Financial Synergies Wealth Advisors, Inc. - Portfolio overview

Financial Synergies Wealth Advisors, Inc. has 115 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 23.26%
2. VO - VANGUARD INDEX FDS, 16.79%
3. VEA - VANGUARD TAX-MANAGED FDS, 8.77%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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