# EDGAR Filing Document

**Accession Number:** 0001905669
**File Stem:** 0001905669-23-000001
**Filing Date:** 2023-2
**Character Count:** 10279
**Document Hash:** 10b5b0dc6c494750552de44d58b08c54
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001905669-23-000001.hdr.sgml**: 20230203

**ACCESSION NUMBER**: 0001905669-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230203

**DATE AS OF CHANGE**: 20230203

**EFFECTIVENESS DATE**: 20230203

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Synergy Financial Group, LTD
- **CENTRAL INDEX KEY:** 0001905669
- **IRS NUMBER:** 208590197
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21808
- **FILM NUMBER:** 23585700

**BUSINESS ADDRESS:**
- **STREET 1:** 2710 CROW CANYON RD
- **STREET 2:** #1065
- **CITY:** SAN RAMON
- **STATE:** CA
- **ZIP:** 94583
- **BUSINESS PHONE:** 888 734-2006

**MAIL ADDRESS:**
- **STREET 1:** 2710 CROW CANYON RD
- **STREET 2:** #1065
- **CITY:** SAN RAMON
- **STATE:** CA
- **ZIP:** 94583

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Synergy Financial Group LTD<br>**Address:** 2710 CROW CANYON RD

#1065<br>SAN RAMON, CA 94583

**Form 13F File Number:** 028-21808

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Palash Islam<br>**Title:** CEO/CCO<br>**Phone:** 8887342006

**Signature, Place, and Date of Signing:**

Palash Islam  San Ramon, CA  08-03-2022<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $50630552

