13F Insight
DOSSIER · 13F-HR · Q2 2026

Financial Synergies Wealth Advisors, Inc.

$1.2B in tracked AUM across 116 positions as of Q2 2026.

FS
CIK 0002017868 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
116
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Financial Synergies Wealth Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$171M228K14.5%02
VUG
VANGUARD INDEX FDS
$131M1.5M11.1%03
VO
VANGUARD INDEX FDS
$123M1.5M10.4%04
VTV
VANGUARD INDEX FDS
$114M522K9.7%05
EFV
ISHARES TR
$67M877K5.7%06
VEA
VANGUARD TAX-MANAGED FDS
$62M870K5.3%07
EFG
ISHARES TR
$60M480K5.1%08
IEMG
ISHARES INC
$51M622K4.4%09
SCHG
SCHWAB STRATEGIC TR
$40M1.2M3.4%10
VONV
VANGUARD SCOTTSDALE FDS
$23M217K2.0%

Filing history

2026Q2Jun 30
$1.2B▲ 12.6%
116 positionsView →2026Q1Mar 31
$1.0B▲ 1.2%
131 positionsView →2025Q4Dec 31
$1.0B▲ 4.9%
126 positionsView →2025Q3Sep 30
$988M▲ 7.6%
112 positionsView →2025Q2Jun 30
$918M▲ 11.7%
108 positionsLocked2025Q1Mar 31
$822M▲ 1.9%
99 positionsLocked2024Q4Dec 31
$806M▲ 0.1%
91 positionsLocked2024Q3Sep 30
$805M▲ 8.5%
95 positionsLocked2024Q2Jun 30
$742M▼ 2.6%
70 positionsLocked2024Q1Mar 31
$762M▲ 18.0%
573 positionsLocked2023Q4Dec 31
$646M▼ 6.7%
461 positionsLocked2023Q3Sep 30
$693M▼ 2.9%
561 positionsLocked
Showing 12 of 30