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 Investment Management, LLC (CIK 2053786) reported $305.7M across 904 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($22.7M, 7.42%), IVV ($22.7M, 7.41%), VUG ($15.8M, 5.16%), DYNF ($12.9M, 4.20%), SPYV ($12.7M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P | $22.7M | 7.42% | 37,987 | Trimmed |
| 2 | IVV | ISHARES CORE | $22.7M | 7.41% | 34,684 | Added |
| 3 | VUG | VANGUARD GROWTH | $15.8M | 5.16% | 36,135 | Trimmed |
| 4 | DYNF | ISHARES U S | $12.9M | 4.20% | 220,877 | Trimmed |
| 5 | SPYV | STATE STREET | $12.7M | 4.14% | 223,606 | Trimmed |
| 6 | SPYG | STATE STREET | $12.4M | 4.05% | 126,409 | Added |
| 7 | SPTI | SPDR SERIES TRUST | $9.2M | 3.02% | 322,411 | Added |
| 8 | IEMG | ISHARES INC | $8.8M | 2.89% | 126,554 | Trimmed |
| 9 | SPHQ | INVESCO S&P | $7.9M | 2.57% | 104,658 | Added |
| 10 | CGDV | CAPITAL GROUP | $6.5M | 2.12% | 152,018 | Added |
| 11 | BAI | ISHARES A I | $6.3M | 2.07% | 192,024 | Added |
| 12 | SPTS | STATE STREET | $5.2M | 1.70% | 177,875 | Added |
| 13 | SPMO | INVESCO S&P | $5.1M | 1.67% | 45,411 | Added |
| 14 | AUSF | GLOBAL X | $4.7M | 1.54% | 97,071 | Added |
| 15 | UCON | FIRST TRUST | $4.6M | 1.52% | 187,654 | Trimmed |
| 16 | THRO | BLACKROCK ETF TRUST | $4.6M | 1.51% | 127,696 | Added |
| 17 | FAD | FIRST TRUST | $4.5M | 1.48% | 28,513 | Added |
| 18 | SHLD | GLOBAL X FDS | $4.5M | 1.47% | 63,343 | Added |
| 19 | IAGG | ISHARES CORE | $4.4M | 1.43% | 87,313 | Added |
| 20 | FPEI | FIRST TRUST | $4.0M | 1.29% | 208,278 | Added |
| 21 | SPLG | STATE STREET | $3.9M | 1.26% | 50,386 | Trimmed |
| 22 | BINC | BLACKROCK ETF TRUST II | $3.8M | 1.25% | 73,592 | Trimmed |
| 23 | TRFK | PACER DATA | $3.5M | 1.13% | 55,741 | Added |
| 24 | IUS | INVESCO EXCH TRD SLF IDX FD | $3.4M | 1.12% | 59,089 | Added |
| 25 | PZA | INVESCO NATIONAL | $3.3M | 1.09% | 144,430 | Added |
Source: SEC Form 13F filings · as of 2026-03-31