13FBOX
Synergy Financial Group, LTD · 13F Holdings
Options Calculator Rankings

Synergy Financial Group, LTD

No.8403 Data as of 2026Q2
Latest AUM (Q2 2026)
$139.0M
QoQ Change Q1 2026
+$5.9M+4.4%
Holdings
119
New Buys
10
Adds
21
Reduces
67
Exits
14
Unchanged
21
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
8.24%8.12%$11.5M57,256$10.8M61,945-4,689-7.57%Reduce
AMAZON COM INCAMZN
6.88%6.39%$9.6M40,112$8.5M40,827-715-1.75%Reduce
MICROSOFT CORPMSFT
5.69%6.81%$7.9M21,205$9.1M24,496-3,291-13.43%Reduce
APPLE INCAAPL
4.78%4.35%$6.6M22,973$5.8M22,800+173+0.76%Add
AAlphabet Inc Class CGOOG
4.36%4.42%$6.1M17,132$5.9M20,525-3,393-16.53%Reduce
SHOPIFY INCSHOP
4.18%4.7%$5.8M50,860$6.3M52,756-1,896-3.59%Reduce
VVANGUARD INDEX FDSVOO
3.6%3.28%$5.0M7,280$4.4M7,296-16-0.22%Reduce
RRBB FD INCTMFC
2.84%2.57%$4.0M51,883$3.4M51,874+9+0.02%Add
META PLATFORMS INCMETA
2.82%3.15%$3.9M6,960$4.2M7,340-380-5.18%Reduce
VVANGUARD WORLD FDVGT
2.71%1.81%$3.8M31,496$2.4M3,450+28,046+812.93%Add
ARISTA NETWORKS INCANET
2.64%2.02%$3.7M21,611$2.7M21,893-282-1.29%Reduce
TESLA INCTSLA
2.62%2.92%$3.6M8,666$3.9M10,469-1,803-17.22%Reduce
CROWDSTRIKE HLDGS INCCRWD
2.05%1.14%$2.9M3,740$1.5M3,870-130-3.36%Reduce
MERCADOLIBRE INC COMMELI
1.86%2.15%$2.6M1,526$2.9M1,657-131-7.91%Reduce
ALPHABET INCGOOGL
1.81%1.56%$2.5M7,036$2.1M7,224-188-2.60%Reduce
NETFLIX INCNFLX
1.78%2.56%$2.5M34,643$3.4M35,405-762-2.15%Reduce
ADVANCED MICRO DEVICES INCAMD
1.59%0.57%$2.2M3,794$763,0663,751+43+1.15%Add
BROADCOM INCAVGO
1.37%1.18%$1.9M5,034$1.6M5,084-50-0.98%Reduce
VVANGUARD FSTEVWO
1.36%1.45%$1.9M31,742$1.9M35,625-3,883-10.90%Reduce
MASTERCARD INCORPORATEDMA
1.25%1.29%$1.7M3,379$1.7M3,441-62-1.80%Reduce
MICRON TECHNOLOGY INCMU
1.14%0.35%$1.6M1,368$460,4761,363+5+0.37%Add
DATADOG INCDDOG
1.12%0.57%$1.6M5,963$752,2156,372-409-6.42%Reduce
VVANGUARD MIDVO
1%1.16%$1.4M17,300$1.5M5,362+11,938+222.64%Add
THE TRADE DESK INCTTD
0.89%1.23%$1.2M68,659$1.6M72,032-3,373-4.68%Reduce
VVANGUARD INDEX FDSVV
0.85%1.01%$1.2M3,421$1.3M4,500-1,079-23.98%Reduce
ASML HLDG NVASML
0.84%0.64%$1.2M588$851,935645-57-8.84%Reduce
IINVESCO QQQ TRVOO
0.8%0.66%$1.1M1,513$873,4191,51300.00%Unchanged
CHIPOTLE MEXICAN GRILL INCCMG
0.78%0.76%$1.1M31,735$1.0M31,770-35-0.11%Reduce
FIRST INTST BANCSYSTEM INCFIBK
0.73%0.82%$1.0M27,732$1.1M32,372-4,640-14.33%Reduce
AIRBNB INC COM CL AABNB
0.7%0.78%$968,6446,769$1.0M8,272-1,503-18.17%Reduce
DISNEY WALT CODIS
0.68%0.71%$939,2189,758$940,6799,760-2-0.02%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.67%0.77%$935,4701,000$1.0M1,030-30-2.91%Reduce
OKTA INC CLASS AOKTA
0.59%0.38%$814,4705,969$509,9626,479-510-7.87%Reduce
ZSCALER INCZS
0.56%0.6%$782,5365,544$798,2505,690-146-2.57%Reduce
STARBUCKS CORPSBUX
0.55%0.51%$771,0847,546$684,1317,636-90-1.18%Reduce
CLOUDFLARE INCNET
0.55%0.48%$760,8593,102$641,9243,111-9-0.29%Reduce
SNOWFLAKE INC COM SHSSNOW
0.53%0.41%$740,8502,911$549,8903,646-735-20.16%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.52%0.53%$729,0681,457$703,4661,468-11-0.75%Reduce
KKINSALE CAP GROUP INCKNSL
0.5%0.6%$694,5802,106$792,3102,319-213-9.18%Reduce
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.5%0.45%$691,41920,432$602,52520,684-252-1.22%Reduce
VVANGUARD INTL EQUITY INDEX FVT
0.49%0.45%$685,4014,367$604,0434,36700.00%Unchanged
IISHARES TRIVV
0.49%0.45%$683,737913$596,38191300.00%Unchanged
AXON ENTERPRISEAXON
0.46%0.43%$640,2171,142$569,5091,341-199-14.84%Reduce
IISHARES TRISCG
0.46%0.33%$638,6879,745$441,3048,053+1,692+21.01%Add
LLEMONADE INCLMND
0.45%0.46%$632,0919,717$609,7519,728-11-0.11%Reduce
SERVICENOW INCNOW
0.45%0.53%$631,2226,358$701,6356,711-353-5.26%Reduce
FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC
0.45%0.55%$630,82512,357$729,43412,35700.00%Unchanged
TAIWAN SEMICONDUCTOR MANUFACTSM
0.44%0.28%$606,5141,270$372,7591,103+167+15.14%Add
VVANGUARD INDEX FDSVTV
0.43%0.41%$602,1622,763$542,1132,76300.00%Unchanged
INTERACTIVE BROKERS GROUP INC COM CL AIBKR
0.42%0.35%$590,0446,779$472,0397,038-259-3.68%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow