StockDriftsStockDriftsTop 26 ZynergyRetirementPlanningLLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.18% | 59.5K | $44.6M | +0.04%(+21) | $546.40(+42.27%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 17.63% | 1.41M | $32.5M | +5.99%(+79.41K) | $22.97(-0.88%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 13.92% | 927.0K | $25.7M | -0.28%(-2.60K) | $19.30(+46.46%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 11.08% | 565.8K | $20.4M | -1.01%(-5.78K) | $24.50(+42.11%) | 2026-06-30 | |
| SCHH | SCHWAB STRATEGIC TR | 10.54% | 820.7K | $19.4M | +1.79%(+14.39K) | $20.35(+16.34%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 6.81% | 474.0K | $12.6M | +4.90%(+22.13K) | $26.26(-1.34%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 5.88% | 449.1K | $10.8M | +2.41%(+10.57K) | $24.21(-0.62%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 2.26% | 114.8K | $4.2M | +1.04%(+1.19K) | $26.25(+40.59%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 1.84% | 97.6K | $3.4M | -1.09%(-1.07K) | $25.85(+35.40%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.05% | 9.6K | $1.9M | +33.00%(+2.39K) | $170.85(+29.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.09% |
ZynergyRetirementPlanningLLC reports $184.43M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are IVV (24.2%), SCHZ (17.6%) and SCHF (13.9%). The top 20 holdings account for 99.04% of reported assets. Its disclosed equity book has returned +25.26% cumulatively over 8 quarters. 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 ZynergyRetirementPlanningLLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031137). View ZynergyRetirementPlanningLLC’s 13F filings on SEC