14,914$1.53M0.2%−863−5.5%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF32,443$1.52M0.2%−19,652−37.7%Reduced–
VZVerizon Communications IncStock30,315$1.52M0.2%+3,232+11.9%AddedHistory
NVGNuveen AMT-Free Municipal Credit Income FundCEF122,352$1.51M0.2%−1,813−1.5%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF14,418$1.49M0.2%+439+3.1%Added–
iShares U.S. Treasury Bond ETF46429B267ETF64,262$1.47M0.2%+64,262New–
UNHUnitedHealth Group IncStock5,410$1.46M0.2%−326−5.7%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock3,732$1.46M0.2%+246+7.1%AddedHistory
iShares Tr464288521CRE U S REIT ETF24,237$1.43M0.2%+1,726+7.7%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF17,285$1.43M0.2%+584+3.5%Added–
MRKMerck & Co., Inc.Stock11,441$1.38M0.2%−3,142−21.5%ReducedHistory
BLKBlackRock, Inc.Stock1,422$1.37M0.2%−125−8.1%ReducedHistory
LOWLowes Companies IncStock5,789$1.37M0.2%+60+1.0%AddedHistory
TMUST-Mobile US, Inc.Stock6,364$1.34M0.2%+788+14.1%AddedHistory
HONHoneywell International IncCOM5,810$1.31M0.2%+23+0.4%AddedHistory
CIFRCipher Digital Inc.COM100,000$1.29M0.2%−15,000−13.0%ReducedHistory
OKEONEOK IncCOM14,177$1.28M0.2%00.0%UnchangedHistory
iShares Tr464288588MBS ETF13,420$1.27M0.2%+616+4.8%Added–
Vanguard Total International Bond ETF92203J407ETF26,132$1.26M0.2%+3,644+16.2%Added–
CASYCaseys General Stores IncCOM1,651$1.20M0.2%+270+19.6%AddedHistory

Sold out since Q4 2025 (19)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Tyche Wealth Partners LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Principal Exchange Traded FD74255Y888SPECTRUM PFD384,025$7.32M1.2%–
SCCOSouthern Copper CorpStock20,523$2.94M0.5%History
BlackRock ETF Trust II092528843ISH HIG MUN ETF48,437$2.36M0.4%–
BMNRBitmine Immersion Technologies, Inc.COM NEW14,163$384.5K0.1%History
BTABlackRock Long-Term Municipal Advantage TrustCOM39,109$362.9K0.1%History
BXMXNuveen S&P 500 BuyWrite Income FundCOM23,400$344.0K0.1%History
BYMBlackRock Municipal Income Quality TrustCOM24,625$269.4K<0.1%History
iShares Tr46434V4070-5YR HI YL CP5,525$236.9K<0.1%–
iShares Tr46435G102CONV BD ETF2,336$230.1K<0.1%–
NVONovo Nordisk A SADR4,460$226.9K<0.1%History
iShares U.S. Medical Devices ETF464288810ETF3,576$222.3K<0.1%–
BLDQXO Insulation, LLCStock532$221.8K<0.1%History
Vanguard Information Technology ETF92204A702ETF284$214.3K<0.1%–
GISGeneral Mills IncStock4,539$211.0K<0.1%History
MUEBlackRock Muniholdings Quality Fund II, Inc.COM16,828$168.8K<0.1%History
BFKBlackRock Municipal Income TrustSH BEN INT14,403$144.5K<0.1%History
SLSSELLAS Life Sciences Group, Inc.COM NEW37,500$141.4K<0.1%History
RCATRed Cat Holdings, Inc.Stock14,900$118.2K<0.1%History
ICUSeaStar Medical Holding CorpCOM NEW17,700$4.25K<0.1%History