Holders — by stockHoldings — by fund
Synergy Financial Group, LTD
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001905669
$139.0M
disclosed book value
119
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 100 of 119 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 57,256 | $11.5M | 8.2% |
| 2 | AMZNAMAZON COM INC | 40,112 | $9.6M | 6.9% |
| 3 | MSFTMICROSOFT CORP | 21,205 | $7.9M | 5.7% |
| 4 | AAPLAPPLE INC | 22,973 | $6.6M | 4.8% |
| 5 | GOOGALPHABET INC | 17,132 | $6.1M | 4.4% |
| 6 | SHOPSHOPIFY INC | 50,860 | $5.8M | 4.2% |
| 7 | VOOVANGUARD INDEX FDS | 7,280 | $5.0M | 3.6% |
| 8 | TMFCRBB FD INC | 51,883 | $4.0M | 2.8% |
| 9 | METAMETA PLATFORMS INC | 6,960 | $3.9M | 2.8% |
| 10 | VGTVANGUARD WORLD FD | 31,496 | $3.8M | 2.7% |
| 11 | ANETARISTA NETWORKS INC | 21,611 | $3.7M | 2.6% |
| 12 | TSLATESLA INC | 8,666 | $3.6M | 2.6% |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 3,740 | $2.9M | 2.1% |
| 14 | MELIMERCADOLIBRE INC | 1,526 | $2.6M | 1.9% |
| 15 | GOOGLALPHABET INC | 7,036 | $2.5M | 1.8% |
| 16 | NFLXNETFLIX INC. | 34,643 | $2.5M | 1.8% |
| 17 | AMDADVANCED MICRO DEVICES INC | 3,794 | $2.2M | 1.6% |
| 18 | AVGOBROADCOM INC | 5,034 | $1.9M | 1.4% |
| 19 | VWOVANGUARD INTL EQUITY INDEX F | 31,742 | $1.9M | 1.4% |
| 20 | MAMASTERCARD INCORPORATED | 3,379 | $1.7M | 1.2% |
| 21 | MUMICRON TECHNOLOGY INC | 1,368 | $1.6M | 1.1% |
| 22 | DDOGDATADOG INC | 5,963 | $1.6M | 1.1% |
| 23 | VOVANGUARD INDEX FDS | 17,300 | $1.4M | 1% |
| 24 | TTDTHE TRADE DESK INC | 68,659 | $1.2M | 0.9% |
| 25 | VVVANGUARD INDEX FDS | 3,421 | $1.2M | 0.8% |
| 26 | ASMLASML HLDG NV | 588 | $1.2M | 0.8% |
| 27 | QQQINVESCO QQQ TR | 1,513 | $1.1M | 0.8% |
| 28 | CMGCHIPOTLE MEXICAN GRILL INC | 31,735 | $1.1M | 0.8% |
| 29 | BUFRFIRST TR EXCHNG TRADED FD VI | 27,732 | $1.0M | 0.7% |
| 30 | ABNBAIRBNB INC | 6,769 | $968,644 | 0.7% |
| 31 | DISDISNEY WALT CO | 9,758 | $939,218 | 0.7% |
| 32 | COSTCOSTCO WHOLESALE CORPORATION | 1,000 | $935,470 | 0.7% |
| 33 | OKTAOKTA INC | 5,969 | $814,470 | 0.6% |
| 34 | ZSZSCALER INC | 5,544 | $782,536 | 0.6% |
| 35 | SBUXSTARBUCKS CORP | 7,546 | $771,084 | 0.6% |
| 36 | NETCLOUDFLARE INC | 3,102 | $760,859 | 0.5% |
| 37 | SNOWSNOWFLAKE INC | 2,911 | $740,850 | 0.5% |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,457 | $729,068 | 0.5% |
| 39 | KNSLKINSALE CAP GROUP INC | 2,106 | $694,580 | 0.5% |
| 40 | SCHGSCHWAB STRATEGIC TR | 20,432 | $691,419 | 0.5% |
| 41 | VTVANGUARD INTL EQUITY INDEX F | 4,367 | $685,401 | 0.5% |
| 42 | IVVISHARES TR | 913 | $683,737 | 0.5% |
| 43 | AXONAXON ENTERPRISE INC | 1,142 | $640,217 | 0.5% |
| 44 | ISCGISHARES TR | 9,745 | $638,687 | 0.5% |
| 45 | LMNDLEMONADE INC | 9,717 | $632,091 | 0.5% |
| 46 | NOWSERVICENOW INC | 6,358 | $631,222 | 0.5% |
| 47 | FBTCFIDELITY WISE ORIGIN BITCOIN | 12,357 | $630,825 | 0.5% |
| 48 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,270 | $606,514 | 0.4% |
| 49 | VTVVANGUARD INDEX FDS | 2,763 | $602,162 | 0.4% |
