Synergy Financial Group, LTD

CIK 0001905669 · SAN RAMON, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Synergy Financial Group, LTD reported 119 positions worth $139.0M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: NVDA (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$139.0M
2026 Q2
Positions
119
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.1%
Est. Net Flow (Q)
2026 Q2
10 / 119 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$11.5M8.24%57,256
2AMZNAMAZON COM INCSH$9.6M6.88%40,112
3MSFTMICROSOFT CORPSH$7.9M5.69%21,205
4AAPLAPPLE INCSH$6.6M4.78%22,973
5GOOGALPHABET INCSH$6.1M4.36%17,132
6SHOPSHOPIFY INCSH$5.8M4.18%50,860
7VOOVANGUARD INDEX FDSSH$5.0M3.60%7,280
8TMFCRBB FD INCSH$4.0M2.84%51,883
9METAMETA PLATFORMS INCSH$3.9M2.82%6,960
10VGTVANGUARD WORLD FDSH$3.8M2.71%31,496

The free plan shows the top 10 positions. The remaining 109 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Synergy Financial Group, LTD hold as of Q2 2026?

Synergy Financial Group, LTD reported 119 positions worth $139.0M in its Q2 2026 13F filing. Largest positions: NVDA (8.2%), AMZN (6.9%), MSFT (5.7%), AAPL (4.8%) and GOOG (4.4%).

What did Synergy Financial Group, LTD buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Synergy Financial Group, LTD sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.