Q2 2026 13F · SEC CIK 1905669

Synergy Financial Group, LTD

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $139.0M
Reported positions: 119
Top holdings a year, 3 yrs: +24.9%
Assets under management: $364.2M

Synergy Financial Group, LTD is a wealth manager that reported 119 positions worth $139.0M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Nvidia Corporation (NVDA, 8.2%), Amazon Com Inc (AMZN, 6.9%), Microsoft Corp (MSFT, 5.7%). A portfolio copying its top holdings returned 24.9% a year over the last 3 years, against 20.4% for the S&P 500.

Synergy Financial Group, LTD holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Synergy Financial Group, LTD 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.2%	8.1%	57,256	-7.6%	$11.5M
AMZNAmazon Com Inc	6.9%	6.4%	40,112	-1.8%	$9.6M
MSFTMicrosoft Corp	5.7%	6.8%	21,205	-13.4%	$7.9M
AAPLApple Inc	4.8%	4.3%	22,973	+0.8%	$6.6M
GOOGAlphabet Inc	4.4%	4.4%	17,132	-16.5%	$6.1M
SHOPShopify Inc	4.2%	4.7%	50,860	-3.6%	$5.8M
VOOVanguard Index Fds	3.6%	3.3%	7,280	-0.2%	$5.0M
TMFCRbb Fd Inc	2.8%	2.6%	51,883	+0.0%	$4.0M
METAMeta Platforms Inc	2.8%	3.2%	6,960	-5.2%	$3.9M
VGTVanguard World Fd	2.7%	1.8%	31,496	+812.9%	$3.8M
ANETArista Networks Inc	2.6%	2.0%	21,611	-1.3%	$3.7M
TSLATesla Inc	2.6%	2.9%	8,666	-17.2%	$3.6M
CRWDCrowdstrike Hldgs Inc	2.1%	1.1%	3,740	-3.4%	$2.9M
MELIMercadolibre Inc	1.9%	2.2%	1,526	-7.9%	$2.6M
GOOGLAlphabet Inc	1.8%	1.6%	7,036	-2.6%	$2.5M
NFLXNetflix Inc.	1.8%	2.6%	34,643	-2.2%	$2.5M
AMDAdvanced Micro Devices Inc	1.6%	0.6%	3,794	+1.1%	$2.2M
AVGOBroadcom Inc	1.4%	1.2%	5,034	-1.0%	$1.9M
VWOVanguard Intl Equity Index F	1.4%	1.4%	31,742	-10.9%	$1.9M
MAMastercard Incorporated	1.2%	1.3%	3,379	-1.8%	$1.7M
MUMicron Technology Inc	1.1%	—	1,368	—	$1.6M
DDOGDatadog Inc	1.1%	0.6%	5,963	-6.4%	$1.6M
VOVanguard Index Fds	1.0%	1.2%	17,300	+222.6%	$1.4M
TTDThe Trade Desk Inc	0.9%	1.2%	68,659	-4.7%	$1.2M
VVVanguard Index Fds	0.8%	1.0%	3,421	-24.0%	$1.2M
ASMLAsml Hldg NV	0.8%	0.6%	588	-8.8%	$1.2M
QQQInvesco Qqq Tr	0.8%	0.7%	1,513	+0.0%	$1.1M
CMGChipotle Mexican Grill Inc	0.8%	0.8%	31,735	-0.1%	$1.1M
BUFRFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	27,732	-14.3%	$1.0M
ABNBAirbnb Inc	0.7%	0.8%	6,769	-18.2%	$969K
DISDisney Walt Co	0.7%	0.7%	9,758	-0.0%	$939K
COSTCostco Wholesale Corporation	0.7%	0.8%	1,000	-2.9%	$935K
OKTAOkta Inc	0.6%	—	5,969	—	$814K
ZSZscaler Inc	0.6%	0.6%	5,544	-2.6%	$783K
SBUXStarbucks Corp	0.6%	0.5%	7,546	-1.2%	$771K
NETCloudflare Inc	0.5%	0.5%	3,102	-0.3%	$761K
SNOWSnowflake Inc	0.5%	—	2,911	—	$741K
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,457	-0.7%	$729K
KNSLKinsale Cap Group Inc	0.5%	0.6%	2,106	-9.2%	$695K
SCHGSchwab Strategic Tr	0.5%	0.5%	20,432	-1.2%	$691K
VTVanguard Intl Equity Index F	0.5%	0.5%	4,367	+0.0%	$685K
IVVIshares Tr	0.5%	0.4%	913	+0.0%	$684K
AXONAxon Enterprise Inc	0.5%	0.4%	1,142	-14.8%	$640K
ISCGIshares Tr	0.5%	—	9,745	—	$639K
LMNDLemonade, Inc.	0.5%	0.5%	9,717	-0.1%	$632K
NOWServicenow Inc	0.5%	0.5%	6,358	-5.3%	$631K
FBTCFidelity Wise Origin Bitcoin	0.5%	0.5%	12,357	+0.0%	$631K
TSMTaiwan Semiconductor Manufac	0.4%	—	1,270	—	$607K
VTVVanguard Index Fds	0.4%	—	2,763	—	$602K
IBKRInteractive Brokers Group in	0.4%	—	6,779	—	$590K

What Synergy Financial Group, LTD bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +3.9% /yr; S&P 500 +20.1%
3 years: +24.9% /yr; S&P 500 +20.4%
5 years: +13.3% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$139.0M	119
Q1 2026	$133.1M	123
Q4 2025	$142.3M	115
Q3 2025	$148.3M	115
Q2 2025	$135.8M	112
Q1 2025	$111.4M	108
Q4 2024	$119.9M	101
Q3 2024	$105.3M	94
Q2 2024	$95.4M	82
Q1 2024	$88.8M	82
Q4 2023	$81.6M	87
Q3 2023	$71.6M	77

Questions about Synergy Financial Group, LTD's portfolio

What stocks does Synergy Financial Group, LTD own?

Synergy Financial Group, LTD's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 119 positions worth $139.0M. The largest are Nvidia Corporation (NVDA) at 8.2%, Amazon Com Inc (AMZN) at 6.9%, Microsoft Corp (MSFT) at 5.7%, Apple Inc (AAPL) at 4.8% and Alphabet Inc (GOOG) at 4.4%.

What did Synergy Financial Group, LTD buy last quarter?

In Q2 2026, Synergy Financial Group, LTD added Vanguard World Fd (VGT) (+812.9% shares) and Vanguard Index Fds (VO) (+222.6% shares), compared with its Q1 2026 filing.

What did Synergy Financial Group, LTD sell last quarter?

In Q2 2026, Synergy Financial Group, LTD cut from its top 50 Vanguard Calif Tax Free Fds (VTEC), cut from its top 50 Zoom Communications Inc (ZM), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Goldman Sachs ETF Tr (GPIQ), cut from its top 50 Goldman Sachs ETF Tr (GPIX), Vanguard Index Fds (VV) (-24.0% shares), Airbnb Inc (ABNB) (-18.2% shares) and Tesla Inc (TSLA) (-17.2% shares), compared with its Q1 2026 filing.

How has Synergy Financial Group, LTD's portfolio performed?

A portfolio copying Synergy Financial Group, LTD's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +3.9% against +20.1%. Over 5 years: +13.3% a year against +13.0%.

When is Synergy Financial Group, LTD's next 13F filing due?

13F filings are due 45 days after each quarter ends. Synergy Financial Group, LTD's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Synergy Financial Group, LTD manage?

Synergy Financial Group, LTD reported $364.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $139.0M.