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Financial Synergies Wealth Advisors, Inc.

Q1 2026 13F Holdings

  • Location
    houston, TX
  • Num holdings

    111

  • Value ($000)

    $1,047,720

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0002017868
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$151.87M
15 %

232,491

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$113.24M
11 %

259,256

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$111.2M
11 %

387,226

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$106.42M
10 %

542,399

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$66.85M
6 %

899,157

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$58.41M
6 %

911,468

E
EFG

ISHARES TR

EAFE GRWTH ETF
464288885
$54.15M
5 %

486,256

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$45.64M
4 %

654,368

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$36.13M
3 %

1,240,245

V
VONV

VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL
92206C714
$20.47M
2 %

218,377

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