Synergy Financial Group, LTD - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Synergy Financial Group, LTD held in its portfolio 115 assets valued at $142,315,947 (i.e. $142.32M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($11.59M), MICROSOFT CORP ($11.33M), and AMAZON COM INC ($9.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Synergy Financial Group, LTD - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 62136 | 11588339 | COM |
| MICROSOFT CORP | 23424 | 11328215 | COM |
| AMAZON COM INC | 41530 | 9585955 | COM |
| SHOPIFY INC | 54282 | 8737774 | CL A SUB VTG SHS |
| ALPHABET INC | 20861 | 6546185 | CAP STK CL C |
| APPLE INC | 21802 | 5927225 | COM |
| TESLA INC | 13098 | 5890433 | COM |
| META PLATFORMS INC | 7095 | 4683398 | CL A |
| VANGUARD INDEX FDS | 6128 | 3843213 | S&P 500 ETF SHS |
| RBB FD INC | 50151 | 3599345 | MOTLEY FOL ETF |
| NETFLIX INC | 35757 | 3352576 | COM |
| MERCADOLIBRE INC | 1631 | 3285258 | COM |
| ARISTA NETWORKS INC | 22068 | 2891570 | COM SHS |
| THE TRADE DESK INC | 74556 | 2830146 | COM CL A |
| VANGUARD WORLD FD | 3366 | 2537223 | INF TECH ETF |
| MASTERCARD INCORPORATED | 3354 | 1914938 | CL A |
| CROWDSTRIKE HLDGS INC | 4075 | 1910197 | CL A |
| BROADCOM INC | 5122 | 1772654 | COM |
| ALPHABET INC | 5182 | 1621869 | CAP STK CL A |
| VANGUARD INDEX FDS | 5381 | 1561794 | MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 28758 | 1546005 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 4660 | 1467069 | LARGE CAP ETF |
| ZSCALER INC | 5669 | 1275071 | COM |
| CHIPOTLE MEXICAN GRILL INC | 31461 | 1164057 | COM |
| DISNEY WALT CO | 9790 | 1113815 | COM |
| FIRST TR EXCHNG TRADED FD VI | 31833 | 1090599 | FT VEST LADDERED |
| AIRBNB INC | 7814 | 1060516 | COM CL A |
| SERVICENOW INC | 6615 | 1013352 | COM |
| KINSALE CAP GROUP INC | 2539 | 993054 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 12484 | 951655 | SHS |
| INVESCO QQQ TR | 1533 | 941810 | UNIT SER 1 |
| SNOWFLAKE INC | 4214 | 924383 | COM SHS |
| COSTCO WHSL CORP NEW | 1053 | 908044 | COM |
| DATADOG INC | 6414 | 872240 | CL A COM |
| AXON ENTERPRISE INC | 1460 | 829178 | COM |
| ADVANCED MICRO DEVICES INC | 3568 | 764123 | COM |
| LEMONADE INC | 10155 | 722833 | COM |
| GOLDMAN SACHS ETF TR | 13212 | 698518 | NASDAQ-100 PREMI |
| GOLDMAN SACHS ETF TR | 12738 | 672562 | S&P 500 PREMIUM |
| ASML HOLDING N V | 622 | 665453 | N Y REGISTRY SHS |
| CLOUDFLARE INC | 3327 | 655918 | CL A COM |
| STARBUCKS CORP | 7500 | 631558 | COM |
| ZOOM COMMUNICATIONS INC | 7101 | 612745 | CL A |
| UPWORK INC | 30659 | 607661 | COM |
| PAYCOM SOFTWARE INC | 3776 | 601743 | COM |
| PALANTIR TECHNOLOGIES INC | 3376 | 600084 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 1146 | 576037 | CL B NEW |
| PAYPAL HLDGS INC | 9672 | 564651 | COM |
| OKTA INC | 6514 | 563266 | CL A |
| SCHWAB STRATEGIC TR | 16985 | 554051 | US LCAP GR ETF |
| UBER TECHNOLOGIES INC | 6774 | 553504 | COM |
| VANGUARD INDEX FDS | 2143 | 552890 | SMALL CP ETF |
| SALESFORCE INC | 2012 | 533001 | COM |
