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Livermore
Livermore
ZHEN

Synergy Financial Group, LTD

SEC CIK
0001905669
Latest filing
Aug 4, 2026

The latest 13F from Synergy Financial Group, LTD covers Q2 2026 (filed Aug 4, 2026): 119 long positions worth $139.0M. The top 10 holdings make up 46.1% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 8.2%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$2.28M
Added
19
Est. +$825.1K
Reduced
68
Est. −$10.1M
Sold out
14
Est. −$4.95M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    8.2%$11.5MHistory
  2. AMZNAmazon Com Inc
    6.9%$9.56MHistory
  3. MSFTMicrosoft Corp
    5.7%$7.91MHistory
  4. AAPLApple Inc.
    4.8%$6.65MHistory
  5. GOOGAlphabet Inc.
    4.4%$6.05MHistory

Share of portfolio

Top 5 holdings and the other 114 positions, by share of portfolio value

  1. NVDA8.2%
  2. AMZN6.9%
  3. MSFT5.7%
  4. AAPL4.8%
  5. GOOG4.4%
  6. Other 114 positions70.1%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Information Technology ETF92204A702
    +$465.6KAddedConverted for a 8-for-1 split
  2. PANWPalo Alto Networks Inc
    +$329.4KNewHistory
  3. TTWOTake Two Interactive Software Inc
    +$239.7KNewHistory
  4. Vanguard World FD921910733
    +$229.4KNew
  5. FROGJFrog Ltd
    +$227.7KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMDAdvanced Micro Devices Inc
    +1.01 pp0.6% → 1.6%History
  2. Vanguard Information Technology ETF92204A702
    +0.90 pp1.8% → 2.7%
  3. MUMicron Technology Inc
    +0.79 pp0.3% → 1.1%History
  4. AAPLApple Inc.
    +0.44 pp4.3% → 4.8%History
  5. RBB FD Inc74933W601
    +0.27 pp2.6% → 2.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Calif Tax Free FDS922021605
    −$1.53MSold out
  2. MSFTMicrosoft Corp
    −$1.23MReducedHistory
  3. GOOGAlphabet Inc.
    −$1.20MReducedHistory
  4. NVDANVIDIA Corp
    −$938.2KReducedHistory
  5. TSLATesla, Inc.
    −$758.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Calif Tax Free FDS922021605
    −1.15 pp1.2% → 0.0%
  2. MSFTMicrosoft Corp
    −1.12 pp6.8% → 5.7%History
  3. NFLXNetflix Inc
    −0.78 pp2.6% → 1.8%History
  4. SHOPShopify Inc.
    −0.52 pp4.7% → 4.2%History
  5. PLTRPalantir Technologies Inc.
    −0.37 pp0.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$139.0M
+$5.88M (+4.4%) vs. prior quarter
Positions
119
−4 vs. prior quarter
Top 10 concentration
46.1%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
15.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $148.3M (Q3 2025)

Q4 2021: $111.4MQ1 2022: $95.2MQ2 2022: $63.8MQ3 2022: $66.7MQ4 2022: $50.6MQ1 2023: $61.5MQ2 2023: $74.1MQ3 2023: $71.6MQ4 2023: $81.6MQ1 2024: $88.8MQ2 2024: $95.4MQ3 2024: $105.3MQ4 2024: $119.9MQ1 2025: $111.4MQ2 2025: $135.8MQ3 2025: $148.3MQ4 2025: $142.3MQ1 2026: $133.1MQ2 2026: $139.0M
Q4 2021Q2 2026
13F filings of Synergy Financial Group, LTD by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 2026119$139.0MNVDAAMZNMSFTvs. Q1 2026SEC
Q1 2026May 15, 2026123$133.1MNVDAMSFTAMZNvs. Q4 2025SEC
Q4 2025Feb 17, 2026115$142.3MNVDAMSFTAMZNvs. Q3 2025SEC
Q3 2025Nov 17, 2025115$148.3MNVDAMSFTSHOPvs. Q2 2025SEC
Q2 2025Aug 15, 2025112$135.8MNVDAMSFTAMZNvs. Q1 2025SEC
Q1 2025May 15, 2025108$111.4MAMZNNVDAMSFTvs. Q4 2024SEC
Q4 2024Feb 4, 2025101$119.9MAMZNNVDAMSFTvs. Q3 2024SEC
Q3 2024Nov 18, 202494$105.3MMSFTNVDAAMZNvs. Q2 2024SEC
Q2 2024Aug 13, 202482$95.4MNVDAAMZNMSFTvs. Q1 2024SEC
Q1 2024May 15, 202482$88.8MMSFTAMZNNVDAvs. Q4 2023SEC
Q4 2023Feb 15, 202487$81.6MMSFTAMZNSHOPvs. Q3 2023SEC
Q3 2023Nov 2, 202377$71.6MMSFTAMZNTTDvs. Q2 2023SEC
Q2 2023Aug 16, 202381$74.1MMSFTAMZNAAPLvs. Q1 2023SEC
Q1 2023May 3, 202380$61.5MMSFTAMZNNVDAvs. Q4 2022SEC
Q4 2022Feb 3, 202371$50.6MMSFTAMZNAAPLvs. Q3 2022SEC
Q3 2022Nov 1, 202288$66.7MAMZNMSFTTTDvs. Q2 2022SEC
Q2 2022Aug 4, 202283$63.8MAMZNMSFTAAPLvs. Q1 2022SEC
Q1 2022Aug 3, 202297$95.2MAMZNMSFTNVDAvs. Q4 2021SEC
Q4 2021Feb 11, 2022105$111.4MMSFTAMZNSHOP–SEC