Zynergy Retirement Planning Llc Portfolio Holdings

Zynergy Retirement Planning Llc

  • $163 Billion
  • Q4 2025

Zynergy Retirement Planning Llc has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 27 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 $39.1B, Schwab Us Aggregate Bond ETF with a value of $29.2B, Schwab Strategic Tr Intl Eqty with a value of $22.6B, Schwab Strategic Tr Us Small C with a value of $16.6B, and Schwab Strategic U.S. Reit ETF with a value of $15.7B.

Examining the 13F form we can see an increase of $3.97B in the current position value, from $159B to 163B.

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 $163 Billion
ETFs: $160 Billion
Technology: $2.28 Billion
Consumer Cyclical: $535 Million
Utilities: $206 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.49B
$206 Million 0.13% of portfolio
4,457
Q4 2025 Added 0.97%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $163 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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