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Thomas A. Burke

Syntegra Private Wealth Group, Llc

Assets Managed
$1.291B
Holdings
202
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
22.67%(2Q avg: 9.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Syntegra Private Wealth Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Syntegra Private Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.291B in assets, with a quarterly growth rate of 22.67% and a 2-quarter average growth rate of 9.67%. The portfolio is managed by Thomas A. Burke, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 12.4%
12.71%
$164.055M
4.088M shares@ $40.14 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.22%
12.07%
$155.725M
1.309M shares@ $119.0 avg price
LGLV
Spdr Ssga Us Large Cap Low V
Recent Activity
Increased 20.75%
10.85%
$140.007M
771,561 shares@ $181.47 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -3.66%
9.57%
$123.541M
1.361M shares@ $90.79 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 7.18%
8.32%
$107.296M
156,223 shares@ $686.82 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 50.58%
5.93%
$76.536M
1.662M shares@ $46.06 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 64.39%
4.9%
$63.166M
1.389M shares@ $45.5 avg price
JMEE
Jpm Sma & Mid Cap En Eq Et-u
Recent Activity
Increased 2.6%
3.83%
$49.4M
633,091 shares@ $78.04 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -22.95%
2.67%
$34.362M
113,417 shares@ $302.97 avg price
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Increased 233.38%
2.54%
$32.671M
644,912 shares@ $50.67 avg price

1-10 of 202