AI Portfolio Summary
In 2026 Q1, Tyche Wealth Partners LLC maintained a portfolio of 366 distinct positions. The most significant new addition to the portfolio was FIDELITY COVINGTON T, which now represents 2.98% of the total fund value. They heavily accumulated shares in STATE STR SPDR S&P 5, increasing their position by 3.8%. The fund also reduced its exposure to VANGUARD SPECIALIZED by 79.1%.
Total Positions
366
Quarter
2026 Q1
Top Holding
SPY (6.7%)
Top 10 Concentration
34.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 366
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 6.75% | 7.01% |
#1
Prev: #1
|
5.2 | 2,486 | 3.8% |
P
S
|
67,261 | $43,742,378 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 5.15% | 5.67% |
#2
Prev: #2
|
4.1 | 232 | 0.2% |
P
S
|
131,533 | $33,381,659 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 4.70% | 4.48% |
#3
Prev: #3
|
3.4 | -687 | -0.3% |
P
S
|
196,102 | $30,452,721 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 4.29% | 3.15% |
#4
Prev: #4
|
2.7 | -867 | -0.5% |
P
S
|
163,944 | $27,814,811 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
FMDE
FIDELITY COVING...
|
Unknown | 2.98% | — |
#5
Prev: #—
|
5.2 | 536,815 | no change |
NEW
|
536,815 | $19,303,855 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.31% | 1.94% |
#6
4
Prev: #10
|
3.4 | 6,059 | 30.5% |
P
S
|
25,923 | $14,962,247 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PTLC
PACER FDS TR
|
Unknown | 2.29% | 2.44% |
#7
1
Prev: #6
|
1.4 | 7,133 | 2.6% |
P
S
|
283,669 | $14,881,283 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.28% | 2.43% |
#8
1
Prev: #7
|
1.4 | 2,489 | 3.0% |
P
S
|
84,616 | $14,756,987 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.96% | 2.70% |
#9
4
Prev: #5
|
1.3 | -805 | -2.3% |
P
S
|
34,417 | $12,739,960 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MUB
ISHARES TR
|
ETF | 1.91% | 1.78% |
#10
1
Prev: #11
|
2.8 | 12,020 | 11.5% |
P
S
|
116,919 | $12,410,991 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.88% | 2.13% |
#11
2
Prev: #9
|
1.3 | 440 | 0.8% |
P
S
|
58,512 | $12,186,281 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.79% | 1.64% |
#12
1
Prev: #13
|
1.2 | 640 | 0.7% |
P
S
|
93,262 | $11,590,585 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IVV
ISHARES TR
|
ETF | 1.61% | 1.73% |
#13
1
Prev: #12
|
1.1 | 38 | 0.2% |
P
S
|
15,940 | $10,412,179 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.36% | 1.26% |
#14
2
Prev: #16
|
2.5 | 4,633 | 8.4% |
P
S
|
59,702 | $8,841,916 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.35% | 1.62% |
#15
1
Prev: #14
|
1.0 | 970 | 4.3% |
P
S
|
23,610 | $8,776,908 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
V
VISA INC
|
Financial Services | 1.18% | 1.42% |
#16
1
Prev: #15
|
1.0 | -197 | -0.8% |
P
S
|
25,236 | $7,627,254 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.14% | 0.87% |
#17
8
Prev: #25
|
1.0 | -157 | -0.4% |
P
S
|
35,720 | $7,390,461 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LMUB
ISHARES TR
|
ETF | 0.99% | — |
#18
Prev: #—
|
3.9 | 127,929 | no change |
NEW
|
127,929 | $6,387,495 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.98% | 0.88% |
#19
4
Prev: #23
|
0.9 | -45 | -0.7% |
P
S
|
6,382 | $6,359,134 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ROM
PROSHARES TR
|
ETF | 0.94% | 1.16% |
#20
3
Prev: #17
|
0.9 | 19 | 0.0% |
P
S
|
77,744 | $6,095,156 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.92% | 0.94% |
#21
1
Prev: #20
|
0.9 | 200 | 0.5% |
P
S
|
41,461 | $5,988,644 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.91% | 1.02% |
#22
3
Prev: #19
|
0.9 | 185 | 0.9% |
P
S
|
20,134 | $5,922,732 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.91% | 0.80% |
#23
3
Prev: #26
|
2.4 | 15,985 | 14.1% |
P
S
|
129,443 | $5,909,093 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.88% | 0.76% |
#24
3
Prev: #27
|
0.9 | 3,358 | 4.0% |
P
S
|
86,561 | $5,712,154 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AIS
TIDAL TRUST III
|
Unknown | 0.88% | 0.64% |
#25
8
Prev: #33
|
2.9 | 28,756 | 26.7% |
P
S
|
136,295 | $5,712,107 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CORO
BLACKROCK ETF T...
