13F Filings History of Synergy Investment Management, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$282,508,103
Signature - Title
Samira Kadam - Compliance Consultant
Location
Altamonte Springs, FL
Summary
This page shows a list of all the recent 13F filings made by Synergy Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Synergy Investment Management, LLC reported 130 stock holdings with total value $282,508,103 as of Q4 2025. Top holdings included VOO, VUG, IVV, DYNF, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 130 $282,508,103 +$27,329,506 -$11,470,698 +$15,858,808 VOO, VUG, IVV, DYNF, SPYV 13F-HR 05 Feb 2026, 18:56
Q3 2025 128 $261,821,804 +$106,913,277 -$21,991,499 +$84,921,778 VOO, VUG, IVV, DYNF, SPYG 13F-HR 07 Nov 2025, 15:38
Q2 2025 80 $165,876,000 +$19,128,156 -$105,242,008 -$86,113,852 VOO, VUG, SCHD, IVV, SPYG 13F-HR 11 Aug 2025, 15:47
Q1 2025 598 $239,486,567 +$38,103,545 -$26,744,002 +$11,359,543 VOO, VUG, IVV, SCHD, TLT 13F-HR 29 Apr 2025, 17:58
Q4 2024 636 $232,546,218 $0 $0 $0 VOO, VUG, IVV, IUSV, SPTI 13F-HR 06 Feb 2025, 11:05