Syntegra Private Wealth Group, LLC

All 13F Filings

Location
Chesterfield, MO
Most recent 13F
Q2 2026
Holdings value ($000)
1,291,152
Description
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Website
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Founded
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Chairman
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CEO
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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 7/15/2026 202 1,291,152 13F-HR Syntegra Private Wealth Group, LLC
Q1 2026 4/27/2026 189 1,052,626 13F-HR Syntegra Private Wealth Group, LLC
Q4 2025 2/10/2026 191 1,088,944 13F-HR Syntegra Private Wealth Group, LLC
Q3 2025 10/16/2025 189 1,060,637 13F-HR Syntegra Private Wealth Group, LLC
Q2 2025 7/30/2025 179 980,128 13F-HR Syntegra Private Wealth Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 291.9 K 22.6% 42.29 K 0 42.29 K
ETFs 993.6 K 77.0% 196.5 K 0 196.5 K
Debt 5.673 K 0.4% 0 297 -297
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Fund Snapshot

Q2 2026
Latest filed
7/15/2026
Total value ($000)
1,291,152
Holdings
202
QoQ value change ($000)
238,526 (22.7%)
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.