Financial Synergies Wealth Advisors, Inc.
Q3 2025 13F Holdings
- Locationhouston, TX
- Num holdings
93
- Value ($000)
$987,850
- Date Filed 10/27/2025
- Form type13F-HR
- CIK 0002017868
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $155.83M | 16 % | 232,830 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $125.55M | 13 % | 261,760 | ||
V VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $109.34M | 11 % | 372,213 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $97.70M | 10 % | 523,872 | ||
E ISHARES TR | EAFE VALUE ETF | 464288877 | $61.33M | 6 % | 904,110 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $54.45M | 6 % | 908,761 | ||
E ISHARES TR | EAFE GRWTH ETF | 464288885 | $53.36M | 5 % | 468,577 | ||
I ISHARES INC | CORE MSCI EMKT | 46434G103 | $43.04M | 4 % | 652,895 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $38.93M | 4 % | 1,219,963 | ||
V VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $20.22M | 2 % | 79,497 |
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