§ 13F · FUND PROFILE
Synergy Financial Group, LTD.
AUM · $148M (13F)Positions · 115Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 57K | $11M | 8.2% | −8% |
| 2 | AMZN | AMAZON COM INC | 40K | $10M | 6.9% | −2% |
| 3 | MSFT | MICROSOFT CORP | 21K | $8M | 5.7% | −13% |
| 4 | AAPL | APPLE INC | 23K | $7M | 4.8% | +1% |
| 5 | GOOG | ALPHABET INC | 17K | $6M | 4.4% | −17% |
| 6 | SHOP | SHOPIFY INC | 51K | $6M | 4.2% | −4% |
| 7 | VOO | VANGUARD INDEX FDS | 7K | $5M | 3.6% | ±0% |
| 8 | TMFC | RBB FD INC | 52K | $4M | 2.8% | ±0% |
| 9 | META | META PLATFORMS INC | 7K | $4M | 2.8% | −5% |
| 10 | VGT | VANGUARD WORLD FD | 31K | $4M | 2.7% | +813% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYNERGY SIGNAL
AC read
Synergy Financial Group, LTD is a Other fund managing $148 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →