Financial Synergies Wealth Advisors, Inc. ETF holdings
Houston, TX
Reported $1.1B in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.1B
ETFs held
72
Change from prior quarter
+10.2%
With price moves
ETFs as a share of its 13F
90.7%
of $1.2B
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $170.6M | 227,842 | −4,649 shares |
| VUG | Vanguard Morningstar Growth ETF | $130.6M | 1,515,767 | +1,256,511 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $123.1M | 1,527,267 | +1,140,041 shares |
| VTV | Vanguard Morningstar Value ETF | $113.9M | 522,479 | −19,920 shares |
| EFV | iShares MSCI EAFE Value ETF | $67.2M | 877,262 | −21,895 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $62.0M | 869,861 | −41,607 shares |
| EFG | iShares MSCI EAFE Growth ETF | $59.7M | 479,599 | −6,657 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $51.5M | 621,616 | −32,752 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $39.9M | 1,180,275 | −59,970 shares |
| VONV | Vanguard Russell 1000 Value ETF | $23.1M | 217,227 | −1,150 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002017868. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Financial Synergies Wealth Advisors, Inc. own?
Financial Synergies Wealth Advisors, Inc. reported 72 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was IVV, at $170.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.