Synergy Asset Management, LLC

Q4 2025 13F Holdings

Location
Vancouver, WA
Holdings as of
12/31/2025
Value ($000)
$961,550
Num holdings
227
Date filed
1/13/2026
Form type
13F-HR
Prev filing
10/21/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type