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Synergy Financial Group, LTD
Synergy Financial Group, LTD is a boutique financial concierge office based in Silicon Valley that serves a select clientele of high-performance professionals globally. Registered as an investment adviser, the firm specializes in financial planning and investment management for high net worth individuals. As of 2025, the firm has 5 employees, with the majority working as investors. The company is incorporated in California and has operated with a focus on personalized advisory and wealth management services for affluent individuals.
Investment Strategy
Synergy Financial Group, LTD focuses on investment management tailored to high net worth and affluent individuals, delivering actively managed equity portfolios with prominent allocations to technology, consumer discretionary, and financial sectors. The firm’s strategy emphasizes growth and capital preservation, using fundamental analysis to select stocks such as Microsoft, Nvidia, Apple, Amazon, Alphabet, and Tesla. Investment decisions are made primarily on a discretionary basis, and the group seeks to provide highly personalized, concierge-level service to meet the complex financial needs of its global client base.
Latest 13F Filing Activity
Synergy Financial Group, LTD filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $136M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Shopify Inc. among other positions. Synergy Financial Group, LTD reduced exposure to Unitedhealth Group Inc., Goldman Sachs Etf TR, Walker & Dunlop Inc. among others.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.79% | $10.6M | 66,959 | $35.54 | $157.99 | +$3.4M |
M MSFT | MICROSOFT CORP | 6.95% | $9.4M | 18,972 | $339.54 | $497.41 | +$2.4M |
A AMZN | AMAZON COM INC | 6.60% | $9.0M | 40,850 | $163.04 | $219.39 | +$1.4M |
S SHOP | SHOPIFY INC | 5.50% | $7.5M | 64,747 | $106.29 | $115.35 | +$1.6M |
N NFLX | NETFLIX INC | 3.98% | $5.4M | 4,035 | $594.22 | $1339.13 | +$1.4M |
Industry Allocation
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