13F Insight
DOSSIER · 13F-HR · Q1 2026

Syntegra Private Wealth Group, LLC

Syntegra Private Wealth's holding co. based in Boston, MA — $1.1B in tracked AUM across 189 positions as of Q1 2026.

SP
Syntegra Private Wealth·Boston, MA·Holding Co.
CIK 0001964298 · last filed Mar 31, 2026
Total AUM
$1.1B
▲ 18.6%
vs prior
Holdings
189
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Syntegra Private Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FENI
FIDELITY COVINGTON TRUST
$135M3.6M12.9%
02
SPYG
SPDR SERIES TRUST
$130M1.3M12.3%
03
LGLV
SPDR SERIES TRUST
$114M639K10.8%
04
SPTM
SPDR SERIES TRUST
$112M1.4M10.6%
05
VOO
VANGUARD INDEX FDS
$87M146K8.3%
06
JPIE
J P MORGAN EXCHANGE TRADED F
$51M1.1M4.8%
07
JMEE
J P MORGAN EXCHANGE TRADED F
$41M617K3.9%
08
FBND
FIDELITY MERRIMACK STR TR
$39M845K3.7%
09
QQQM
INVESCO EXCH TRADED FD TR II
$35M147K3.3%
10
QQQ
INVESCO QQQ TR
$19M32K1.8%

Filing history

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