13F Filings History of Synergy Financial Group, LTD

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$142,315,947
Signature - Title
Palash Islam - CEO/CCO
Location
San Ramon, CA
Summary
This page shows a list of all the recent 13F filings made by Synergy Financial Group, LTD. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Synergy Financial Group, LTD reported 115 stock holdings with total value $142,315,947 as of Q4 2025. Top holdings included NVDA, MSFT, AMZN, SHOP, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 115 $142,315,947 +$5,842,838 -$6,097,586 -$254,748 NVDA, MSFT, AMZN, SHOP, GOOG 13F-HR 17 Feb 2026, 16:44
Q3 2025 115 $148,297,078 +$6,819,316 -$3,818,005 +$3,001,311 NVDA, MSFT, SHOP, AMZN, TSLA 13F-HR 14 Nov 2025, 20:44
Q2 2025 112 $135,834,190 +$4,833,843 -$2,549,612 +$2,284,231 NVDA, MSFT, AMZN, SHOP, NFLX 13F-HR 15 Aug 2025, 16:22
Q1 2025 108 $111,389,739 +$9,708,940 -$4,760,092 +$4,948,848 AMZN, NVDA, MSFT, SHOP, AAPL 13F-HR 14 May 2025, 18:17
Q4 2024 101 $119,934,753 +$15,334,234 -$9,786,327 +$5,547,907 AMZN, NVDA, MSFT, SHOP, TTD 13F-HR 04 Feb 2025, 13:52
Q3 2024 94 $105,316,797 +$7,917,180 -$753,655 +$7,163,525 MSFT, NVDA, AMZN, TTD, SHOP 13F-HR 15 Nov 2024, 18:51
Q2 2024 82 $95,443,978 +$15,196,370 -$4,018,238 +$11,178,132 NVDA, AMZN, MSFT, AAPL, TTD 13F-HR 13 Aug 2024, 14:33
Q1 2024 82 $88,759,036 +$3,737,649 -$6,805,419 -$3,067,770 MSFT, AMZN, NVDA, SHOP, TTD 13F-HR 15 May 2024, 13:04
Q4 2023 87 $81,596,879 +$3,522,787 -$5,331,039 -$1,808,252 MSFT, AMZN, SHOP, AAPL, NVDA 13F-HR 14 Feb 2024, 20:52
Q3 2023 77 $71,636,553 +$2,936,080 -$2,721,456 +$214,624 MSFT, AMZN, TTD, AAPL, NVDA 13F-HR 01 Nov 2023, 19:15
Q2 2023 81 $74,117,115 +$6,472,151 -$3,273,591 +$3,198,560 MSFT, AMZN, AAPL, SHOP, TTD 13F-HR 16 Aug 2023, 11:24
Q1 2023 80 $61,480,658 +$3,614,437 -$4,307,489 -$693,052 MSFT, AMZN, NVDA, AAPL, TTD 13F-HR 03 May 2023, 14:28
Q4 2022 71 $50,630,552 +$702,903 -$13,415,630 -$12,712,727 MSFT, AMZN, AAPL, TTD, NVDA 13F-HR 03 Feb 2023, 16:03
Q3 2022 88 $66,727,000 +$7,839,190 -$1,144,622 +$6,694,568 AMZN, MSFT, TTD, AAPL, NVDA 13F-HR 01 Nov 2022, 10:55
Q2 2022 83 $63,792,000 +$8,478,933 -$5,050,789 +$3,428,144 AMZN, MSFT, AAPL, TTD, NVDA 13F-HR 03 Aug 2022, 17:43
Q1 2022 97 $95,238,000 +$8,131,726 -$4,473,578 +$3,658,148 AMZN, MSFT, NVDA, TTD, AAPL 13F-HR 03 Aug 2022, 17:29
Q4 2021 105 $111,432,000 $0 $0 $0 MSFT, AMZN, SHOP, TTD, NVDA 13F-HR 11 Feb 2022, 13:43