Syntegra Private Wealth Group, LLC
All 13F Filings
- Location
- Chesterfield, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,052,626
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 249.6 K | 23.7% | 0 | 616.2 K | -616.2 K |
| ETFs | 797.1 K | 75.7% | 580.8 K | 0 | 580.8 K |
| Debt | 5.97 K | 0.6% | 0 | 181 | -181 |
| Other | 0 | 0.0% | 0 | 707 | -707 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
1,052,626
Holdings
189
QoQ value change ($000)
-36,318
(-3.3%)
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.