13F HOLDINGS REPORT
Synergy Financial Group, LTD
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001905669-26-000001
Total Value
$142.3M
Positions
115
Other Managers
0
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 62,136 | $11.6M | 8.14% |
| 2 | MICROSOFT CORP | MSFT | 23,424 | $11.3M | 7.96% |
| 3 | AMAZON COM INC | AMZN | 41,530 | $9.6M | 6.74% |
| 4 | SHOPIFY INC | SHOP | 54,282 | $8.7M | 6.14% |
| 5 | ALPHABET INC | GOOG | 20,861 | $6.5M | 4.60% |
| 6 | APPLE INC | AAPL | 21,802 | $5.9M | 4.16% |
| 7 | TESLA INC | TSLA | 13,098 | $5.9M | 4.14% |
| 8 | META PLATFORMS INC | META | 7,095 | $4.7M | 3.29% |
| 9 | VANGUARD INDEX FDS | 922908363 | 6,128 | $3.8M | 2.70% |
| 10 | RBB FD INC | 74933W601 | 50,151 | $3.6M | 2.53% |
| 11 | NETFLIX INC | NFLX | 35,757 | $3.4M | 2.36% |
| 12 | MERCADOLIBRE INC | MELI | 1,631 | $3.3M | 2.31% |
| 13 | ARISTA NETWORKS INC | ANET | 22,068 | $2.9M | 2.03% |
| 14 | THE TRADE DESK INC | 88339J105 | 74,556 | $2.8M | 1.99% |
| 15 | VANGUARD WORLD FD | 92204A702 | 3,366 | $2.5M | 1.78% |
| 16 | MASTERCARD INCORPORATED | MA | 3,354 | $1.9M | 1.35% |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 4,075 | $1.9M | 1.34% |
| 18 | BROADCOM INC | AVGO | 5,122 | $1.8M | 1.25% |
| 19 | ALPHABET INC | GOOG | 5,182 | $1.6M | 1.14% |
| 20 | VANGUARD INDEX FDS | 922908629 | 5,381 | $1.6M | 1.10% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 28,758 | $1.5M | 1.09% |
| 22 | VANGUARD INDEX FDS | 922908637 | 4,660 | $1.5M | 1.03% |
| 23 | ZSCALER INC | ZS | 5,669 | $1.3M | 0.90% |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 31,461 | $1.2M | 0.82% |
| 25 | DISNEY WALT CO | 254687106 | 9,790 | $1.1M | 0.78% |
| 26 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 31,833 | $1.1M | 0.77% |
| 27 | AIRBNB INC | ABNB | 7,814 | $1.1M | 0.75% |
| 28 | SERVICENOW INC | NOW | 6,615 | $1.0M | 0.71% |
| 29 | KINSALE CAP GROUP INC | 49714P108 | 2,539 | $993,054 | 0.70% |
| 30 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 12,484 | $951,655 | 0.67% |
| 31 | INVESCO QQQ TR | IVZ | 1,533 | $941,810 | 0.66% |
| 32 | SNOWFLAKE INC | SNOW | 4,214 | $924,383 | 0.65% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 1,053 | $908,044 | 0.64% |
| 34 | DATADOG INC | DDOG | 6,414 | $872,240 | 0.61% |
| 35 | AXON ENTERPRISE INC | AXON | 1,460 | $829,178 | 0.58% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 3,568 | $764,123 | 0.54% |
| 37 | LEMONADE INC | LMND | 10,155 | $722,833 | 0.51% |
| 38 | GOLDMAN SACHS ETF TR | NVGLF | 13,212 | $698,518 | 0.49% |
| 39 | GOLDMAN SACHS ETF TR | NVGLF | 12,738 | $672,562 | 0.47% |
| 40 | ASML HOLDING N V | ASMLF | 622 | $665,453 | 0.47% |
| 41 | CLOUDFLARE INC | NET | 3,327 | $655,918 | 0.46% |
| 42 | STARBUCKS CORP | SBUX | 7,500 | $631,558 | 0.44% |
| 43 | ZOOM COMMUNICATIONS INC | ZM | 7,101 | $612,745 | 0.43% |
| 44 | UPWORK INC | UPWK | 30,659 | $607,661 | 0.43% |
| 45 | PAYCOM SOFTWARE INC | PAYC | 3,776 | $601,743 | 0.42% |
| 46 | PALANTIR TECHNOLOGIES INC | PLTR | 3,376 | $600,084 | 0.42% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,146 | $576,037 | 0.40% |
| 48 | PAYPAL HLDGS INC | PYPL | 9,672 | $564,651 | 0.40% |
| 49 | OKTA INC | OKTA | 6,514 | $563,266 | 0.40% |
| 50 | SCHWAB STRATEGIC TR | 808524300 | 16,985 | $554,051 | 0.39% |
| 51 | UBER TECHNOLOGIES INC | UBER | 6,774 | $553,504 | 0.39% |
| 52 | VANGUARD INDEX FDS | 922908751 | 2,143 | $552,890 | 0.39% |
| 53 | SALESFORCE INC | CRM | 2,012 | $533,001 | 0.37% |
| 54 | ELECTRONIC ARTS INC | EA | 2,556 | $522,267 | 0.37% |
| 55 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 7,412 | $476,666 | 0.33% |
| 56 | VANGUARD INDEX FDS | 922908744 | 2,483 | $474,234 | 0.33% |
