Synergy Financial Group, LTD ETF holdings
San Ramon, CA
Reported $34.5M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$34.5M
ETFs held
47
Change from prior quarter
+5.4%
With price moves
ETFs as a share of its 13F
24.8%
of $139.0M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $5.0M | 7,280 | −16 shares |
| TMFC | Motley Fool 100 Index ETF | $4.0M | 51,883 | +9 shares |
| VGT | Vanguard Information Technology ETF | $3.8M | 31,496 | +28,046 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $1.9M | 31,742 | −3,883 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $1.4M | 17,300 | +11,938 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $1.2M | 3,421 | −1,079 shares |
| QQQ | Invesco QQQ Trust | $1.1M | 1,513 | No change |
| BUFR | FT Vest Laddered Buffer ETF | $1.0M | 27,732 | −4,640 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $691K | 20,432 | −252 shares |
| VT | Vanguard Total World Stock ETF | $685K | 4,367 | No change |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001905669. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Synergy Financial Group, LTD own?
Synergy Financial Group, LTD reported 47 ETF positions worth $34.5M in its Form 13F for June 30, 2026. The largest was VOO, at $5.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.