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Portfolio (Quarterly) Guide ↗

Synergy Investment Management, LLC

· CIK 0002053786
13F Portfolio $413M AUM 1,642 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 293 New 440 Added 145 Reduced 118 Exited
Page 1 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 36,651.0 $25.2M 6.09% -1K -3.5% $686.81 +2.5%
2 BAI ISHARES A I 185,588.0 $9.8M 2.37% -6K -3.4% $52.72 -16.1%
3 SPMO INVESCO S&P 37,534.0 $6.1M 1.47% -8K -17.4% $161.54 -8.7%
4 THRO ISHARES U S 89,036.0 $3.8M 0.93% -39K -30.3% $43.11 +1.0%
5 CGGR CAPITAL GROUP 73,195.0 $3.5M 0.84% -463.0 -0.6% $47.20 -0.7%
6 VTI VANGUARD TOTAL 8,876.0 $3.3M 0.80% -902.0 -9.2% $370.03 +2.2%
7 IAGG ISHARES CORE 61,790.0 $3.1M 0.76% -26K -29.2% $50.60 -1.5%
8 SPHQ INVESCO S&P 32,210.0 $2.9M 0.70% -72K -69.2% $90.10 -4.0%
9 SECT NORTHERN LTS FD TR IV 38,780.0 $2.8M 0.68% -524.0 -1.3% $72.06 -0.3%
10 SCHD SCHWAB US 75,881.0 $2.4M 0.58% -2K -2.6% $31.71 +10.5%
11 IEFA ISHARES CORE 23,939.0 $2.3M 0.56% -730.0 -3.0% $96.58 +4.5%
12 IUSV ISHARES CORE 7,836.0 $863K 0.21% -894.0 -10.2% $110.15 +4.6%
13 VXF VANGUARD EXTENDED 3,352.0 $825K 0.20% -62.0 -1.8% $246.21 -0.8%
14 BUFR FIRST TRUST 20,098.0 $734K 0.18% -3K -12.1% $36.53 +2.2%
15 SPLV INVESCO S&P 9,777.0 $732K 0.18% -863.0 -8.1% $74.90 +1.3%
16 ISHARES HIGH 12,220.0 $609K 0.15% -1K -8.5% $49.80
17 SPSM STATE STREET 10,297.0 $594K 0.14% -885.0 -7.9% $57.67 -1.0%
18 CGMU CAPITAL GROUP 18,400.0 $505K 0.12% -4K -16.0% $27.47 -1.4%
19 SPY STATE STREET Financial Services 671.0 $501K 0.12% -24.0 -3.5% $746.62 +2.6%
20 XLK STATE STREET 2,526.0 $481K 0.12% -241.0 -8.7% $190.54 -4.0%
Page 1 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 21.6%
Consumer Cyclical 12.2%
Healthcare 9.1%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 3.9%
Utilities 2.0%
Energy 2.0%
Real Estate 1.1%