Synergy Financial Group, LTD

Q2 2026 13F-HR Holdings

Location
San Ramon, CA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$138,994
Net value change ($000)
+5,884 (4.4%)
New positions
11
Sold out positions
14
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 1,441 188.9%
VGT 1,357 56.4%
CRWD 1,343 88.9%
MU 1,119 243.3%
AMZN 1,057 12.4%
ANET 983 36.6%
AAPL 862 14.9%
DDOG 801 106.5%
NVDA 653 6.0%
VOO 641 14.7%
Top Reduces (Value $000, Stocks/ETFs)
VTEC -1,531 -100.0%
MSFT -1,158 -12.8%
NFLX -930 -27.3%
PLTR -493 -100.0%
SHOP -451 -7.2%
TTD -393 -24.1%
VEEV -329 -100.0%
GPIX -320 -50.3%
CVX -317 -48.4%
GPIQ -297 -45.6%
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