StockDriftsStockDriftsTop 50 Financial Synergies Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.4% | 229.1K | $175.5M | +0.56%(+1.28K) | $333.24(+131.06%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 11.31% | 1.53M | $137.9M | +0.93%(+14.06K) | $41.38(+114.67%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 10.01% | 1.56M | $122.0M | +1.88%(+28.68K) | $58.14(+37.75%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 9.41% | 530.5K | $114.6M | +1.54%(+8.04K) | $124.11(+79.04%) | 2026-09-30 | |
| EFV | ISHARES TR | 5.74% | 883.6K | $69.9M | +0.72%(+6.32K) | $44.72(+75.85%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.1% | 880.3K | $62.2M | +1.20%(+10.40K) | $43.93(+57.87%) | 2026-09-30 | |
| EFG | ISHARES TR | 4.81% | 489.3K | $58.6M | +2.03%(+9.73K) | $95.17(+24.42%) | 2026-09-30 | |
| IEMG | ISHARES INC | 4.2% | 630.2K | $51.1M | +1.38%(+8.59K) | $54.88(+40.92%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.47% | 1.18M | $42.3M | -0.24%(-2.81K) | $15.83(+124.69%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.38% | 370.1K | $29.0M | new | $80.48(-2.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.44% | +61.99% | +7.75% | +45.24% |
| Top 20 Holdings Unweighted | +14.43% | +49.85% | +6.47% | +36.85% |
Financial Synergies Wealth Advisors INC reports $1.22B in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.4%), VUG (11.3%) and VO (10.0%). The top 20 holdings account for 84.96% of reported assets. Its disclosed equity book has returned +61.99% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Synergies Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2017868). View Financial Synergies Wealth Advisors INC’s 13F filings on SEC