Synergy Financial Group, LTD

Q1 2026 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$133,110
Net value change ($000)
-9,206 (-6.5%)
New positions
22
Sold out positions
14
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTEC 1,531 NEW
IEFA 517 NEW
VOO 516 13.4%
IWM 471 NEW
GOOGL 455 28.1%
IEMG 436 NEW
IWR 421 NEW
AGG 412 NEW
VEA 395 NEW
VWO 380 24.6%
Top Reduces (Value $000, Stocks/ETFs)
SHOP -2,480 -28.4%
MSFT -2,260 -20.0%
TSLA -1,998 -33.9%
TTD -1,196 -42.3%
AMZN -1,083 -11.3%
NVDA -785 -6.8%
GOOGL -658 -10.1%
META -483 -10.3%
ZS -477 -37.4%
MELI -420 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type