| 57 | ADOBE INC | ADBE | 1,329 | $465,137 | 0.33% |
| 58 | VANGUARD INDEX FDS | 922908769 | 1,379 | $462,395 | 0.32% |
| 59 | CAPITAL ONE FINL CORP | 14040H105 | 1,876 | $454,667 | 0.32% |
| 60 | WALKER & DUNLOP INC | WD | 7,484 | $450,177 | 0.32% |
| 61 | ISHARES TR | 464287200 | 654 | $447,951 | 0.31% |
| 62 | ISHARES TR | 464288604 | 7,892 | $437,690 | 0.31% |
| 63 | GOLDMAN SACHS ETF TR | NVGLF | 4,372 | $436,938 | 0.31% |
| 64 | GOLDMAN SACHS ETF TR | NVGLF | 8,453 | $426,623 | 0.30% |
| 65 | CHEVRON CORP NEW | CVX | 2,756 | $420,042 | 0.30% |
| 66 | PROLOGIS INC. | PLDGP | 3,262 | $416,427 | 0.29% |
| 67 | UNITY SOFTWARE INC | U | 9,175 | $405,260 | 0.28% |
| 68 | WASTE MGMT INC DEL | 94106L109 | 1,843 | $405,020 | 0.28% |
| 69 | MICRON TECHNOLOGY INC | MU | 1,319 | $376,456 | 0.26% |
| 70 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,514 | $354,625 | 0.25% |
| 71 | NEXTERA ENERGY INC | NEE-PW | 4,292 | $344,562 | 0.24% |
| 72 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,130 | $343,396 | 0.24% |
| 73 | ACCENTURE PLC IRELAND | ACN | 1,279 | $343,156 | 0.24% |
| 74 | BOOKING HOLDINGS INC | BKNG | 63 | $337,386 | 0.24% |
| 75 | WALMART INC | WMT | 3,028 | $337,349 | 0.24% |
| 76 | ROKU INC | ROKU | 3,056 | $331,545 | 0.23% |
| 77 | VEEVA SYS INC | VEEV | 1,480 | $330,380 | 0.23% |
| 78 | KINDER MORGAN INC DEL | EP-PC | 11,845 | $325,630 | 0.23% |
| 79 | HUBSPOT INC | HUBS | 792 | $317,830 | 0.22% |
| 80 | VANGUARD STAR FDS | 921909768 | 4,187 | $315,853 | 0.22% |
| 81 | DOCUSIGN INC | DOCU | 4,525 | $309,510 | 0.22% |
| 82 | JPMORGAN CHASE & CO. | VYLD | 938 | $302,242 | 0.21% |
| 83 | EPR PPTYS | 26884U109 | 6,006 | $299,699 | 0.21% |
| 84 | INTUIT | INTU | 450 | $298,089 | 0.21% |
| 85 | VANGUARD INDEX FDS | 922908553 | 3,345 | $295,999 | 0.21% |
| 86 | VISA INC | V | 841 | $295,095 | 0.21% |
| 87 | EBAY INC. | EBAY | 3,362 | $292,830 | 0.21% |
| 88 | PLANET FITNESS INC | PLNT | 2,640 | $286,361 | 0.20% |
| 89 | ZILLOW GROUP INC | Z | 4,189 | $285,815 | 0.20% |
| 90 | SELECT SECTOR SPDR TR | 81369Y704 | 1,826 | $283,249 | 0.20% |
| 91 | ISHARES TR | 464288885 | 2,473 | $281,724 | 0.20% |
| 92 | SYNOPSYS INC | SNPS | 599 | $281,362 | 0.20% |
| 93 | WORKDAY INC | WDAY | 1,305 | $280,288 | 0.20% |
| 94 | UPSTART HLDGS INC | UPST | 6,233 | $272,569 | 0.19% |
| 95 | WHEATON PRECIOUS METALS CORP | WPM | 2,292 | $269,356 | 0.19% |
| 96 | SPDR S&P 500 ETF TR | SPY | 377 | $257,394 | 0.18% |
| 97 | SEA LTD | SE | 2,010 | $256,416 | 0.18% |
| 98 | TRACTOR SUPPLY CO | TSCO | 5,112 | $255,651 | 0.18% |
| 99 | JD.COM INC | JDCMF | 8,763 | $251,498 | 0.18% |
| 100 | ELI LILLY & CO | LLY | 228 | $245,027 | 0.17% |
| 101 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 954 | $244,253 | 0.17% |
| 102 | AUTODESK INC | ADSK | 787 | $232,960 | 0.16% |
| 103 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 5,290 | $230,856 | 0.16% |
| 104 | ULTA BEAUTY INC | ULTA | 378 | $228,694 | 0.16% |
| 105 | INTUITIVE SURGICAL INC | ISRG | 403 | $228,243 | 0.16% |
| 106 | EOG RES INC | EOG | 2,150 | $225,772 | 0.16% |
| 107 | SCHWAB STRATEGIC TR | 808524409 | 7,398 | $219,055 | 0.15% |
| 108 | ATLASSIAN CORPORATION | TEAM | 1,317 | $213,538 | 0.15% |
| 109 | LAM RESEARCH CORP | LRCX | 1,230 | $210,551 | 0.15% |
| 110 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 5,885 | $209,741 | 0.15% |
| 111 | SCHWAB STRATEGIC TR | 808524797 | 7,604 | $208,566 | 0.15% |
| 112 | NEW YORK TIMES CO | NYT | 2,983 | $207,080 | 0.15% |
| 113 | PINTEREST INC | PINS | 7,920 | $205,049 | 0.14% |
| 114 | HERSHEY CO | HSY | 1,107 | $201,452 | 0.14% |
| 115 | GENUINE PARTS CO | GPC | 1,631 | $200,548 | 0.14% |