Syntegra Private Wealth Group, LLC - Portfolio overview

Syntegra Private Wealth Group, LLC has 203 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FENI - FIDELITY COVINGTON TRUST, 12.68%
2. SPYG - SPDR SERIES TRUST, 12.15%
3. LGLV - SPDR SERIES TRUST, 10.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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