ZynergyRetirementPlanningLLC reported 5 positions worth $4.32M for the quarter ended Sep 30, 2026, down 2.9% on the prior quarter. It opened 0 new positions, added to 1, trimmed 3 and exited 0. Its largest holding is Nvidia Corp at 40.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NJR New Jersey Resources Corp | +39 | +0.9% | $1.97K | 5.37% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 7,737 | $1.77M | 40.93% | -1,911 | -19.8% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 4,703 | $1.57M | 36.28% | -171 | -3.5% | Reduced | 0% |
| 3 | HD Home Depot, Inc. | Consumer Discretionary | 1,499 | $426.45K | 9.88% | 0 | 0.0% | Unchanged | 0% |
| 4 | GLD Spdr Gold Trust | Financial Services | 855 | $325.62K | 7.54% | -25 | -2.8% | Reduced | 0% |
| 5 | NJR New Jersey Resources Corp | Utilities | 4,581 | $231.78K | 5.37% | +39 | +0.9% | Added | 0% |
Tip. Select a row to see that position’s full history at ZynergyRetirementPlanningLLC.
As of its Q3 2026 13F filing, ZynergyRetirementPlanningLLC’s five largest positions were Nvidia Corp (NVDA) at 40.9%, Apple Inc. (AAPL) at 36.3%, Home Depot, Inc. (HD) at 9.9%, Spdr Gold Trust (GLD) at 7.5%, New Jersey Resources Corp (NJR) at 5.4% of the reported portfolio.
ZynergyRetirementPlanningLLC reported a 13F portfolio worth $4.32M across 5 positions for Q3 2026. That is down 2.9% from the previous quarter.
Its largest purchases by value were New Jersey Resources Corp ($1.97K). It opened 0 new positions.
Its largest sales by value were Nvidia Corp ($436.43K), Apple Inc. ($56.95K), Spdr Gold Trust ($9.52K). It exited 0 positions entirely.
From the Form 13F-HR reports ZynergyRetirementPlanningLLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.