§ 13F · FUND PROFILE
Financial Synergies Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $988M (13F)Positions · 112Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 226K | $148M | 14.1% | −1% |
| 2 | VUG | VANGUARD INDEX FDS | 249K | $109M | 10.4% | −1% |
| 3 | VO | VANGUARD INDEX FDS | 371K | $107M | 10.2% | +1% |
| 4 | VTV | VANGUARD INDEX FDS | 517K | $101M | 9.7% | ±0% |
| 5 | EFV | ISHARES TR | 864K | $64M | 6.1% | −2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 869K | $56M | 5.3% | −2% |
| 7 | EFG | ISHARES TR | 468K | $52M | 5.0% | ±0% |
| 8 | IEMG | ISHARES INC | 619K | $43M | 4.1% | −2% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 1.24M | $36M | 3.4% | +2% |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | 218K | $20M | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Synergies Wealth Advisors, Inc. is a Other fund managing $988 million in assets. The fund runs a portfolio of 112 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed