Synergy Investment Management, LLC
Synergy Investment Management, LLC reported 1,086 positions worth $413.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $40.4M | 9.78% | 53,988 | — | — | |
| ▸ 2 | VOO | SH | $25.2M | 6.09% | 36,651 | — | — | |
| ▸ 3 | VUG | SH | $18.2M | 4.41% | 211,823 | — | — | |
| ▸ 4 | DYNF | SH | $17.9M | 4.33% | 263,317 | — | — | |
| ▸ 5 | SPYG | SH | $16.9M | 4.09% | 142,185 | — | — | |
| ▸ 6 | SPYV | SH | $13.9M | 3.36% | 228,359 | — | — | |
| ▸ 7 | IEMG | SH | $11.7M | 2.83% | 141,499 | — | — | |
| ▸ 8 | SPTI | SH | $10.8M | 2.62% | 381,143 | — | — | |
| ▸ 9 | BAI | SH | $9.8M | 2.37% | 185,588 | — | — | |
| ▸ 10 | IALT | SH | $8.2M | 1.98% | 292,255 | — | — |
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Frequently Asked Questions
What stocks does Synergy Investment Management, LLC hold as of Q2 2026?
Synergy Investment Management, LLC reported 1086 positions worth $413.4M in its Q2 2026 13F filing. Largest positions: IVV (9.8%), VOO (6.1%), VUG (4.4%), DYNF (4.3%) and SPYG (4.1%).
What did Synergy Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Synergy Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.