|
Bond/Debt | 0.86% | — |
#26
Prev: #—
|
3.8 | 172,796 | no change |
NEW
|
172,796 | $5,555,908 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.85% | 0.92% |
#27
6
Prev: #21
|
0.8 | 524 | 2.8% |
P
S
|
19,111 | $5,495,440 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.84% | 0.74% |
#28
1
Prev: #29
|
0.8 | 6 | 0.0% |
P
S
|
22,404 | $5,476,338 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.84% | 0.88% |
#29
5
Prev: #24
|
0.8 | 243 | 2.8% |
P
S
|
9,074 | $5,421,939 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.83% | 0.91% |
#30
8
Prev: #22
|
0.8 | -163 | -1.0% |
P
S
|
16,431 | $5,404,082 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.83% | 0.74% |
#31
3
Prev: #28
|
0.8 | 797 | 3.0% |
P
S
|
27,560 | $5,350,551 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.80% | 0.67% |
#32
Prev: #32
|
0.8 | -17 | -0.2% |
P
S
|
7,363 | $5,216,431 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.69% | 0.61% |
#33
4
Prev: #37
|
0.8 | -174 | -0.4% |
P
S
|
47,970 | $4,455,465 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.65% | 0.64% |
#34
Prev: #34
|
2.3 | 5,885 | 8.9% |
P
S
|
72,381 | $4,211,117 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.64% | 0.71% |
#35
4
Prev: #31
|
0.8 | -317 | -1.6% |
P
S
|
19,130 | $4,160,481 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.62% | 0.73% |
#36
6
Prev: #30
|
0.7 | 13 | 0.2% |
P
S
|
8,098 | $4,046,111 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.62% | 0.53% |
#37
4
Prev: #41
|
2.7 | 965 | 25.3% |
P
S
|
4,776 | $4,040,232 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.59% | 0.63% |
#38
2
Prev: #36
|
0.7 | 28 | 0.2% |
P
S
|
11,907 | $3,819,837 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
QUAL
ISHARES TR
|
ETF | 0.58% | 0.61% |
#39
1
Prev: #38
|
0.7 | 447 | 2.3% |
P
S
|
19,636 | $3,766,369 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SMLF
ISHARES TR
|
ETF | 0.57% | 0.43% |
#40
16
Prev: #56
|
2.7 | 13,438 | 37.5% |
P
S
|
49,295 | $3,721,246 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.57% | 0.55% |
#41
1
Prev: #40
|
2.2 | 19,869 | 18.6% |
P
S
|
126,703 | $3,690,850 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.56% | 0.57% |
#42
3
Prev: #39
|
0.7 | -205 | -1.7% |
P
S
|
11,632 | $3,615,217 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.54% | 0.52% |
#43
Prev: #43
|
0.7 | -140 | -0.3% |
P
S
|
46,277 | $3,519,358 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.52% | 0.51% |
#44
Prev: #44
|
0.7 | 126 | 0.7% |
P
S
|
17,599 | $3,394,760 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 0.49% | 0.49% |
#45
1
Prev: #46
|
2.2 | 7,913 | 9.8% |
P
S
|
88,545 | $3,207,089 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.48% | 2.40% |
#46
38
Prev: #8
|
0.2 | -54,291 | -79.1% |
P
S
|
14,360 | $3,088,323 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.47% | 0.47% |
#47
4
Prev: #51
|
0.7 | 493 | 1.6% |
P
S
|
31,772 | $3,054,898 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NDMO
NUVEEN DYNAMIC ...
|
Financial Services | 0.47% | 0.47% |
#48
Prev: #48
|
0.7 | 245 | 0.1% |
P
S
|
293,493 | $3,020,045 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.46% | 0.45% |
#49
4
Prev: #53
|
0.7 | -276 | -3.9% |
P
S
|
6,866 | $2,954,431 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IYW
ISHARES TR
|
ETF | 0.45% | 0.50% |
#50
5
Prev: #45
|
0.7 | 297 | 1.9% |
P
S
|
15,999 | $2,902,463 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 366 holdings