Synergy Financial Group

Synergy Financial Group as of June 30, 2026

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 57k 200.09
Amazon (AMZN) 6.9 $9.6M 40k 238.34
Microsoft Corporation (MSFT) 5.7 $7.9M 21k 373.02
Apple (AAPL) 4.8 $6.6M 23k 289.36
Alphabet Cap Stk Cl C (GOOG) 4.4 $6.1M 17k 353.33
Shopify Cl A Sub Vtg Shs (SHOP) 4.2 $5.8M 51k 114.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $5.0M 7.3k 686.80
RBB Motley Fol Etf (TMFC) 2.8 $4.0M 52k 76.16
Meta Platforms Cl A (META) 2.8 $3.9M 7.0k 563.32
Vanguard World Inf Tech Etf (VGT) 2.7 $3.8M 32k 119.52
Arista Networks Com Shs (ANET) 2.6 $3.7M 22k 169.88
Tesla Motors (TSLA) 2.6 $3.6M 8.7k 420.60
Crowdstrike Hldgs Cl A (CRWD) 2.1 $2.9M 3.7k 763.14
MercadoLibre (MELI) 1.9 $2.6M 1.5k 1697.39
Alphabet Cap Stk Cl A (GOOGL) 1.8 $2.5M 7.0k 357.36
Netflix (NFLX) 1.8 $2.5M 35k 71.40
Advanced Micro Devices (AMD) 1.6 $2.2M 3.8k 580.91
Broadcom (AVGO) 1.4 $1.9M 5.0k 377.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $1.9M 32k 59.69
Mastercard Incorporated Cl A (MA) 1.2 $1.7M 3.4k 513.58
Micron Technology (MU) 1.1 $1.6M 1.4k 1154.29
Datadog Cl A Com (DDOG) 1.1 $1.6M 6.0k 260.36
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $1.4M 17k 80.57
The Trade Desk Com Cl A (TTD) 0.9 $1.2M 69k 18.08
Vanguard Index Fds Large Cap Etf (VV) 0.8 $1.2M 3.4k 343.96
Asml Hldg Nv N Y Registry Shs (ASML) 0.8 $1.2M 588.00 1989.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.1M 1.5k 736.52
Chipotle Mexican Grill (CMG) 0.8 $1.1M 32k 34.00
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.7 $1.0M 28k 36.53
Airbnb Com Cl A (ABNB) 0.7 $969k 6.8k 143.10
Walt Disney Company (DIS) 0.7 $939k 9.8k 96.25
Costco Wholesale Corporation (COST) 0.7 $936k 1.0k 935.47
Okta Cl A (OKTA) 0.6 $815k 6.0k 136.45
Zscaler Incorporated (ZS) 0.6 $783k 5.5k 141.15
Starbucks Corporation (SBUX) 0.6 $771k 7.5k 102.18
Cloudflare Cl A Com (NET) 0.5 $761k 3.1k 245.28
Snowflake Com Shs (SNOW) 0.5 $741k 2.9k 254.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $729k 1.5k 500.39
Kinsale Cap Group (KNSL) 0.5 $695k 2.1k 329.81
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $691k 20k 33.84
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $685k 4.4k 156.95
Ishares Tr Core S&p500 Etf (IVV) 0.5 $684k 913.00 748.89
Axon Enterprise (AXON) 0.5 $640k 1.1k 560.61
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $639k 9.7k 65.54
Lemonade (LMND) 0.5 $632k 9.7k 65.05
Servicenow (NOW) 0.5 $631k 6.4k 99.28
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.5 $631k 12k 51.05
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $607k 1.3k 477.57
Vanguard Index Fds Value Etf (VTV) 0.4 $602k 2.8k 217.94
Interactive Brokers Group In Com Cl A (IBKR) 0.4 $590k 6.8k 87.04
Ishares Tr Russell 2000 Etf (IWM) 0.4 $571k 1.9k 300.45
Ishares Tr Core Msci Eafe (IEFA) 0.4 $569k 5.9k 96.58
Ishares Core Msci Emkt (IEMG) 0.4 $519k 6.3k 82.84
Vanguard Index Fds Small Cp Etf (VB) 0.4 $518k 1.7k 303.05
Lam Research Corp Com New (LRCX) 0.4 $516k 1.2k 433.33
Zoom Communications Cl A (ZM) 0.4 $511k 5.9k 86.31
Electronic Arts (EA) 0.3 $486k 2.4k 205.04
Uber Technologies (UBER) 0.3 $481k 6.7k 72.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $479k 1.3k 370.06
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $478k 4.3k 110.32
