Synergy Financial Group
Latest statistics and disclosures from Synergy Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AMZN, MSFT, AAPL, GOOG, and represent 29.95% of Synergy Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VGT, VO, PANW, BKNG, TTWO, ESGV, FROG, UPST, QUAL, VYM.
- Started 10 new stock positions in VYM, UPST, ESGV, QUAL, PANW, FROG, TTWO, SLYV, UNP, SCHB.
- Reduced shares in these 10 stocks: VTEC, MSFT, GOOG, NVDA, TSLA, PLTR, GPIQ, GPIX, VV, VEEV.
- Sold out of its positions in CGHM, DOCU, EOG, EPR, EBAY, HAS, INTU, PLTR, PSX, TSCO. VTEC, VEEV, ACN, MDT.
- Synergy Financial Group was a net seller of stock by $-7.5M.
- Synergy Financial Group has $139M in assets under management (AUM), dropping by 4.42%.
- Central Index Key (CIK): 0001905669
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Portfolio Holdings for Synergy Financial Group
Synergy Financial Group holds 119 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.2 | $12M | -7% | 57k | 200.09 |
|
| Amazon (AMZN) | 6.9 | $9.6M | 40k | 238.34 |
|
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| Microsoft Corporation (MSFT) | 5.7 | $7.9M | -13% | 21k | 373.02 |
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| Apple (AAPL) | 4.8 | $6.6M | 23k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $6.1M | -16% | 17k | 353.33 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 4.2 | $5.8M | -3% | 51k | 114.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $5.0M | 7.3k | 686.80 |
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| RBB Motley Fol Etf (TMFC) | 2.8 | $4.0M | 52k | 76.16 |
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| Meta Platforms Cl A (META) | 2.8 | $3.9M | -5% | 7.0k | 563.32 |
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| Vanguard World Inf Tech Etf (VGT) | 2.7 | $3.8M | +812% | 32k | 119.52 |
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| Arista Networks Com Shs (ANET) | 2.6 | $3.7M | 22k | 169.88 |
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| Tesla Motors (TSLA) | 2.6 | $3.6M | -17% | 8.7k | 420.60 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $2.9M | -3% | 3.7k | 763.14 |
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| MercadoLibre (MELI) | 1.9 | $2.6M | -7% | 1.5k | 1697.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $2.5M | -2% | 7.0k | 357.36 |
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| Netflix (NFLX) | 1.8 | $2.5M | -2% | 35k | 71.40 |
|
| Advanced Micro Devices (AMD) | 1.6 | $2.2M | 3.8k | 580.91 |
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| Broadcom (AVGO) | 1.4 | $1.9M | 5.0k | 377.73 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $1.9M | -10% | 32k | 59.69 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $1.7M | 3.4k | 513.58 |
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| Micron Technology (MU) | 1.1 | $1.6M | 1.4k | 1154.29 |
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| Datadog Cl A Com (DDOG) | 1.1 | $1.6M | -6% | 6.0k | 260.36 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $1.4M | +222% | 17k | 80.57 |
|
| The Trade Desk Com Cl A (TTD) | 0.9 | $1.2M | -4% | 69k | 18.08 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.8 | $1.2M | -23% | 3.4k | 343.96 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.8 | $1.2M | -8% | 588.00 | 1989.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.1M | 1.5k | 736.52 |
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| Chipotle Mexican Grill (CMG) | 0.8 | $1.1M | 32k | 34.00 |
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| First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) | 0.7 | $1.0M | -14% | 28k | 36.53 |
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| Airbnb Com Cl A (ABNB) | 0.7 | $969k | -18% | 6.8k | 143.10 |
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| Walt Disney Company (DIS) | 0.7 | $939k | 9.8k | 96.25 |
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| Costco Wholesale Corporation (COST) | 0.7 | $936k | -2% | 1.0k | 935.47 |
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| Okta Cl A (OKTA) | 0.6 | $815k | -7% | 6.0k | 136.45 |
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| Zscaler Incorporated (ZS) | 0.6 | $783k | -2% | 5.5k | 141.15 |
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| Starbucks Corporation (SBUX) | 0.6 | $771k | 7.5k | 102.18 |
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| Cloudflare Cl A Com (NET) | 0.5 | $761k | 3.1k | 245.28 |
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| Snowflake Com Shs (SNOW) | 0.5 | $741k | -20% | 2.9k | 254.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $729k | 1.5k | 500.39 |
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| Kinsale Cap Group (KNSL) | 0.5 | $695k | -9% | 2.1k | 329.81 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $691k | 20k | 33.84 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.5 | $685k | 4.4k | 156.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $684k | 913.00 | 748.89 |
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| Axon Enterprise (AXON) | 0.5 | $640k | -14% | 1.1k | 560.61 |
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| Ishares Tr MRGSTR SM CP GR (ISCG) | 0.5 | $639k | +21% | 9.7k | 65.54 |
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| Lemonade (LMND) | 0.5 | $632k | 9.7k | 65.05 |
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| Servicenow (NOW) | 0.5 | $631k | -5% | 6.4k | 99.28 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $631k | 12k | 51.05 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $607k | +15% | 1.3k | 477.57 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $602k | 2.8k | 217.94 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $590k | -3% | 6.8k | 87.04 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $571k | 1.9k | 300.45 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $569k | +3% | 5.9k | 96.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $519k | 6.3k | 82.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $518k | 1.7k | 303.05 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $516k | 1.2k | 433.33 |
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| Zoom Communications Cl A (ZM) | 0.4 | $511k | -27% | 5.9k | 86.31 |
