13F Insight
DOSSIER · 13F-HR · Q2 2026

Synergy Financial Group, LTD

$139M in tracked AUM across 119 positions as of Q2 2026.

SF
CIK 0001905669 · last filed Jun 30, 2026
Total AUM
$139M
as of Q2 2026
Holdings
119
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Synergy Financial Group, LTD filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$11M57K8.2%02
AMZN
AMAZON COM INC
$10M40K6.9%03
MSFT
MICROSOFT CORP
$8M21K5.7%04
AAPL
APPLE INC
$7M23K4.8%05
GOOG
ALPHABET INC
$6M17K4.4%06
SHOP
SHOPIFY INC
$6M51K4.2%07
VOO
VANGUARD INDEX FDS
$5M7K3.6%08
TMFC
RBB FD INC
$4M52K2.8%09
META
META PLATFORMS INC
$4M7K2.8%10
VGT
VANGUARD WORLD FD
$4M31K2.7%

Filing history

2026Q2Jun 30
$139M▲ 4.4%
119 positionsView →2026Q1Mar 31
$133M▼ 6.5%
123 positionsView →2025Q4Dec 31
$142M▼ 4.0%
115 positionsView →2025Q3Sep 30
$148M▲ 9.2%
115 positionsView →2025Q2Jun 30
$136M▲ 21.9%
112 positionsLocked2025Q1Mar 31
$111M▼ 7.1%
108 positionsLocked2024Q4Dec 31
$120M▲ 13.9%
101 positionsLocked2024Q3Sep 30
$105M▲ 10.3%
94 positionsLocked2024Q2Jun 30
$95M▲ 7.5%
82 positionsLocked2024Q1Mar 31
$89M▲ 8.8%
82 positionsLocked2023Q4Dec 31
$82M▲ 13.9%
87 positionsLocked2023Q3Sep 30
$72M▼ 3.3%
77 positionsLocked
Showing 12 of 19