Synergy Investment Management, LLC: 13F holdings
CIK 20537862026Q2
| Positions | 1,086 |
|---|
| Reported value | $413.4m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 1,086 (+175 vs prior quarter) |
|---|
| Reported value | $413.4m (+35.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES CORE | 53,988 | $40.4m | 9.8% |
| VOO VANGUARD S&P | 36,651 | $25.2m | 6.1% |
| VUG VANGUARD GROWTH | 211,823 | $18.2m | 4.4% |
| DYNF ISHARES U S | 263,317 | $17.9m | 4.3% |
| SPYG STATE STREET | 142,185 | $16.9m | 4.1% |
| SPYV STATE STREET | 228,359 | $13.9m | 3.4% |
| IEMG ISHARES CORE | 141,499 | $11.7m | 2.8% |
| SPTI STATE STREET | 381,143 | $10.8m | 2.6% |
| BAI ISHARES A I | 185,588 | $9.8m | 2.4% |
| IALT ISHARES SYSTEMATIC | 292,255 | $8.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053786")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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