ZynergyRetirementPlanningLLC reported 26 holdings worth US$184M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
ZynergyRetirementPlanningLLC reported 26 holdings worth US$184M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Home Depot, Inc. (the). Filed Jul 17, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$184M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 9,648 | US$1.93M | 1.0% |
| Apple Inc | 4,874 | US$1.41M | 0.76% |
| Home Depot, Inc. (the) | 1,499 | US$529K | 0.29% |
| Newjersey Resources Corporation | 4,542 | US$255K | 0.14% |