Synergy Financial Group, Ltd Top Holdings and 13F Report (2026) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $133.11 million in total holdings as of March 31, 2026.Synergy Financial Group, Ltd owns shares of 123 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 9.83% of the portfolio was purchased this quarter.About 4.57% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 115 new stocks and bought additional shares in 48 stocks.Synergy Financial Group, Ltd sold shares of 47 stocks and completely divested from 14 stocks this quarter.Largest Holdings NVIDIA $10,803,184Microsoft $9,067,719Amazon.com $8,503,039SHOPIFY INC $6,257,917Alphabet $5,887,801 Largest New Holdings this Quarter 922021605 - VANGUARD CALIF TAX FREE FDS $1,531,083 Holding46432F842 - iShares Core MSCI EAFE ETF $516,836 Holding464287655 - iShares Russell 2000 ETF $471,200 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $436,286 Holding464287499 - iShares Russell Mid-Cap ETF $421,103 Holding Largest Purchases this Quarter VANGUARD CALIF TAX FREE FDS 15,453 shares (about $1.53M)Vanguard S&P 500 ETF 1,168 shares (about $697.90K)Alphabet 2,042 shares (about $587.18K)iShares Core MSCI EAFE ETF 5,709 shares (about $516.84K)iShares Russell 2000 ETF 1,900 shares (about $471.20K) Largest Sales this Quarter Tesla 2,629 shares (about $977.33K)SHOPIFY INC 1,526 shares (about $181.01K)Amazon.com 703 shares (about $146.41K)Vanguard Small-Cap ETF 447 shares (about $117.05K)Alphabet 336 shares (about $96.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSynergy Financial Group, Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$10,803,184$33,310 â–¼-0.3%61,9458.1%Computer and TechnologyMSFTMicrosoft$9,067,719$396,824 â–²4.6%24,4966.8%Computer and TechnologyAMZNAmazon.com$8,503,039$146,414 â–¼-1.7%40,8276.4%Retail/WholesaleSHOPIFY INC$6,257,917$181,014 â–¼-2.8%52,7564.7%CL A SUB VTG SHSGOOGAlphabet$5,887,801$96,385 â–¼-1.6%20,5254.4%Computer and TechnologyAAPLApple$5,786,411$253,282 â–²4.6%22,8004.3%Computer and TechnologyVOOVanguard S&P 500 ETF$4,359,483$697,900 â–²19.1%7,2963.3%ETFMETAMeta Platforms$4,199,556$140,176 â–²3.5%7,3403.2%Computer and TechnologyTSLATesla$3,891,851$977,331 â–¼-20.1%10,4692.9%Auto/Tires/TrucksTMFCMotley Fool 100 Index ETF$3,422,135$113,667 â–²3.4%51,8742.6%ETFNFLXNetflix$3,404,191$33,845 â–¼-1.0%35,4052.6%Consumer DiscretionaryMELIMercadoLibre$2,864,986$44,955 â–²1.6%1,6572.2%Retail/WholesaleARISTA NETWORKS INC$2,688,023$21,487 â–¼-0.8%21,8932.0%COM SHSVGTVanguard Information Technology ETF$2,407,134$58,608 â–²2.5%3,4501.8%ETFGOOGLAlphabet$2,077,254$587,175 â–²39.4%7,2241.