Financial Synergies Wealth Advisors, Inc. Portfolio Holdings

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025

Financial Synergies Wealth Advisors, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $822 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $131B, Vanguard Growth ETF with a value of $95.3B, Vanguard Mid Cap ETF with a value of $93.9B, Vanguard Value ETF with a value of $87.4B, and Msci Eafe Value ETF with a value of $53B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $806B to 822B.

Financial Synergies Wealth Advisors, Inc. is based out at Houston, TX

Below you can find more details about Financial Synergies Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $822 Billion
ETFs: $796 Billion
Energy: $7.3 Billion
Technology: $6.92 Billion
Consumer Cyclical: $1.95 Billion
Financial Services: $1.48 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$131 Billion 15.93% of portfolio
232,957
Q1 2025 Added 1.97%
$0
$95.3 Billion 11.59% of portfolio
256,972
Q1 2025 Added 2.55%
$0
$93.9 Billion 11.42% of portfolio
363,016
Q1 2025 Added 3.84%
$0
$87.4 Billion 10.64% of portfolio
506,072
Q1 2025 Added 3.07%
$0
$53 Billion 6.44% of portfolio
898,509
Q1 2025 Added 1.87%
$0
$45.8 Billion 5.57% of portfolio
900,352
Q1 2025 Added 3.19%
$0
$45.7 Billion 5.56% of portfolio
456,868
Q1 2025 Added 3.82%
$0
$34.6 Billion 4.21% of portfolio
640,669
Q1 2025 Added 3.43%
$0
$30.8 Billion 3.75% of portfolio
1,229,324
Q1 2025 Reduced 0.5%
$0
$18.5 Billion 2.26% of portfolio
224,584
Q1 2025 Reduced 1.18%
$0
$18.5 Billion 2.26% of portfolio
83,614
Q1 2025 Added 1.82%
$0
$15.5 Billion 1.88% of portfolio
258,995
Q1 2025 Added 3.35%
$0
$14.5 Billion 1.76% of portfolio
165,834
Q1 2025 Added 4.17%
$0
$13 Billion 1.59% of portfolio
316,132
Q1 2025 Added 0.34%
$0
$11.3 Billion 1.37% of portfolio
60,505
Q1 2025 Added 0.05%
$0
$7.21 Billion 0.88% of portfolio
199,430
Q1 2025 Added 0.77%
$0
$6.17 Billion 0.75% of portfolio
279,387
Q1 2025 Reduced 3.31%
$0
$5.87 Billion 0.71% of portfolio
30,793
Q1 2025 Added 7.26%
$0
$5.8 Billion 0.71% of portfolio
221,265
Q1 2025 Reduced 3.05%
$440B
$5.69 Billion 0.69% of portfolio
47,826
Q1 2025 Added 3.36%
$0
$5.45 Billion 0.66% of portfolio
105,720
Q1 2025 Added 0.78%
$0
$5.17 Billion 0.63% of portfolio
68,295
Q1 2025 Reduced 0.59%
$0
$4.94 Billion 0.6% of portfolio
109,090
Q1 2025 Added 0.03%
$3.42T
$4.61 Billion 0.56% of portfolio
20,732
Q1 2025 Reduced 0.19%
$0
$4.55 Billion 0.55% of portfolio
30,163
Q1 2025 Added 11.29%
$0
$4.03 Billion 0.49% of portfolio
88,241
Q1 2025 Added 43.02%
$0
$3.67 Billion 0.45% of portfolio
83,995
Q1 2025 Reduced 0.75%
$0
$2.93 Billion 0.36% of portfolio
5,237
Q1 2025 Added 5.69%
$0
$2.78 Billion 0.34% of portfolio
16,157
Q1 2025 Reduced 5.19%
$0
$2.43 Billion 0.3% of portfolio
29,778
Q1 2025 Reduced 0.82%
$0
$2.39 Billion 0.29% of portfolio
60,705
Q1 2025 Added 0.99%
$0
$2.14 Billion 0.26% of portfolio
4,167
Q1 2025 Added 1.21%
$0
$2.09 Billion 0.25% of portfolio
26,709
Q1 2025 Added 1.22%
$0
$1.98 Billion 0.24% of portfolio
38,705
Q1 2025 Added 44.27%
$0
$1.67 Billion 0.2% of portfolio
32,517
Q1 2025 Reduced 1.95%
$0
$1.55 Billion 0.19% of portfolio
7,793
Q1 2025 Reduced 0.38%
$0
$1.41 Billion 0.17% of portfolio
20,441
Q1 2025 Reduced 0.68%
$2.95T
$1.29 Billion 0.16% of portfolio
3,440
Q1 2025 Added 4.4%
$0
$1.35 Billion 0.16% of portfolio
56,968
Q1 2025 Added 0.82%
$0
$1.07 Billion 0.13% of portfolio
32,345
Q1 2025 Added 1.97%
$266B
$983 Million 0.12% of portfolio
5,878
Q1 2025 Added 9.83%
$235B
$902 Million 0.11% of portfolio
2,888
Q1 2025 Added 0.1%
$0
$907 Million 0.11% of portfolio
15,541
Q1 2025 Reduced 2.32%
$694B
$920 Million 0.11% of portfolio
1,728
Q1 2025 Added 40.72%
$0
$943 Million 0.11% of portfolio
3,432
Q1 2025 Added 78.47%
$1.88T
$731 Million 0.09% of portfolio
3,845
Q1 2025 Added 10.81%
$0
$723 Million 0.09% of portfolio
1,542
Q1 2025 Added 0.06%
$0
$714 Million 0.09% of portfolio
17,508
Q1 2025 Reduced 1.91%
$52.7B
$665 Million 0.08% of portfolio
11,275
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $822 Billion
  • Prior Value $806 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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