| ELECTRONIC ARTS INC | 2556 | 522267 | COM |
| INTERACTIVE BROKERS GROUP IN | 7412 | 476666 | COM CL A |
| VANGUARD INDEX FDS | 2483 | 474234 | VALUE ETF |
| ADOBE INC | 1329 | 465137 | COM |
| VANGUARD INDEX FDS | 1379 | 462395 | TOTAL STK MKT |
| CAPITAL ONE FINL CORP | 1876 | 454667 | COM |
| WALKER & DUNLOP INC | 7484 | 450177 | COM |
| ISHARES TR | 654 | 447951 | CORE S&P500 ETF |
| ISHARES TR | 7892 | 437690 | MRGSTR SM CP GR |
| GOLDMAN SACHS ETF TR | 4372 | 436938 | ACCES TREASURY |
| GOLDMAN SACHS ETF TR | 8453 | 426623 | ULTRA SHORT BOND |
| CHEVRON CORP NEW | 2756 | 420042 | COM |
| PROLOGIS INC. | 3262 | 416427 | COM |
| UNITY SOFTWARE INC | 9175 | 405260 | COM |
| WASTE MGMT INC DEL | 1843 | 405020 | COM |
| MICRON TECHNOLOGY INC | 1319 | 376456 | COM |
| VANGUARD INTL EQUITY INDEX F | 2514 | 354625 | TT WRLD ST ETF |
| NEXTERA ENERGY INC | 4292 | 344562 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1130 | 343396 | SPONSORED ADS |
| ACCENTURE PLC IRELAND | 1279 | 343156 | SHS CLASS A |
| BOOKING HOLDINGS INC | 63 | 337386 | COM |
| WALMART INC | 3028 | 337349 | COM |
| ROKU INC | 3056 | 331545 | COM CL A |
| VEEVA SYS INC | 1480 | 330380 | CL A COM |
| KINDER MORGAN INC DEL | 11845 | 325630 | COM |
| HUBSPOT INC | 792 | 317830 | COM |
| VANGUARD STAR FDS | 4187 | 315853 | VG TL INTL STK F |
| DOCUSIGN INC | 4525 | 309510 | COM |
| JPMORGAN CHASE & CO. | 938 | 302242 | COM |
| EPR PPTYS | 6006 | 299699 | COM SH BEN INT |
| INTUIT | 450 | 298089 | COM |
| VANGUARD INDEX FDS | 3345 | 295999 | REAL ESTATE ETF |
| VISA INC | 841 | 295095 | COM CL A |
| EBAY INC. | 3362 | 292830 | COM |
| PLANET FITNESS INC | 2640 | 286361 | CL A |
| ZILLOW GROUP INC | 4189 | 285815 | CL A |
| SELECT SECTOR SPDR TR | 1826 | 283249 | STATE STREET IND |
| ISHARES TR | 2473 | 281724 | EAFE GRWTH ETF |
| SYNOPSYS INC | 599 | 281362 | COM |
| WORKDAY INC | 1305 | 280288 | CL A |
| UPSTART HLDGS INC | 6233 | 272569 | COM |
| WHEATON PRECIOUS METALS CORP | 2292 | 269356 | COM |
| SPDR S&P 500 ETF TR | 377 | 257394 | TR UNIT |
| SEA LTD | 2010 | 256416 | SPONSORD ADS |
| TRACTOR SUPPLY CO | 5112 | 255651 | COM |
| JD.COM INC | 8763 | 251498 | SPON ADS CL A |
| ELI LILLY & CO | 228 | 245027 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 954 | 244253 | COM |
| AUTODESK INC | 787 | 232960 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 5290 | 230856 | SHS CREATION UNI |
| ULTA BEAUTY INC | 378 | 228694 | COM |
| INTUITIVE SURGICAL INC | 403 | 228243 | COM NEW |
| EOG RES INC | 2150 | 225772 | COM |
| SCHWAB STRATEGIC TR | 7398 | 219055 | US LCAP VA ETF |
| ATLASSIAN CORPORATION | 1317 | 213538 | CL A |
| LAM RESEARCH CORP | 1230 | 210551 | COM NEW |
| CAPITAL GROUP DIVIDEND GROWE | 5885 | 209741 | SHS ETF |
| SCHWAB STRATEGIC TR | 7604 | 208566 | US DIVIDEND EQ |
| NEW YORK TIMES CO | 2983 | 207080 | CL A |
| PINTEREST INC | 7920 | 205049 | CL A |
| HERSHEY CO | 1107 | 201452 | COM |
| GENUINE PARTS CO | 1631 | 200548 | COM |
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