Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Synergy Financial Group, LTD (CIK 1905669) reported $133.1M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($10.8M, 8.12%), MSFT ($9.1M, 6.81%), AMZN ($8.5M, 6.39%), SHOP ($6.3M, 4.70%), GOOG ($5.9M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $10.8M | 8.12% | 61,945 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $9.1M | 6.81% | 24,496 | Added |
| 3 | AMZN | AMAZON COM INC | $8.5M | 6.39% | 40,827 | Trimmed |
| 4 | SHOP | SHOPIFY INC | $6.3M | 4.70% | 52,756 | Trimmed |
| 5 | GOOG | ALPHABET INC | $5.9M | 4.42% | 20,525 | Trimmed |
| 6 | AAPL | APPLE INC | $5.8M | 4.35% | 22,800 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $4.4M | 3.28% | 7,296 | Added |
| 8 | META | META PLATFORMS INC | $4.2M | 3.15% | 7,340 | Added |
| 9 | TSLA | TESLA INC | $3.9M | 2.92% | 10,469 | Trimmed |
| 10 | TMFC | RBB FD INC | $3.4M | 2.57% | 51,874 | Added |
| 11 | NFLX | NETFLIX INC. | $3.4M | 2.56% | 35,405 | Trimmed |
| 12 | MELI | MERCADOLIBRE INC | $2.9M | 2.15% | 1,657 | Added |
| 13 | ANET | ARISTA NETWORKS INC | $2.7M | 2.02% | 21,893 | Trimmed |
| 14 | VGT | VANGUARD WORLD FD | $2.4M | 1.81% | 3,450 | Added |
| 15 | GOOGL | ALPHABET INC | $2.1M | 1.56% | 7,224 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.45% | 35,625 | Added |
| 17 | MA | MASTERCARD INCORPORATED | $1.7M | 1.29% | 3,441 | Added |
| 18 | TTD | THE TRADE DESK INC | $1.6M | 1.23% | 72,032 | Trimmed |
| 19 | AVGO | BROADCOM INC | $1.6M | 1.18% | 5,084 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $1.5M | 1.16% | 5,362 | Trimmed |
| 21 | VTEC | VANGUARD CALIF TAX FREE FDS | $1.5M | 1.15% | 15,453 | New |
| 22 | CRWD | CROWDSTRIKE HLDGS INC | $1.5M | 1.14% | 3,870 | Trimmed |
| 23 | VV | VANGUARD INDEX FDS | $1.3M | 1.01% | 4,500 | Trimmed |
| 24 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.82% | 32,372 | Added |
| 25 | ABNB | AIRBNB INC | $1.0M | 0.78% | 8,272 | Added |
Source: SEC Form 13F filings · as of 2026-03-31