Viewing historical filing for 2026Q2. View latest →
DOSSIER · 13F-HR · Q2 2026
Synergy Asset Management, LLC
$1.1B in tracked AUM across 274 positions as of Q2 2026.
SA
CIK 0001699080 · last filed Jun 30, 2026
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Filing history loading…