account_balance

Investment manager · 13F filer · SEC CIK 1964298

Syntegra Private Wealth Group, LLC

Reported value$1.3Bas of Sep 30, 2026
Positions205 14 new, 11 sold out
Top 10 weight74.9%FENI alone is 13%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
FENI Fidelity Covington Trust 12.8% Added +2%
SPYG SPDR Series Trust 12.5% Held
LGLV SPDR Series Trust 10.5% Held
SPTM SPDR Series Trust 9.4% Held
VOO Vanguard Index FDS 8.8% Added +5%
JPIE J P Morgan Exchange Traded F 7.3% Added +28%
FBND Fidelity Merrimack STR Tr 5.4% Added +17%
JMEE J P Morgan Exchange Traded F 3.6% Held
QQQM Invesco Exch Traded Fd Tr II 2.6% Held
QQQ Invesco QQQ Tr 1.8% Held
AVEM American Centy ETF Tr 1.5% Added +4%
AAPL Apple Inc. 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • VCRM $9.53M
  • CSRE $706K
  • SPCX $436K
  • IBDW $408K
arrow_upwardAdded
  • JPIE +28%
  • FBND +17%
  • BUFB +7%
  • VOO +5%
arrow_downwardTrimmed
  • JMUB −82%
  • NEAR −48%
  • SUB −26%
  • SPMD −9%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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