§ 13F · FUND PROFILE
Financial Synergies Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $918.3T (13F)Positions · 108Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 228K | $156.3T | 15.1% | +1% |
| 2 | VUG | VANGUARD INDEX FDS | 252K | $122.9T | 11.9% | ±0% |
| 3 | VO | VANGUARD INDEX FDS | 367K | $106.6T | 10.3% | — |
| 4 | VTV | VANGUARD INDEX FDS | 514K | $98.2T | 9.5% | — |
| 5 | EFV | ISHARES TR | 884K | $63.1T | 6.1% | +2% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 884K | $55.2T | 5.3% | +2% |
| 7 | EFG | ISHARES TR | 467K | $53.2T | 5.1% | — |
| 8 | IEMG | ISHARES INC | 632K | $42.5T | 4.1% | — |
| 9 | SCHG | SCHWAB STRATEGIC TR | 1.22M | $39.6T | 3.8% | ±0% |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | 221K | $20.4T | 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 $918255.5 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed