Financial Synergies Wealth Advisors, Inc.
Financial Synergies Wealth Advisors, Inc. reported 116 positions worth $1.18B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: IVV (14.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $170.6M | 14.46% | 227,842 | — | — | |
| ▸ 2 | VUG | SH | $130.6M | 11.07% | 1,515,767 | — | — | |
| ▸ 3 | VO | SH | $123.1M | 10.43% | 1,527,267 | — | — | |
| ▸ 4 | VTV | SH | $113.9M | 9.65% | 522,479 | — | — | |
| ▸ 5 | EFV | SH | $67.2M | 5.69% | 877,262 | — | — | |
| ▸ 6 | VEA | SH | $62.0M | 5.25% | 869,861 | — | — | |
| ▸ 7 | EFG | SH | $59.7M | 5.06% | 479,599 | — | — | |
| ▸ 8 | IEMG | SH | $51.5M | 4.36% | 621,616 | — | — | |
| ▸ 9 | SCHG | SH | $39.9M | 3.39% | 1,180,275 | — | — | |
| ▸ 10 | VONV | SH | $23.1M | 1.96% | 217,227 | — | — |
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Frequently Asked Questions
What stocks does Financial Synergies Wealth Advisors, Inc. hold as of Q2 2026?
Financial Synergies Wealth Advisors, Inc. reported 116 positions worth $1.18B in its Q2 2026 13F filing. Largest positions: IVV (14.5%), VUG (11.1%), VO (10.4%), VTV (9.7%) and EFV (5.7%).
What did Financial Synergies Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Synergies Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.