13F
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Syntegra Private Wealth Group, LLC

13F equity value
$1.1B
Positions
189
Top 10 concentration
72.4%
Quarters / total new picks
12 / 51
13F equity value over time
$0M$544M$1B20222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 12 quarters, returned +2.1% per quarter — versus +4.3% per quarter from simply owning every 13F stock. It beat that baseline in only 41.7% of quarters (excess t = -1.28, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-3.4%
t-stat
-1.28
Quarterly win rate
42%
Annualized excess
-9.5%
$1 → follow vs universe
$1.26 vs $1.63
Cumulative return: $1 invested in new picks vs universe
1.00 20230331: universe 1.05420230630: universe 1.01620230930: universe 1.15320231231: universe 1.20520240331: universe 1.23220240630: universe 1.34420240930: universe 1.33220241231: universe 1.24320250331: universe 1.35520250630: universe 1.39820250930: universe 1.57220251231: universe 1.626 20230331: follow 1.00520230630: follow 1.01420230930: follow 1.11320231231: follow 1.11120240331: follow 1.04420240630: follow 1.14420240930: follow 1.07420241231: follow 1.11220250331: follow 1.21720250630: follow 1.16820250930: follow 1.19920251231: follow 1.262 0.92 1.34 1.76 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 189 · 2026 Q1

Ticker Value Weight QoQ
FENI $135M
12.8%
ADD
SPYG $130M
12.3%
TRIM
LGLV $114M
10.8%
HOLD
SPTM $112M
10.6%
TRIM
VOO $87M
8.3%
ADD
JPIE $51M
4.8%
ADD
JMEE $41M
3.9%
HOLD
FBND $39M
3.7%
NEW
QQQM $35M
3.3%
TRIM
QQQ $19M
1.8%
HOLD
SPHY $18M
1.7%
HOLD
AVEM $15M
1.5%
NEW
USMV $14M
1.4%
TRIM
AAPL $13M
1.3%
TRIM
JMUB $11M
1.0%
ADD
SPSM $10M
1.0%
TRIM
NEAR $10M
0.9%
TRIM
HYMB $9M
0.9%
TRIM
JAAA $8M
0.8%
TRIM
QTEC $8M
0.8%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.