13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002017868
Total reported value
$1.2B
$1.2B
81 檔
39.0%
As reported in its official Q1 2025 Form 13F filing, Financial Synergies Wealth Advisors, Inc.'s tracked investment portfolio stood at $1.2B with 81 total positions.
During Q1 2025, Financial Synergies Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.93% | -0.03% | +1.97% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.59% | +0.26% | +2.55% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.42% | -0.18% | +3.84% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 10.64% | -0.51% | +3.07% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.44% | -0.69% | +1.87% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.57% | -0.32% | +3.19% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.56% | -0.11% | +3.82% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.21% | — | +3.43% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.75% | -0.06% | -0.50% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.26% | -0.01% | +1.82% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.26% | +0.01% | -1.18% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.88% | +0.03% | +3.35% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.76% | -0.04% | +4.17% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.59% | +0.02% | +0.34% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.37% | -0.02% | +0.05% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.88% | -0.06% | +0.77% | |
| 17 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.82% | -0.12% | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | -0.03% | -3.31% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.03% | +7.26% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.71% | -0.01% | -3.05% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.29% | +3.36% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.66% | -0.05% | +0.78% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | -0.02% | -0.59% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.03% | +0.03% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.56% | -0.01% | -0.19% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.55% | +0.02% | +11.29% | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.49% | -0.02% | +43.02% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.45% | +0.03% | -0.75% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.10% | +5.69% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.34% | — | -5.19% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | -0.01% | -0.82% | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.29% | -0.03% | +0.99% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.22% | +1.21% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.25% | -0.03% | +1.22% | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.24% | -0.01% | +44.27% | |
| 36 | DFAT | Dimensional US Target Value | ETF-Other | 0.20% | -0.01% | -1.95% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | +0.01% | -0.38% | |
| 38 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.17% | -0.01% | -0.68% | |
| 39 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.16% | — | +0.82% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.02% | +4.40% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.13% | — | +1.97% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.13% | +9.83% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -0.02% | +78.47% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | -0.01% | +40.72% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.11% | -0.07% | -2.32% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.11% | -0.02% | +0.10% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | +0.01% | +10.81% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.01% | +0.06% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.09% | +0.01% | -1.91% | |
| 50 | IAU | Ishares Gold Trust | ETF-Commodities | 0.08% | -0.01% | — |
According to official SEC Form 13F filings, Financial Synergies Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $1.2B across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, VO) accounted for 39.0% of total reported equity market value during Q1 2025.
During Q1 2025, Financial Synergies Wealth Advisors, Inc.'s top holdings by market value included IVV (15.9%)、VUG (11.6%)、VO (11.4%). The largest single position, IVV, represented 15.9% of total portfolio value.
In Q1 2025, Financial Synergies Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.