ZynergyRetirementPlanningLLC reported 25 holdings worth US$187M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
ZynergyRetirementPlanningLLC reported 25 holdings worth US$187M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Home Depot, Inc. (the). Filed Oct 8, 2026 (Form 13F).
- Holdings
- 25
- Value as reported
- US$187M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 7,737 | US$1.77M | 0.94% |
| Apple Inc | 4,703 | US$1.57M | 0.84% |
| Home Depot, Inc. (the) | 1,499 | US$426K | 0.23% |
| Newjersey Resources Corporation | 4,581 | US$232K | 0.12% |