Financial Synergies Wealth Advisors, Inc.
Q3 2025 13F Holdings
- Locationhouston, TX
- Num holdings
93
- Value ($000)
$987,850
- Date Filed10/27/2025
- Form type13F-HR
- CIK0002017868
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $155.83 M | 16 % | 232,830 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $125.55 M | 13 % | 261,760 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $109.34 M | 11 % | 372,213 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $97.70 M | 10 % | 523,872 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $61.33 M | 6 % | 904,110 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $54.45 M | 6 % | 908,761 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $53.36 M | 5 % | 468,577 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $43.04 M | 4 % | 652,895 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $38.93 M | 4 % | 1,219,963 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $20.22 M | 2 % | 79,497 |
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