| 50 | IBKRINTERACTIVE BROKERS GROUP IN | 6,779 | $590,044 | 0.4% |
| 51 | IWMISHARES TR | 1,900 | $570,855 | 0.4% |
| 52 | IEFAISHARES TR | 5,889 | $568,760 | 0.4% |
| 53 | IEMGISHARES INC | 6,260 | $518,578 | 0.4% |
| 54 | VBVANGUARD INDEX FDS | 1,710 | $518,221 | 0.4% |
| 55 | LRCXLAM RESEARCH CORP | 1,190 | $515,663 | 0.4% |
| 56 | ZMZOOM COMMUNICATIONS INC | 5,917 | $510,696 | 0.4% |
| 57 | EAELECTRONIC ARTS INC | 2,370 | $485,945 | 0.3% |
| 58 | UBERUBER TECHNOLOGIES INC | 6,671 | $481,379 | 0.3% |
| 59 | VTIVANGUARD INDEX FDS | 1,294 | $478,858 | 0.3% |
| 60 | IWRISHARES TR | 4,331 | $477,796 | 0.3% |
| 61 | JPMJPMORGAN CHASE & CO | 1,457 | $476,920 | 0.3% |
| 62 | GBILGOLDMAN SACHS ETF TR | 4,719 | $472,655 | 0.3% |
| 63 | NEENEXTERA ENERGY INC | 5,101 | $447,715 | 0.3% |
| 64 | PAYCPAYCOM SOFTWARE INC | 3,384 | $425,301 | 0.3% |
| 65 | AGGISHARES TR | 4,150 | $410,767 | 0.3% |
| 66 | WDWALKER & DUNLOP INC | 7,476 | $408,929 | 0.3% |
| 67 | VNQVANGUARD INDEX FDS | 4,145 | $399,702 | 0.3% |
| 68 | WMWASTE MGMT INC DEL | 1,779 | $396,544 | 0.3% |
| 69 | GSSTGOLDMAN SACHS ETF TR | 7,498 | $379,211 | 0.3% |
| 70 | XLISELECT SECTOR SPDR TR | 2,038 | $377,499 | 0.3% |
| 71 | UNHUNITEDHEALTH GROUP INC | 887 | $368,664 | 0.3% |
| 72 | KMIKINDER MORGAN INC DEL | 11,391 | $364,181 | 0.3% |
| 73 | WMTWALMART INC | 3,214 | $364,018 | 0.3% |
| 74 | JEPIJ P MORGAN EXCHANGE TRADED F | 6,315 | $356,671 | 0.3% |
| 75 | GPIQGOLDMAN SACHS ETF TR | 5,989 | $355,213 | 0.3% |
| 76 | CGDVCAPITAL GROUP DIVIDEND VALUE | 7,036 | $346,734 | 0.2% |
| 77 | PLDPROLOGIS INC. | 2,499 | $338,540 | 0.2% |
| 78 | LLYELI LILLY & CO | 282 | $338,239 | 0.2% |
| 79 | CVXCHEVRON CORPORATION | 2,037 | $337,653 | 0.2% |
| 80 | VEAVANGUARD TAX-MANAGED FDS | 4,686 | $333,878 | 0.2% |
| 81 | ROKUROKU INC | 2,408 | $332,641 | 0.2% |
| 82 | PANWPALO ALTO NETWORKS INC | 966 | $329,425 | 0.2% |
| 83 | DIVGLOBAL X FDS | 17,163 | $326,955 | 0.2% |
| 84 | EFVISHARES TR | 4,169 | $319,137 | 0.2% |
| 85 | GPIXGOLDMAN SACHS ETF TR | 5,691 | $316,227 | 0.2% |
| 86 | VVISA INC | 904 | $310,307 | 0.2% |
| 87 | EFGISHARES TR | 2,473 | $307,691 | 0.2% |
| 88 | CRMSALESFORCE INC | 1,910 | $299,284 | 0.2% |
| 89 | COFCAPITAL ONE FINL CORP | 1,484 | $297,720 | 0.2% |
| 90 | PYPLPAYPAL HLDGS INC | 6,809 | $294,013 | 0.2% |
| 91 | SCHHSCHWAB STRATEGIC TR | 12,179 | $288,399 | 0.2% |
| 92 | BKNGBOOKING HOLDINGS INC | 1,617 | $288,214 | 0.2% |
| 93 | VXUSVANGUARD STAR FDS | 3,369 | $288,028 | 0.2% |
| 94 | SPYSTATE STR SPDR S&P 500 ETF T | 378 | $281,971 | 0.2% |
| 95 | UUNITY SOFTWARE INC | 9,545 | $272,796 | 0.2% |
| 96 | SNPSSYNOPSYS INC | 602 | $268,534 | 0.2% |
| 97 | SPGSIMON PPTY GROUP INC NEW | 1,169 | $261,447 | 0.2% |
| 98 | ADBEADOBE INC | 1,269 | $260,170 | 0.2% |
| 99 | IJRISHARES TR | 1,749 | $259,464 | 0.2% |
| 100 | SCHVSCHWAB STRATEGIC TR | 7,398 | $257,524 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.