Institutions / Synergy Investment Management, LLC

Synergy Investment Management, LLC

CIK 2053786 · Institution · as of Dec 31, 2025

Portfolio value

$282.51M

Positions

130

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 130 →

Company	Class	Value	Shares	% of portfolio
Vanguard S&P	—	$24.58M	39,187	8.7%
Vanguard Growth	—	$20.13M	41,260	7.1%
iShares Core	—	$17.23M	25,148	6.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$14.36M	236,090	5.1%
State Street	—	$12.96M	228,207	4.6%
State Street	—	$12.38M	116,001	4.4%
iShares Core	—	$10.07M	149,851	3.6%
iShares S&P	—	$8.76M	25,533	3.1%
State Street	—	$8.55M	296,450	3.0%
Invesco S&P	—	$7.22M	96,236	2.6%
First Trust	—	$7.09M	281,751	2.5%
Capital Group	—	$6.58M	150,755	2.3%
iShares a I	—	$5.46M	163,857	1.9%
iShares Flexible	—	$5.21M	98,646	1.8%
iShares Gold	—	$5.09M	62,675	1.8%
State Street	—	$4.91M	167,805	1.7%
Invesco S&P	—	$4.71M	39,483	1.7%
iShares MSCI	—	$4.58M	64,127	1.6%
First Trust	—	$4.28M	26,450	1.5%
iShares U S	—	$4.23M	109,622	1.5%
State Street	—	$4.12M	51,297	1.5%
Global X	—	$4.09M	88,141	1.4%
First Trust	—	$3.84M	197,956	1.4%
Vanguard Total	—	$3.32M	9,907	1.2%
Capital Group	—	$3.22M	72,423	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.