2026 Q2 Portfolio Activity
In 2026 Q2, Synergy Financial Group, LTD maintained a portfolio of 133 distinct positions. The most significant new addition was PALO ALTO NETWORKS INC, now representing 0.24% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 812.9%. Conversely, Synergy Financial Group, LTD completely exited their position in VANGUARD CALIF TAX FREE FDS.
Position History
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Total Positions
133
Quarter
2026 Q2
Top Holding
NVDA (8.2%)
Top 10 Concentration
46.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 133
Synergy Financial Group, LTD Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.24% | 8.12% |
#1
Prev: #1
|
5.8 |
—
|
-4,689 | -7.6% |
P
S
|
57,256 | $11,456,266 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 6.88% | 6.39% |
#2
1
Prev: #3
|
4.8 |
—
|
-715 | -1.8% |
P
S
|
40,112 | $9,560,294 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.69% | 6.81% |
#3
1
Prev: #2
|
3.8 |
—
|
-3,291 | -13.4% |
P
S
|
21,205 | $7,909,967 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AAPL
APPLE INC
|
Technology | 4.78% | 4.35% |
#4
2
Prev: #6
|
2.9 |
—
|
173 | 0.8% |
P
S
|
22,973 | $6,647,532 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 4.36% | 4.42% |
#5
Prev: #5
|
2.7 |
—
|
-3,393 | -16.5% |
P
S
|
17,132 | $6,053,250 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SHOP
SHOPIFY INC
|
Technology | 4.18% | 4.70% |
#6
2
Prev: #4
|
2.2 |
—
|
-1,896 | -3.6% |
P
S
|
50,860 | $5,807,195 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.60% | 3.28% |
#7
Prev: #7
|
1.9 |
—
|
-16 | -0.2% |
P
S
|
7,280 | $4,999,912 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TMFC
RBB FD INC
|
ETF | 2.84% | 2.57% |
#8
2
Prev: #10
|
1.6 |
—
|
9 | 0.0% |
P
S
|
51,883 | $3,951,417 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.82% | 3.15% |
#9
1
Prev: #8
|
1.6 |
—
|
-380 | -5.2% |
P
S
|
6,960 | $3,920,688 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 2.71% | 1.81% |
#10
4
Prev: #14
|
4.1 |
—
|
28,046 | 812.9% |
P
S
|
31,496 | $3,764,402 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 2.64% | 2.02% |
#11
2
Prev: #13
|
1.6 |
—
|
-282 | -1.3% |
P
S
|
21,611 | $3,671,277 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.62% | 2.92% |
#12
3
Prev: #9
|
1.5 |
—
|
-1,803 | -17.2% |
P
S
|
8,666 | $3,644,920 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 2.05% | 1.14% |
#13
9
Prev: #22
|
1.3 |
—
|
-130 | -3.4% |
P
S
|
3,740 | $2,854,144 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.86% | 2.15% |
#14
2
Prev: #12
|
1.2 |
—
|
-131 | -7.9% |
P
S
|
1,526 | $2,590,217 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.81% | 1.56% |
#15
Prev: #15
|
1.2 |
—
|
-188 | -2.6% |
P
S
|
7,036 | $2,514,367 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 1.78% | 2.56% |
#16
5
Prev: #11
|
1.2 |
—
|
-762 | -2.2% |
P
S
|
34,643 | $2,473,510 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.59% | 0.57% |
#17
16
Prev: #33
|
1.1 |
—
|
43 | 1.1% |
P
S
|
3,794 | $2,203,973 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.37% | 1.18% |
#18
1
Prev: #19
|
1.0 |
—
|
-50 | -1.0% |
P
S
|
5,034 | $1,901,487 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.36% | 1.45% |
#19
3
Prev: #16
|
1.0 |
—
|
-3,883 | -10.9% |
P
S
|
31,742 | $1,894,664 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.25% | 1.29% |
#20
3
Prev: #17
|
1.0 |
—
|
-62 | -1.8% |
P
S
|
3,379 | $1,735,386 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.14% | 0.35% |
#21
42
Prev: #63
|
1.0 |
—
|
5 | 0.4% |
P
S
|
1,368 | $1,579,069 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DDOG
DATADOG INC
|
Technology | 1.12% | 0.57% |
#22
12
Prev: #34
|
0.9 |
—
|
-409 | -6.4% |
P
S
|
5,963 | $1,552,527 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.00% | 1.16% |
#23
3
Prev: #20
|
3.4 |
—
|
11,938 | 222.6% |
P
S
|
17,300 | $1,393,851 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TTD
THE TRADE DESK ...