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| Electronic Arts (EA) | 0.3 | $486k | -3% | 2.4k | 205.04 |
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| Uber Technologies (UBER) | 0.3 | $481k | -2% | 6.7k | 72.16 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $479k | +2% | 1.3k | 370.06 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $478k | 4.3k | 110.32 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $477k | 1.5k | 327.33 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $473k | -20% | 4.7k | 100.16 |
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| Nextera Energy (NEE) | 0.3 | $448k | 5.1k | 87.77 |
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| Paycom Software (PAYC) | 0.3 | $425k | -25% | 3.4k | 125.68 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $411k | 4.2k | 98.98 |
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| Walker & Dunlop (WD) | 0.3 | $409k | 7.5k | 54.70 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $400k | 4.1k | 96.43 |
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| Waste Management (WM) | 0.3 | $397k | -2% | 1.8k | 222.90 |
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| Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) | 0.3 | $379k | -30% | 7.5k | 50.58 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $378k | 2.0k | 185.23 |
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| UnitedHealth (UNH) | 0.3 | $369k | +3% | 887.00 | 415.63 |
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| Kinder Morgan (KMI) | 0.3 | $364k | -3% | 11k | 31.97 |
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| Wal-Mart Stores (WMT) | 0.3 | $364k | -5% | 3.2k | 113.26 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $357k | 6.3k | 56.48 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.3 | $355k | -54% | 6.0k | 59.31 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.2 | $347k | 7.0k | 49.28 |
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| Prologis (PLD) | 0.2 | $339k | -35% | 2.5k | 135.47 |
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| Eli Lilly & Co. (LLY) | 0.2 | $338k | +6% | 282.00 | 1199.43 |
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| Chevron Corporation (CVX) | 0.2 | $338k | -35% | 2.0k | 165.76 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $334k | -23% | 4.7k | 71.25 |
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| Roku Com Cl A (ROKU) | 0.2 | $333k | -18% | 2.4k | 138.14 |
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| Palo Alto Networks (PANW) | 0.2 | $329k | NEW | 966.00 | 341.02 |
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| Global X Fds Globx Supdv Us (DIV) | 0.2 | $327k | 17k | 19.05 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $319k | 4.2k | 76.55 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.2 | $316k | -55% | 5.7k | 55.57 |
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| Visa Com Cl A (V) | 0.2 | $310k | 904.00 | 343.26 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $308k | 2.5k | 124.42 |
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| salesforce (CRM) | 0.2 | $299k | -5% | 1.9k | 156.69 |
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| Capital One Financial (COF) | 0.2 | $298k | -18% | 1.5k | 200.62 |
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| Paypal Holdings (PYPL) | 0.2 | $294k | -20% | 6.8k | 43.18 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $288k | 12k | 23.68 |
|
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| Booking Holdings (BKNG) | 0.2 | $288k | +2387% | 1.6k | 178.24 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $288k | 3.4k | 85.49 |
|
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $282k | 378.00 | 745.96 |
|
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| Unity Software (U) | 0.2 | $273k | -13% | 9.5k | 28.58 |
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| Synopsys (SNPS) | 0.2 | $269k | 602.00 | 446.07 |
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| Simon Property (SPG) | 0.2 | $261k | -23% | 1.2k | 223.65 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $260k | -8% | 1.3k | 205.02 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $260k | 1.7k | 148.35 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $258k | 7.4k | 34.81 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $253k | -35% | 3.3k | 77.10 |
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| Upwork (UPWK) | 0.2 | $241k | -3% | 29k | 8.36 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $240k | NEW | 959.00 | 249.98 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $240k | 1.5k | 164.60 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $239k | -7% | 2.1k | 112.32 |
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| Bank of America Corporation (BAC) | 0.2 | $239k | 4.2k | 56.98 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $236k | -2% | 7.4k | 31.71 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $229k | NEW | 1.7k | 132.24 |
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| Jfrog Ord Shs (FROG) | 0.2 | $228k | NEW | 2.5k | 90.88 |
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| Upstart Hldgs (UPST) | 0.2 | $226k | NEW | 6.4k | 35.43 |
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| Jd.com Spon Ads Cl A (JD) | 0.2 | $224k | 8.8k | 25.48 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $221k | 5.9k | 37.51 |
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| Everpure Cl A (P) | 0.2 | $216k | -26% | 2.7k | 78.79 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $212k | NEW | 965.00 | 219.43 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $210k | NEW | 1.3k | 158.03 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $208k | NEW | 7.2k | 28.96 |
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| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.1 | $202k | NEW | 1.9k | 109.11 |
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| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $202k | -3% | 2.9k | 69.98 |
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| Union Pacific Corporation (UNP) | 0.1 | $201k | NEW | 739.00 | 271.89 |
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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 Q2 filed Aug. 5, 2026
- 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