JPMorgan Chase & Co. (JPM) 0.3 $477k 1.5k 327.33
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $473k 4.7k 100.16
Nextera Energy (NEE) 0.3 $448k 5.1k 87.77
Paycom Software (PAYC) 0.3 $425k 3.4k 125.68
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $411k 4.2k 98.98
Walker & Dunlop (WD) 0.3 $409k 7.5k 54.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $400k 4.1k 96.43
Waste Management (WM) 0.3 $397k 1.8k 222.90
Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) 0.3 $379k 7.5k 50.58
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.3 $378k 2.0k 185.23
UnitedHealth (UNH) 0.3 $369k 887.00 415.63
Kinder Morgan (KMI) 0.3 $364k 11k 31.97
Wal-Mart Stores (WMT) 0.3 $364k 3.2k 113.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $357k 6.3k 56.48
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.3 $355k 6.0k 59.31
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.2 $347k 7.0k 49.28
Prologis (PLD) 0.2 $339k 2.5k 135.47
Eli Lilly & Co. (LLY) 0.2 $338k 282.00 1199.43
Chevron Corporation (CVX) 0.2 $338k 2.0k 165.76
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $334k 4.7k 71.25
Roku Com Cl A (ROKU) 0.2 $333k 2.4k 138.14
Palo Alto Networks (PANW) 0.2 $329k 966.00 341.02
Global X Fds Globx Supdv Us (DIV) 0.2 $327k 17k 19.05
Ishares Tr Eafe Value Etf (EFV) 0.2 $319k 4.2k 76.55
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.2 $316k 5.7k 55.57
Visa Com Cl A (V) 0.2 $310k 904.00 343.26
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $308k 2.5k 124.42
salesforce (CRM) 0.2 $299k 1.9k 156.69
Capital One Financial (COF) 0.2 $298k 1.5k 200.62
Paypal Holdings (PYPL) 0.2 $294k 6.8k 43.18
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $288k 12k 23.68
Booking Holdings (BKNG) 0.2 $288k 1.6k 178.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $288k 3.4k 85.49
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $282k 378.00 745.96
Unity Software (U) 0.2 $273k 9.5k 28.58
Synopsys (SNPS) 0.2 $269k 602.00 446.07
Simon Property (SPG) 0.2 $261k 1.2k 223.65
Adobe Systems Incorporated (ADBE) 0.2 $260k 1.3k 205.02
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $260k 1.7k 148.35
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $258k 7.4k 34.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $253k 3.3k 77.10
Upwork (UPWK) 0.2 $241k 29k 8.36
Take-Two Interactive Software (TTWO) 0.2 $240k 959.00 249.98
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $240k 1.5k 164.60
Wheaton Precious Metals Corp (WPM) 0.2 $239k 2.1k 112.32
Bank of America Corporation (BAC) 0.2 $239k 4.2k 56.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $236k 7.4k 31.71
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $229k 1.7k 132.24
Jfrog Ord Shs (FROG) 0.2 $228k 2.5k 90.88
Upstart Hldgs (UPST) 0.2 $226k 6.4k 35.43
Jd.com Spon Ads Cl A (JD) 0.2 $224k 8.8k 25.48
Capital Group Dividend Growe Shs Etf (CGDG) 0.2 $221k 5.9k 37.51
Everpure Cl A (P) 0.2 $216k 2.7k 78.79
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $212k 965.00 219.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $210k 1.3k 158.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $208k 7.2k 28.96
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $202k 1.9k 109.11
New York Times Co Mtn Be Cl A (NYT) 0.1 $202k 2.9k 69.98
Union Pacific Corporation (UNP) 0.1 $201k 739.00 271.89