SF

Synergy Financial Group, LTD

Diversified strategyMomentum followerSector-focused

Total reported value

$133.1M

Reporting period: 2026-03-31 · Number of holdings: 123

Synergy Financial Group, LTD disclosed 123 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $133.1M and a quarterly turnover rate of 24.2%.

Personality snowflake

Concentration
11.84
Portfolio Stability
24.23
Momentum/Contrarian
100
Sector conviction
93.34
Diversification
100
Sizing Uniformity
83.68

Recent moves

  • Trim SHOP

    -2.8%　-$2.5M

  • Trim TSLA

    -20.1%　-$2.0M

  • Trim MSFT

    +4.6%　-$2.3M

  • Trim TTD

    -3.4%　-$1.2M

  • Add VOO

    +19.1%　$516.3K

  • Add GOOGL

    +39.4%　$455.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech8.12%-0.02%-0.31%
2MSFTMicrosoft CORPStock-Tech6.81%-1.15%+4.58%
3AMZNAmazon.com INCStock-Consumer Disc6.39%-0.35%-1.69%
4SHOPShopify INC - Class AStock-Tech4.70%-1.44%-2.81%
5GOOGAlphabet Inc-cl CStock-Comm Services4.42%-0.18%-1.61%
6AAPLApple INCStock-Tech4.35%—+4.58%
7VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.28%+0.58%+19.06%
8METAMeta Platforms Inc-class AStock-Comm Services3.15%-0.13%+3.45%
9TSLATesla INCStock-Consumer Disc2.92%-1.22%-20.07%
10TMFCMotley Fool 100 Index ETFETF-Large Cap & Growth2.57%—+3.44%
11NFLXNetflix INCStock-Comm Services2.56%—-0.98%
12MELIMercadolibre INCStock-Consumer Disc2.15%-0.16%+1.59%
13ANETArista Networks INCStock-Tech2.02%—-0.79%
14VGTVanguard Info Tech ETFETF-Tech1.81%—+2.50%
15GOOGLAlphabet Inc-cl AStock-Comm Services1.56%+0.42%+39.41%
16VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.45%+0.36%+23.88%
17MAMastercard INC - AStock-Financials1.29%—+2.59%
18TTDTrade Desk Inc/the -class AStock-Comm Services1.23%-0.76%-3.39%
19AVGOBroadcom INCStock-Tech1.18%—-0.74%
20VOVanguard Mid-cap ETFETF-Other1.16%—-0.35%
21VTECVanguard Ca Tax-ex BondETF-Other1.15%+1.15%NEW
22CRWDCrowdstrike Holdings INC - AStock-Tech1.14%-0.20%-5.03%
23VVVanguard Large-cap ETFETF-Other1.01%—-3.43%
24BUFRFt Vest Lad Buffervetf-usd IETF-Other0.82%—+1.69%
25ABNBAirbnb Inc-class AStock-Consumer Disc0.78%—+5.86%
26COSTCostco Wholesale CORPStock-Consumer Staples0.77%—-2.18%
27CMGChipotle Mexican Grill INCStock-Consumer Disc0.76%—+0.98%
28DISWalt Disney Co/theStock-Comm Services0.71%—-0.31%
29QQQInvesco Qqq Trust Series 1ETF-Tech0.66%—-1.30%
30ASMLASML Holding N.V.Stock-Tech0.64%—+3.70%
31ZSZscaler INCStock-Tech0.60%-0.30%+0.37%
32KNSLKinsale Capital Group INCStock-Financials0.60%—-8.66%
33AMDAdvanced Micro DevicesStock-Tech0.57%—+5.13%
34DDOGDatadog INC - Class AStock-Tech0.57%—-0.65%
35FBTCFidelity Wise Origin BitcoinETF-Crypto0.55%-0.12%-1.02%
36BRK-BBerkshire Hathaway Inc-cl BStock-Other0.53%—+28.10%
37NOWServicenow INCStock-Tech0.53%-0.18%+1.45%
38SBUXStarbucks CORPStock-Consumer Disc0.51%—+1.81%
39ZMZoom Communications INCStock-Tech0.49%—+15.22%
40CVXChevron CORPStock-Energy0.49%+0.19%+14.80%
41GPIQGs Nasdaq-100 Pr INC Etf-usdETF-Tech0.49%—-0.23%
42NETCloudflare INC - Class AStock-Tech0.48%—-6.49%
43GPIXGldm SA S&p 500 Pr In Etf-usETF-Large Cap & Growth0.48%—-0.24%
44LMNDLemonade INCStock-Financials0.46%—-4.20%
45VTVanguard Tot World Stk ETFETF-Other0.45%+0.20%+73.71%
46SCHGSchwab US Large-cap GrowthETF-Other0.45%—+21.78%
47IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.45%—+39.60%
48GBILGoldman Sachs Access TreasurETF-Commodities0.45%—+35.82%
49AXONAxon Enterprise INCStock-Industrials0.43%-0.15%-8.15%
50PAYCPaycom Software INCStock-Tech0.41%—+19.94%
1–50 of 123

Holding changes this quarter

Synergy Financial Group, LTD's most significant position changes for 2026-03-31: New buy: Vanguard Ca Tax-ex Bond (VTEC); New buy: Ishares Core Msci Eafe ETF (IEFA); New buy: Ishares Russell 2000 ETF (IWM); New buy: Ishares Core Msci Emerging (IEMG); New buy: Ishares Russell Mid-cap ETF (IWR).

