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 $1.05B across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($151.9M, 14.49%), VUG ($113.2M, 10.81%), VO ($111.2M, 10.61%), VTV ($106.4M, 10.16%), EFV ($66.9M, 6.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $151.9M | 14.49% | 232,491 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $113.2M | 10.81% | 259,256 | Trimmed |
| 3 | VO | VANGUARD INDEX FDS | $111.2M | 10.61% | 387,226 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $106.4M | 10.16% | 542,399 | Added |
| 5 | EFV | ISHARES TR | $66.9M | 6.38% | 899,157 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $58.4M | 5.57% | 911,468 | Trimmed |
| 7 | EFG | ISHARES TR | $54.2M | 5.17% | 486,256 | Added |
| 8 | IEMG | ISHARES INC | $45.6M | 4.36% | 654,368 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $36.1M | 3.45% | 1.2M | Added |
| 10 | AVUV | AMERICAN CENTY ETF TR | $20.4M | 1.95% | 185,094 | Added |
| 11 | VONV | VANGUARD SCOTTSDALE FDS | $20.5M | 1.95% | 218,377 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $20.2M | 1.92% | 76,985 | Trimmed |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $20.2M | 1.92% | 283,357 | Added |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $15.4M | 1.47% | 317,935 | Trimmed |
| 15 | VBR | VANGUARD INDEX FDS | $12.8M | 1.23% | 59,084 | Trimmed |
| 16 | AAPL | APPLE INC | $11.2M | 1.07% | 44,300 | Added |
| 17 | FNDF | SCHWAB STRATEGIC TR | $9.4M | 0.90% | 192,672 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $8.9M | 0.85% | 52,255 | Trimmed |
| 19 | SCHX | SCHWAB STRATEGIC TR | $7.5M | 0.71% | 291,648 | Added |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $7.4M | 0.71% | 162,999 | Added |
| 21 | HIMU | BLACKROCK ETF TRUST II | $7.1M | 0.68% | 148,214 | Trimmed |
| 22 | SCHM | SCHWAB STRATEGIC TR | $6.6M | 0.63% | 211,882 | Trimmed |
| 23 | IVE | ISHARES TR | $6.5M | 0.62% | 30,736 | Added |
| 24 | CAT | CATERPILLAR INC | $6.4M | 0.61% | 9,008 | Added |
| 25 | IEFA | ISHARES TR | $6.0M | 0.57% | 66,534 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31