Synergy Financial Group, Ltd
119 holdingsFiling period: 2026-06-30Current AUM: $151.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 57.3K | $11.5M | $12.4M | 8.19% | -4,689 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 40.1K | $9.6M | $10.5M | 6.96% | -715 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 21.2K | $7.9M | $11.3M | 7.46% | -3,291 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 23.0K | $6.6M | $7.8M | 5.16% | +173 | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 17.1K | $6.1M | $5.8M | 3.81% | -3,393 | 2026-06-30 |
| 6 | SHOP | Shopify Inc | 50.9K | $5.8M | $8.8M | 5.83% | -1,896 | 2026-06-30 |
| 7 | VOO | Vanguard Index Fds | 7.3K | $5.0M | $5.1M | 3.40% | -16 | 2026-06-30 |
| 8 | TMFC | Rbb FD Inc | 51.9K | $4.0M | $4.1M | 2.74% | +9 | 2026-06-30 |
| 9 | META | Meta Platforms Inc | 7.0K | $3.9M | $4.8M | 3.19% | -380 | 2026-06-30 |
| 10 | VGT | Vanguard World FD | 31.5K | $3.8M | $3.8M | 2.50% | +28.0K | 2026-06-30 |
| 11 | ANET | Arista Networks Inc | 21.6K | $3.7M | $3.9M | 2.59% | -282 | 2026-06-30 |
| 12 | TSLA | Tesla Inc | 8.7K | $3.6M | $3.2M | 2.14% | -1,803 | 2026-06-30 |
| 13 | CRWD | Crowdstrike Hldgs Inc | 3.7K | $2.9M | $3.4M | 2.25% | -130 | 2026-06-30 |
| 14 | MELI | Mercadolibre Inc | 1.5K | $2.6M | $2.9M | 1.90% | -131 | 2026-06-30 |
| 15 | GOOGL | Alphabet Inc | 7.0K | $2.5M | $2.4M | 1.58% | -188 | 2026-06-30 |
| 16 | NFLX | Netflix Inc. | 34.6K | $2.5M | $2.4M | 1.57% | -762 | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 3.8K | $2.2M | $2.0M | 1.34% | +43 | 2026-06-30 |
| 18 | AVGO | Broadcom Inc | 5.0K | $1.9M | $1.7M | 1.11% | -50 | 2026-06-30 |
| 19 | VWO | Vanguard Intl Equity Index F | 31.7K | $1.9M | $1.8M | 1.22% | -3,883 | 2026-06-30 |
| 20 | MA | Mastercard Incorporated | 3.4K | $1.7M | $2.1M | 1.39% | -62 | 2026-06-30 |
| 21 | MU | Micron Technology Inc | 1.4K | $1.6M | $1.2M | 0.81% | +5 | 2026-06-30 |
| 22 | DDOG | Datadog Inc | 6.0K | $1.6M | $1.5M | 1.01% | -409 | 2026-06-30 |
| 23 | VO | Vanguard Index Fds | 17.3K | $1.4M | $1.4M | 0.93% | +11.9K | 2026-06-30 |
| 24 | TTD | The Trade Desk Inc | 68.7K | $1.2M | $868K | 0.57% | -3,373 | 2026-06-30 |
| 25 | VV | Vanguard Index Fds | 3.4K | $1.2M | $1.2M | 0.80% | -1,079 | 2026-06-30 |
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