Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors reported 119 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (14.4%), VUG (11.3%) and VO (10.0%). Compared with Q2 2026, the fund opened new positions in VCIT, XOM and SPCX, added to IVV, VUG and VO, trimmed SCHG, VONV and VB and sold out of XOM, VPLS and BXSL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $175M | 14.4% | 229K | +1,277 (+1%) | 8 of 8 | |
| 2 |  VUG Vanguard Index Fds | $138M | 11.3% | 1.5M | +14K (+1%) | 8 of 8 | |
| 3 |  VO Vanguard Index Fds | $122M | 10.0% | 1.6M | +29K (+2%) | 8 of 8 | |
| 4 |  VTV Vanguard Index Fds | $115M | 9.4% | 531K | +8,037 (+2%) | 8 of 8 | |
| 5 |  EFV Ishares TR | $69.9M | 5.7% | 884K | +6,323 (+1%) | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $62.2M | 5.1% | 880K | +10K (+1%) | 8 of 8 | |
| 7 |  EFG Ishares TR | $58.6M | 4.8% | 489K | +9,726 (+2%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $51.1M | 4.2% | 630K | +8,591 (+1%) | 8 of 8 | |
| 9 |  SCHG Schwab Strategic TR | $42.3M | 3.5% | 1.2M | −2,810 (−0%) | 8 of 8 | |
| 10 |  VCIT Vanguard Scottsdale Fds | $29M | 2.4% | 370K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.6M | 48K |
STELLAR BANCORP INC | $2.6M | 66K |
 VPLS Vanguard Malvern Fds | $223K | 2,870 |
 BXSL Blackstone Secured | $212K | 8,931 |
 VIG Vanguard Dividend Appreciation ETF | $204K | 861 |
🔒 Free account: see all 7.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 SPY Spdr S&P 500 ETF TR | Call | $458K | 600 | +600 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Synergies Wealth Advisors 13F FAQ
What does Financial Synergies Wealth Advisors own?
Financial Synergies Wealth Advisors reported 119 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (14.4%), VUG (11.3%) and VO (10.0%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Synergies Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 66 added to, 33 trimmed and 7 sold out. New positions include VCIT, XOM and SPCX. It sold all of XOM, VPLS and BXSL.
When will Financial Synergies Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Synergies Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.