Synergy Financial Group, Ltd Top Holdings and 13F Report (2026) About Synergy Financial Group, LtdInvestment ActivitySynergy Financial Group, Ltd has $138.99 million in total holdings as of June 30, 2026.Synergy Financial Group, Ltd owns shares of 119 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 5.21% of the portfolio was purchased this quarter.About 10.58% of the portfolio was sold this quarter.This quarter, Synergy Financial Group, Ltd has purchased 123 new stocks and bought additional shares in 21 stocks.Synergy Financial Group, Ltd sold shares of 67 stocks and completely divested from 14 stocks this quarter.Largest Holdings NVIDIA $11,456,266Amazon.com $9,560,294Microsoft $7,909,967Apple $6,647,532Alphabet $6,053,250 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $329,425 Holding874054109 - Take-Two Interactive Software $239,731 Holding921910733 - Vanguard ESG U.S. Stock ETF $229,436 HoldingM6191J100 - JFrog $227,654 Holding91680M107 - Upstart $225,831 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 28,046 shares (about $3.35M)Vanguard Mid-Cap ETF 11,938 shares (about $961.84K)Palo Alto Networks 966 shares (about $329.43K)Booking 1,552 shares (about $276.63K)Take-Two Interactive Software 959 shares (about $239.73K) Largest Sales this Quarter Microsoft 3,291 shares (about $1.23M)Alphabet 3,393 shares (about $1.20M)NVIDIA 4,689 shares (about $938.21K)Tesla 1,803 shares (about $758.34K)GOLDMAN SACHS ETF TR 7,192 shares (about $426.56K) 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$11,456,266$938,215 â–¼-7.6%57,2568.2%TechnologyAMZNAmazon.com$9,560,294$170,413 â–¼-1.8%40,1126.9%Consumer DiscretionaryMSFTMicrosoft$7,909,967$1,227,621 â–¼-13.4%21,2055.7%TechnologyAAPLApple$6,647,532$50,060 â–²0.8%22,9734.8%TechnologyGOOGAlphabet$6,053,250$1,198,849 â–¼-16.5%17,1324.4%Communication ServicesSHOPIFY INC$5,807,195$216,485 â–¼-3.6%50,8604.2%CL A SUB VTG SHSVOOVanguard S&P 500 ETF$4,999,912$10,989 â–¼-0.2%7,2803.6%ETFTMFCMotley Fool 100 Index ETF$3,951,417$685 â–²0.0%51,8832.8%ETFMETAMeta Platforms$3,920,688$214,061 â–¼-5.2%6,9602.8%Communication ServicesVGTVanguard Information Technology ETF$3,764,402$3,352,058 â–²812.9%31,4962.7%ETFARISTA NETWORKS INC$3,671,277$47,906 â–¼-1.3%21,6112.6%COM SHSTSLATesla$3,644,920$758,342 â–¼-17.2%8,6662.6%Consumer DiscretionaryCRWDCrowdStrike$2,854,144$99,208 â–¼-3.4%3,7402.1%TechnologyMELIMercadoLibre$2,590,217$222,358 â–¼-7.9%1,5261.9%Consumer DiscretionaryGOOGLAlphabet$2,514,367$67,183 â–¼-2.6%7,0361.8%Communication ServicesNFLXNetflix$2,473,510$54,407 â–¼-2.2%34,6431.8%Communication ServicesAMDAdvanced Micro