Zynergy Retirement Planning LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 7, 2026, disclosing its equity holdings as of September 30, 2026. The firm, located in Red Bank, New Jersey, reported a total of 25 holdings valued at approximately $187.3 million.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holding being the iShares Core S&P 500 ETF. This fund was reported with 46,428,720 shares valued at $44,505,019. The firm also holds significant positions in a variety of other ETFs, including the Schwab Strategic Trust US Small Cap ETF, Schwab Strategic Trust International Equity ETF, and Schwab Strategic Trust US Aggregate Bond ETF, which held 569,965, 990,229, and 1,748,706 shares, respectively.
In addition to ETFs, the filing lists individual stock positions. The largest individual stock holding is NVIDIA Corporation, with 7,737 shares valued at $1,766,976. Other individual equities include Apple Inc. (4,703 shares), Home Depot Inc. (1,499 shares), and SPDR Gold Trust (855 shares). The firm also holds positions in several Vanguard ETFs, such as the Vanguard International Equity Index Fund and the Vanguard Whitehall Funds High Dividend Yield ETF.
