Synergy Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2053786
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$413.4M
Holdings
1,086
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Synergy Investment Management, LLC disclosed 1,086 positions worth $413.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 289 new positions and exited 110. The portfolio is most concentrated in Other (81.8% of disclosed assets). All figures are sourced directly from Synergy Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 2053786.
AI Fund Analysis
DiversifyingISHARES CORE - MF Closed a
9.8% weight
Held 7 quarters
VANGUARD S&P - MF Closed a
6.1% weight
Held 7 quarters
Vanguard Morningstar Growt
4.4% weight
Held 7 quarters
ISHARES U S - MF Closed an
4.3% weight
Held 4 quarters
STATE STREET - MF Closed a
4.1% weight
Held 7 quarters
STATE STREET - MF Closed a
6 quarters accumulating
$GOOG6 quarters accumulating
$BRK-A6 quarters accumulating
GLOBAL X - MF Closed and M
5 quarters accumulating
CAPITAL GROUP - MF Closed
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE - MF Closed and MF Open
—Quality
$40.4M53,988 shVANGUARD S&P - MF Closed and MF Open
—Quality
$25.2M36,651 shVanguard Morningstar Growth ETF - GROWTH ETF
—Quality
$18.2M211,823 shISHARES U S - MF Closed and MF Open
—Quality
$17.9M263,317 shSTATE STREET - MF Closed and MF Open
—Quality
$16.9M142,185 shSTATE STREET - MF Closed and MF Open
—Quality
$13.9M228,359 shISHARES CORE - MF Closed and MF Open
—Quality
$11.7M141,499 shSTATE STREET - MF Closed and MF Open
—Quality
$10.8M381,143 shISHARES A I - MF Closed and MF Open
—Quality
$9.8M185,588 shISHARES SYSTEMATIC - MF Closed and MF Open
—Quality
$8.2M292,255 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE - MF Closed and MF Open | — | $40.4M | 53,988 |
| VANGUARD S&P - MF Closed and MF Open | — | $25.2M | 36,651 |
| Vanguard Morningstar Growth ETF - GROWTH ETF | — | $18.2M | 211,823 |
| ISHARES U S - MF Closed and MF Open | — | $17.9M | 263,317 |
| STATE STREET - MF Closed and MF Open | — | $16.9M | 142,185 |
| STATE STREET - MF Closed and MF Open | — | $13.9M | 228,359 |
| ISHARES CORE - MF Closed and MF Open | — | $11.7M | 141,499 |
| STATE STREET - MF Closed and MF Open | — | $10.8M | 381,143 |
| ISHARES A I - MF Closed and MF Open | — | $9.8M | 185,588 |
| ISHARES SYSTEMATIC - MF Closed and MF Open | — | $8.2M | 292,255 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Synergy Investment Management, LLC's 1,086 positions.
Showing top 10 of 1,086 holdings.
Sector Allocation
Other
$338.0M
Financials
$30.0M
Technology
$23.5M
Consumer Discretionary
$6.7M
Healthcare
$4.8M
Industrials
$4.2M
Consumer Staples
$1.4M
Utilities
$1.1M
Top Holdings — Synergy Investment Management, LLC (Q2 2026)
Top 150 of 1,086 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES CORE - MF Closed and MF Open | $40.4M | 9.8% | +56% | — |
| 2 | — | VANGUARD S&P - MF Closed and MF Open | $25.2M | 6.1% | -4% | — |
| 3 | — | Vanguard Morningstar Growth ETF - GROWTH ETF | $18.2M | 4.4% | +486% | — |
| 4 | — | ISHARES U S - MF Closed and MF Open | $17.9M | 4.3% | +19% | — |
