Tyche Wealth Partners LLC
SEC Form 13F institutional filer · CIK 0002004818
13F-HR · 188 reported holdings · 2026-03-31
Reported long-US-equity value
$0.48B
Top-10 concentration
46.5%
Tyche Wealth Partners LLC — $476M AUM allocation strategy
Tyche Wealth Partners LLC files SEC Form 13F and reports $476M of long US equity value across 188 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.8%, followed by Consumer Staples 12.7% and Energy 7.4%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Tyche Wealth Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$476M
total across 188 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +69.7K sh · +$469K+$IVV +66.1K sh · +$1.36M+$SCHW +27.1K sh · +$434K
Biggest trims (shares)
−$SO −20.5K sh · −$2.68M−$C −4.84K sh · −$577K−$MRK −3.14K sh · −$159K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Integrated Oil & Gas7.4%—
- Technology Hardware, Storage & Peripherals7.0%—
- Soft Drinks & Non-alcoholic Beverages6.4%—
- Consumer Staples Merchandise Retail3.8%—
- Semiconductors3.1%—
- Systems Software2.7%—
- Broadline Retail2.6%—
- Automobile Manufacturers1.9%—
- Other holdings65.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 132K | $33.4M | +232 | 7.0% |
| $PEP | PepsiCo Inc | 196K | $30.5M | -687 | 6.4% |
| $XOM | ExxonMobil Holdings Corporation | 164K | $27.8M | -867 | 5.8% |
| $NVDA | NVIDIA Corporation | 84.6K | $14.8M | +2.49K | 3.1% |
| $MSFT | Microsoft Corporation | 34.4K | $12.7M | -805 | 2.7% |
| $AMZN | Amazon.com Inc | 58.5K | $12.2M | +440 | 2.6% |
| $WMT | Walmart Inc | 93.3K | $11.6M | +640 | 2.4% |
…and 181 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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