Synergy Financial Group

Synergy Financial Group as of March 31, 2026

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
Microsoft Corporation (MSFT) 6.8 $9.1M 25k 370.17
Amazon (AMZN) 6.4 $8.5M 41k 208.27
Shopify Cl A Sub Vtg Shs (SHOP) 4.7 $6.3M 53k 118.62
Alphabet Cap Stk Cl C (GOOG) 4.4 $5.9M 21k 286.86
Apple (AAPL) 4.3 $5.8M 23k 253.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.3 $4.4M 7.3k 597.52
Meta Platforms Cl A (META) 3.2 $4.2M 7.3k 572.15
Tesla Motors (TSLA) 2.9 $3.9M 11k 371.75
RBB Motley Fol Etf (TMFC) 2.6 $3.4M 52k 65.97
Netflix (NFLX) 2.6 $3.4M 35k 96.15
MercadoLibre (MELI) 2.2 $2.9M 1.7k 1729.02
Arista Networks Com Shs (ANET) 2.0 $2.7M 22k 122.78
Vanguard World Inf Tech Etf (VGT) 1.8 $2.4M 3.5k 697.72
Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.1M 7.2k 287.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.9M 36k 54.05
Mastercard Incorporated Cl A (MA) 1.3 $1.7M 3.4k 499.67
The Trade Desk Com Cl A (TTD) 1.2 $1.6M 72k 22.69
Broadcom (AVGO) 1.2 $1.6M 5.1k 309.54
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $1.5M 5.4k 287.15
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 1.2 $1.5M 16k 99.08
Crowdstrike Hldgs Cl A (CRWD) 1.1 $1.5M 3.9k 390.41
Vanguard Index Fds Large Cap Etf (VV) 1.0 $1.3M 4.5k 298.88
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $1.1M 32k 33.77
Airbnb Com Cl A (ABNB) 0.8 $1.0M 8.3k 126.28
Costco Wholesale Corporation (COST) 0.8 $1.0M 1.0k 996.43
Chipotle Mexican Grill (CMG) 0.8 $1.0M 32k 32.01
Walt Disney Company (DIS) 0.7 $941k 9.8k 96.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $873k 1.5k 577.28
Asml Hldg Nv N Y Registry Shs (ASML) 0.6 $852k 645.00 1320.83
Zscaler Incorporated (ZS) 0.6 $798k 5.7k 140.29
Kinsale Cap Group (KNSL) 0.6 $792k 2.3k 341.66
Advanced Micro Devices (AMD) 0.6 $763k 3.8k 203.43
Datadog Cl A Com (DDOG) 0.6 $752k 6.4k 118.05
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $729k 12k 59.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $704k 1.5k 479.20
Servicenow (NOW) 0.5 $702k 6.7k 104.55
Starbucks Corporation (SBUX) 0.5 $684k 7.6k 89.59
Zoom Communications Cl A (ZM) 0.5 $658k 8.2k 80.39
Chevron Corporation (CVX) 0.5 $655k 3.2k 206.90
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.5 $652k 13k 49.49
Cloudflare Cl A Com (NET) 0.5 $642k 3.1k 206.34
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.5 $636k 13k 50.04
Lemonade (LMND) 0.5 $610k 9.7k 62.68
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $604k 4.4k 138.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $603k 21k 29.13
Ishares Tr Core S&p500 Etf (IVV) 0.4 $596k 913.00 653.21
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $595k 5.9k 100.19
Axon Enterprise (AXON) 0.4 $570k 1.3k 424.69
Paycom Software (PAYC) 0.4 $551k 4.5k 121.54
Snowflake Com Shs (SNOW) 0.4 $550k 3.6k 150.82
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 0.4 $548k 11k 50.55
Vanguard Index Fds Value Etf (VTV) 0.4 $542k 2.8k 196.20
Ishares Tr Core Msci Eafe (IEFA) 0.4 $517k 5.7k 90.53
Okta Cl A (OKTA) 0.4 $510k 6.5k 78.71
Prologis (PLD) 0.4 $510k 3.9k 132.18
Electronic Arts (EA) 0.4 $500k 2.5k 203.87
Uber Technologies (UBER) 0.4 $494k 6.9k 71.93
Palantir Technologies Cl A (PLTR) 0.4 $493k 3.4k 146.28
Nextera Energy (NEE) 0.4 $476k 5.1k 92.88
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $472k 7.0k 67.07
