Synergy Investment Management, LLC

DOSSIER · 13F-HR · Q2 2026

Synergy Investment Management, LLC

$413M in tracked AUM across 1,642 positions as of Q2 2026.

SI

CIK 0002053786 · last filed Jun 30, 2026

Total AUM

$413M

as of Q2 2026

Holdings

1,642

—

positions

Whale Score

47

47

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Synergy Investment Management, LLC 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

IVV

ISHARES TR

$40M54K9.8%02

VOO

VANGUARD S&P

$25M37K6.1%03

VUG

Vanguard Morningstar Growth ETF

$18M212K4.4%04

DYNF

ISHARES U S

$18M263K4.3%05

SPYG

STATE STREET

$17M142K4.1%06

SPYV

STATE STREET

$14M228K3.4%07

IEMG

iShares Core MSCI Emerging Markets ETF