Synergy Financial Group
Synergy Financial Group reported 119 stocks worth $139M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are NVDA (8.2%), AMZN (6.9%) and MSFT (5.7%). Compared with Q1 2026, the fund opened new positions in PANW, added to AAPL, VGT and AMD, trimmed NVDA, AMZN and MSFT and sold out of VTEC, PLTR and VEEV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $11.5M | 8.2% | 57K | −4,689 (−8%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $9.6M | 6.9% | 40K | −715 (−2%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $7.9M | 5.7% | 21K | −3,291 (−13%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $6.6M | 4.8% | 23K | +173 (+1%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $6.1M | 4.4% | 17K | −3,393 (−17%) | 8 of 8 | |
| 6 |  SHOP Shopify Inc | $5.8M | 4.2% | 51K | −1,896 (−4%) | 8 of 8 | |
| 7 |  VOO Vanguard S&P 500 ETF | $5M | 3.6% | 7,280 | −16 (−0%) | 8 of 8 | |
| 8 |  TMFC Motley Fool 100 Index | $4M | 2.8% | 52K | No change | 8 of 8 | |
| 9 |  META Meta Platforms Inc | $3.9M | 2.8% | 6,960 | −380 (−5%) | 8 of 8 | |
| 10 |  VGT Vanguard World FD | $3.8M | 2.7% | 31K | +28K (+813%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VTEC Vanguard Calif Tax Free Fds | $1.5M | 15K |
 PLTR Palantir Technologies Inc | $493K | 3,372 |
 VEEV Veeva Sys Inc Class Class A | $329K | 1,875 |
 PSX Phillips 66 | $264K | 1,449 |
 CGHM Capital Grp Fixed Incm ETF T | $263K | 10K |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Synergy Financial Group 13F FAQ
What does Synergy Financial Group own?
Synergy Financial Group reported 119 stocks worth $139M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are NVDA (8.2%), AMZN (6.9%) and MSFT (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Synergy Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 19 added to, 66 trimmed and 14 sold out. New positions include PANW. It sold all of VTEC, PLTR and VEEV.
When will Synergy Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Synergy Financial Group's portfolio worth?
The Q2 2026 filing reports $139M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.