Synergy Financial Group, LTD
All 13F Filings
- Location
- San Ramon, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 138,994
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 119 | 138,994 | 13F-HR | Synergy Financial Group, LTD |
| Q1 2026 | 5/14/2026 | 123 | 133,110 | 13F-HR | Synergy Financial Group, LTD |
| Q4 2025 | 2/17/2026 | 115 | 142,316 | 13F-HR | Synergy Financial Group, LTD |
| Q3 2025 | 11/17/2025 | 115 | 148,297 | 13F-HR | Synergy Financial Group, LTD |
| Q2 2025 | 8/15/2025 | 112 | 135,834 | 13F-HR | Synergy Financial Group, LTD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.5 K | 75.9% | 2.961 K | 0 | 2.961 K |
| ETFs | 33.48 K | 24.1% | 3.474 K | 0 | 3.474 K |
| Debt | 0 | 0.0% | 0 | 548 | -548 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
138,994
Holdings
119
QoQ value change ($000)
5,884
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.