Synergy Financial Group
Latest statistics and disclosures from Synergy Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AMZN, SHOP, GOOG, and represent 33.58% of Synergy Financial Group's stock portfolio.
- Added to shares of these 10 stocks: NFLX, NOW, MSFT, LLY, ISRG, LRCX, NYT, VTI, VGT, GBIL.
- Started 4 new stock positions in LLY, ISRG, NYT, LRCX.
- Reduced shares in these 10 stocks: SHOP, NVDA, ANET, AMZN, MSTR, GOOG, WHR, HLI, PLTR, GPIQ.
- Sold out of its positions in HLI, MSTR, UDMY, WHR.
- Synergy Financial Group was a net seller of stock by $-255k.
- Synergy Financial Group has $142M in assets under management (AUM), dropping by -4.03%.
- Central Index Key (CIK): 0001905669
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Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 115 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $12M | -4% | 62k | 186.50 |
|
| Microsoft Corporation (MSFT) | 8.0 | $11M | +3% | 23k | 483.62 |
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| Amazon (AMZN) | 6.7 | $9.6M | -2% | 42k | 230.82 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 6.1 | $8.7M | -14% | 54k | 160.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $6.5M | -3% | 21k | 313.80 |
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| Apple (AAPL) | 4.2 | $5.9M | 22k | 271.87 |
|
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| Tesla Motors (TSLA) | 4.1 | $5.9M | -2% | 13k | 449.72 |
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| Meta Platforms Cl A (META) | 3.3 | $4.7M | 7.1k | 660.10 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $3.8M | 6.1k | 627.16 |
|
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| RBB Motley Fol Etf (TMFC) | 2.5 | $3.6M | 50k | 71.77 |
|
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| Netflix (NFLX) | 2.4 | $3.4M | +883% | 36k | 93.76 |
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| MercadoLibre (MELI) | 2.3 | $3.3M | 1.6k | 2014.26 |
|
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| Arista Networks Com Shs (ANET) | 2.0 | $2.9M | -15% | 22k | 131.03 |
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| The Trade Desk Com Cl A (TTD) | 2.0 | $2.8M | 75k | 37.96 |
|
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| Vanguard World Inf Tech Etf (VGT) | 1.8 | $2.5M | +3% | 3.4k | 753.78 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $1.9M | 3.4k | 570.94 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $1.9M | -3% | 4.1k | 468.76 |
|
| Broadcom (AVGO) | 1.2 | $1.8M | 5.1k | 346.09 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.6M | 5.2k | 312.98 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $1.6M | -2% | 5.4k | 290.24 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $1.5M | -2% | 29k | 53.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.0 | $1.5M | -2% | 4.7k | 314.82 |
|
| Zscaler Incorporated (ZS) | 0.9 | $1.3M | -5% | 5.7k | 224.92 |
|
| Chipotle Mexican Grill (CMG) | 0.8 | $1.2M | -3% | 32k | 37.00 |
|
| Walt Disney Company (DIS) | 0.8 | $1.1M | 9.8k | 113.77 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.8 | $1.1M | -5% | 32k | 34.26 |
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| Airbnb Com Cl A (ABNB) | 0.7 | $1.1M | 7.8k | 135.72 |
|
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| Servicenow (NOW) | 0.7 | $1.0M | +398% | 6.6k | 153.19 |
|
| Kinsale Cap Group (KNSL) | 0.7 | $993k | -5% | 2.5k | 391.12 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.7 | $952k | 13k | 76.23 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $942k | +4% | 1.5k | 614.36 |
|
| Snowflake Com Shs (SNOW) | 0.6 | $924k | -2% | 4.2k | 219.36 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $908k | 1.1k | 862.34 |
|
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| Datadog Cl A Com (DDOG) | 0.6 | $872k | -4% | 6.4k | 135.99 |
|
| Axon Enterprise (AXON) | 0.6 | $829k | +5% | 1.5k | 567.93 |
|
| Advanced Micro Devices (AMD) | 0.5 | $764k | +5% | 3.6k | 214.16 |
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| Lemonade (LMND) | 0.5 | $723k | -3% | 10k | 71.18 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.5 | $699k | -20% | 13k | 52.87 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $673k | -18% | 13k | 52.80 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $666k | 622.00 | 1069.86 |
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| Cloudflare Cl A Com (NET) | 0.5 | $656k | 3.3k | 197.15 |
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| Starbucks Corporation (SBUX) | 0.4 | $632k | -5% | 7.5k | 84.21 |
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| Zoom Communications Cl A (ZM) | 0.4 | $613k | 7.1k | 86.29 |
|
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| Upwork (UPWK) | 0.4 | $608k | 31k | 19.82 |
|
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| Paycom Software (PAYC) | 0.4 | $602k | -2% | 3.8k | 159.36 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $600k | -22% | 3.4k | 177.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $576k | 1.1k | 502.65 |
|
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| Paypal Holdings (PYPL) | 0.4 | $565k | 9.7k | 58.38 |
|
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| Okta Cl A (OKTA) | 0.4 | $563k | -3% | 6.5k | 86.47 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $554k | -9% | 17k | 32.62 |
|
| Uber Technologies (UBER) | 0.4 | $554k | -9% | 6.8k | 81.71 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $553k | 2.1k | 258.00 |
|
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| salesforce (CRM) | 0.4 | $533k | 2.0k | 264.91 |
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| Electronic Arts (EA) | 0.4 | $522k | 2.6k | 204.33 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $477k | -7% | 7.4k | 64.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $474k | +4% | 2.5k | 190.99 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $465k | -19% | 1.3k | 349.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $462k | +68% | 1.4k | 335.31 |
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| Capital One Financial (COF) | 0.3 | $455k | 1.9k | 242.36 |