|
Communication Services | 0.89% | 1.23% |
#24
6
Prev: #18
|
0.9 |
—
|
-3,373 | -4.7% |
P
S
|
68,659 | $1,241,355 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.85% | 1.01% |
#25
2
Prev: #23
|
0.3 |
—
|
-1,079 | -24.0% |
P
S
|
3,421 | $1,176,685 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.84% | 0.64% |
#26
4
Prev: #30
|
0.8 |
—
|
-57 | -8.8% |
P
S
|
588 | $1,169,791 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.80% | 0.66% |
#27
2
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
1,513 | $1,114,359 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 0.78% | 0.76% |
#28
1
Prev: #27
|
0.8 |
—
|
-35 | -0.1% |
P
S
|
31,735 | $1,078,990 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.73% | 0.82% |
#29
5
Prev: #24
|
0.8 |
—
|
-4,640 | -14.3% |
P
S
|
27,732 | $1,013,050 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.70% | 0.78% |
#30
5
Prev: #25
|
0.8 |
—
|
-1,503 | -18.2% |
P
S
|
6,769 | $968,644 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.68% | 0.71% |
#31
3
Prev: #28
|
0.8 |
—
|
-2 | -0.0% |
P
S
|
9,758 | $939,218 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.67% | 0.77% |
#32
6
Prev: #26
|
0.8 |
—
|
-30 | -2.9% |
P
S
|
1,000 | $935,470 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
OKTA
OKTA INC
|
Technology | 0.59% | 0.38% |
#33
22
Prev: #55
|
0.7 |
—
|
-510 | -7.9% |
P
S
|
5,969 | $814,470 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ZS
ZSCALER INC
|
Technology | 0.56% | 0.60% |
#34
3
Prev: #31
|
0.7 |
—
|
-146 | -2.6% |
P
S
|
5,544 | $782,536 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.55% | 0.51% |
#35
3
Prev: #38
|
0.7 |
—
|
-90 | -1.2% |
P
S
|
7,546 | $771,084 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.55% | 0.48% |
#36
6
Prev: #42
|
0.7 |
—
|
-9 | -0.3% |
P
S
|
3,102 | $760,859 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.53% | 0.41% |
#37
14
Prev: #51
|
0.2 |
—
|
-735 | -20.2% |
P
S
|
2,911 | $740,850 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.52% | 0.53% |
#38
2
Prev: #36
|
0.7 |
—
|
-11 | -0.7% |
P
S
|
1,457 | $729,068 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KNSL
KINSALE CAP GRO...
|
Financial Services | 0.50% | 0.60% |
#39
7
Prev: #32
|
0.7 |
—
|
-213 | -9.2% |
P
S
|
2,106 | $694,580 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.50% | 0.45% |
#40
6
Prev: #46
|
0.7 |
—
|
-252 | -1.2% |
P
S
|
20,432 | $691,419 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.49% | 0.45% |
#41
4
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
4,367 | $685,401 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IVV
ISHARES TR
|
ETF | 0.49% | 0.45% |
#42
5
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
913 | $683,737 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.46% | 0.43% |
#43
6
Prev: #49
|
0.7 |
—
|
-199 | -14.8% |
P
S
|
1,142 | $640,217 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ISCG
ISHARES TR
|
ETF | 0.46% | 0.33% |
#44
21
Prev: #65
|
2.7 |
—
|
1,692 | 21.0% |
P
S
|
9,745 | $638,687 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LMND
LEMONADE INC
|
Financial Services | 0.45% | 0.46% |
#45
1
Prev: #44
|
0.7 |
—
|
-11 | -0.1% |
P
S
|
9,717 | $632,091 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.45% | 0.53% |
#46
9
Prev: #37
|
0.7 |
—
|
-353 | -5.3% |
P
S
|
6,358 | $631,222 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.45% | 0.55% |
#47
12
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
12,357 | $630,825 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.44% | 0.28% |
#48
29
Prev: #77
|
2.2 |
—
|
167 | 15.1% |
P
S
|
1,270 | $606,514 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.43% | 0.41% |
#49
4
Prev: #53
|
1.2 |
—
|
no change | no change |
P
S
|
2,763 | $602,162 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.42% | 0.35% |
#50
11
Prev: #61
|
0.7 |
—
|
-259 | -3.7% |
P
S
|
6,779 | $590,044 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 133 holdings