| 5 | — | STATE STREET - MF Closed and MF Open | $16.9M | 4.1% | +12% | — |
| 6 | — | STATE STREET - MF Closed and MF Open | $13.9M | 3.4% | +2% | — |
| 7 | — | ISHARES CORE - MF Closed and MF Open | $11.7M | 2.8% | +12% | — |
| 8 | — | STATE STREET - MF Closed and MF Open | $10.8M | 2.6% | +18% | — |
| 9 | — | ISHARES A I - MF Closed and MF Open | $9.8M | 2.4% | -3% | — |
| 10 | — | ISHARES SYSTEMATIC - MF Closed and MF Open | $8.2M | 2.0% | NEW | — |
| 11 | — | ISHARES U S - MF Closed and MF Open | $7.8M | 1.9% | +197% | — |
| 12 | — | CAPITAL GROUP - MF Closed and MF Open | $7.6M | 1.8% | +1% | — |
| 13 | — | PACER DATA - MF Closed and MF Open | $6.6M | 1.6% | +10% | — |
| 14 |  $IVZ | Invesco Ltd. | $6.1M | 1.5% | -17% | — |
| 15 | — | FIRST TRUST - MF Closed and MF Open | $5.7M | 1.4% | -0% | — |
| 16 | — | GLOBAL X - MF Closed and MF Open | $5.5M | 1.3% | +47% | — |
| 17 | — | FIRST TRUST - MF Closed and MF Open | $5.4M | 1.3% | +36% | — |
| 18 | — | ISHARES LARGE - MF Closed and MF Open | $5.2M | 1.3% | NEW | — |
| 19 | $IVZ | Invesco Ltd. | $5.1M | 1.2% | +50% | — |
| 20 | — | FIRST TRUST - MF Closed and MF Open | $5.1M | 1.2% | +9% | — |
| 21 | — | GLOBAL X - MF Closed and MF Open | $5.1M | 1.2% | +7% | — |
| 22 | — | VANECK CLO - MF Closed and MF Open | $4.9M | 1.2% | NEW | — |
| 23 | — | ISHARES FLEXIBLE - MF Closed and MF Open | $4.4M | 1.1% | +15% | — |
| 24 |  $NVDA | NVIDIA CORP | $4.4M | 1.1% | +64% | 85.9 |
| 25 | — | STATE STREET - MF Closed and MF Open | $4.4M | 1.1% | -0% | — |
| 26 |  $AAPL | Apple Inc. | $4.1M | 1.0% | +139% | 76.4 |
| 27 |  $IAU | ISHARES GOLD TRUST | $3.9M | 0.9% | +39% | — |
| 28 | $IVZ | Invesco Ltd. | $3.9M | 0.9% | +0% | — |
| 29 | — | ISHARES U S - MF Closed and MF Open | $3.8M | 0.9% | -30% | — |
| 30 |  $AMZN | AMAZON COM INC | $3.6M | 0.9% | +17% | 68.7 |
| 31 | — | CAPITAL GROUP - MF Closed and MF Open | $3.5M | 0.8% | -1% | — |
| 32 | — | iShares National Muni Bond ETF - NATIONAL MUN ETF | $3.4M | 0.8% | +45% | — |
| 33 | — | VANGUARD TOTAL - MF Closed and MF Open | $3.3M | 0.8% | -9% | — |
| 34 | — | ISHARES CORE - MF Closed and MF Open | $3.1M | 0.8% | -29% | — |
| 35 | — | CAPITAL GROUP - MF Closed and MF Open | $3.1M | 0.8% | +6% | — |
| 36 | $IVZ | Invesco Ltd. | $2.9M | 0.7% | -69% | — |
| 37 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | $2.8M | 0.7% | -1% | — |
| 38 | — | ISHARES MSCI - MF Closed and MF Open | $2.5M | 0.6% | +8% | — |
| 39 | — | SCHWAB US - MF Closed and MF Open | $2.4M | 0.6% | -3% | — |
| 40 | — | ISHARES CORE - MF Closed and MF Open | $2.3M | 0.6% | -3% | — |
| 41 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.3M | 0.6% | +1% | — |
| 42 | — | ISHARES S&P - MF Closed and MF Open | $2.3M | 0.6% | -0% | — |
| 43 | — | Vanguard Morningstar Value ETF - VALUE ETF | $2.1M | 0.5% | +18% | — |
| 44 | — | CAPITAL GROUP - MF Closed and MF Open | $2.0M | 0.5% | +13% | — |
| 45 | — | Vanguard Total Bond Market ETF - TOTAL BND MRKT | $1.9M | 0.5% | +39% | — |
| 46 | $GOOG | Alphabet Inc. | $1.8M | 0.4% | +118% | 78.2 |
| 47 |  $GOOGL | Alphabet Inc. | $1.8M | 0.4% | +20% | 78.2 |
