account_balance

Investment manager · 13F filer · SEC CIK 2017868

Financial Synergies Wealth Advisors, Inc.

Reported value$1.22Bas of Sep 30, 2026

Positions119 9 new, 6 sold out

Top 10 weight70.8%IVV alone is 14%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

14.4%

VUGVanguard Index FDS

11.3%

VOVanguard Index FDS

10.0%

VTVVanguard Index FDS

9.4%

EFViShares Tr

5.7%

VEAVanguard Tax-Managed FDS

5.1%

EFGiShares Tr

4.8%Added +2%

IEMGiShares Inc

4.2%

SCHGSchwab Strategic Tr

3.5%

VCITVanguard Scottsdale FDS

2.4%

VONVVanguard Scottsdale FDS

1.9%

DFAS1.8%

IVViShares Tr

14.4%

VUGVanguard Index FDS

11.3%

VOVanguard Index FDS

10.0%

VTVVanguard Index FDS

9.4%

EFViShares Tr

5.7%

VEAVanguard Tax-Managed FDS

5.1%

EFGiShares Tr

4.8%

IEMGiShares Inc

4.2%

SCHG3.5%

VCIT

DFAS

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 14.4% Held

VUG Vanguard Index FDS 11.3% Held

VO Vanguard Index FDS 10.0% Held

VTV Vanguard Index FDS 9.4% Held

EFV iShares Tr 5.7% Held

VEA Vanguard Tax-Managed FDS 5.1% Held

EFG iShares Tr 4.8% Added +2%

IEMG iShares Inc 4.2% Held

SCHG Schwab Strategic Tr 3.5% Held

VCIT Vanguard Scottsdale FDS 2.4% New

VONV Vanguard Scottsdale FDS 1.9% Held

DFAS Dimensional ETF Trust 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 17, 2026 filing

add_circleNew

VCIT $29M
SPCX $654K
META $555K
DFIC $393K

arrow_upwardAdded

SPY +40%
NVDA +35%
MSFT +27%
VOO +9%

arrow_downwardTrimmed

VLO −22%
MUNI −11%
HIMU −9%
VXF −6%

remove_circleSold out

STEL $2.59M
VPLS $223K
BXSL $212K
VIG $204K

Financial Synergies Wealth Advisors, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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