Synergy Financial Group, LTD holds a diversified book of 119 reported positions worth $139.0M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Palo Alto Networks Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Synergy Financial Group, LTD's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with 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: diversified 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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Synergy Financial Group, LTD
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $641.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 80 | $454.1M |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Swiss Re Ltd | 38 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $243.2M |
| CIBC Capital Markets (Europe) S.A. | 8 / 80 | $693.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Synergy Financial Group, LTD: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $11.5M | 57.3K | 8.2% | ▼−7.6% Reduced · −5K sh | |
| 2 | Amazon Com Inc COM | $9.6M | 40.1K | 6.9% | ▼−1.8% Reduced · −715 sh | |
| 3 | Microsoft Corp COM | $7.9M | 21.2K | 5.7% | ▼−13% Reduced · −3K sh | |
| 4 | Apple Inc COM | $6.6M | 23.0K | 4.8% | ▲+0.8% Added · +173 sh | |
| 5 | Alphabet Inc CAP STK CL C | $6.1M | 17.1K | 4.4% | ▼−17% Reduced · −3K sh | |
| 6 | Shopify Inc CL A SUB VTG SHS | $5.8M | 50.9K | 4.2% | ▼−3.6% Reduced · −2K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $5.0M | 7.3K | 3.6% | ▼−0.2% Reduced · −16 sh | |
| 8 | RBB FD Inc MOTLEY FOL ETF | $4.0M | 51.9K | 2.8% | ▲~0% Added · +9 sh | |
| 9 | Meta Platforms Inc CL A | $3.9M | 7.0K | 2.8% | ▼−5.2% Reduced · −380 sh | |
| 10 | Vanguard World FD INF TECH ETF | $3.8M | 31.5K | 2.7% | ▲+813% Added · +28K sh | |
| 11 | Arista Networks Inc COM SHS | $3.7M | 21.6K | 2.6% | ▼−1.3% Reduced · −282 sh | |
| 12 | Tesla Inc COM | $3.6M | 8.7K | 2.6% | ▼−17% Reduced · −2K sh | |
| 13 | Crowdstrike Hldgs Inc CL A | $2.9M | 3.7K | 2.1% | ▼−3.4% Reduced · −130 sh | |
| 14 | Mercadolibre Inc COM | $2.6M | 1.5K | 1.9% | ▼−7.9% Reduced · −131 sh | |
| 15 | Alphabet Inc CAP STK CL A | $2.5M | 7.0K | 1.8% | ▼−2.6% Reduced · −188 sh | |
| 16 | Netflix Inc. COM | $2.5M | 34.6K | 1.8% | ▼−2.1% Reduced · −762 sh | |
| 17 | Advanced Micro Devices Inc COM | $2.2M | 3.8K | 1.6% | ▲+1.1% Added · +43 sh | |
| 18 | Broadcom Inc COM | $1.9M | 5.0K | 1.4% | ▼−1.0% Reduced · −50 sh | |
| 19 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.9M | 31.7K | 1.4% | ▼−11% Reduced · −4K sh | |
| 20 | Mastercard Incorporated CL A | $1.7M | 3.4K | 1.2% | ▼−1.8% Reduced · −62 sh | |
| 21 | Micron Technology Inc COM | $1.6M | 1.4K | 1.1% | ▲+0.4% Added · +5 sh | |
| 22 | Datadog Inc CL A COM | $1.6M | 6.0K | 1.1% | ▼−6.4% Reduced · −409 sh | |
| 23 | Vanguard Index FDS MID CAP ETF | $1.4M | 17.3K | 1.0% | ▲+223% Added · +12K sh | |
| 24 | The Trade Desk Inc COM CL A | $1.2M | 68.7K | 0.9% | ▼−4.7% Reduced · −3K sh | |
| 25 | Vanguard Index FDS LARGE CAP ETF | $1.2M | 3.4K | 0.8% | ▼−24% Reduced · −1K sh | |
| 26 | ASML Hldg NV N Y REGISTRY SHS | $1.2M | 588 | 0.8% | ▼−8.8% Reduced · −57 sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.5K | 0.8% | —Held | |
| 28 | Chipotle Mexican Grill Inc COM | $1.1M | 31.7K | 0.8% | ▼−0.1% Reduced · −35 sh | |
| 29 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $1.0M | 27.7K | 0.7% | ▼−14% Reduced · −5K sh | |
| 30 | Airbnb Inc COM CL A | $969K | 6.8K | 0.7% | ▼−18% Reduced · −2K sh | |
| 31 | Disney Walt Co COM | $939K | 9.8K | 0.7% | ▼~0% Reduced · −2 sh | |
| 32 | Costco Wholesale Corporation COM | $935K | 1.0K | 0.7% | ▼−2.9% Reduced · −30 sh | |
| 33 | Okta Inc CL A | $814K | 6.0K | 0.6% | ▼−7.9% Reduced · −510 sh | |
| 34 | Zscaler Inc COM | $783K | 5.5K | 0.6% | ▼−2.6% Reduced · −146 sh | |
| 35 | Starbucks Corp COM | $771K | 7.5K | 0.6% | ▼−1.2% Reduced · −90 sh | |
| 36 | Cloudflare Inc CL A COM | $761K | 3.1K | 0.5% | ▼−0.3% Reduced · −9 sh | |
| 37 | Snowflake Inc COM SHS | $741K | 2.9K | 0.5% | ▼−20% Reduced · −735 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $729K | 1.5K | 0.5% | ▼−0.7% Reduced · −11 sh | |
| 39 | Kinsale Cap Group Inc COM | $695K | 2.1K | 0.5% | ▼−9.2% Reduced · −213 sh | |
| 40 | Schwab Strategic TR US LCAP GR ETF | $691K | 20.4K | 0.5% | ▼−1.2% Reduced · −252 sh | |
| 41 | Vanguard Intl Equity Index F TT WRLD ST ETF | $685K | 4.4K | 0.5% | —Held | |
| 42 | Ishares TR CORE S&P500 ETF | $684K | 913 | 0.5% | —Held | |
| 43 | Axon Enterprise Inc COM | $640K | 1.1K | 0.5% | ▼−15% Reduced · −199 sh | |
| 44 | Ishares TR MRGSTR SM CP GR | $639K | 9.7K | 0.5% | ▲+21% Added · +2K sh | |
| 45 | Lemonade Inc COM | $632K | 9.7K | 0.5% | ▼−0.1% Reduced · −11 sh | |
| 46 | Servicenow Inc COM | $631K | 6.4K | 0.5% | ▼−5.3% Reduced · −353 sh | |
| 47 | Fidelity Wise Origin Bitcoin SHS | $631K | 12.4K | 0.5% | —Held | |
| 48 | Taiwan Semiconductor Manufac SPONSORED ADS | $607K | 1.3K | 0.4% | ▲+15% Added · +167 sh | |
| 49 | Vanguard Index FDS VALUE ETF | $602K | 2.8K | 0.4% | —Held | |
| 50 | Interactive Brokers Group In COM CL A | $590K | 6.8K | 0.4% | ▼−3.7% Reduced · −259 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.