| 48 |  $MSFT | MICROSOFT CORP | $1.7M | 0.4% | +112% | 79.8 |
| 49 |  $LLY | ELI LILLY & Co | $1.7M | 0.4% | +12% | 87.5 |
| 50 | — | ISHARES MSCI - MF Closed and MF Open | $1.6M | 0.4% | +10% | — |
| 51 | — | FIRST TRUST - MF Closed and MF Open | $1.6M | 0.4% | +24% | — |
| 52 | — | XTRACKERS MSCI - MF Closed and MF Open | $1.4M | 0.3% | +5% | — |
| 53 | — | JPMORGAN - MF Closed and MF Open | $1.3M | 0.3% | +1% | — |
| 54 | — | VANECK URANIUM - MF Closed and MF Open | $1.3M | 0.3% | +30% | — |
| 55 | — | SCHWAB FUNDAMENTAL - MF Closed and MF Open | $1.3M | 0.3% | +20% | — |
| 56 | — | CAPITAL GROUP - MF Closed and MF Open | $1.2M | 0.3% | +4% | — |
| 57 |  $META | Meta Platforms, Inc. | $1.2M | 0.3% | +38% | 79.6 |
| 58 | — | VANGUARD MEGA - MF Closed and MF Open | $956,183 | 0.2% | +5% | — |
| 59 | — | ISHARES U S - MF Closed and MF Open | $921,463 | 0.2% | +55% | — |
| 60 | — | ISHARES RUSSELL - MF Closed and MF Open | $898,390 | 0.2% | +0% | — |
| 61 |  $UNH | UNITEDHEALTH GROUP INC | $890,549 | 0.2% | +8% | 62.7 |
| 62 | — | iShares Core MSCI International Developed Markets ETF - CORE MSCI INTL | $871,922 | 0.2% | NEW | — |
| 63 | — | ISHARES CORE - MF Closed and MF Open | $863,104 | 0.2% | -10% | — |
| 64 | — | Schwab U.S. Large-Cap Growth ETF - US LCAP GR ETF | $841,053 | 0.2% | +1621% | — |
| 65 | — | VANGUARD EXTENDED - MF Closed and MF Open | $825,295 | 0.2% | -2% | — |
| 66 | — | Schwab U.S. Large-Cap Value ETF - US LCAP VA ETF | $811,185 | 0.2% | NEW | — |
| 67 |  $QCOM | QUALCOMM INC/DE | $795,638 | 0.2% | +12% | 70.5 |
| 68 | — | VANGUARD MEGA - MF Closed and MF Open | $780,640 | 0.2% | +400% | — |
| 69 | — | PIMCO ACTIVE - MF Closed and MF Open | $763,960 | 0.2% | +36% | — |
| 70 |  $BRK.B | BERKSHIRE HATHAWAY INC | $754,032 | 0.2% | +53% | 73.8 |
| 71 |  $JPM | JPMORGAN CHASE & CO | $747,856 | 0.2% | +107% | 70.7 |
| 72 | — | FIRST TRUST - MF Closed and MF Open | $734,182 | 0.2% | -12% | — |
| 73 | $IVZ | Invesco Ltd. | $732,285 | 0.2% | -8% | — |
| 74 | — | iShares Short-Term National Muni Bond ETF - SHRT NAT MUN ETF | $719,608 | 0.2% | +97% | — |
| 75 | — | Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT | $696,771 | 0.2% | +40% | — |
| 76 | — | VANGUARD INTERMEDIATE - MF Closed and MF Open | $695,183 | 0.2% | +352% | — |
| 77 | — | CAPITAL GROUP - MF Closed and MF Open | $689,622 | 0.2% | +0% | — |
| 78 |  $TSLA | Tesla, Inc. | $676,039 | 0.2% | +45% | 53.9 |
| 79 |  $JNJ | JOHNSON & JOHNSON | $663,343 | 0.2% | +9% | 69 |
| 80 |  $AVGO | Broadcom Inc. | $635,042 | 0.1% | +134% | 84.5 |
| 81 | — | CAPITAL GROUP - MF Closed and MF Open | $622,760 | 0.1% | +0% | — |
| 82 | — | iShares MSCI Eurozone ETF - MSCI EURZONE ETF | $620,291 | 0.1% | NEW | — |
| 83 |  $MU | MICRON TECHNOLOGY INC | $611,237 | 0.1% | +134% | 86.2 |
| 84 | — | ISHARES HIGH - MF Closed and MF Open | $608,538 | 0.1% | -9% | — |
| 85 | — | iShares Russell 2000 ETF - RUSSELL 2000 ETF | $606,620 | 0.1% | +162% | — |
| 86 | — | Vanguard Tax-Exempt Bond Index ETF - TAX EXEMPT BD | $596,117 | 0.1% | +262% | — |
| 87 | — | Vanguard Morningstar Mid-Cap Value ETF - MCAP VL IDXVIP | $595,503 | 0.1% | +103% | — |
