Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Synergies Wealth Advisors, Inc. (CIK 2017868) reported $1.18B across 116 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($170.6M, 14.46%), VUG ($130.6M, 11.07%), VO ($123.1M, 10.43%), VTV ($113.9M, 9.65%), EFV ($67.2M, 5.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $170.6M | 14.46% | 227,842 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $130.6M | 11.07% | 1.5M | Added |
| 3 | VO | VANGUARD INDEX FDS | $123.1M | 10.43% | 1.5M | Added |
| 4 | VTV | VANGUARD INDEX FDS | $113.9M | 9.65% | 522,479 | Trimmed |
| 5 | EFV | ISHARES TR | $67.2M | 5.69% | 877,262 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $62.0M | 5.25% | 869,861 | Trimmed |
| 7 | EFG | ISHARES TR | $59.7M | 5.06% | 479,599 | Trimmed |
| 8 | IEMG | ISHARES INC | $51.5M | 4.36% | 621,616 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $39.9M | 3.39% | 1.2M | Trimmed |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | $23.1M | 1.96% | 217,227 | Trimmed |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $22.9M | 1.95% | 278,687 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $22.5M | 1.91% | 74,319 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $22.6M | 1.91% | 180,780 | Trimmed |
| 14 | MU | MICRON TECHNOLOGY INC | $19.8M | 1.68% | 17,130 | Added |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $17.5M | 1.49% | 318,721 | Added |
| 16 | VBR | VANGUARD INDEX FDS | $14.3M | 1.21% | 58,878 | Trimmed |
| 17 | AAPL | APPLE INC | $12.5M | 1.06% | 43,243 | Trimmed |
| 18 | SNDK | SANDISK CORP | $11.0M | 0.93% | 4,829 | Added |
| 19 | FNDF | SCHWAB STRATEGIC TR | $10.0M | 0.84% | 188,870 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $9.6M | 0.81% | 9,012 | Added |
| 21 | FBND | FIDELITY MERRIMACK STR TR | $8.2M | 0.69% | 179,805 | Added |
| 22 | SCHX | SCHWAB STRATEGIC TR | $8.0M | 0.68% | 272,927 | Trimmed |
| 23 | SCHM | SCHWAB STRATEGIC TR | $7.3M | 0.62% | 199,216 | Trimmed |
| 24 | IVE | ISHARES TR | $7.0M | 0.59% | 30,845 | Added |
| 25 | WDC | WESTERN DIGITAL CORP | $7.0M | 0.59% | 10,893 | Added |
Source: SEC Form 13F filings · as of 2026-06-30