13F HOLDINGS REPORT
Synergy Financial Group, LTD
Quarter ended Q3 2025 · Filed November 17, 2025 · Accession 0001905669-25-000005
Total Value
$148.3M
Positions
115
Other Managers
0
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 65,271 | $12.2M | 8.21% |
| 2 | MICROSOFT CORP | MSFT | 22,613 | $11.7M | 7.90% |
| 3 | SHOPIFY INC | SHOP | 63,449 | $9.4M | 6.36% |
| 4 | AMAZON COM INC | AMZN | 42,765 | $9.4M | 6.33% |
| 5 | TESLA INC | TSLA | 13,388 | $6.0M | 4.01% |
| 6 | APPLE INC | AAPL | 22,001 | $5.6M | 3.78% |
| 7 | ALPHABET INC | GOOG | 21,575 | $5.3M | 3.54% |
| 8 | META PLATFORMS INC | META | 7,155 | $5.3M | 3.54% |
| 9 | NETFLIX INC | NFLX | 3,634 | $4.4M | 2.94% |
| 10 | MERCADOLIBRE INC | MELI | 1,647 | $3.8M | 2.60% |
| 11 | ARISTA NETWORKS INC | ANET | 26,150 | $3.8M | 2.57% |
| 12 | THE TRADE DESK INC | 88339J105 | 75,786 | $3.7M | 2.50% |
| 13 | VANGUARD INDEX FDS | 922908363 | 6,018 | $3.7M | 2.48% |
| 14 | RBB FD INC | 74933W601 | 50,109 | $3.5M | 2.38% |
| 15 | VANGUARD WORLD FD | 92204A702 | 3,262 | $2.4M | 1.64% |
| 16 | CROWDSTRIKE HLDGS INC | CRWD | 4,225 | $2.1M | 1.40% |
| 17 | MASTERCARD INCORPORATED | MA | 3,398 | $1.9M | 1.30% |
| 18 | ZSCALER INC | ZS | 5,993 | $1.8M | 1.21% |
| 19 | BROADCOM INC | AVGO | 5,208 | $1.7M | 1.16% |
| 20 | VANGUARD INDEX FDS | 922908629 | 5,519 | $1.6M | 1.09% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 29,558 | $1.6M | 1.08% |
| 22 | VANGUARD INDEX FDS | 922908637 | 4,785 | $1.5M | 0.99% |
| 23 | CHIPOTLE MEXICAN GRILL INC | CMG | 32,709 | $1.3M | 0.86% |
| 24 | ALPHABET INC | GOOG | 5,170 | $1.3M | 0.85% |
| 25 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 12,496 | $1.2M | 0.84% |
| 26 | SERVICENOW INC | NOW | 1,328 | $1.2M | 0.82% |
| 27 | DISNEY WALT CO | 254687106 | 9,979 | $1.1M | 0.77% |
| 28 | KINSALE CAP GROUP INC | 49714P108 | 2,677 | $1.1M | 0.77% |
| 29 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 33,648 | $1.1M | 0.76% |
| 30 | AXON ENTERPRISE INC | AXON | 1,388 | $996,084 | 0.67% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 1,052 | $973,763 | 0.66% |
| 32 | SNOWFLAKE INC | SNOW | 4,305 | $970,993 | 0.65% |
| 33 | AIRBNB INC | ABNB | 7,949 | $965,168 | 0.65% |
| 34 | DATADOG INC | DDOG | 6,745 | $960,488 | 0.65% |
| 35 | INVESCO QQQ TR | IVZ | 1,473 | $884,107 | 0.60% |
| 36 | GOLDMAN SACHS ETF TR | NVGLF | 16,548 | $868,108 | 0.59% |
| 37 | GOLDMAN SACHS ETF TR | NVGLF | 15,660 | $817,900 | 0.55% |
| 38 | PAYCOM SOFTWARE INC | PAYC | 3,874 | $806,334 | 0.54% |
| 39 | PALANTIR TECHNOLOGIES INC | PLTR | 4,380 | $799,000 | 0.54% |
| 40 | UBER TECHNOLOGIES INC | UBER | 7,468 | $731,640 | 0.49% |
| 41 | CLOUDFLARE INC | NET | 3,356 | $720,164 | 0.49% |
| 42 | STARBUCKS CORP | SBUX | 7,898 | $668,212 | 0.45% |
| 43 | PAYPAL HLDGS INC | PYPL | 9,640 | $646,458 | 0.44% |
| 44 | WALKER & DUNLOP INC | WD | 7,495 | $626,697 | 0.42% |
| 45 | OKTA INC | OKTA | 6,721 | $616,316 | 0.42% |
| 46 | SCHWAB STRATEGIC TR | 808524300 | 18,685 | $596,238 | 0.40% |
| 47 | ASML HOLDING N V | ASMLF | 611 | $591,503 | 0.40% |
| 48 | ZOOM COMMUNICATIONS INC | ZM | 7,057 | $582,203 | 0.39% |
| 49 | ADOBE INC | ADBE | 1,645 | $580,274 | 0.39% |
| 50 | UPWORK INC | UPWK | 31,033 | $576,283 | 0.39% |
| 51 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,134 | $570,107 | 0.38% |
| 52 | LEMONADE INC | LMND | 10,524 | $563,350 | 0.38% |
| 53 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 8,005 | $550,824 | 0.37% |
| 54 | ADVANCED MICRO DEVICES INC | AMD | 3,395 | $549,277 | 0.37% |
| 55 | VANGUARD INDEX FDS | 922908751 | 2,137 | $543,450 | 0.37% |
| 56 | ELECTRONIC ARTS INC | EA | 2,556 | $515,545 | 0.35% |
