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Palash Islam

Synergy Financial Group, Ltd

Assets Managed
$133.11M
Holdings
123
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-6.46%(2Q avg: -5.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Synergy Financial Group, Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 123 positions.

Assets under management

The assets under management (AUM) of Synergy Financial Group, Ltd 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 133.11M in assets, with a quarterly growth rate of -6.46% and a 2-quarter average growth rate of -5.25%. The portfolio is managed by Palash Islam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.3%
8.12%
$10.803M
61,945 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.58%
6.82%
$9.068M
24,496 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.69%
6.39%
$8.503M
40,827 shares@ $208.27 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Decreased -2.81%
4.71%
$6.258M
52,756 shares@ $118.63 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.61%
4.43%
$5.888M
20,525 shares@ $286.86 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.58%
4.35%
$5.786M
22,800 shares@ $253.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 19.07%
3.28%
$4.359M
7,296 shares@ $597.52 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 3.46%
3.16%
$4.2M
7,340 shares@ $572.15 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -20.07%
2.93%
$3.892M
10,469 shares@ $371.76 avg price
TMFC
Motley Fool 100 Index Etf
Recent Activity
Increased 3.44%
2.58%
$3.422M
51,874 shares@ $65.98 avg price

1-10 of 123