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Emily Teran

Cynosure Group, Llc

Assets Managed
$800.29M
Holdings
198
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-18.59%(2Q avg: -32.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cynosure Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Cynosure Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 800.29M in assets, with a quarterly growth rate of -18.59% and a 2-quarter average growth rate of -32.49%. The portfolio is managed by Emily Teran, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -4.34%
14.31%
$114.467M
1.136M shares@ $100.74 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 143.89%
8.55%
$68.417M
229,061 shares@ $298.69 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Decreased -2.15%
7.54%
$60.32M
546,422 shares@ $110.39 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -0.67%
6.65%
$53.211M
124,790 shares@ $426.41 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 6.55%
5.29%
$42.268M
70,735 shares@ $597.56 avg price
VONG
Vanguard Russell 1000 Growth
Recent Activity
Increased 7637.29%
4%
$32.01M
262,913 shares@ $121.75 avg price
CRCL
Circle Internet Group Inc
Recent Activity
Decreased -6.95%
3.81%
$30.46M
319,257 shares@ $95.41 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Decreased -27.78%
3.23%
$25.833M
222,141 shares@ $116.3 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 224.64%
3.06%
$24.48M
42,413 shares@ $577.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -96.07%
2.91%
$23.245M
35,422 shares@ $656.24 avg price

1-10 of 198