ZynergyRetirementPlanningLLC
ZynergyRetirementPlanningLLC reported 25 stocks worth $187M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (23.8%), SCHZ (20.6%) and SCHF (14.5%). Compared with Q2 2026, the fund added to SCHZ, SCHF and SCHH, trimmed IVV, SCHO and SCHV and sold out of ITA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $44.5M | 23.8% | 58K | −1,427 (−2%) | 8 of 8 | |
| 2 |  SCHZ Schwab US Aggregate Bond | $38.6M | 20.6% | 1.7M | +343K (+24%) | 8 of 8 | |
| 3 |  SCHF Schwab International | $27.2M | 14.5% | 990K | +63K (+7%) | 8 of 8 | |
| 4 |  SCHH Charles Schwab US REIT | $19M | 10.1% | 860K | +39K (+5%) | 8 of 8 | |
| 5 |  SCHA Schwab US Small Cap ETF | $18.6M | 9.9% | 570K | +4,156 (+1%) | 8 of 8 | |
| 6 |  SCHP Schwab US Tips ETF | $17M | 9.1% | 678K | +204K (+43%) | 8 of 8 | |
| 7 |  SCHO Schwab Short-Term US Treasury ETF | $4.4M | 2.4% | 186K | −264K (−59%) | 8 of 8 | |
| 8 |  SCHE Schwab Emerging Markets | $4.2M | 2.3% | 116K | +807 (+1%) | 8 of 8 | |
| 9 |  SCHV Schwab US Large Cap | $3.2M | 1.7% | 97K | −604 (−1%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $1.8M | 0.9% | 7,737 | −1,911 (−20%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ITA Ishares US Aerospace | $228K | 940 |
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →ZynergyRetirementPlanningLLC 13F FAQ
What does ZynergyRetirementPlanningLLC own?
ZynergyRetirementPlanningLLC reported 25 stocks worth $187M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (23.8%), SCHZ (20.6%) and SCHF (14.5%). The table above lists every position in the filing (the top 10 without an account).
What did ZynergyRetirementPlanningLLC buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 8 added to, 8 trimmed and 1 sold out. It sold all of ITA.
When will ZynergyRetirementPlanningLLC file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is ZynergyRetirementPlanningLLC's portfolio worth?
The Q3 2026 filing reports $187M 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.