Devices$2,203,973$24,979 â–²1.1%3,7941.6%TechnologyAVGOBroadcom$1,901,487$18,886 â–¼-1.0%5,0341.4%TechnologyVWOVanguard FTSE Emerging Markets ETF$1,894,664$231,774 â–¼-10.9%31,7421.4%ETFMAMastercard$1,735,386$31,842 â–¼-1.8%3,3791.2%FinanceMUMicron Technology$1,579,069$5,771 â–²0.4%1,3681.1%TechnologyDDOGDatadog$1,552,527$106,487 â–¼-6.4%5,9631.1%TechnologyVOVanguard Mid-Cap ETF$1,393,851$961,838 â–²222.6%17,3001.0%ETFTTDTrade Desk$1,241,355$60,984 â–¼-4.7%68,6590.9%Communication ServicesVVVanguard Large-Cap ETF$1,176,685$371,132 â–¼-24.0%3,4210.8%ETFASMLASML$1,169,791$113,398 â–¼-8.8%5880.8%TechnologyQQQInvesco QQQ$1,114,3590.0%1,5130.8%ETFCMGChipotle Mexican Grill$1,078,990$1,190 â–¼-0.1%31,7350.8%Consumer DiscretionaryBUFRFT Vest Laddered Buffer ETF$1,013,050$169,499 â–¼-14.3%27,7320.7%ETFABNBAirbnb$968,644$215,079 â–¼-18.2%6,7690.7%Consumer DiscretionaryDISWalt Disney$939,218$193 â–¼0.0%9,7580.7%Communication ServicesCOSTCostco Wholesale$935,470$28,064 â–¼-2.9%1,0000.7%Consumer StaplesOKTAOkta$814,470$69,589 â–¼-7.9%5,9690.6%TechnologyZSZscaler$782,536$20,608 â–¼-2.6%5,5440.6%TechnologySBUXStarbucks$771,084$9,197 â–¼-1.2%7,5460.6%Consumer DiscretionaryNETCloudflare$760,859$2,208 â–¼-0.3%3,1020.5%TechnologySNOWSnowflake$740,850$187,058 â–¼-20.2%2,9110.5%TechnologyBRK.BBerkshire Hathaway$729,068$5,504 â–¼-0.7%1,4570.5%FinanceKNSLKinsale Capital Group$694,580$70,250 â–¼-9.2%2,1060.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$691,419$8,528 â–¼-1.2%20,4320.5%ETFVTVanguard Total World Stock ETF$685,4010.0%4,3670.5%ETFIVViShares Core S&P 500 ETF$683,7370.0%9130.5%ETFAXONAxon Enterprise$640,217$111,561 â–¼-14.8%1,1420.5%IndustrialsISCGiShares Morningstar Small-Cap Growth ETF$638,687$110,894 â–²21.0%9,7450.5%ETFLMNDLemonade$632,091$716 â–¼-0.1%9,7170.5%FinanceNOWServiceNow$631,222$35,046 â–¼-5.3%6,3580.5%TechnologyFIDELITY WISE ORIGIN BITCOIN$630,8250.0%12,3570.5%SHSTSMTaiwan Semiconductor Manufacturing$606,514$79,754 â–²15.1%1,2700.4%TechnologyVTVVanguard Value ETF$602,1620.0%2,7630.4%ETFIBKRInteractive Brokers Group$590,044$22,543 â–¼-3.7%6,7790.4%FinanceIWMiShares Russell 2000 ETF$570,8550.0%1,9000.4%ETFIEFAiShares Core MSCI EAFE ETF$568,760$17,384 â–²3.2%5,8890.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$518,578$414 â–²0.1%6,2600.4%ETFVBVanguard Small-Cap ETF$518,221$4,243 â–²0.8%1,7100.4%ETFLAM RESEARCH CORP$515,663$6,933 â–²1.4%1,1900.4%COM NEWZMZoom Communications$510,696$195,492 â–¼-27.7%5,9170.4%TechnologyEAElectronic Arts$485,945$16,608 â–¼-3.3%2,3700.3%Communication ServicesUBERUber Technologies$481,379$14,648 â–¼-3.0%6,6710.3%IndustrialsVTIVanguard Total Stock Market ETF$478,858$12,212 â–²2.6%1,2940.3%ETFIWRiShares Russell Mid-Cap ETF$477,7960.0%4,3310.3%ETFJPMJPMorgan Chase & Co.