| 88 |  $AMD | ADVANCED MICRO DEVICES INC | $594,499 | 0.1% | +74% | 79.8 |
| 89 | — | STATE STREET - MF Closed and MF Open | $593,831 | 0.1% | -8% | — |
| 90 | — | JPMORGAN - MF Closed and MF Open | $587,658 | 0.1% | +2% | — |
| 91 | — | CAPITAL GROUP - MF Closed and MF Open | $572,514 | 0.1% | +12% | — |
| 92 | — | GLOBAL X - MF Closed and MF Open | $546,242 | 0.1% | +6% | — |
| 93 | — | ISHARES 0-5 - MF Closed and MF Open | $533,381 | 0.1% | NEW | — |
| 94 | — | iShares Core S&P Mid-Cap ETF - CORE S&P MCP ETF | $507,633 | 0.1% | +10% | — |
| 95 | — | CAPITAL GROUP - MF Closed and MF Open | $505,448 | 0.1% | -16% | — |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $500,980 | 0.1% | -3% | — |
| 97 |  $HD | HOME DEPOT, INC. | $499,599 | 0.1% | +107% | 60.3 |
| 98 | — | iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF | $498,417 | 0.1% | +5% | — |
| 99 | — | STATE STREET - MF Closed and MF Open | $481,296 | 0.1% | -9% | — |
| 100 | — | FIRST TRUST - MF Closed and MF Open | $472,523 | 0.1% | +37% | — |
| 101 | $IVZ | Invesco Ltd. | $470,082 | 0.1% | -12% | — |
| 102 | — | ISHARES CORE - MF Closed and MF Open | $467,096 | 0.1% | +470% | — |
| 103 | — | FIRST TRUST - MF Closed and MF Open | $461,114 | 0.1% | +0% | — |
| 104 |  $WMT | Walmart Inc. | $460,211 | 0.1% | +117% | 60.2 |
| 105 | — | ISHARES AAA - MF Closed and MF Open | $460,086 | 0.1% | -5% | — |
| 106 | — | FIRST TRUST - MF Closed and MF Open | $451,176 | 0.1% | -20% | — |
| 107 | — | FIRST TRUST - MF Closed and MF Open | $439,642 | 0.1% | -1% | — |
| 108 |  $DRI | DARDEN RESTAURANTS INC | $437,771 | 0.1% | +0% | 64.1 |
| 109 |  $SLV | iShares Silver Trust | $422,948 | 0.1% | -1% | — |
| 110 |  $ANET | Arista Networks, Inc. | $422,350 | 0.1% | +260% | 81.9 |
| 111 | — | Vanguard Morningstar Small-Cap Growth ETF - SML CP GRW ETF | $408,317 | 0.1% | +77% | — |
| 112 |  $MRVL | Marvell Technology, Inc. | $404,193 | 0.1% | -12% | 76.5 |
| 113 |  $FDX | FEDEX CORP | $400,430 | 0.1% | +1% | 60.3 |
| 114 | — | STATE STREET - MF Closed and MF Open | $399,236 | 0.1% | -2% | — |
| 115 |  $MCD | MCDONALDS CORP | $396,951 | 0.1% | +57% | 69 |
| 116 | — | VANECK JPM - MF Closed and MF Open | $360,703 | 0.1% | +62% | — |
| 117 |  $DIS | Walt Disney Co | $358,035 | 0.1% | +7% | 60.1 |
| 118 | — | iShares MBS ETF - MBS ETF | $354,917 | 0.1% | -1% | — |
| 119 |  $V | VISA INC. | $348,120 | 0.1% | +43% | 82.9 |
| 120 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $339,795 | 0.1% | -93% | — |
| 121 | — | iShares 0-5 Year High Yield Corporate Bond ETF - 0-5YR HI YL CP | $330,855 | 0.1% | NEW | — |
| 122 |  $LRCX | LAM RESEARCH CORP | $325,242 | 0.1% | +217% | 79.4 |
| 123 | — | Vanguard Short-Term Corporate Bond ETF - SHRT TRM CORP BD | $324,738 | 0.1% | NEW | — |
| 124 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $322,004 | 0.1% | +0% | — |
| 125 | — | Vanguard Morningstar Small-Cap Value ETF - SM CP VAL ETF | $321,192 | 0.1% | +166% | — |
| 126 |  $CAT | CATERPILLAR INC | $314,855 | 0.1% | +31% | 66.5 |
| 127 |  $ADP | AUTOMATIC DATA PROCESSING INC | $314,733 | 0.1% | +3% | 69.8 |
