ZynergyRetirementPlanningLLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 187,252
- Description
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 25 | 187,252 | 13F-HR | ZynergyRetirementPlanningLLC |
| Q2 2026 | 7/17/2026 | 26 | 184,432 | 13F-HR | ZynergyRetirementPlanningLLC |
| Q1 2026 | 4/17/2026 | 26 | 165,350 | 13F-HR | ZynergyRetirementPlanningLLC |
| Q4 2025 | 1/9/2026 | 27 | 162,527 | 13F-HR | ZynergyRetirementPlanningLLC |
| Q3 2025 | 10/8/2025 | 28 | 158,556 | 13F-HR | ZynergyRetirementPlanningLLC |
| Q2 2025 | 9/4/2025 | 25 | 149,077 | 13F-HR | ZynergyRetirementPlanningLLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.991 K | 2.1% | 0 | 133 | -133 |
| ETFs | 183.3 K | 97.9% | 2.954 K | 0 | 2.954 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
187,252
Holdings
25
QoQ value change ($000)
2,820
(1.5%)
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.