SEC Form 13F

Synergy Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$413,371,736
Positions1,439

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES COREIVVMF Closed and MF Open$34,708,83246,347
VANGUARD S&PVOOMF Closed and MF Open$22,264,37032,417
VANGUARD GROWTHVUGMF Closed and MF Open$16,408,280190,484
ISHARES U SDYNFMF Closed and MF Open$15,295,651224,903
STATE STREETSPYGMF Closed and MF Open$14,430,618121,276
STATE STREETSPYVMF Closed and MF Open$11,770,685193,629
STATE STREETSPTIMF Closed and MF Open$9,907,771348,987
ISHARES COREIEMGMF Closed and MF Open$9,799,186118,291
ISHARES A IBAIMF Closed and MF Open$8,407,149159,468
CAPITAL GROUPCGDVMF Closed and MF Open$7,582,076153,857

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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