Synergy Financial Group, LTD 13F Holdings
CIK 0001905669 · SAN RAMON, CA
As of Sep 30, 2025, Synergy Financial Group, LTD reported 115 positions worth
CIK 0001905669 · SAN RAMON, CA
As of Sep 30, 2025, Synergy Financial Group, LTD reported 115 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 65,271 | 2.2M | 8.21% |
| MICROSOFT CORP | MSFT | Technology | 22,613 | 1.7M | 7.90% |
| SHOPIFY INC | SHOP | Technology | 63,449 | $9.4M | 6.36% |
| AMAZON.COM INC | AMZN | Equity | 42,765 | $9.4M | 6.33% |
| TESLA INC | TSLA | Consumer Cyclical | 13,388 | $6.0M | 4.01% |
| APPLE INC | AAPL | Technology | 22,001 | $5.6M | 3.78% |
| ALPHABET INC | GOOG | Equity | 21,575 | $5.3M | 3.54% |
| META PLATFORMS INC | META | Communication Services | 7,155 | $5.3M | 3.54% |
| NETFLIX INC | NFLX | Communication Services | 3,634 | $4.4M | 2.94% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1,647 | $3.8M | 2.60% |
| ARISTA NETWORKS INC | ANET | Technology | 26,150 | $3.8M | 2.57% |
| TRADE DESK INC | TTD | Technology | 75,786 | $3.7M | 2.50% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,018 | $3.7M | 2.48% |
| MOTLEY FOOL 100 INDEX ETF | TMFC | — | 50,109 | $3.5M | 2.38% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 3,262 | $2.4M | 1.64% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 4,225 | $2.1M | 1.40% |
| MASTERCARD INC | MA | Financial Services | 3,398 | .9M | 1.30% |
| ZSCALER INC | ZS | Technology | 5,993 | .8M | 1.21% |
| BROADCOM INC | AVGO | Technology | 5,208 | .7M | 1.16% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 5,519 | .6M | 1.09% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 29,558 | .6M | 1.08% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 4,785 | .5M | 0.99% |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 32,709 | .3M | 0.86% |
| ALPHABET INC | GOOGL | Equity | 5,170 | .3M | 0.85% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 12,496 | .2M | 0.84% |