Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Syntegra Private Wealth Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Syntegra Private Wealth Group, LLC (CIK 1964298) reported $1.05B across 187 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FENI ($135.3M, 12.85%), SPYG ($129.7M, 12.32%), LGLV ($113.8M, 10.81%), SPTM ($111.7M, 10.61%), VOO ($87.1M, 8.27%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FENIFIDELITY COVINGTON TRUST$135.3M12.85%3.6MAdded
2SPYGSPDR SERIES TRUST$129.7M12.32%1.3MTrimmed
3LGLVSPDR SERIES TRUST$113.8M10.81%639,008Trimmed
4SPTMSPDR SERIES TRUST$111.7M10.61%1.4MTrimmed
5VOOVANGUARD INDEX FDS$87.1M8.27%145,769Added
6JPIEJ P MORGAN EXCHANGE TRADED F$50.9M4.83%1.1MAdded
7JMEEJ P MORGAN EXCHANGE TRADED F$41.2M3.91%617,077Trimmed
8FBNDFIDELITY MERRIMACK STR TR$38.5M3.66%844,698New
9QQQMINVESCO EXCH TRADED FD TR II$35.0M3.32%147,205Trimmed
10QQQINVESCO QQQ TR$18.5M1.76%32,067Trimmed
11SPHYSPDR SERIES TRUST$18.1M1.72%776,957Trimmed
12AVEMAMERICAN CENTY ETF TR$15.3M1.45%189,784New
13USMVISHARES TR$14.4M1.37%155,157Trimmed
14AAPLAPPLE INC$13.3M1.26%52,328Trimmed
15JMUBJ P MORGAN EXCHANGE TRADED F$10.9M1.03%217,554Added
16SPSMSPDR SERIES TRUST$10.3M0.98%213,495Trimmed
17NEARISHARES U S ETF TR$9.8M0.93%193,452Trimmed
18HYMBSPDR SERIES TRUST$8.9M0.85%360,120Trimmed
19JAAAJANUS DETROIT STR TR$8.5M0.81%168,464Trimmed
20QTECFIRST TR EXCHANGE-TRADED FD$7.9M0.75%36,545Trimmed
21JMSTJ P MORGAN EXCHANGE TRADED F$7.5M0.72%147,968Added
22BUFBINNOVATOR ETFS TRUST$6.9M0.66%193,108Added
23VTIVANGUARD INDEX FDS$6.3M0.59%19,501Added
24SPLGSPDR SERIES TRUST$5.5M0.52%71,365Added
25NVDANVIDIA CORPORATION$5.3M0.50%30,341Trimmed

Source: SEC Form 13F filings · as of 2026-03-31