StockDriftsStockDriftsTop 50 Financial Synergies Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.46% | 227.8K | $170.6M | -2.00%(-4.65K) | $330.87(+135.42%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 11.07% | 1.52M | $130.6M | -2.56%(-39.77K) | $40.94(+117.82%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 10.43% | 1.53M | $123.1M | -1.40%(-21.64K) | $57.74(+46.05%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 9.65% | 522.5K | $113.9M | -3.67%(-19.92K) | $122.68(+85.44%) | 2026-06-30 | |
| EFV | ISHARES TR | 5.69% | 877.3K | $67.2M | -2.44%(-21.89K) | $44.48(+83.86%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.25% | 869.9K | $62.0M | -4.56%(-41.61K) | $43.61(+69.70%) | 2026-06-30 | |
| EFG | ISHARES TR | 5.06% | 479.6K | $59.7M | -1.37%(-6.66K) | $94.62(+33.95%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.36% | 621.6K | $51.5M | -5.01%(-32.75K) | $54.51(+51.60%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.39% | 1.18M | $39.9M | -4.84%(-59.97K) | $15.83(+124.95%) | 2026-06-30 | |
| VONV | VANGUARD SCOTTSDALE FDS | 1.96% | 217.2K | $23.1M | -0.53%(-1.15K) | $53.02(+112.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.00% | +56.09% | +7.51% | +43.60% |
| Top 20 Holdings Unweighted | +14.20% | +48.95% | +6.55% | +37.35% |
Financial Synergies Wealth Advisors, Inc. reports $1.18B in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.5%), VUG (11.1%) and VO (10.4%). The top 20 holdings account for 85.11% of reported assets. Its disclosed equity book has returned +56.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Financial Synergies Wealth Advisors, Inc., compare funds side by side, and get alerts the moment positions change.
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