Financial Synergies Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Financial Synergies Wealth Advisors, Inc.Investment ActivityFinancial Synergies Wealth Advisors, Inc. has $821.86 million in total holdings as of March 31, 2025.Financial Synergies Wealth Advisors, Inc. owns shares of 81 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.91% of the portfolio was purchased this quarter.About 0.24% of the portfolio was sold this quarter.This quarter, Financial Synergies Wealth Advisors, Inc. has purchased 73 new stocks and bought additional shares in 48 stocks.Financial Synergies Wealth Advisors, Inc. sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $130,898,629Vanguard Growth ETF $95,290,429Vanguard Mid-Cap ETF $93,883,082Vanguard Value ETF $87,418,912iShares MSCI EAFE Value ETF $52,958,133 Largest New Holdings this Quarter 092528843 - BLACKROCK ETF TRUST II $6,719,322 Holding464285204 - iShares Gold Trust $664,774 Holding46438F101 - ISHARES BITCOIN TRUST ETF $379,817 Holding808524409 - Schwab U.S. Large-Cap Value ETF $283,319 Holding922908637 - Vanguard Large-Cap ETF $279,247 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST II 135,662 shares (about $6.72M)Vanguard Mid-Cap ETF 13,408 shares (about $3.47M)Vanguard Value ETF 15,056 shares (about $2.60M)iShares Core S&P 500 ETF 4,497 shares (about $2.53M)Vanguard Growth ETF 6,389 shares (about $2.37M) Largest Sales this Quarter Vanguard Russell 1000 Value 2,677 shares (about $220.96K)Schwab US Large-Cap ETF 9,578 shares (about $211.48K)Schwab U.S. Mid-Cap ETF 6,961 shares (about $182.38K)Schwab U.S. Large-Cap Growth ETF 6,182 shares (about $154.80K)Vanguard Extended Market ETF 884 shares (about $152.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Synergies Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$130,898,629$2,526,866 ▲2.0%232,95715.9%ETFVUGVanguard Growth ETF$95,290,429$2,369,171 ▲2.5%256,97211.6%ETFVOVanguard Mid-Cap ETF$93,883,082$3,467,573 ▲3.8%363,01611.4%ETFVTVVanguard Value ETF$87,418,912$2,600,774 ▲3.1%506,07210.6%ETFEFViShares MSCI EAFE Value ETF$52,958,133$971,744 ▲1.9%898,5096.4%ETFVEAVanguard FTSE Developed Markets ETF$45,764,927$1,413,888 ▲3.2%900,3525.6%ETFEFGiShares MSCI EAFE Growth ETF$45,686,763$1,682,099 ▲3.8%456,8685.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$34,576,930$1,145,352 ▲3.4%640,6694.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$30,782,269$154,797 ▼-0.5%1,229,3243.7%ETFVBVanguard Small-Cap ETF$18,541,492$331,518 ▲1.8%83,6142.3%ETFVONVVanguard Russell 1000 Value$18,537,150$220,959 ▼-1.2%224,5842.3%ETFDFASDimensional U.S. Small Cap ETF$15,474,950$501,721 ▲3.4%258,9951.9%ETFAVUVAvantis U.S. Small Cap Value ETF$14,455,696$578,894 ▲4.2%165,8341.8%ETFDFUVDimensional US Marketwide Value ETF$13,027,795$44,095 ▲0.3%316,1321.6%ETFVBRVanguard Small-Cap Value ETF$11,271,460$6,148 ▲0.1%60,5051.