Institutional Fund
Financial Synergies Wealth Advisors, Inc.
Houston, TXCIK 20178685 filings on record
Portfolio Value
$1.05B
Q1 2026
Holdings
111
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+1.2%
from $1.04B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.5%
- Vanguard Index Fds10.8%
- Vanguard Index Fds10.6%
- Vanguard Index Fds10.2%
- Ishares Tr6.4%
- Vanguard Tax-Managed Fds5.6%
- Other42.0%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 232.5K | $151.87M | 14.5% | −2.1K | Reduced |
| 2 | Vanguard Index Fds | 259.3K | $113.24M | 10.8% | −3.4K | Reduced |
| 3 | Vanguard Index Fds | 387.2K | $111.20M | 10.6% | +4.4K | Added |
| 4 | Vanguard Index Fds | 542.4K | $106.42M | 10.2% | +2.6K | Added |
| 5 | Ishares Tr | 899.2K | $66.85M | 6.4% | −20.2K | Reduced |
| 6 | Vanguard Tax-Managed Fds | 911.5K | $58.41M | 5.6% | −14.8K | Reduced |
| 7 | Ishares Tr | 486.3K | $54.15M | 5.2% | +914 | Added |
| 8 | Ishares Inc | 654.4K | $45.64M | 4.4% | −13.7K | Reduced |
| 9 | Schwab Strategic Tr | 1.24M | $36.13M | 3.4% | +25.1K | Added |
| 10 | Vanguard Scottsdale Fds | 218.4K | $20.47M | 2.0% | −2.9K | Reduced |
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