Synergy Financial Group, LTD
•CIK: 1905669•Filing: Q4 2025
**Synergy Financial Group, LTD** manages $142M across a diversified portfolio of 115 positions. The fund exhibits a clear technology tilt, with top holdings including NVDA at $11.6M and MSFT at $11.3M. Significant allocations are also maintained in AMZN ($9.6M), SHOP ($8.7M), and GOOG ($6.5M), signaling conviction in high-growth digital infrastructure. This concentrated exposure to market leaders suggests a strategy focused on secular growth trends within the technology sector.
Total AUM
$142.3M
QoQ Performance
-4.0%
Positions
100
Top 10 Concentration
50.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
MSFT
AMZN
SHOP
NVDA8.1%
MSFT8.0%
AMZN6.7%
SHOP6.1%
GOOG4.6%
AAPL4.2%
TSLA4.1%
META3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.5%
Technology32.4%
Consumer14.4%
ETF3.2%
Communication3.1%
Financial2.5%
Real Estate0.3%
Utilities0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑36 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023