Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $988 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $156B, Vanguard Growth ETF with a value of $126B, Vanguard Mid Cap ETF with a value of $109B, Vanguard Value ETF with a value of $97.7B, and Msci Eafe Value ETF with a value of $61.3B.

Examining the 13F form we can see an increase of $69.6B in the current position value, from $918B to 988B.

Financial Synergies Wealth Advisors, Inc. is based out at Houston, TX

Below you can find more details about Financial Synergies Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $988 Billion
ETFs: $944 Billion
Technology: $9.27 Billion
Energy: $8.68 Billion
Consumer Defensive: $3.22 Billion
Healthcare: $3.07 Billion
Consumer Cyclical: $2.51 Billion
Industrials: $2.43 Billion
Financial Services: $1.86 Billion
Other: $426 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$156 Billion 15.77% of portfolio
232,830
Q3 2025 Reduced 0.63%
$0
$126 Billion 12.71% of portfolio
261,760
Q3 2025 Added 0.95%
$0
$109 Billion 11.07% of portfolio
372,213
Q3 2025 Added 1.63%
$0
$97.7 Billion 9.89% of portfolio
523,872
Q3 2025 Added 2.38%
$0
$61.3 Billion 6.21% of portfolio
904,110
Q3 2025 Added 0.05%
$0
$54.5 Billion 5.51% of portfolio
908,761
Q3 2025 Added 0.97%
$0
$53.4 Billion 5.4% of portfolio
468,577
Q3 2025 Added 1.55%
$0
$43 Billion 4.36% of portfolio
652,895
Q3 2025 Added 0.85%
$0
$38.9 Billion 3.94% of portfolio
1,219,963
Q3 2025 Reduced 0.46%
$0
$20.2 Billion 2.05% of portfolio
79,497
Q3 2025 Reduced 2.07%
$0
$19.9 Billion 2.02% of portfolio
222,960
Q3 2025 Reduced 0.7%
$0
$18.7 Billion 1.89% of portfolio
272,669
Q3 2025 Added 1.98%
$0
$17.7 Billion 1.79% of portfolio
177,415
Q3 2025 Added 2.3%
$0
$14.4 Billion 1.45% of portfolio
321,384
Q3 2025 Added 1.31%
$0
$12.4 Billion 1.26% of portfolio
59,624
Q3 2025 Added 0.13%
$0
$8.37 Billion 0.85% of portfolio
194,769
Q3 2025 Reduced 2.85%
$0
$7.48 Billion 0.76% of portfolio
283,890
Q3 2025 Reduced 0.72%
$0
$6.51 Billion 0.66% of portfolio
219,522
Q3 2025 Reduced 3.49%
$0
$6.41 Billion 0.65% of portfolio
31,039
Q3 2025 Added 0.4%
$0
$5.84 Billion 0.59% of portfolio
66,912
Q3 2025 Reduced 2.05%
$0
$5.73 Billion 0.58% of portfolio
123,894
Q3 2025 Added 12.48%
$490B
$5.71 Billion 0.58% of portfolio
50,670
Q3 2025 Added 0.23%
$0
$5.67 Billion 0.57% of portfolio
104,738
Q3 2025 Reduced 2.08%
$0
$5.51 Billion 0.56% of portfolio
105,445
Q3 2025 Added 0.35%
$0
$5.37 Billion 0.54% of portfolio
30,392
Q3 2025 Added 0.38%
$4.3T
$5.27 Billion 0.53% of portfolio
20,691
Q3 2025 Reduced 4.81%
$0
$4.32 Billion 0.44% of portfolio
80,877
Q3 2025 Reduced 1.87%
$0
$3.46 Billion 0.35% of portfolio
5,191
Q3 2025 Added 0.66%
$0
$3.1 Billion 0.31% of portfolio
14,801
Q3 2025 Reduced 2.57%
$279B
$3.02 Billion 0.31% of portfolio
29,326
Q3 2025 Reduced 0.94%
$0
$2.82 Billion 0.29% of portfolio
61,142
Q3 2025 Added 0.38%
$0
$2.78 Billion 0.28% of portfolio
29,742
Q3 2025 Reduced 1.49%
$0
$2.78 Billion 0.28% of portfolio
4,534
Q3 2025 Added 2.03%
$303B
$2.58 Billion 0.26% of portfolio
16,582
Q3 2025 Added 0.3%
$0
$2.15 Billion 0.22% of portfolio
41,221
Q3 2025 Reduced 13.66%
$3.78T
$2.09 Billion 0.21% of portfolio
4,031
Q3 2025 Added 1.41%
$0
$1.96 Billion 0.2% of portfolio
22,125
Q3 2025 Reduced 0.92%
-
$2 Billion 0.2% of portfolio
-
Q2 2025 New
$0
$1.88 Billion 0.19% of portfolio
32,354
Q3 2025 Reduced 0.91%
$0
$1.87 Billion 0.19% of portfolio
7,717
Q3 2025 Reduced 1.01%
$300B
$1.82 Billion 0.18% of portfolio
5,282
Q3 2025 Added 0.38%
$0
$1.71 Billion 0.17% of portfolio
64,925
Q3 2025 Added 0.53%
$0
$1.58 Billion 0.16% of portfolio
19,736
Q3 2025 Reduced 2.71%
$291B
$1.34 Billion 0.14% of portfolio
2,810
Q3 2025 Added 0.57%
$522B
$1.25 Billion 0.13% of portfolio
6,723
Q3 2025 Added 1.08%
$662B
$1.25 Billion 0.13% of portfolio
2,480
Q3 2025 Reduced 0.92%
$0
$1.25 Billion 0.13% of portfolio
32,529
Q3 2025 Added 0.27%
$465B
$1.27 Billion 0.13% of portfolio
6,800
Q3 2025 Reduced 0.48%
$0
$1.09 Billion 0.11% of portfolio
3,332
Q3 2025 Added 1.43%

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $988 Billion
  • Prior Value $918 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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