account_balance
Investment manager · 13F filer · SEC CIK 1905669
Synergy Financial Group, LTD
Reported value$139Mas of Jun 30, 2026
Positions119 10 new, 14 sold out
Top 10 weight46.1%NVDA alone is 8%
FiledAug 536 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.2%Trimmed −8%
AMZNAmazon.com Inc
6.9%
MSFTMicrosoft Corp
5.7%Trimmed −13%
AAPLApple Inc.
4.8%
GOOGAlphabet Inc.
4.4%Trimmed −17%
SHOPShopify Inc.
4.2%Trimmed −4%
VOOVanguard Index FDS
3.6%
TMFCRBB Fd Inc
2.8%
METAMeta Platforms, Inc.
2.8%Trimmed −5%
VGTVanguard World Fd
2.7%Added +14%
ANETArista Networks, Inc.
2.6%
TSLATesla, Inc.
2.6%Trimmed −17%
NVDANVIDIA Corp
8.2%Trimmed −8%
AMZNAmazon.com Inc
6.9%
MSFTMicrosoft Corp
5.7%Trimmed −13%
AAPLApple Inc.
4.8%
GOOGAlphabet Inc.
4.4%−17%
SHOPShopify Inc.
4.2%
VOOVanguard Index FDS
3.6%
TMFCRBB Fd Inc
2.8%
METAMeta Platforms, Inc.
2.8%
VGT2.7%
ANETTSLABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.2% Trimmed −8%AMZN Amazon.com Inc 6.9% HeldMSFT Microsoft Corp 5.7% Trimmed −13%AAPL Apple Inc. 4.8% HeldGOOG Alphabet Inc. 4.4% Trimmed −17%SHOP Shopify Inc. 4.2% Trimmed −4%
VOO Vanguard Index FDS 3.6% Held
TMFC RBB Fd Inc 2.8% Held
META Meta Platforms, Inc. 2.8% Trimmed −5%VGT Vanguard World Fd 2.7% Added +14%
ANET Arista Networks, Inc. 2.6% HeldTSLA Tesla, Inc. 2.6% Trimmed −17%What changed
Biggest moves since Mar 31, 2026
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