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CIK: 0001905669
Total reported value
$139.0M
$139.0M
112 檔
30.1%
During the Q2 2025 filing period, Synergy Financial Group, LTD (CIK: 0001905669) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $139.0M across 112 reported positions.
Synergy Financial Group, LTD executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 1 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.79% | +0.12% | +1.32% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.95% | -1.12% | +1.47% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.60% | +0.49% | +2.64% | |
| 4 | SHOP | Shopify Inc - Class A | Stock-Tech | 5.50% | -0.52% | +4.90% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 3.98% | -0.78% | -5.41% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.83% | -0.34% | +5.44% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.38% | +0.43% | +5.59% | |
| 8 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.08% | -0.29% | +2.89% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.07% | -0.30% | +10.06% | |
| 10 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.85% | -0.34% | +14.24% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.76% | -0.06% | +10.98% | |
| 12 | ANET | Arista Networks Inc | Stock-Tech | 2.73% | +0.62% | -2.69% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | +0.32% | +0.87% | |
| 14 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 2.09% | +0.27% | +6.21% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.54% | +0.91% | -3.72% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.54% | +0.90% | -0.28% | |
| 17 | ZS | Zscaler Inc | Stock-Tech | 1.48% | -0.04% | -3.62% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.43% | -0.04% | -1.11% | |
| 19 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.36% | +0.02% | -6.93% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | -0.16% | -1.03% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.19% | -0.11% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.09% | -0.73% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 1.00% | -0.08% | -6.55% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.97% | -0.16% | -2.30% | |
| 25 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.94% | -0.10% | -3.73% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | -0.03% | -1.80% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.86% | -0.10% | +0.74% | |
| 28 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.83% | +0.03% | +4.50% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.10% | -2.87% | |
| 30 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.74% | -0.08% | -0.41% | |
| 31 | SNOW | Snowflake Inc | Stock-Tech | 0.72% | +0.12% | -6.73% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.72% | -0.09% | -0.12% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.14% | -1.84% | |
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.66% | +0.55% | -3.50% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.25% | -5.36% | |
| 36 | PAYC | Paycom Software Inc | Stock-Tech | 0.62% | -0.10% | +3.77% | |
| 37 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.56% | -0.23% | -11.75% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.55% | +0.04% | -9.25% | |
| 39 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.53% | -0.25% | -9.83% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.51% | -0.02% | -1.71% | |
| 41 | OKTA | Okta Inc | Stock-Tech | 0.50% | +0.21% | -6.34% | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.50% | -0.08% | -0.12% | |
| 43 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.50% | +0.07% | -2.85% | |
| 44 | ZM | Zoom Communications Inc | Stock-Tech | 0.42% | -0.12% | -2.21% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.06% | +169.53% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.01% | -1.39% | |
| 47 | WD | Walker & Dunlop Inc | Stock-Other | 0.40% | +0.04% | -5.40% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | +0.05% | -12.67% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.40% | -0.06% | -6.49% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.37% | +0.04% | -1.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +1.32% | Add |
| 2 | MSFT | Microsoft CORP | +0.7% | +1.47% | Add |
| 3 | TTD | Trade Desk Inc/the -class A | +0.5% | +14.24% | Add |
| 4 | NFLX | Netflix Inc | +0.4% | -5.41% | Trim |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +5.44% | Add |
| 6 | MELI | Mercadolibre Inc | +0.4% | +2.89% | Add |
| 7 | ZS | Zscaler Inc | +0.3% | -3.62% | Trim |
| 8 | TSLA | Tesla Inc | +0.3% | +10.06% | Add |
| 9 | AVGO | Broadcom Inc | +0.3% | -0.11% | Trim |
| 10 | ADBE | Adobe Inc | +0.2% | +169.53% | Add |
| 11 | SHOP | Shopify Inc - Class A | +0.2% | +4.90% | Add |
| 12 | AXON | Axon Enterprise Inc | +0.2% | +4.50% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -3.72% | Trim |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 16 | CGDV | Cap Group Dividend Value | +0.2% | NEW | New buy |
| 17 | WPM | Wheaton Precious Metals CORP | +0.2% | NEW | New buy |
| 18 | SCHV | Schwab US Large-cap Value | +0.2% | NEW | New buy |
| 19 | ANET | Arista Networks Inc | +0.1% | -2.69% | Trim |
| 20 | NET | Cloudflare Inc - Class A | +0.1% | -2.85% | Trim |
| 21 | SNOW | Snowflake Inc | +0.1% | -6.73% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +10.98% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.50% | Add |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +0.74% | Add |
| 25 | UPST | Upstart Holdings Inc | +0.1% | +8.42% | Add |
| 26 | AMD | Advanced Micro Devices | +0.1% | +1.97% | Add |
| 27 | DDOG | Datadog Inc - Class A | 0% | -3.50% | Trim |
| 28 | LMND | Lemonade Inc | 0% | -5.72% | Trim |
| 29 | MSTR | Strategy Inc | 0% | — | Unchanged |
| 30 | TMFC | Motley Fool 100 Index ETF | 0% | +6.21% | Add |
| 31 | DIS | Walt Disney Co/the | 0% | -1.80% | Trim |
| 32 | UBER | Uber Technologies Inc | 0% | -1.71% | Trim |
| 33 | VGT | Vanguard Info Tech ETF | — | -0.28% | Trim |
| 34 | VEEV | Veeva Systems Inc-class A | — | — | Unchanged |
| 35 | NOW | Servicenow Inc | 0% | -6.55% | Trim |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.84% | Trim |
| 37 | PYPL | Paypal Holdings Inc | 0% | -0.12% | Trim |
| 38 | ABNB | Airbnb Inc-class A | -0.1% | -0.41% | Trim |
| 39 | VV | Vanguard Large-cap ETF | -0.1% | -2.30% | Trim |
| 40 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.73% | Trim |
| 41 | GBIL | Goldman Sachs Access Treasur | -0.2% | -25.25% | Trim |
| 42 | VO | Vanguard Mid-cap ETF | -0.2% | -1.03% | Trim |
| 43 | OKTA | Okta Inc | -0.2% | -6.34% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.2% | +2.64% | Add |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | EXIT | Sold out |
| 46 | GSST | Goldman Sachs Ultra Short Bo | -0.2% | -33.13% | Trim |
| 47 | WD | Walker & Dunlop Inc | -0.2% | -5.40% | Trim |
| 48 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.87% | Add |
| 49 | SBUX | Starbucks CORP | -0.2% | -9.25% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | +5.59% | Add |
According to official SEC Form 13F filings, Synergy Financial Group, LTD reported a total U.S. public equity portfolio value of $139.0M across 112 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 30.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSM
市值: $232.8K
Top Position Liquidated / Trimmed
UNH
前期市值: $217.9K
During Q2 2025, Synergy Financial Group, LTD's top holdings by market value included NVDA (7.8%)、MSFT (7.0%)、AMZN (6.6%). The largest single position, NVDA, represented 7.8% of total portfolio value.
In Q2 2025, Synergy Financial Group, LTD made 48 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 24 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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