Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $918 Billion
  • Q2 2025

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $918 Billion distributed in 108 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 $145B, Vanguard Growth ETF with a value of $114B, Vanguard Mid Cap ETF with a value of $102B, Vanguard Value ETF with a value of $90.4B, and Msci Eafe Value ETF with a value of $57.4B.

Examining the 13F form we can see an increase of $96.4B in the current position value, from $822B to 918B.

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 $918 Billion
ETFs: $879 Billion
Energy: $8.18 Billion
Technology: $8.14 Billion
Consumer Defensive: $3.1 Billion
Healthcare: $2.66 Billion
Consumer Cyclical: $2.42 Billion
Industrials: $2.02 Billion
Financial Services: $1.88 Billion
Other: $256 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$466B
$5.45 Billion 0.59% of portfolio
50,556
Q2 2025 Added 5.71%
$3.36T
$4.46 Billion 0.49% of portfolio
21,737
Q2 2025 Added 4.85%
$265B
$2.89 Billion 0.32% of portfolio
29,603
Q2 2025 New
$301B
$2.37 Billion 0.26% of portfolio
16,533
Q2 2025 Added 181.27%
$3.83T
$1.98 Billion 0.22% of portfolio
3,975
Q2 2025 Added 15.55%
$249B
$1.64 Billion 0.18% of portfolio
5,262
Q2 2025 New
$619B
$1.22 Billion 0.13% of portfolio
2,503
Q2 2025 Added 44.85%
$229B
$1.08 Billion 0.12% of portfolio
2,794
Q2 2025 New
$447B
$1.08 Billion 0.12% of portfolio
6,833
Q2 2025 Added 69.68%
$437B
$1.02 Billion 0.11% of portfolio
6,651
Q2 2025 New
$2.35T
$886 Million 0.1% of portfolio
4,039
Q2 2025 Added 5.05%
$223B
$871 Million 0.09% of portfolio
2,980
Q2 2025 Added 3.19%
$1.01T
$438 Million 0.05% of portfolio
1,379
Q2 2025 Added 11.66%
$879B
$363 Million 0.04% of portfolio
1,252
Q2 2025 Added 25.2%
$1.18T
$256 Million 0.03% of portfolio
1,455
Q2 2025 New
$280B
$274 Million 0.03% of portfolio
3,950
Q2 2025 Added 11.74%
$251B
$204 Million 0.02% of portfolio
1,122
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $918 Billion
  • Prior Value $822 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email