StockDriftsStockDriftsTop 50 Synergy Financial Group, LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.24% | 57.3K | $11.5M | -7.57%(-4.69K) | $31.23(+623.91%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.88% | 40.1K | $9.6M | -1.75%(-715) | $163.19(+60.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.69% | 21.2K | $7.9M | -13.43%(-3.29K) | $364.63(+33.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.78% | 23.0K | $6.6M | +0.76%(+173) | $168.45(+81.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.36% | 17.1K | $6.1M | -16.53%(-3.39K) | $143.44(+138.88%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 4.18% | 50.9K | $5.8M | -3.59%(-1.90K) | $110.75(+39.34%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.6% | 7.3K | $5.0M | -0.22%(-16) | $522.51(+36.39%) | 2026-06-30 | |
| TMFC | RBB FD INC | 2.84% | 51.9K | $4.0M | +0.02%(+9) | $56.49(+42.39%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.82% | 7.0K | $3.9M | -5.18%(-380) | $371.33(+56.27%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.71% | 31.5K | $3.8M | +14.12%(+3.90K) | $75.80(+61.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.07% | +81.89% | — | — | +38.56% |
| Top 20 Holdings Unweighted | +19.36% | +70.06% | — | — | +27.36% |
Synergy Financial Group, LTD reports $138.99M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.2%), AMZN (6.9%) and MSFT (5.7%). The top 20 holdings account for 64.43% of reported assets. Its disclosed equity book has returned +81.89% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Synergy Financial Group, LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1905669). View Synergy Financial Group, LTD’s 13F filings on SEC