Financial Synergies Wealth Advisors, Inc. - Portfolio Stock Holdings
Financial Synergies Wealth Advisors, Inc. disclosed 119 stock positions in a recent SEC 13F filing. $1,179,749,500 of stock holdings were filed, with the largest holdings including IVV, VUG, and VO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,811,303,915 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
119Est. Stock Holding Value:
$1,179,749,500Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Synergies Wealth Advisors, Inc.
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