SEC 13F Intelligence

Managers / Q3 2023 · view latest →

Syntegra Private Wealth Group, LLC

CIK 0001964298 · 14567 N OUTER 40 RD, SUITE 225, CHESTERFIELD, MO, 63017 · 3148027232

Reported Value
$637M
Q3 2023
Positions
123
Filings on Record
14
2019–present window
Filed
Oct 18, 2023
original filing

Summary

Syntegra Private Wealth Group, Llc reported $637M in U.S.-listed holdings across 123 positions for Q3 2023.

Its largest position, Spdr, represents 12.0% of the portfolio.

Compared with Q2 2023, the fund opened 4 new positions and exited 14.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $499.0BQ4 ’22Q1 ’23: $562MQ2 ’23: $654MQ2 ’23Q3 ’23: $637MQ4 ’23: $709MQ4 ’23Q1 ’24: $775MQ2 ’24: $787MQ2 ’24Q3 ’24: $866MQ4 ’24: $885MQ4 ’24Q1 ’25: $855MQ2 ’25: $980MQ2 ’25Q3 ’25: $1.1BQ4 ’25: $1.1BQ4 ’25Q1 ’26: $1.1Bfilingsflow.com

Portfolio Composition

By security type
ETP: 91.1%Common Stock: 8.4%Other: 0.4%REIT: 0.0%
  • ETP · 91.1% · $580M
  • Common Stock · 8.4% · $54M
  • Other · 0.4% · $3M
  • REIT · 0.0% · $307,445

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B189Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.1B191Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B189Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$980M179Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$855M161May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$885M157Jan 27, 202513F-HRchanges · EDGAR ↗
Q3 2024$866M152Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$787M148Jul 26, 202413F-HRchanges · EDGAR ↗
Q1 2024$775M140May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$709M129Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$637M123Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$654M133Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$562M117May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$499.0B107Feb 13, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.