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CIK: 0001905669
Total reported value
$139.0M
$139.0M
115 檔
35.0%
According to the latest 13F quarterly dataset, Synergy Financial Group, LTD managed an equity portfolio of $139.0M at the end of Q3 2025, spanning 115 distinct U.S. exchange-listed positions.
In Q3 2025, Synergy Financial Group, LTD displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.21% | +0.12% | -2.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.90% | -1.12% | +19.19% | |
| 3 | SHOP | Shopify Inc - Class A | Stock-Tech | 6.36% | -0.52% | -2.00% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.33% | +0.49% | +4.69% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.01% | -0.30% | +1.86% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.78% | +0.43% | -1.75% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | -0.06% | +2.24% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.54% | -0.34% | +1.62% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 2.94% | -0.78% | -9.94% | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.60% | -0.29% | +2.87% | |
| 11 | ANET | Arista Networks Inc | Stock-Tech | 2.57% | +0.62% | -27.81% | |
| 12 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.50% | -0.34% | +40.88% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.32% | -2.42% | |
| 14 | TMFC | Motley Fool 100 Index ETF | ETF-Large Cap & Growth | 2.38% | +0.27% | +13.61% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | +0.90% | +3.59% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.40% | +0.91% | +2.60% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.04% | -1.82% | |
| 18 | ZS | Zscaler Inc | Stock-Tech | 1.21% | -0.04% | -6.34% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.19% | -3.02% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.09% | -0.16% | +2.68% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.08% | -0.09% | +1.19% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.99% | -0.16% | +3.44% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.86% | +0.02% | -0.83% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.25% | +2.74% | |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.84% | -0.10% | — | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.82% | -0.08% | +0.08% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.03% | -1.51% | |
| 28 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.77% | -0.10% | +1.59% | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.76% | -0.09% | +9.85% | |
| 30 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.67% | +0.03% | +1.39% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.10% | -2.95% | |
| 32 | SNOW | Snowflake Inc | Stock-Tech | 0.65% | +0.12% | -1.69% | |
| 33 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.65% | -0.08% | +4.48% | |
| 34 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.65% | +0.55% | +0.67% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.14% | -11.10% | |
| 36 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.59% | -0.23% | +7.83% | |
| 37 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.55% | -0.25% | +8.43% | |
| 38 | PAYC | Paycom Software Inc | Stock-Tech | 0.54% | -0.10% | +6.75% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.37% | EXIT | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.49% | -0.02% | — | |
| 41 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.49% | +0.07% | -2.56% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.45% | +0.04% | -3.54% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.44% | -0.08% | +5.01% | |
| 44 | WD | Walker & Dunlop Inc | Stock-Other | 0.42% | +0.04% | -3.84% | |
| 45 | OKTA | Okta Inc | Stock-Tech | 0.42% | +0.21% | -1.75% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.40% | +0.05% | -0.16% | |
| 47 | ASML | ASML Holding N.V. | Stock-Tech | 0.40% | +0.20% | +14.85% | |
| 48 | ZM | Zoom Communications Inc | Stock-Tech | 0.39% | -0.12% | -3.75% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.39% | -0.06% | +11.37% | |
| 50 | UPWK | Upwork Inc | Stock-Other | 0.39% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.8% | -2.52% | Trim |
| 2 | MSFT | Microsoft CORP | +1.6% | +19.19% | Add |
| 3 | TSLA | Tesla Inc | +1.2% | +1.86% | Add |
| 4 | SHOP | Shopify Inc - Class A | +1.1% | -2.00% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | +2.24% | Add |
| 6 | AVGO | Broadcom Inc | +0.4% | -3.02% | Trim |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +50.36% | Add |
| 8 | TMFC | Motley Fool 100 Index ETF | +0.3% | +13.61% | Add |
| 9 | ADBE | Adobe Inc | +0.2% | +11.37% | Add |
| 10 | TTD | Trade Desk Inc/the -class A | +0.2% | +40.88% | Add |
| 11 | NET | Cloudflare Inc - Class A | +0.1% | -2.56% | Trim |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.74% | Trim |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | +3.59% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +1.62% | Add |
| 15 | ASML | ASML Holding N.V. | +0.1% | +14.85% | Add |
| 16 | AMD | Advanced Micro Devices | +0.1% | +2.60% | Add |
| 17 | LMND | Lemonade Inc | +0.1% | +0.17% | Trim |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.60% | Trim |
| 19 | AXON | Axon Enterprise Inc | +0.1% | +1.39% | Add |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | 0% | — | Add |
| 21 | ZS | Zscaler Inc | 0% | -6.34% | Trim |
| 22 | SNOW | Snowflake Inc | 0% | -1.69% | Trim |
| 23 | DDOG | Datadog Inc - Class A | 0% | +0.67% | Trim |
| 24 | UBER | Uber Technologies Inc | 0% | — | Trim |
| 25 | ANET | Arista Networks Inc | 0% | -27.81% | Trim |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.1% | +9.85% | Add |
| 27 | VV | Vanguard Large-cap ETF | -0.1% | +3.44% | Add |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.19% | Add |
| 29 | MELI | Mercadolibre Inc | -0.1% | +2.87% | Add |
| 30 | VO | Vanguard Mid-cap ETF | -0.2% | +2.68% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | -0.3% | -2.42% | Trim |
| 32 | SBUX | Starbucks CORP | -0.3% | -3.54% | Trim |
| 33 | KNSL | Kinsale Capital Group Inc | -0.4% | +1.59% | Trim |
| 34 | AAPL | Apple Inc | -0.5% | -1.75% | Add |
| 35 | AMZN | Amazon.com Inc | -0.5% | +4.69% | Add |
| 36 | NFLX | Netflix Inc | -0.6% | -9.94% | Trim |
| 37 | CMG | Chipotle Mexican Grill Inc | -0.7% | -0.83% | Trim |
| 38 | U | Unity Software Inc | — | NEW | New buy |
| 39 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 40 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 41 | UPS | United Parcel Service-cl B | — | EXIT | Sold out |
| 42 | APPN | Appian Corp-a | — | EXIT | Sold out |
| 43 | WPM | Wheaton Precious Metals CORP | — | NEW | New buy |
| 44 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 45 | MU | Micron Technology Inc | — | NEW | New buy |
| 46 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 47 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 48 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 49 | CGDG | Cap Group Dividend Growers | — | NEW | New buy |
| 50 | HLI | Houlihan Lokey Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Synergy Financial Group, LTD reported a total U.S. public equity portfolio value of $139.0M across 115 disclosed positions in Q3 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, SHOP) accounted for 35.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
U
市值: $335.7K
Top Position Liquidated / Trimmed
UPS
前期市值: $265.6K
During Q3 2025, Synergy Financial Group, LTD's top holdings by market value included NVDA (8.2%)、MSFT (7.9%)、SHOP (6.4%). The largest single position, NVDA, represented 8.2% of total portfolio value.
In Q3 2025, Synergy Financial Group, LTD made 50 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 3 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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