Synergy Investment Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held positions in 186 distinct companies during the reporting period.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising a significant portion of the total holdings. Major ETFs held include the SPDR Series Trust S&P 500 ETF (SPY), the iShares Core S&P 500 ETF (IVV), and the Vanguard S&P 500 ETF (VOO). The firm also holds substantial positions in various bond ETFs, such as the iShares Core U.S. Aggregate Bond ETF (AGG) and the Vanguard Total Bond Market ETF (BND).
Among individual common stock holdings, the largest positions include NVIDIA Corporation, with 22,588 shares; Microsoft Corporation, with 4,876 shares; and Apple Inc., with 14,094 shares. Other notable individual stock positions include Palantir Technologies Inc. (1,920 shares), Eli Lilly & Co. (1,415 shares), and Broadcom Inc. (2,414 shares).
The filing lists Chris Bordner as the CEO, CCO, and Principal of the firm, with the address located in Altamonte Springs, Florida. The report was signed on November 10, 2026.
