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 30.44% of Synergy Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VTEC, VOO, GOOGL, IEFA, IWM, IEMG, IWR, AGG, MSFT, VEA.
- Started 22 new stock positions in UNH, SCHH, BAC, IEMG, IEFA, AGG, HAS, JEPI, EFV, IWM. CGHM, IJR, VTEC, IWR, IJH, VEA, MDT, P, DIV, IWS, PSX, SPG.
- Reduced shares in these 10 stocks: TSLA, HUBS, PLNT, ZG, , UPST, SE, TTWO, ADSK, .
- Sold out of its positions in TEAM, ADSK, GPC, HSY, HUBS, ISRG, PINS, PLNT, SE, TTWO. ULTA, UPST, WDAY, ZG.
- Synergy Financial Group was a net buyer of stock by $7.0M.
- Synergy Financial Group has $133M in assets under management (AUM), dropping by -6.47%.
- Central Index Key (CIK): 0001905669
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Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.1 | $11M | 62k | 174.40 |
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| Microsoft Corporation (MSFT) | 6.8 | $9.1M | +4% | 25k | 370.17 |
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| Amazon (AMZN) | 6.4 | $8.5M | 41k | 208.27 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 4.7 | $6.3M | -2% | 53k | 118.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $5.9M | 21k | 286.86 |
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| Apple (AAPL) | 4.3 | $5.8M | +4% | 23k | 253.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.3 | $4.4M | +19% | 7.3k | 597.52 |
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| Meta Platforms Cl A (META) | 3.2 | $4.2M | +3% | 7.3k | 572.15 |
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| Tesla Motors (TSLA) | 2.9 | $3.9M | -20% | 11k | 371.75 |
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| RBB Motley Fol Etf (TMFC) | 2.6 | $3.4M | +3% | 52k | 65.97 |
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| Netflix (NFLX) | 2.6 | $3.4M | 35k | 96.15 |
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| MercadoLibre (MELI) | 2.2 | $2.9M | 1.7k | 1729.02 |
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| Arista Networks Com Shs (ANET) | 2.0 | $2.7M | 22k | 122.78 |
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| Vanguard World Inf Tech Etf (VGT) | 1.8 | $2.4M | +2% | 3.5k | 697.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $2.1M | +39% | 7.2k | 287.55 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $1.9M | +23% | 36k | 54.05 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $1.7M | +2% | 3.4k | 499.67 |
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| The Trade Desk Com Cl A (TTD) | 1.2 | $1.6M | -3% | 72k | 22.69 |
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| Broadcom (AVGO) | 1.2 | $1.6M | 5.1k | 309.54 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $1.5M | 5.4k | 287.15 |
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| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 1.2 | $1.5M | NEW | 16k | 99.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $1.5M | -5% | 3.9k | 390.41 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.0 | $1.3M | -3% | 4.5k | 298.88 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.8 | $1.1M | 32k | 33.77 |
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| Airbnb Com Cl A (ABNB) | 0.8 | $1.0M | +5% | 8.3k | 126.28 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.0M | -2% | 1.0k | 996.43 |
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| Chipotle Mexican Grill (CMG) | 0.8 | $1.0M | 32k | 32.01 |
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| Walt Disney Company (DIS) | 0.7 | $941k | 9.8k | 96.38 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $873k | 1.5k | 577.28 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $852k | +3% | 645.00 | 1320.83 |
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| Zscaler Incorporated (ZS) | 0.6 | $798k | 5.7k | 140.29 |
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| Kinsale Cap Group (KNSL) | 0.6 | $792k | -8% | 2.3k | 341.66 |
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| Advanced Micro Devices (AMD) | 0.6 | $763k | +5% | 3.8k | 203.43 |
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| Datadog Cl A Com (DDOG) | 0.6 | $752k | 6.4k | 118.05 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $729k | 12k | 59.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $704k | +28% | 1.5k | 479.20 |
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| Servicenow (NOW) | 0.5 | $702k | 6.7k | 104.55 |
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| Starbucks Corporation (SBUX) | 0.5 | $684k | 7.6k | 89.59 |
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| Zoom Communications Cl A (ZM) | 0.5 | $658k | +15% | 8.2k | 80.39 |
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| Chevron Corporation (CVX) | 0.5 | $655k | +14% | 3.2k | 206.90 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.5 | $652k | 13k | 49.49 |
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| Cloudflare Cl A Com (NET) | 0.5 | $642k | -6% | 3.1k | 206.34 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $636k | 13k | 50.04 |
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| Lemonade (LMND) | 0.5 | $610k | -4% | 9.7k | 62.68 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $604k | +73% | 4.4k | 138.32 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $603k | +21% | 21k | 29.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $596k | +39% | 913.00 | 653.21 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $595k | +35% | 5.9k | 100.19 |
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| Axon Enterprise (AXON) | 0.4 | $570k | -8% | 1.3k | 424.69 |
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| Paycom Software (PAYC) | 0.4 | $551k | +19% | 4.5k | 121.54 |
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| Snowflake Com Shs (SNOW) | 0.4 | $550k | -13% | 3.6k | 150.82 |
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| Goldman Sachs Etf Tr Ultra Short Bond (GSST) | 0.4 | $548k | +28% | 11k | 50.55 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $542k | +11% | 2.8k | 196.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $517k | NEW | 5.7k | 90.53 |
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| Okta Cl A (OKTA) | 0.4 | $510k | 6.5k | 78.71 |
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| Prologis (PLD) | 0.4 | $510k | +18% | 3.9k | 132.18 |
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| Electronic Arts (EA) | 0.4 | $500k | -4% | 2.5k | 203.87 |