| 128 |  $PLTR | Palantir Technologies Inc. | $301,552 | 0.1% | +375% | 84.6 |
| 129 | — | AVANTIS INTL - MF Closed and MF Open | $299,668 | 0.1% | -11% | — |
| 130 | — | ISHARES S&P - MF Closed and MF Open | $296,671 | 0.1% | +13% | — |
| 131 | — | FIDELITY TOTAL - MF Closed and MF Open | $295,685 | 0.1% | +0% | — |
| 132 | — | FIRST TRUST - MF Closed and MF Open | $295,357 | 0.1% | -4% | — |
| 133 |  $IBIT | iShares Bitcoin Trust ETF | $291,056 | 0.1% | +9% | — |
| 134 |  $HWM | Howmet Aerospace Inc. | $289,843 | 0.1% | +257% | 73.9 |
| 135 | — | iShares Broad USD Investment Grade Corporate Bond ETF - USD INV GRDE ETF | $289,269 | 0.1% | +1% | — |
| 136 | — | ISHARES RUSSELL - MF Closed and MF Open | $288,438 | 0.1% | +300% | — |
| 137 |  $WT | WisdomTree, Inc. | $281,985 | 0.1% | +3% | 59.9 |
| 138 | — | STATE STREET - MF Closed and MF Open | $279,211 | 0.1% | -1% | — |
| 139 |  $GLD | SPDR GOLD TRUST | $277,021 | 0.1% | -2% | — |
| 140 |  $MA | Mastercard Inc | $275,347 | 0.1% | +542% | 85.1 |
| 141 | — | DIMENSIONAL US - MF Closed and MF Open | $271,722 | 0.1% | +0% | — |
| 142 | — | ISHARES AEROSPACE - MF Closed and MF Open | $270,541 | 0.1% | -26% | — |
| 143 |  $KO | COCA COLA CO | $265,772 | 0.1% | +70% | 69.5 |
| 144 | — | CAPITAL GROUP - MF Closed and MF Open | $264,579 | 0.1% | +20% | — |
| 145 |  $PG | PROCTER & GAMBLE Co | $262,569 | 0.1% | +65% | 64.6 |
| 146 | — | iShares 1-5 Year Investment Grade Corporate Bond ETF - ISHS 1-5YR INVS | $260,856 | 0.1% | NEW | — |
| 147 | — | Vanguard Morningstar Mid-Cap Growth ETF - MCAP GR IDXVIP | $253,009 | 0.1% | +37% | — |
| 148 | — | CAPITAL GROUP - MF Closed and MF Open | $252,038 | 0.1% | +0% | — |
| 149 | — | INVESCO S&P - MF Closed and MF Open | $250,341 | 0.1% | -11% | — |
| 150 | — | FIRST TRUST - MF Closed and MF Open | $247,336 | 0.1% | -4% | — |
New Positions (289)
ISHARES SYSTEMATIC - MF Closed and MF Open$8.2M
ISHARES LARGE - MF Closed and MF Open$5.2M
VANECK CLO - MF Closed and MF Open$4.9M
iShares Core MSCI International Developed Markets ETF - CORE MSCI INTL$871,922
Schwab U.S. Large-Cap Value ETF - US LCAP VA ETF$811,185
iShares MSCI Eurozone ETF - MSCI EURZONE ETF$620,291
ISHARES 0-5 - MF Closed and MF Open$533,381
iShares 0-5 Year High Yield Corporate Bond ETF - 0-5YR HI YL CP$330,855
Vanguard Short-Term Corporate Bond ETF - SHRT TRM CORP BD$324,738
iShares 1-5 Year Investment Grade Corporate Bond ETF - ISHS 1-5YR INVS$260,856
SEI High Yield Bond & Alternative Credit ETF - HIGH YIELD BOND$244,595
ISHARES SECURITIZED - MF Closed and MF Open$239,095
iShares MSCI Canada ETF - MSCI CDA ETF$180,775
iShares MSCI Pacific ex Japan ETF - MSCI PAC JP ETF$160,227
iShares MSCI United Kingdom ETF - MSCI UK ETF NEW$147,580
Exited Positions (110)
NEW YORK LIFE INVTS ACTIVE E
ISHARES HIGH
VANGUARD SPECIALIZED FUNDS
$LEU CENTRUS ENERGY CORP SCHWAB STRATEGIC TR
SCHWAB STRATEGIC TR
SCHWAB STRATEGIC TR
AMPLIFY ETF TR
SCHWAB STRATEGIC TR
SCHWAB STRATEGIC TR
GOLDMAN SACHS
PACER FDS TR
SCHWAB STRATEGIC TR
$GBTC Grayscale Bitcoin Trust ETF ISHARES GLOBAL
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