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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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