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,925,506$371,156 â–²23.9%35,6251.4%ETFMAMastercard$1,719,353$43,471 â–²2.6%3,4411.3%Business ServicesTTDTrade Desk$1,634,406$57,270 â–¼-3.4%72,0321.2%Computer and TechnologyAVGOBroadcom$1,573,678$11,762 â–¼-0.7%5,0841.2%Computer and TechnologyVOVanguard Mid-Cap ETF$1,539,722$5,456 â–¼-0.4%5,3621.2%ETFVANGUARD CALIF TAX FREE FDS$1,531,083$1,531,083 â–²New Holding15,4531.2%TAX EXEMPT BD FDCRWDCrowdStrike$1,510,887$80,034 â–¼-5.0%3,8701.1%Computer and TechnologyVVVanguard Large-Cap ETF$1,344,947$47,820 â–¼-3.4%4,5001.0%ETFBUFRFT Vest Laddered Buffer ETF$1,093,202$18,202 â–²1.7%32,3720.8%ETFABNBAirbnb$1,044,588$57,836 â–²5.9%8,2720.8%Consumer DiscretionaryCOSTCostco Wholesale$1,026,323$22,918 â–¼-2.2%1,0300.8%Retail/WholesaleCMGChipotle Mexican Grill$1,016,958$9,891 â–²1.0%31,7700.8%Retail/WholesaleDISWalt Disney$940,679$2,891 â–¼-0.3%9,7600.7%Consumer DiscretionaryQQQInvesco QQQ$873,419$11,546 â–¼-1.3%1,5130.7%FinanceASMLASML$851,935$30,379 â–²3.7%6450.6%Computer and TechnologyZSZscaler$798,250$2,946 â–²0.4%5,6900.6%Computer and TechnologyKNSLKinsale Capital Group$792,310$75,165 â–¼-8.7%2,3190.6%FinanceAMDAdvanced Micro Devices$763,066$37,228 â–²5.1%3,7510.6%Computer and TechnologyDDOGDatadog$752,215$4,958 â–¼-0.7%6,3720.6%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$729,434$7,497 â–¼-1.0%12,3570.5%SHSBRK.BBerkshire Hathaway$703,466$154,302 â–²28.1%1,4680.5%FinanceNOWServiceNow$701,635$10,037 â–²1.5%6,7110.5%Computer and TechnologySBUXStarbucks$684,131$12,185 â–²1.8%7,6360.5%Retail/WholesaleZMZoom Communications$657,751$86,902 â–²15.2%8,1820.5%Computer and TechnologyCVXChevron$654,632$84,415 â–²14.8%3,1640.5%EnergyGOLDMAN SACHS ETF TR$652,328$1,534 â–¼-0.2%13,1810.5%NASDAQ-100 PREMINETCloudflare$641,924$44,569 â–¼-6.5%3,1110.5%Computer and TechnologyGOLDMAN SACHS ETF TR$635,921$1,501 â–¼-0.2%12,7080.5%S&P 500 PREMIUMLMNDLemonade$609,751$26,764 â–¼-4.2%9,7280.5%FinanceVTVanguard Total World Stock ETF$604,043$256,307 â–²73.7%4,3670.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$602,525$107,752 â–²21.8%20,6840.5%ETFIVViShares Core S&P 500 ETF$596,381$169,181 â–²39.6%9130.4%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$594,928$156,897 â–²35.8%5,9380.4%ETFAXONAxon Enterprise$569,509$50,538 â–¼-8.2%1,3410.4%AerospacePAYCPaycom Software$550,455$91,520 â–²19.9%4,5290.4%Computer and TechnologySNOWSnowflake$549,890$85,666 â–¼-13.5%3,6460.4%Computer and TechnologyGSSTGoldman Sachs Ultra Short Bond ETF$548,265$120,966 â–²28.3%10,8460.4%ETFVTVVanguard Value ETF$542,113$54,937 â–²11.3%2,7630.4%ETFIEFAiShares Core MSCI EAFE ETF$516,836$516,836 â–²New Holding5,7090.4%ETFOKTAOkta$509,962$2,755 â–¼-0.5%6,4790.4%Computer and TechnologyPLDPrologis$509,950$78,779 â–²18.3%3,8580.4%FinanceEAElectronic Arts$499,685$21,406 â–¼-4.1%2,4510.4%Consumer DiscretionaryUBERUber Technologies$494,447$7,193 â–²1.5%6,8740.