account_balance
Investment manager · 13F filer · SEC CIK 2053786
Synergy Investment Management, LLC
Reported value$446Mas of Sep 30, 2026
Positions186 14 new, 914 sold out
Top 10 weight41.0%IVV alone is 9%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.9%Trimmed −5%
SPYGSPDR Series Trust
5.8%Added +47%
DYNFBlackRock ETF Trust
4.8%Added +16%
COROBlackRock ETF Trust
4.1%New
SPYVSPDR Series Trust
3.6%Added +15%
VOOVanguard Index FDS
3.4%Trimmed −41%
VUGVanguard Index FDS
3.1%Trimmed −27%
IALTBlackRock ETF Trust
2.6%Added +34%
BLCRBlackRock ETF Trust
2.5%Added +116%
SPYMSPDR Series Trust
2.2%+119%
GOVTiShares Tr
2.2%Added +31%
BAIBlackRock ETF Trust
2.0%
IVViShares Tr
8.9%Trimmed −5%
SPYGSPDR Series Trust
5.8%+47%
DYNFBlackRock ETF Trust
4.8%Added +16%
COROBlackRock ETF Trust
4.1%New
SPYVSPDR Series Trust
3.6%+15%
VOOVanguard Index FDS
3.4%
VUGVanguard Index FDS
3.1%
IALTBlackRock ETF Trust
2.6%
BLCRBlackRock ETF Trust
2.5%
SPYM2.2%
GOVT2.2%
BAI2.0%
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
IVV iShares Tr 8.9% Trimmed −5%
SPYG SPDR Series Trust 5.8% Added +47%
DYNF BlackRock ETF Trust 4.8% Added +16%
CORO BlackRock ETF Trust 4.1% New
SPYV SPDR Series Trust 3.6% Added +15%
VOO Vanguard Index FDS 3.4% Trimmed −41%
VUG Vanguard Index FDS 3.1% Trimmed −27%
IALT BlackRock ETF Trust 2.6% Added +34%
BLCR BlackRock ETF Trust 2.5% Added +116%
SPYM SPDR Series Trust 2.2% Added +119%
GOVT iShares Tr 2.2% Added +31%
BAI BlackRock ETF Trust 2.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- CORO $18.3M
- INRO $8.58M
- GGOV $7.33M
- TSPA $7.03M
arrow_upwardAdded
- JMUB +387%
- SPYM +119%
- BALI +117%
- BLCR +116%
arrow_downwardTrimmed
- PZA −77%
- FAD −49%
- AUSF −48%
- IUS −42%
remove_circleSold out
- IAGG $3.13M
- NLR $1.3M
- FMHI $451K
- MBB $355K
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