Financial Synergies Wealth Advisors
$1.2B 13F equity value
119 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Financial Synergies Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 227,842 | $171M | 14.5% |
| VUG | VANGUARD INDEX FDS | 1,515,767 | $131M | 11.1% |
| VO | VANGUARD INDEX FDS | 1,527,267 | $123M | 10.4% |
| VTV | VANGUARD INDEX FDS | 522,479 | $114M | 9.7% |
| EFV | ISHARES TR | 877,262 | $67M | 5.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 869,861 | $62M | 5.3% |
| EFG | ISHARES TR | 479,599 | $60M | 5.1% |
| IEMG | ISHARES INC | 621,616 | $51M | 4.4% |
| SCHG | SCHWAB STRATEGIC TR | 1,180,275 | $40M | 3.4% |
| VONV | VANGUARD SCOTTSDALE FDS | 217,227 | $23M | 2.0% |
Track Financial Synergies Wealth Advisors's 13F portfolio: $1.2B in reported holdings, 119 positions. Top holdings and quarterly changes on SentiSense.
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