Position changes disclosed by Synergy Financial Group, LTD for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VOOVanguard S&p 500 ETF+0.6%+19.06%Add
2GOOGLAlphabet Inc-cl A+0.4%+39.41%Add
3VWOVanguard Ftse Emerging Marke+0.4%+23.88%Add
4VTVanguard Tot World Stk ETF+0.2%+73.71%Add
5CVXChevron CORP+0.2%+14.80%Add
6NVDANvidia CORP0%-0.31%Trim
7FBTCFidelity Wise Origin Bitcoin-0.1%-1.02%Trim
8METAMeta Platforms Inc-class A-0.1%+3.45%Add
9AXONAxon Enterprise INC-0.2%-8.15%Trim
10MELIMercadolibre INC-0.2%+1.59%Add
11GOOGAlphabet Inc-cl C-0.2%-1.61%Trim
12NOWServicenow INC-0.2%+1.45%Add
13UPWKUpwork INC-0.2%-2.79%Trim
14CRWDCrowdstrike Holdings INC - A-0.2%-5.03%Trim
15SNOWSnowflake INC-0.2%-13.48%Trim
16ZSZscaler INC-0.3%+0.37%Add
17AMZNAmazon.com INC-0.4%-1.69%Trim
18TTDTrade Desk Inc/the -class A-0.8%-3.39%Trim
19MSFTMicrosoft CORP-1.2%+4.58%Add
20TSLATesla INC-1.2%-20.07%Trim
21SHOPShopify INC - Class A-1.4%-2.81%Trim
22VTECVanguard Ca Tax-ex Bond—NEWNew buy
23IEFAIshares Core Msci Eafe ETF—NEWNew buy
24IWMIshares Russell 2000 ETF—NEWNew buy
25IEMGIshares Core Msci Emerging—NEWNew buy
26IWRIshares Russell Mid-cap ETF—NEWNew buy
27AGGIshares Core U.s. Aggregate—NEWNew buy
28VEAVanguard Ftse Developed ETF—NEWNew buy
29JEPIJpmorgan Equity Premium Inco—NEWNew buy
30IJHIshares Core S&p Midcap ETF—NEWNew buy
31DIVGlobal X Superdividend Use—NEWNew buy
32HUBSHubspot INC—EXITSold out
33EFVIshares Msci Eafe Value ETF—NEWNew buy
34PLNTPlanet Fitness INC - Cl A—EXITSold out
35ZGZillow Group INC - A—EXITSold out
36SPGSimon Property Group INC—NEWNew buy
37WDAYWorkday Inc-class A—EXITSold out
38UPSTUpstart Holdings INC—EXITSold out
39PSXPhillips 66—NEWNew buy
40CGHMCap Group Muni High-income—NEWNew buy
41SCHHSchwab US Reit ETF—NEWNew buy
42SESea Ltd-adr—EXITSold out
43MDTMedtronic plc—NEWNew buy
44TTWOTake-two Interactive Softwre—EXITSold out
45ADSKAutodesk INC—EXITSold out
46UNHUnitedhealth Group INC—NEWNew buy
47ULTAUlta Beauty INC—EXITSold out
48ISRGIntuitive Surgical INC—EXITSold out
49PEverpure Inc-a—NEWNew buy
50IJRIshares Core S&p Small-cap E—NEWNew buy

FAQ

What is Synergy Financial Group, LTD and what type of investor is it?
Synergy Financial Group, LTD is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $133.1M, spread across 123 disclosed positions.
What are Synergy Financial Group, LTD's largest equity positions?
Based on the latest 13F filing, Synergy Financial Group, LTD's top holdings by market value are: 1. Nvidia CORP (NVDA) — $10.8M (8.1%) 2. Microsoft CORP (MSFT) — $9.1M (6.8%) 3. Amazon.com INC (AMZN) — $8.5M (6.4%) 4. Shopify INC - Class A (SHOP) — $6.3M (4.7%) 5. Alphabet Inc-cl C (GOOG) — $5.9M (4.4%)
What changes did Synergy Financial Group, LTD make in its most recent portfolio filing?
In the latest reported quarter, Synergy Financial Group, LTD made 50 notable position adjustments: 19 new positions were initiated, 10 existing holdings were added to, 11 positions were partially reduced, and 10 were completely exited. The largest of these moves: New buy: Vanguard Ca Tax-ex Bond (VTEC); New buy: Ishares Core Msci Eafe ETF (IEFA); New buy: Ishares Russell 2000 ETF (IWM); New buy: Ishares Core Msci Emerging (IEMG); New buy: Ishares Russell Mid-cap ETF (IWR)
What sectors does Synergy Financial Group, LTD focus on?
Synergy Financial Group, LTD is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.2% • Consumer Discretionary: 19.3% • Communication Services: 19.2% • Financials: 5.9% • Energy: 1.6% • Industrials: 1.5%