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| META PLATFORMS INC | CL A | 30303M102 |  | 970061 | 8061 | SH |  | SOLE |  | 8061 | 0 | 0 |
| SHOPIFY INC | CL A | 82509L107 |  | 1964794 | 56606 | SH |  | SOLE |  | 56606 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 2401095 | 53560 | SH |  | SOLE |  | 53560 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 357686 | 2280 | SH |  | SOLE |  | 2280 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1029540 | 2961 | SH |  | SOLE |  | 2961 | 0 | 0 |
| OKTA INC | CL A | 679295105 |  | 414080 | 6060 | SH |  | SOLE |  | 6060 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 527010 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 346250 | 6232 | SH |  | SOLE |  | 6232 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 949859 | 10933 | SH |  | SOLE |  | 10933 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 460869 | 7334 | SH |  | SOLE |  | 7334 | 0 | 0 |
| UPWORK INC | COM | 91688F104 |  | 369649 | 35407 | SH |  | SOLE |  | 35407 | 0 | 0 |
| APPIAN CORP | CL A | 03782L101 |  | 450858 | 13847 | SH |  | SOLE |  | 13847 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 758666 | 6159 | SH |  | SOLE |  | 6159 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2096671 | 14347 | SH |  | SOLE |  | 14347 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3448200 | 41050 | SH |  | SOLE |  | 41050 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 1098264 | 11071 | SH |  | SOLE |  | 11071 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1590583 | 5394 | SH |  | SOLE |  | 5394 | 0 | 0 |
| AIRBNB INC | COM CL A | 009066101 |  | 456998 | 5345 | SH |  | SOLE |  | 5345 | 0 | 0 |
| PAYCOM SOFTWARE INC | COM | 70432V102 |  | 1032091 | 3326 | SH |  | SOLE |  | 3326 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 829850 | 7416 | SH |  | SOLE |  | 7416 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 448220 | 4257 | SH |  | SOLE |  | 4257 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 390801 | 3037 | SH |  | SOLE |  | 3037 | 0 | 0 |
| WALKER  DUNLOP INC | COM | 93148P102 |  | 664048 | 8461 | SH |  | SOLE |  | 8461 | 0 | 0 |
| JD.COM INC | SPON ADR CL A | 47215P106 |  | 452969 | 8070 | SH |  | SOLE |  | 8070 | 0 | 0 |
| LEMONADE INC | COM | 52567D107 |  | 191999 | 14035 | SH |  | SOLE |  | 14035 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5074088 | 21158 | SH |  | SOLE |  | 21158 | 0 | 0 |
| KINSALE CAP GROUP INC | COM | 49714P108 |  | 730687 | 2794 | SH |  | SOLE |  | 2794 | 0 | 0 |
| ARISTA NETWORKS INC | COM | 040413106 |  | 1455229 | 11992 | SH |  | SOLE |  | 11992 | 0 | 0 |
| WIX COM LTD | SHS | M98068105 |  | 345428 | 4496 | SH |  | SOLE |  | 4496 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 468327 | 5602 | SH |  | SOLE |  | 5602 | 0 | 0 |
| DIGITALOCEAN HLDGS INC | COM | 25402D102 |  | 213999 | 8402 | SH |  | SOLE |  | 8402 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2918980 | 22466 | SH |  | SOLE |  | 22466 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1600689 | 18040 | SH |  | SOLE |  | 18040 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 670818 | 5733 | SH |  | SOLE |  | 5733 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 282788 | 1690 | SH |  | SOLE |  | 1690 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 322652 | 831 | SH |  | SOLE |  | 831 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 340432 | 4780 | SH |  | SOLE |  | 4780 | 0 | 0 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 |  | 389844 | 5755 | SH |  | SOLE |  | 5755 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 1214054 | 875 | SH |  | SOLE |  | 875 | 0 | 0 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 |  | 243123 | 3176 | SH |  | SOLE |  | 3176 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 312292 | 2556 | SH |  | SOLE |  | 2556 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 276157 | 894 | SH |  | SOLE |  | 894 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 450279 | 1691 | SH |  | SOLE |  | 1691 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 232196 | 2694 | SH |  | SOLE |  | 2694 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 298217 | 3380 | SH |  | SOLE |  | 3380 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 607830 | 1332 | SH |  | SOLE |  | 1332 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 233359 | 12907 | SH |  | SOLE |  | 12907 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 302543 | 1537 | SH |  | SOLE |  | 1537 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 217185 | 558 | SH |  | SOLE |  | 558 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 |  | 344640 | 2401 | SH |  | SOLE |  | 2401 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 620855 | 8447 | SH |  | SOLE |  | 8447 | 0 | 0 |
| SVB FINANCIAL GROUP | COM | 78486Q101 |  | 324267 | 1409 | SH |  | SOLE |  | 1409 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 236949 | 9759 | SH |  | SOLE |  | 9759 | 0 | 0 |
| REPLIGEN CORP | COM | 759916109 |  | 201479 | 1190 | SH |  | SOLE |  | 1190 | 0 | 0 |
| PLANET FITNESS INC | CL A | 72703H101 |  | 321662 | 4082 | SH |  | SOLE |  | 4082 | 0 | 0 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 204394 | 4521 | SH |  | SOLE |  | 4521 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 293361 | 1304 | SH |  | SOLE |  | 1304 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 265522 | 1114 | SH |  | SOLE |  | 1114 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 232279 | 1243 | SH |  | SOLE |  | 1243 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 1185582 | 1401 | SH |  | SOLE |  | 1401 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 282137 | 996 | SH |  | SOLE |  | 996 | 0 | 0 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 252964 | 2537 | SH |  | SOLE |  | 2537 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 319263 | 571 | SH |  | SOLE |  | 571 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 251921 | 1900 | SH |  | SOLE |  | 1900 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 274823 | 3332 | SH |  | SOLE |  | 3332 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 238827 | 3301 | SH |  | SOLE |  | 3301 | 0 | 0 |
| ETSY INC | COM | 29786A106 |  | 213688 | 1784 | SH |  | SOLE |  | 1784 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 269065 | 1014 | SH |  | SOLE |  | 1014 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 353408 | 7141 | SH |  | SOLE |  | 7141 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 246279 | 641 | SH |  | SOLE |  | 641 | 0 | 0 |
| ENPHASE ENERGY INC | COM | 29355A107 |  | 794880 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |

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