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