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| Walker & Dunlop (WD) | 0.3 | $450k | 7.5k | 60.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $448k | 654.00 | 684.94 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.3 | $438k | +4% | 7.9k | 55.46 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $437k | +21% | 4.4k | 99.94 |
|
| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.3 | $427k | +2% | 8.5k | 50.47 |
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| Chevron Corporation (CVX) | 0.3 | $420k | 2.8k | 152.41 |
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| Prologis (PLD) | 0.3 | $416k | +2% | 3.3k | 127.66 |
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| Unity Software (U) | 0.3 | $405k | +9% | 9.2k | 44.17 |
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| Waste Management (WM) | 0.3 | $405k | -4% | 1.8k | 219.76 |
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| Micron Technology (MU) | 0.3 | $377k | 1.3k | 285.41 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $355k | 2.5k | 141.06 |
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| Nextera Energy (NEE) | 0.2 | $345k | -7% | 4.3k | 80.28 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $343k | +2% | 1.1k | 303.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $343k | +3% | 1.3k | 268.30 |
|
| Booking Holdings (BKNG) | 0.2 | $337k | 63.00 | 5355.33 |
|
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| Wal-Mart Stores (WMT) | 0.2 | $337k | +2% | 3.0k | 111.41 |
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| Roku Com Cl A (ROKU) | 0.2 | $332k | -2% | 3.1k | 108.49 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $330k | 1.5k | 223.23 |
|
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| Kinder Morgan (KMI) | 0.2 | $326k | -2% | 12k | 27.49 |
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| Hubspot (HUBS) | 0.2 | $318k | -4% | 792.00 | 401.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $316k | 4.2k | 75.44 |
|
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| Docusign (DOCU) | 0.2 | $310k | -3% | 4.5k | 68.40 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $302k | -3% | 938.00 | 322.22 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.2 | $300k | -7% | 6.0k | 49.90 |
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| Intuit (INTU) | 0.2 | $298k | 450.00 | 662.42 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $296k | 3.3k | 88.49 |
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| Visa Com Cl A (V) | 0.2 | $295k | +3% | 841.00 | 350.89 |
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| eBay (EBAY) | 0.2 | $293k | -9% | 3.4k | 87.10 |
|
| Planet Fitness Cl A (PLNT) | 0.2 | $286k | 2.6k | 108.47 |
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| Zillow Group Cl A (ZG) | 0.2 | $286k | 4.2k | 68.23 |
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|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $283k | 1.8k | 155.12 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $282k | 2.5k | 113.92 |
|
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| Synopsys (SNPS) | 0.2 | $281k | +6% | 599.00 | 469.72 |
|
| Workday Cl A (WDAY) | 0.2 | $280k | 1.3k | 214.78 |
|
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| Upstart Hldgs (UPST) | 0.2 | $273k | 6.2k | 43.73 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $269k | 2.3k | 117.52 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $257k | -22% | 377.00 | 682.74 |
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| Sea Sponsord Ads (SE) | 0.2 | $256k | 2.0k | 127.57 |
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| Tractor Supply Company (TSCO) | 0.2 | $256k | +5% | 5.1k | 50.01 |
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| Jd.com Spon Ads Cl A (JD) | 0.2 | $252k | +4% | 8.8k | 28.70 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $245k | NEW | 228.00 | 1074.68 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $244k | 954.00 | 256.03 |
|
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| Autodesk (ADSK) | 0.2 | $233k | -14% | 787.00 | 296.01 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $231k | 5.3k | 43.64 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $229k | 378.00 | 605.01 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $228k | NEW | 403.00 | 566.36 |
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| EOG Resources (EOG) | 0.2 | $226k | -8% | 2.2k | 105.01 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $219k | 7.4k | 29.61 |
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| Atlassian Corporation Cl A (TEAM) | 0.2 | $214k | -24% | 1.3k | 162.14 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $211k | NEW | 1.2k | 171.18 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $210k | 5.9k | 35.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $209k | 7.6k | 27.43 |
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| New York Times Cl A (NYT) | 0.1 | $207k | NEW | 3.0k | 69.42 |
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| Pinterest Cl A (PINS) | 0.1 | $205k | 7.9k | 25.89 |
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| Hershey Company (HSY) | 0.1 | $202k | -11% | 1.1k | 181.98 |
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| Genuine Parts Company (GPC) | 0.1 | $201k | -9% | 1.6k | 122.96 |
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Past Filings by Synergy Financial Group
SEC 13F filings are viewable for Synergy Financial Group going back to 2021
- Synergy Financial Group 2025 Q4 filed Feb. 17, 2026
- Synergy Financial Group 2025 Q3 filed Nov. 17, 2025
- Synergy Financial Group 2025 Q2 filed Aug. 15, 2025
- Synergy Financial Group 2025 Q1 filed May 15, 2025
- Synergy Financial Group 2024 Q4 filed Feb. 4, 2025
- Synergy Financial Group 2024 Q3 filed Nov. 18, 2024
- Synergy Financial Group 2024 Q2 filed Aug. 13, 2024
- Synergy Financial Group 2024 Q1 filed May 15, 2024
- Synergy Financial Group 2023 Q4 filed Feb. 15, 2024
- Synergy Financial Group 2023 Q3 filed Nov. 2, 2023
- Synergy Financial Group 2023 Q2 filed Aug. 16, 2023
- Synergy Financial Group 2023 Q1 filed May 3, 2023
- Synergy Financial Group 2022 Q4 filed Feb. 3, 2023
- Synergy Financial Group 2022 Q3 filed Nov. 1, 2022
- Synergy Financial Group 2022 Q2 filed Aug. 4, 2022
- Synergy Financial Group 2022 Q1 filed Aug. 3, 2022