Financial Synergies Wealth Advisors, Inc.
Q4 2025 13F Holdings
- Locationhouston, TX
- Num holdings
107
- Value ($000)
$1,035,763
- Date Filed02/06/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $160.7M | 16 % | 234,619 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $128.14M | 12 % | 262,647 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $111.11M | 11 % | 382,860 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $103.09M | 10 % | 539,758 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $65.65M | 6 % | 919,400 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $57.86M | 6 % | 926,276 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $55.29M | 5 % | 485,342 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $44.91M | 4 % | 668,081 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $39.64M | 4 % | 1,215,160 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $20.42M | 2 % | 221,259 |
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