Zynergy Retirement Planning Llc Portfolio Holdings

Zynergy Retirement Planning Llc

  • $159 Billion
  • Q3 2025

Zynergy Retirement Planning Llc has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $38B, Schwab Us Aggregate Bond ETF with a value of $29.3B, Schwab Strategic Tr Intl Eqty with a value of $21.8B, Schwab Strategic U.S. Reit ETF with a value of $16.1B, and Schwab Strategic Tr Us Small C with a value of $16B.

Examining the 13F form we can see an increase of $9.48B in the current position value, from $149B to 159B.

Zynergy Retirement Planning Llc is based out at Red Bank, NJ

Below you can find more details about Zynergy Retirement Planning Llc portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $155 Billion
Technology: $1.62 Billion
Consumer Cyclical: $1.18 Billion
Financial Services: $417 Million
Utilities: $213 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38 Billion 23.96% of portfolio
56,757
Q3 2025 Reduced 0.53%
$0
$29.3 Billion 18.51% of portfolio
1,250,430
Q3 2025 Added 2.33%
$0
$21.8 Billion 13.77% of portfolio
937,941
Q3 2025 Reduced 0.2%
$0
$16.1 Billion 10.15% of portfolio
746,401
Q3 2025 Added 2.32%
$0
$16 Billion 10.06% of portfolio
571,869
Q3 2025 Added 0.9%
$0
$11.6 Billion 7.3% of portfolio
429,411
Q3 2025 Added 1.39%
$0
$9.31 Billion 5.87% of portfolio
381,363
Q3 2025 Added 1.67%
$0
$3.86 Billion 2.43% of portfolio
115,668
Q3 2025 Added 0.56%
$0
$2.97 Billion 1.87% of portfolio
102,028
Q3 2025 Reduced 1.41%
$4.35T
$1.36 Billion 0.86% of portfolio
5,346
Q1 2025 Added 12.93%
$0
$933 Million 0.59% of portfolio
20,510
Q3 2025 Added 0.82%
$0
$889 Million 0.56% of portfolio
1,480
Q2 2024 New
$389B
$651 Million 0.41% of portfolio
1,606
Q3 2025 Reduced 3.19%
$0
$646 Million 0.41% of portfolio
4,919
Q3 2025 Reduced 0.65%
$0
$561 Million 0.35% of portfolio
17,575
Q3 2025 Reduced 0.5%
$20.9B
$534 Million 0.34% of portfolio
3,000
Q3 2025 New
$0
$493 Million 0.31% of portfolio
2,643
Q2 2025 Reduced 2.04%
$0
$412 Million 0.26% of portfolio
15,090
Q3 2025 Reduced 1.22%
$913B
$417 Million 0.26% of portfolio
1,321
Q2 2025 Added 11.1%
$0
$357 Million 0.22% of portfolio
13,868
Q3 2025 Added 0.06%
$127B
$342 Million 0.22% of portfolio
961
Q3 2025 Reduced 3.13%
$0
$344 Million 0.22% of portfolio
1,354
Q2 2025 Reduced 4.11%
$0
$275 Million 0.17% of portfolio
1,452
Q2 2025 Reduced 0.48%
$505B
$257 Million 0.16% of portfolio
1,376
Q3 2025 Added 0.07%
$0
$250 Million 0.16% of portfolio
1,772
Q3 2025 Reduced 7.52%
$4.26B
$213 Million 0.13% of portfolio
4,414
Q3 2025 New
$0
$202 Million 0.13% of portfolio
964
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $159 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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