Synergy Financial Group, LTD holds a focused book of 123 stocks worth $133.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Ca Tax-Ex Bond and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2025 would be +4% (+4.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1905669/holdings"
Use Arkolith to show Synergy Financial Group, LTD's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Synergy Financial Group, LTD's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Synergy Financial Group, LTD
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $577.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $505.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $186.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $166.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $111.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $105.8B |
| LPL Financial LLC | 80 / 80 | $87.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $64.0B |
Ranked by how many of Synergy Financial Group, LTD's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $10.8M | 61.9K | 8.1% | ▼−0.3% Reduced · −191 sh | |
| 2 | Microsoft Corp COM | $9.1M | 24.5K | 6.8% | ▲+4.6% Added · +1K sh | |
| 3 | Amazon Com Inc COM | $8.5M | 40.8K | 6.4% | ▼−1.7% Reduced · −703 sh | |
| 4 | Shopify Inc CL A SUB VTG SHS | $6.3M | 52.8K | 4.7% | ▼−2.8% Reduced · −2K sh | |
| 5 | Alphabet Inc CAP STK CL C | $5.9M | 20.5K | 4.4% | ▼−1.6% Reduced · −336 sh | |
| 6 | Apple Inc COM | $5.8M | 22.8K | 4.3% | ▲+4.6% Added · +998 sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $4.4M | 7.3K | 3.3% | ▲+19% Added · +1K sh | |
| 8 | Meta Platforms Inc CL A | $4.2M | 7.3K | 3.2% | ▲+3.5% Added · +245 sh | |
| 9 | Tesla Inc COM | $3.9M | 10.5K | 2.9% | ▼−20% Reduced · −3K sh | |
| 10 | RBB FD Inc MOTLEY FOL ETF | $3.4M | 51.9K | 2.6% | ▲+3.4% Added · +2K sh | |
| 11 | Netflix Inc. COM | $3.4M | 35.4K | 2.6% | ▼−1.0% Reduced · −352 sh | |
| 12 | Mercadolibre Inc COM | $2.9M | 1.7K | 2.2% | ▲+1.6% Added · +26 sh | |
| 13 | Arista Networks Inc COM SHS | $2.7M | 21.9K | 2.0% | ▼−0.8% Reduced · −175 sh | |
| 14 | Vanguard World FD INF TECH ETF | $2.4M | 3.5K | 1.8% | ▲+2.5% Added · +84 sh | |
| 15 | Alphabet Inc CAP STK CL A | $2.1M | 7.2K | 1.6% | ▲+39% Added · +2K sh | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.9M | 35.6K | 1.4% | ▲+24% Added · +7K sh | |
| 17 | Mastercard Incorporated CL A | $1.7M | 3.4K | 1.3% | ▲+2.6% Added · +87 sh | |
| 18 | The Trade Desk Inc COM CL A | $1.6M | 72.0K | 1.2% | ▼−3.4% Reduced · −3K sh | |
| 19 | Broadcom Inc COM | $1.6M | 5.1K | 1.2% | ▼−0.7% Reduced · −38 sh | |
| 20 | Vanguard Index FDS MID CAP ETF | $1.5M | 5.4K | 1.2% | ▼−0.3% Reduced · −19 sh | |
| 21 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $1.5M | 15.5K | 1.2% | ▲New New position | |
| 22 | Crowdstrike Hldgs Inc CL A | $1.5M | 3.9K | 1.1% | ▼−5.0% Reduced · −205 sh | |
| 23 | Vanguard Index FDS LARGE CAP ETF | $1.3M | 4.5K | 1.0% | ▼−3.4% Reduced · −160 sh | |
| 24 | First TR Exchng Traded FD VI FT VEST LADDERED | $1.1M | 32.4K | 0.8% | ▲+1.7% Added · +539 sh | |
| 25 | Airbnb Inc COM CL A | $1.0M | 8.3K | 0.8% | ▲+5.9% Added · +458 sh | |
| 26 | Costco Wholesale Corporation COM | $1.0M | 1.0K | 0.8% | ▼−2.2% Reduced · −23 sh | |
| 27 | Chipotle Mexican Grill Inc COM | $1.0M | 31.8K | 0.8% | ▲+1.0% Added · +309 sh | |
| 28 | Disney Walt Co COM | $941K | 9.8K | 0.7% | ▼−0.3% Reduced · −30 sh | |
| 29 | Invesco QQQ TR UNIT SER 1 | $873K | 1.5K | 0.7% | ▼−1.3% Reduced · −20 sh | |
| 30 | ASML Hldg NV N Y REGISTRY SHS | $852K | 645 | 0.6% | ▲+3.7% Added · +23 sh | |
| 31 | Zscaler Inc COM | $798K | 5.7K | 0.6% | ▲+0.4% Added · +21 sh | |
| 32 | Kinsale Cap Group Inc COM | $792K | 2.3K | 0.6% | ▼−8.7% Reduced · −220 sh | |
| 33 | Advanced Micro Devices Inc COM | $763K | 3.8K | 0.6% | ▲+5.1% Added · +183 sh | |
| 34 | Datadog Inc CL A COM | $752K | 6.4K | 0.6% | ▼−0.7% Reduced · −42 sh | |
| 35 | Fidelity Wise Origin Bitcoin SHS | $729K | 12.4K | 0.5% | ▼−1.0% Reduced · −127 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $703K | 1.5K | 0.5% | ▲+28% Added · +322 sh | |
| 37 | Servicenow Inc COM | $702K | 6.7K | 0.5% | ▲+1.4% Added · +96 sh | |
| 38 | Starbucks Corp COM | $684K | 7.6K | 0.5% | ▲+1.8% Added · +136 sh | |
| 39 | Zoom Communications Inc CL A | $658K | 8.2K | 0.5% | ▲+15% Added · +1K sh | |
| 40 | Chevron Corporation COM | $655K | 3.2K | 0.5% | ▲+15% Added · +408 sh | |
| 41 | Goldman Sachs ETF TR NASDAQ-100 PREMI | $652K | 13.2K | 0.5% | ▼−0.2% Reduced · −31 sh | |
| 42 | Cloudflare Inc CL A COM | $642K | 3.1K | 0.5% | ▼−6.5% Reduced · −216 sh | |
| 43 | Goldman Sachs ETF TR S&P 500 PREMIUM | $636K | 12.7K | 0.5% | ▼−0.2% Reduced · −30 sh | |
| 44 | Lemonade Inc COM | $610K | 9.7K | 0.5% | ▼−4.2% Reduced · −427 sh | |
| 45 | Vanguard Intl Equity Index F TT WRLD ST ETF | $604K | 4.4K | 0.5% | ▲+74% Added · +2K sh | |
| 46 | Schwab Strategic TR US LCAP GR ETF | $603K | 20.7K | 0.5% | ▲+22% Added · +4K sh | |
| 47 | Ishares TR CORE S&P500 ETF | $596K | 913 | 0.4% | ▲+40% Added · +259 sh | |
| 48 | Goldman Sachs ETF TR ACCES TREASURY | $595K | 5.9K | 0.4% | ▲+36% Added · +2K sh | |
| 49 | Axon Enterprise Inc COM | $570K | 1.3K | 0.4% | ▼−8.2% Reduced · −119 sh | |
| 50 | Paycom Software Inc COM | $550K | 4.5K | 0.4% | ▲+20% Added · +753 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.