Financial Synergies Wealth Advisors, Inc.
•CIK: 2017868•Filing: Q4 2025
**Financial Synergies Wealth Advisors, Inc.** manages $1.0B across a diversified portfolio of 107 holdings. The strategy exhibits a strong tilt toward U.S. large-cap growth and value sectors, evidenced by top positions in IVV ($160.7M) and VUG ($128.1M). Significant allocations are also maintained in broad market exposure via VO ($111.1M) and VTV ($103.1M). The portfolio further diversifies globally with notable weightings in international equities, including VEA ($57.9M) and IEMG ($44.9M).
Total AUM
$1.0B
QoQ Performance
+4.8%
Positions
59
Top 10 Concentration
76.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VUG
VO
VTV
EFV
VEA
EFG
IVV15.5%
VUG12.4%
VO10.7%
VTV10.0%
EFV6.3%
VEA5.6%
EFG5.3%
IEMG4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.4%
ETF16.1%
Technology1.2%
Energy0.7%
Consumer0.6%
Industrial0.5%
Healthcare0.3%
Financial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW15 new positions
↑70 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024