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$493,256$585 â–¼-0.1%3,3720.4%CL ANEENextEra Energy$476,010$77,369 â–²19.4%5,1250.4%UtilitiesIBKRInteractive Brokers Group$472,039$25,084 â–¼-5.0%7,0380.4%FinanceIWMiShares Russell 2000 ETF$471,200$471,200 â–²New Holding1,9000.4%FinanceMUMicron Technology$460,476$14,865 â–²3.3%1,3630.3%Computer and TechnologyVBVanguard Small-Cap ETF$444,092$117,045 â–¼-20.9%1,6960.3%ETFISCGiShares Morningstar Small-Cap Growth ETF$441,304$8,823 â–²2.0%8,0530.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$436,286$436,286 â–²New Holding6,2550.3%ETFJPMJPMorgan Chase & Co.$425,355$149,433 â–²54.2%1,4460.3%FinanceWALMART INC$423,671$47,351 â–²12.6%3,4090.3%COMIWRiShares Russell Mid-Cap ETF$421,103$421,103 â–²New Holding4,3310.3%ETFWMWaste Management$417,592$5,975 â–¼-1.4%1,8170.3%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$411,971$411,971 â–²New Holding4,1500.3%FinanceVTIVanguard Total Stock Market ETF$404,442$37,846 â–¼-8.6%1,2610.3%ETFVEAVanguard FTSE Developed Markets ETF$394,541$394,541 â–²New Holding6,1570.3%ETFKMIKinder Morgan$393,923$3,253 â–¼-0.8%11,7480.3%EnergyPYPLPayPal$386,536$50,929 â–¼-11.6%8,5460.3%Business ServicesCRMSalesforce$377,290$1,680 â–²0.4%2,0210.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$372,759$9,125 â–¼-2.4%1,1030.3%Computer and TechnologyVNQVanguard Real Estate ETF$367,662$70,960 â–²23.9%4,1450.3%ETFJEPIJPMorgan Equity Premium Income ETF$357,934$357,934 â–²New Holding6,3150.3%ETFIJHiShares Core S&P Mid-Cap ETF$346,106$346,106 â–²New Holding5,1250.3%ETFADBEAdobe$337,638$14,585 â–²4.5%1,3890.3%Computer and TechnologyWDWalker & Dunlop$332,562$444 â–²0.1%7,4940.2%FinanceCOFCapital One Financial$330,381$11,858 â–¼-3.5%1,8110.2%FinanceXLIIndustrial Select Sector SPDR Fund$329,606$34,287 â–²11.6%2,0380.2%ETFVEEVVeeva Systems$329,363$69,386 â–²26.7%1,8750.2%MedicalUPWKUpwork$326,652$9,371 â–¼-2.8%29,8040.2%Computer and TechnologyDIVGlobal X SuperDividend U.S. ETF$324,381$324,381 â–²New Holding17,1630.2%ETFEFViShares MSCI EAFE Value ETF$309,965$309,965 â–²New Holding4,1690.2%ETFWPMWheaton Precious Metals$300,2750.0%2,2920.2%Basic MaterialsCGDVCapital Group Dividend Value ETF$299,311$74,275 â–²33.0%7,0360.2%ETFSPGSimon Property Group$285,204$285,204 â–²New Holding1,5290.2%FinanceROKURoku$278,183$10,976 â–¼-3.8%2,9400.2%Consumer DiscretionaryVVisa$277,289$22,981 â–²9.0%9170.2%Business ServicesEFGiShares MSCI EAFE Growth ETF$275,4180.0%2,4730.2%ETFBKNGBooking$273,671$8,421 â–²3.2%650.2%Retail/WholesalePSXPhillips 66$263,979$263,979 â–²New Holding1,4490.2%EnergyCAPITAL GRP FIXED INCM ETF T$262,644$262,644 â–²New Holding10,3730.2%MUNICIPAL HIGH ISCHHSchwab U.S. REIT ETF$261,727$261,727 â–²New Holding12,1790.2%ETFJDJD.com$257,762$1,360 â–¼-0.5%8,7170.2%Retail/WholesaleVXUSVanguard Total International Stock ETF$256,921$65,927 â–¼-20.4%3,3320.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
