13F filer

Cynosure Group

As of Jun 30, 2026 Filed Aug 5, 2026 CIK 1763409 SEC filings ↗

13F Value

$665.5M

Positions

180

Top Position

SGOV11.5%

Top 5

44.8%

Latest filing changes

vs Mar 31, 2026

1 BND Vanguard Total Bond Market Index Fund — ETF Shares +99.7%+$5.2M

2 HCA Hca Healthcare +935.4%+$2.9M

3 USHY iShares Broad USD High Yield Corporate Bond ETF +246.8%+$2.3M

4 IBM IBM +8.8%+$1.2M

5 IVV iShares Core S&P 500 ETF +4.0%+$1.1M

Holdings180

#							Trend (4Q)
1	SGOV iShares 0-3 Month Treasury Bond ETF	11.5%	$76.4M	-33.3%	758.2K	14.3%		ETF
2	SPY State Str SPDR S&P 500 ETF T — Tr Unit	10.5%	$70.1M	-15.2%	194.2K	8.5%		ETF
3	IWF iShares Russell 1000 Growth ETF	9.3%	$61.7M	-0.4%	497.2K	6.6%		ETF
4	SHV iShares 0-1 Year Treasury Bond ETF	9.0%	$60.2M	-0.2%	545.2K	7.5%		ETF
5	VONG Vanguard Russell 1000 Growth Index Fund — ETF Shares	4.5%	$29.7M	-11.5%	232.6K	4.0%		ETF
6	IVV iShares Core S&P 500 ETF	4.1%	$27.6M	+4.0%	36.8K	2.9%	—	ETF
7	VOO Vanguard 500 Index Fund — ETF Shares	3.5%	$23.0M	-52.6%	33.5K	5.3%		ETF
8	GE Ge Aerospace Filing details 369604301 Jun 30, 2026 54,182 reported quantity $20,249,261 reported value	3.0%	$20.2M	-2.4%	54.2K	2.0%		Common Stock
9	CRCL Circle Internet Group	2.8%	$18.6M	-7.0%	296.8K	3.8%		Common Stock
10	UNP Union Pacific	2.6%	$17.4M	+0.1%	64.1K	1.9%		Common Stock
11	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.6%	$17.3M	-7.8%	105.4K	2.0%		ETF
12	ICSH iShares Ultra Short Duration Bond Active ETF	2.5%	$16.9M	-19.1%	333.3K	2.6%		ETF
13	QQQ Invesco QQQ Trust, Series 1	2.4%	$15.9M	-49.2%	21.6K	3.1%		ETF
14	IBM IBM	2.3%	$15.3M	+8.8%	54.4K	1.5%		Common Stock
15	GEV GE Vernova	2.3%	$15.2M	+5.9%	12.9K	1.1%		Common Stock
16	SPYV State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	2.1%	$14.3M	-4.7%	234.6K	1.7%		ETF
17	BND Vanguard Total Bond Market Index Fund — ETF Shares	1.6%	$10.4M	+99.7%	141.8K	0.7%		ETF
18	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.5%	$10.2M	-22.7%	33.8K	1.4%		ETF
19	JAAA Janus Henderson AAA CLO ETF	1.2%	$8.1M	-24.0%	160.5K	1.3%		ETF
20	JPST JPMorgan Ultra-Short Income ETF	0.9%	$6.0M	—	119.2K	0.8%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing89

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.