$476,920$3,601 â–²0.8%1,4570.3%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$472,655$122,095 â–¼-20.5%4,7190.3%ETFNEENextEra Energy$447,715$2,106 â–¼-0.5%5,1010.3%UtilitiesPAYCPaycom Software$425,301$143,904 â–¼-25.3%3,3840.3%TechnologyAGGiShares Core U.S. Aggregate Bond ETF$410,7670.0%4,1500.3%ETFWDWalker & Dunlop$408,929$985 â–¼-0.2%7,4760.3%FinanceVNQVanguard Real Estate ETF$399,7020.0%4,1450.3%ETFWMWaste Management$396,544$8,470 â–¼-2.1%1,7790.3%IndustrialsGSSTGoldman Sachs Ultra Short Bond ETF$379,211$169,325 â–¼-30.9%7,4980.3%ETFXLIIndustrial Select Sector SPDR Fund$377,4990.0%2,0380.3%ETFUNHUnitedHealth Group$368,664$11,222 â–²3.1%8870.3%HealthcareKMIKinder Morgan$364,181$11,414 â–¼-3.0%11,3910.3%EnergyWALMART INC$364,018$22,086 â–¼-5.7%3,2140.3%COMJEPIJPMorgan Equity Premium Income ETF$356,6710.0%6,3150.3%ETFGOLDMAN SACHS ETF TR$355,213$426,564 â–¼-54.6%5,9890.3%NASDA 100 ETFCGDVCapital Group Dividend Value ETF$346,7340.0%7,0360.2%ETFPLDPrologis$338,540$184,104 â–¼-35.2%2,4990.2%Real EstateLLYEli Lilly and Company$338,239$20,390 â–²6.4%2820.2%HealthcareCVXChevron$337,653$186,811 â–¼-35.6%2,0370.2%EnergyVEAVanguard FTSE Developed Markets ETF$333,878$104,809 â–¼-23.9%4,6860.2%ETFROKURoku$332,641$73,490 â–¼-18.1%2,4080.2%Communication ServicesPANWPalo Alto Networks$329,425$329,425 â–²New Holding9660.2%TechnologyDIVGlobal X SuperDividend U.S. ETF$326,9550.0%17,1630.2%ETFEFViShares MSCI EAFE Value ETF$319,1370.0%4,1690.2%ETFGOLDMAN SACHS ETF TR$316,227$389,908 â–¼-55.2%5,6910.2%S&P 500 PREMIUMVVisa$310,307$4,462 â–¼-1.4%9040.2%FinanceEFGiShares MSCI EAFE Growth ETF$307,6910.0%2,4730.2%ETFCRMSalesforce$299,284$17,393 â–¼-5.5%1,9100.2%TechnologyCOFCapital One Financial$297,720$65,603 â–¼-18.1%1,4840.2%FinancePYPLPayPal$294,013$75,004 â–¼-20.3%6,8090.2%FinanceSCHHSchwab U.S. REIT ETF$288,3990.0%12,1790.2%ETFBKNGBooking$288,214$276,628 â–²2,387.7%1,6170.2%Consumer DiscretionaryVXUSVanguard Total International Stock ETF$288,028$3,163 â–²1.1%3,3690.2%ETFSPYSPDR S&P 500 ETF Trust$281,9710.0%3780.2%ETFUUnity Software$272,796$41,127 â–¼-13.1%9,5450.2%TechnologySNPSSynopsys$268,534$3,569 â–²1.3%6020.2%TechnologySPGSimon Property Group$261,447$80,514 â–¼-23.5%1,1690.2%Real EstateADBEAdobe$260,170$24,602 â–¼-8.6%1,2690.2%TechnologyIJRiShares Core S&P Small-Cap ETF$259,4640.0%1,7490.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$257,5240.0%7,3980.2%ETFShowing largest 100 holdings. 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