Institutional Fund
Synergy Financial Group, Ltd
San Ramon, CACIK 19056695 filings on record
Portfolio Value
$133.11M
Q1 2026
Holdings
123
Reported positions
New Buys
22
Opened this quarter
QoQ Change
-6.5%
from $142.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation8.1%
- Microsoft Corp6.8%
- Amazon Com Inc6.4%
- Shopify Inc4.7%
- Alphabet Inc4.4%
- Apple Inc4.3%
- Other65.2%
Portfolio Holdings
123 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 61.9K | $10.80M | 8.1% | −191 | Reduced |
| 2 | Microsoft Corp | 24.5K | $9.07M | 6.8% | +1.1K | Added |
| 3 | Amazon Com Inc | 40.8K | $8.50M | 6.4% | −703 | Reduced |
| 4 | Shopify Inc | 52.8K | $6.26M | 4.7% | −1.5K | Reduced |
| 5 | Alphabet Inc | 20.5K | $5.89M | 4.4% | −336 | Reduced |
| 6 | Apple Inc | 22.8K | $5.79M | 4.3% | +998 | Added |
| 7 | Vanguard Index Fds | 7.3K | $4.36M | 3.3% | +1.2K | Added |
| 8 | Meta Platforms Inc | 7.3K | $4.20M | 3.2% | +245 | Added |
| 9 | Tesla Inc | 10.5K | $3.89M | 2.9% | −2.6K | Reduced |
| 10 | Rbb Fd Inc | 51.9K | $3.42M | 2.6% | +1.7K | Added |
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