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CIK: 0002017868
Total reported value
$1.2B
$1.2B
90 檔
43.2%
During the Q2 2025 filing period, Financial Synergies Wealth Advisors, Inc. (CIK: 0002017868) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 90 reported positions.
During Q2 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 | 15.84% | -0.03% | +0.58% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.38% | +0.26% | +0.90% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 11.16% | -0.18% | +0.89% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 9.85% | -0.51% | +1.11% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.25% | -0.69% | +0.57% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.63% | -0.11% | +0.99% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.59% | -0.32% | -0.04% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.23% | — | +1.04% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.90% | -0.06% | -0.30% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | -0.01% | -2.92% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-Other | 2.08% | +0.01% | -0.02% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.85% | +0.03% | +3.23% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.72% | -0.04% | +4.57% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.46% | +0.02% | +0.35% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.27% | -0.02% | -1.58% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.87% | -0.06% | +0.52% | |
| 17 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.78% | -0.12% | +8.98% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.76% | -0.03% | +2.35% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.69% | -0.01% | +2.80% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.66% | -0.03% | +0.40% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | -0.02% | +0.02% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.29% | +5.71% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.59% | -0.05% | -0.61% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.03% | -1.95% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.55% | -0.02% | +24.83% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.52% | +0.02% | +0.37% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.49% | -0.01% | +4.85% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | +0.03% | -1.88% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.10% | -1.53% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.32% | — | -5.97% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.07% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | -0.01% | +1.39% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.28% | -0.03% | +0.33% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.22% | +6.65% | |
| 35 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.27% | -0.01% | +23.35% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.13% | +181.27% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | +15.55% | |
| 38 | STEL | Stellar Bancorp Inc | Stock-Other | 0.20% | -0.01% | — | |
| 39 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.19% | -0.03% | -16.40% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.19% | -0.01% | +0.41% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | +0.01% | +0.04% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.05% | — | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.17% | — | +13.37% | |
| 44 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.17% | -0.01% | -0.76% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | +44.85% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.13% | — | +0.30% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.12% | +0.20% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | +69.68% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | -0.02% | -4.28% |
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 90 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, VO) accounted for 43.2% of total reported equity market value during Q2 2025.
During Q2 2025, Financial Synergies Wealth Advisors, Inc.'s top holdings by market value included IVV (15.8%)、VUG (12.4%)、VO (11.2%). The largest single position, IVV, represented 15.8% of total portfolio value.
In Q2 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.
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