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CIK: 0002017868
Total reported value
$1.2B
$1.2B
107 檔
48.2%
In Q4 2025, Financial Synergies Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $1.2B, distributed across 107 disclosed stock positions.
In Q4 2025, Financial Synergies Wealth Advisors, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, VO) accounted for 48.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DKS
市值: $1.4M
Top Position Liquidated / Trimmed
BLK
前期市值: $202.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.52% | -0.03% | +0.77% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 12.37% | +0.26% | +0.34% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-Other | 10.73% | -0.18% | +2.86% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 9.95% | -0.51% | +3.03% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 6.34% | -0.69% | +1.69% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.59% | -0.32% | +1.93% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.34% | -0.11% | +3.58% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.34% | — | +2.33% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.83% | -0.06% | -0.39% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.97% | +0.01% | -0.76% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.97% | -0.01% | -0.55% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.89% | +0.03% | +3.26% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.81% | -0.04% | +3.68% | |
| 14 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.46% | +0.02% | +0.87% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.23% | -0.02% | +0.77% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.86% | -0.06% | +0.77% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | -0.03% | -1.39% | |
| 18 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.71% | -0.12% | -7.44% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.66% | -0.02% | +19.39% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.63% | -0.01% | -1.36% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.03% | -1.29% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.29% | +3.51% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.01% | +10.25% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.58% | -0.02% | +0.20% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.03% | -0.28% | |
| 26 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.54% | -0.05% | +0.53% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.50% | +0.02% | -5.86% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | +0.03% | +0.85% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.43% | +0.20% | +174.98% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.07% | +3.96% | |
| 31 | DFIV | Dimensional International Va | ETF-Other | 0.31% | -0.03% | +5.24% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | +0.22% | +4.63% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.28% | — | -4.73% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.01% | -0.23% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.10% | -19.75% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.13% | +1.65% | |
| 37 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.25% | -0.01% | +18.99% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.02% | +22.05% | |
| 39 | STEL | Stellar Bancorp Inc | Stock-Other | 0.20% | -0.01% | — | |
| 40 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.19% | -0.03% | +0.23% | |
| 41 | DFAT | Dimensional US Target Value | ETF-Other | 0.19% | -0.01% | +0.33% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.19% | +0.01% | +1.67% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.17% | — | +0.87% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | +0.05% | +0.45% | |
| 45 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.16% | -0.01% | +0.98% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.01% | +24.64% | |
| 47 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.14% | +0.01% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.01% | +0.58% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.02% | +9.03% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.13% | +1.13% | — |
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 107 disclosed positions in Q4 2025.
During Q4 2025, Financial Synergies Wealth Advisors, Inc.'s top holdings by market value included IVV (15.5%)、VUG (12.4%)、VO (10.7%). The largest single position, IVV, represented 15.5% of total portfolio value.
In Q4 2025, Financial Synergies Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 15 new buys, adding to 29 positions, trimming 5 holdings, and fully liquidating 1 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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