Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Synergy Financial Group, LTD (CIK 1905669) reported $139.0M across 119 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($11.5M, 8.24%), AMZN ($9.6M, 6.88%), MSFT ($7.9M, 5.69%), AAPL ($6.6M, 4.78%), GOOG ($6.1M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $11.5M | 8.24% | 57,256 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $9.6M | 6.88% | 40,112 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $7.9M | 5.69% | 21,205 | Trimmed |
| 4 | AAPL | APPLE INC | $6.6M | 4.78% | 22,973 | Added |
| 5 | GOOG | ALPHABET INC | $6.1M | 4.36% | 17,132 | Trimmed |
| 6 | SHOP | SHOPIFY INC | $5.8M | 4.18% | 50,860 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $5.0M | 3.60% | 7,280 | Trimmed |
| 8 | TMFC | RBB FD INC | $4.0M | 2.84% | 51,883 | Added |
| 9 | META | META PLATFORMS INC | $3.9M | 2.82% | 6,960 | Trimmed |
| 10 | VGT | VANGUARD WORLD FD | $3.8M | 2.71% | 31,496 | Added |
| 11 | ANET | ARISTA NETWORKS INC | $3.7M | 2.64% | 21,611 | Trimmed |
| 12 | TSLA | TESLA INC | $3.6M | 2.62% | 8,666 | Trimmed |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $2.9M | 2.05% | 3,740 | Trimmed |
| 14 | MELI | MERCADOLIBRE INC | $2.6M | 1.86% | 1,526 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $2.5M | 1.81% | 7,036 | Trimmed |
| 16 | NFLX | NETFLIX INC. | $2.5M | 1.78% | 34,643 | Trimmed |
| 17 | AMD | ADVANCED MICRO DEVICES INC | $2.2M | 1.59% | 3,794 | Added |
| 18 | AVGO | BROADCOM INC | $1.9M | 1.37% | 5,034 | Trimmed |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.36% | 31,742 | Trimmed |
| 20 | MA | MASTERCARD INCORPORATED | $1.7M | 1.25% | 3,379 | Trimmed |
| 21 | MU | MICRON TECHNOLOGY INC | $1.6M | 1.14% | 1,368 | Added |
| 22 | DDOG | DATADOG INC | $1.6M | 1.12% | 5,963 | Trimmed |
| 23 | VO | VANGUARD INDEX FDS | $1.4M | 1.00% | 17,300 | Added |
| 24 | TTD | THE TRADE DESK INC | $1.2M | 0.89% | 68,659 | Trimmed |
| 25 | VV | VANGUARD INDEX FDS | $1.2M | 0.85% | 3,421 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30