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| Uber Technologies (UBER) | 0.4 | $494k | 6.9k | 71.93 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $493k | 3.4k | 146.28 |
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| Nextera Energy (NEE) | 0.4 | $476k | +19% | 5.1k | 92.88 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $472k | -5% | 7.0k | 67.07 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $471k | NEW | 1.9k | 248.00 |
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| Micron Technology (MU) | 0.3 | $461k | +3% | 1.4k | 337.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $444k | -20% | 1.7k | 261.85 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.3 | $441k | +2% | 8.1k | 54.80 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $436k | NEW | 6.3k | 69.75 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $425k | +54% | 1.4k | 294.16 |
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| Wal-Mart Stores (WMT) | 0.3 | $424k | +12% | 3.4k | 124.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $421k | NEW | 4.3k | 97.23 |
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| Waste Management (WM) | 0.3 | $418k | 1.8k | 229.82 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $412k | NEW | 4.2k | 99.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $404k | -8% | 1.3k | 320.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $395k | NEW | 6.2k | 64.08 |
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| Kinder Morgan (KMI) | 0.3 | $394k | 12k | 33.53 |
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| Paypal Holdings (PYPL) | 0.3 | $387k | -11% | 8.5k | 45.23 |
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| salesforce (CRM) | 0.3 | $377k | 2.0k | 186.68 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $373k | -2% | 1.1k | 337.95 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $368k | +23% | 4.1k | 88.70 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $358k | NEW | 6.3k | 56.68 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $346k | NEW | 5.1k | 67.53 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $338k | +4% | 1.4k | 243.08 |
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| Walker & Dunlop (WD) | 0.2 | $333k | 7.5k | 44.38 |
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| Capital One Financial (COF) | 0.2 | $330k | -3% | 1.8k | 182.43 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $330k | +11% | 2.0k | 161.73 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $329k | +26% | 1.9k | 175.66 |
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| Upwork (UPWK) | 0.2 | $327k | -2% | 30k | 10.96 |
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| Global X Fds Globx Supdv Us (DIV) | 0.2 | $324k | NEW | 17k | 18.90 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $310k | NEW | 4.2k | 74.35 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $300k | 2.3k | 131.01 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $299k | +33% | 7.0k | 42.54 |
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| Simon Property (SPG) | 0.2 | $285k | NEW | 1.5k | 186.53 |
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| Roku Com Cl A (ROKU) | 0.2 | $278k | -3% | 2.9k | 94.62 |
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| Visa Com Cl A (V) | 0.2 | $277k | +9% | 917.00 | 302.39 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $275k | 2.5k | 111.37 |
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| Booking Holdings (BKNG) | 0.2 | $274k | +3% | 65.00 | 4210.32 |
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| Phillips 66 (PSX) | 0.2 | $264k | NEW | 1.4k | 182.18 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.2 | $263k | NEW | 10k | 25.32 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $262k | NEW | 12k | 21.49 |
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| Jd.com Spon Ads Cl A (JD) | 0.2 | $258k | 8.7k | 29.57 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $257k | -20% | 3.3k | 77.11 |
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| eBay (EBAY) | 0.2 | $255k | -16% | 2.8k | 91.02 |
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| Medtronic SHS (MDT) | 0.2 | $254k | NEW | 2.9k | 86.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $251k | 1.3k | 198.29 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $251k | -4% | 1.2k | 213.66 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.2 | $250k | 3.0k | 83.73 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $246k | 378.00 | 649.52 |
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| Eli Lilly & Co. (LLY) | 0.2 | $244k | +16% | 265.00 | 919.77 |
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| Unity Software (U) | 0.2 | $241k | +19% | 11k | 21.94 |
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| Synopsys (SNPS) | 0.2 | $236k | 594.00 | 396.48 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $233k | 7.6k | 30.68 |
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| UnitedHealth (UNH) | 0.2 | $233k | NEW | 860.00 | 270.59 |
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| EOG Resources (EOG) | 0.2 | $232k | -25% | 1.6k | 144.57 |
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| Tractor Supply Company (TSCO) | 0.2 | $230k | 5.1k | 45.30 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $226k | 7.4k | 30.50 |
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| Epr Pptys Com Sh Ben Int (EPR) | 0.2 | $223k | -25% | 4.5k | 49.96 |
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| Everpure Cl A (P) | 0.2 | $221k | NEW | 3.7k | 59.04 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $218k | NEW | 1.7k | 124.33 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $212k | NEW | 1.5k | 145.74 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $211k | 5.9k | 35.90 |
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| Intuit (INTU) | 0.2 | $209k | +7% | 484.00 | 432.38 |
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| Docusign (DOCU) | 0.2 | $207k | -3% | 4.4k | 47.41 |
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| Hasbro (HAS) | 0.2 | $205k | NEW | 2.2k | 93.60 |
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| Bank of America Corporation (BAC) | 0.2 | $202k | NEW | 4.1k | 48.75 |
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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 2026 Q1 filed May 15, 2026
- 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