Ishares Tr Russell 2000 Etf (IWM) 0.4 $471k 1.9k 248.00
Micron Technology (MU) 0.3 $461k 1.4k 337.84
Vanguard Index Fds Small Cp Etf (VB) 0.3 $444k 1.7k 261.85
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $441k 8.1k 54.80
Ishares Core Msci Emkt (IEMG) 0.3 $436k 6.3k 69.75
JPMorgan Chase & Co. (JPM) 0.3 $425k 1.4k 294.16
Wal-Mart Stores (WMT) 0.3 $424k 3.4k 124.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $421k 4.3k 97.23
Waste Management (WM) 0.3 $418k 1.8k 229.82
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $412k 4.2k 99.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $404k 1.3k 320.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $395k 6.2k 64.08
Kinder Morgan (KMI) 0.3 $394k 12k 33.53
Paypal Holdings (PYPL) 0.3 $387k 8.5k 45.23
salesforce (CRM) 0.3 $377k 2.0k 186.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $373k 1.1k 337.95
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $368k 4.1k 88.70
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $358k 6.3k 56.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $346k 5.1k 67.53
Adobe Systems Incorporated (ADBE) 0.3 $338k 1.4k 243.08
Walker & Dunlop (WD) 0.2 $333k 7.5k 44.38
Capital One Financial (COF) 0.2 $330k 1.8k 182.43
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $330k 2.0k 161.73
Veeva Sys Cl A Com (VEEV) 0.2 $329k 1.9k 175.66
Upwork (UPWK) 0.2 $327k 30k 10.96
Global X Fds Globx Supdv Us (DIV) 0.2 $324k 17k 18.90
Ishares Tr Eafe Value Etf (EFV) 0.2 $310k 4.2k 74.35
Wheaton Precious Metals Corp (WPM) 0.2 $300k 2.3k 131.01
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $299k 7.0k 42.54
Simon Property (SPG) 0.2 $285k 1.5k 186.53
Roku Com Cl A (ROKU) 0.2 $278k 2.9k 94.62
Visa Com Cl A (V) 0.2 $277k 917.00 302.39
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $275k 2.5k 111.37
Booking Holdings (BKNG) 0.2 $274k 65.00 4210.32
Phillips 66 (PSX) 0.2 $264k 1.4k 182.18
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.2 $263k 10k 25.32
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $262k 12k 21.49
Jd.com Spon Ads Cl A (JD) 0.2 $258k 8.7k 29.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $257k 3.3k 77.11
eBay (EBAY) 0.2 $255k 2.8k 91.02
Medtronic SHS (MDT) 0.2 $254k 2.9k 86.65
Accenture Plc Ireland Shs Class A (ACN) 0.2 $251k 1.3k 198.29
Lam Research Corp Com New (LRCX) 0.2 $251k 1.2k 213.66
New York Times Co Mtn Be Cl A (NYT) 0.2 $250k 3.0k 83.73
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $246k 378.00 649.52
Eli Lilly & Co. (LLY) 0.2 $244k 265.00 919.77
Unity Software (U) 0.2 $241k 11k 21.94
Synopsys (SNPS) 0.2 $236k 594.00 396.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $233k 7.6k 30.68
UnitedHealth (UNH) 0.2 $233k 860.00 270.59
EOG Resources (EOG) 0.2 $232k 1.6k 144.57
Tractor Supply Company (TSCO) 0.2 $230k 5.1k 45.30
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $226k 7.4k 30.50
Epr Pptys Com Sh Ben Int (EPR) 0.2 $223k 4.5k 49.96
Everpure Cl A (P) 0.2 $221k 3.7k 59.04
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $218k 1.7k 124.33
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $212k 1.5k 145.74
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $211k 5.9k 35.90
Intuit (INTU) 0.2 $209k 484.00 432.38
Docusign (DOCU) 0.2 $207k 4.4k 47.41
Hasbro (HAS) 0.2 $205k 2.2k 93.60
Bank of America Corporation (BAC) 0.2 $202k 4.1k 48.75