§ 13F · FUND PROFILE
Financial Synergies Wealth Advisors, Inc..
AUM · $1.2B (13F)Positions · 116Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 228K | $171M | 14.5% | −2% |
| 2 | VUG | VANGUARD INDEX FDS | 1.52M | $131M | 11.1% | +485% |
| 3 | VO | VANGUARD INDEX FDS | 1.53M | $123M | 10.4% | +294% |
| 4 | VTV | VANGUARD INDEX FDS | 522K | $114M | 9.7% | −4% |
| 5 | EFV | ISHARES TR | 877K | $67M | 5.7% | −2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 870K | $62M | 5.3% | −5% |
| 7 | EFG | ISHARES TR | 480K | $60M | 5.1% | −1% |
| 8 | IEMG | ISHARES INC | 622K | $51M | 4.4% | −5% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 1.18M | $40M | 3.4% | −5% |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | 217K | $23M | 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 $1.2 billion in assets. The fund runs a portfolio of 116 positions.
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