| 57 | SALESFORCE INC | CRM | 2,035 | $482,257 | 0.33% |
| 58 | VANGUARD INDEX FDS | 922908744 | 2,381 | $444,033 | 0.30% |
| 59 | ISHARES TR | 464287200 | 658 | $440,399 | 0.30% |
| 60 | VEEVA SYS INC | VEEV | 1,465 | $436,438 | 0.29% |
| 61 | CHEVRON CORP NEW | CVX | 2,787 | $432,793 | 0.29% |
| 62 | WASTE MGMT INC DEL | 94106L109 | 1,923 | $424,580 | 0.29% |
| 63 | GOLDMAN SACHS ETF TR | NVGLF | 8,243 | $417,920 | 0.28% |
| 64 | ISHARES TR | 464288604 | 7,556 | $410,359 | 0.28% |
| 65 | CAPITAL ONE FINL CORP | 14040H105 | 1,902 | $404,327 | 0.27% |
| 66 | HUBSPOT INC | HUBS | 825 | $385,935 | 0.26% |
| 67 | EPR PPTYS | 26884U109 | 6,467 | $375,151 | 0.25% |
| 68 | PROLOGIS INC. | PLDGP | 3,197 | $366,120 | 0.25% |
| 69 | GOLDMAN SACHS ETF TR | NVGLF | 3,599 | $360,728 | 0.24% |
| 70 | SEA LTD | SE | 2,010 | $359,247 | 0.24% |
| 71 | NEXTERA ENERGY INC | NEE-PW | 4,645 | $350,614 | 0.24% |
| 72 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,514 | $346,429 | 0.23% |
| 73 | KINDER MORGAN INC DEL | EP-PC | 12,190 | $345,097 | 0.23% |
| 74 | BOOKING HOLDINGS INC | BKNG | 63 | $340,154 | 0.23% |
| 75 | DOCUSIGN INC | DOCU | 4,701 | $338,895 | 0.23% |
| 76 | EBAY INC. | EBAY | 3,703 | $336,788 | 0.23% |
| 77 | UNITY SOFTWARE INC | U | 8,384 | $335,695 | 0.23% |
| 78 | SPDR S&P 500 ETF TR | SPY | 484 | $322,431 | 0.22% |
| 79 | WORKDAY INC | WDAY | 1,311 | $315,597 | 0.21% |
| 80 | UPSTART HLDGS INC | UPST | 6,186 | $314,249 | 0.21% |
| 81 | ROKU INC | ROKU | 3,129 | $313,307 | 0.21% |
| 82 | ZILLOW GROUP INC | Z | 4,189 | $311,829 | 0.21% |
| 83 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,106 | $308,895 | 0.21% |
| 84 | JPMORGAN CHASE & CO. | VYLD | 977 | $308,175 | 0.21% |
| 85 | INTUIT | INTU | 448 | $305,944 | 0.21% |
| 86 | WALMART INC | WMT | 2,968 | $305,882 | 0.21% |
| 87 | VANGUARD INDEX FDS | 922908553 | 3,345 | $305,800 | 0.21% |
| 88 | VANGUARD STAR FDS | 921909768 | 4,158 | $305,433 | 0.21% |
| 89 | ACCENTURE PLC IRELAND | ACN | 1,236 | $304,798 | 0.21% |
| 90 | JD.COM INC | JDCMF | 8,385 | $293,307 | 0.20% |
| 91 | AUTODESK INC | ADSK | 921 | $292,574 | 0.20% |
| 92 | ISHARES TR | 464288885 | 2,473 | $281,625 | 0.19% |
| 93 | SELECT SECTOR SPDR TR | 81369Y704 | 1,826 | $281,624 | 0.19% |
| 94 | ATLASSIAN CORPORATION | TEAM | 1,744 | $278,517 | 0.19% |
| 95 | SYNOPSYS INC | SNPS | 564 | $278,272 | 0.19% |
| 96 | VISA INC | V | 813 | $277,677 | 0.19% |
| 97 | TRACTOR SUPPLY CO | TSCO | 4,866 | $276,729 | 0.19% |
| 98 | PLANET FITNESS INC | PLNT | 2,640 | $274,032 | 0.18% |
| 99 | VANGUARD INDEX FDS | 922908769 | 818 | $268,443 | 0.18% |
| 100 | STRATEGY INC | STRK | 820 | $264,212 | 0.18% |
| 101 | EOG RES INC | EOG | 2,343 | $262,697 | 0.18% |
| 102 | WHEATON PRECIOUS METALS CORP | WPM | 2,292 | $256,337 | 0.17% |
| 103 | PINTEREST INC | PINS | 7,921 | $254,819 | 0.17% |
| 104 | GENUINE PARTS CO | GPC | 1,801 | $249,619 | 0.17% |
| 105 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 953 | $246,217 | 0.17% |
| 106 | HERSHEY CO | HSY | 1,252 | $234,187 | 0.16% |
| 107 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 5,290 | $222,339 | 0.15% |
| 108 | MICRON TECHNOLOGY INC | MU | 1,313 | $219,691 | 0.15% |
| 109 | SCHWAB STRATEGIC TR | 808524409 | 7,416 | $215,880 | 0.15% |
| 110 | SCHWAB STRATEGIC TR | 808524797 | 7,633 | $208,390 | 0.14% |
| 111 | ULTA BEAUTY INC | ULTA | 378 | $206,672 | 0.14% |
| 112 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 5,885 | $203,915 | 0.14% |
| 113 | WHIRLPOOL CORP | WHR-PA | 2,563 | $201,452 | 0.14% |
| 114 | HOULIHAN LOKEY INC | HLI | 975 | $200,187 | 0.13% |
| 115 | UDEMY INC | UDMY | 18,959 | $132,903 | 0.09% |