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$7,207,418$55,367 ▲0.8%199,4300.9%ETFBLACKROCK ETF TRUST II$6,719,322$6,719,322 ▲New Holding135,6620.8%ISHARES HIGH YIESCHXSchwab US Large-Cap ETF$6,168,869$211,482 ▼-3.3%279,3870.8%ETFIVEiShares S&P 500 Value ETF$5,868,544$397,170 ▲7.3%30,7930.7%ETFSCHMSchwab U.S. Mid-Cap ETF$5,797,149$182,378 ▼-3.1%221,2650.7%ETFXOMExxon Mobil$5,687,988$184,819 ▲3.4%47,8260.7%EnergyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,449,872$42,168 ▲0.8%105,7200.7%ETFIEFAiShares Core MSCI EAFE ETF$5,166,543$30,487 ▼-0.6%68,2950.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,937,407$1,403 ▲0.0%109,0900.6%ETFAAPLApple$4,605,170$8,885 ▼-0.2%20,7320.6%Computer and TechnologyIWNiShares Russell 2000 Value ETF$4,554,085$461,855 ▲11.3%30,1630.6%ETFFBNDFidelity Total Bond ETF$4,028,227$1,211,741 ▲43.0%88,2410.5%ETFEEMiShares MSCI Emerging Markets ETF$3,670,567$27,793 ▼-0.8%83,9950.4%FinanceSPYSPDR S&P 500 ETF Trust$2,929,499$157,747 ▲5.7%5,2370.4%FinanceVXFVanguard Extended Market ETF$2,783,155$152,275 ▼-5.2%16,1570.3%ETFEFAiShares MSCI EAFE ETF$2,433,752$20,187 ▼-0.8%29,7780.3%FinanceDFIVDimensional International Value ETF$2,389,362$23,380 ▲1.0%60,7050.3%ETFVOOVanguard S&P 500 ETF$2,141,760$25,699 ▲1.2%4,1670.3%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,093,948$25,323 ▲1.2%26,7090.3%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,977,075$606,633 ▲44.3%38,7050.2%ManufacturingDFATDimensional U.S. Targeted Value ETF$1,674,324$33,263 ▼-1.9%32,5170.2%ETFIWMiShares Russell 2000 ETF$1,554,662$5,985 ▼-0.4%7,7930.2%FinanceIDEViShares Core MSCI International Developed Markets ETF$1,408,184$9,576 ▼-0.7%20,4410.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$1,345,010$11,002 ▲0.8%56,9680.2%ETFMSFTMicrosoft$1,291,493$54,438 ▲4.4%3,4400.2%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$1,067,075$20,586 ▲2.0%32,3450.1%ETFCVXChevron$983,361$87,997 ▲9.8%5,8780.1%EnergyVTIVanguard Total Stock Market ETF$943,240$414,729 ▲78.5%3,4320.1%ETFBRK.BBerkshire Hathaway$920,299$266,290 ▲40.7%1,7280.1%FinanceIJHiShares Core S&P Mid-Cap ETF$906,841$21,532 ▼-2.3%15,5410.1%ETFMCDMcDonald's$902,099$937 ▲0.1%2,8880.1%Retail/WholesaleAMZNAmazon.com$731,462$71,339 ▲10.8%3,8450.1%Retail/WholesaleQQQInvesco QQQ$723,000$469 ▲0.1%1,5420.1%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$713,644$13,900 ▼-1.9%17,5080.1%ETFIAUiShares Gold Trust$664,774$664,774 ▲New Holding11,2750.1%FinanceDFAIDimensional International Core Equity Market ETF$626,574$9,744 ▲1.6%20,0630.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$573,0660.0%9,0200.1%ETFMOATVanEck Morningstar Wide Moat ETF$543,375$6,336 ▼-1.2%6,1750.1%ETFSCHASchwab US Small-Cap ETF$543,011$609 ▼-0.1%23,1760.1%ETFSCHFSchwab International Equity ETF$468,775$2,651 ▲0.6%23,6990.1%ETFDFCFDimensional Core Fixed Income ETF$453,200$11,567 ▼-2.5%10,7750.1%ETFNVDANVIDIA$436,469$83,565 ▲23.7%4,0270.1%Computer and TechnologyMGCVanguard Mega Cap ETF$426,896$805 ▲0.2%2,1200.1%ETFCOPConocoPhillips$425,020$4,411 ▼-1.0%4,0470.1%EnergyFNDASchwab Fundamental U.S. Small Company Index ETF$422,426$740 ▲0.2%15,4230.1%ETFIVWiShares S&P 500 Growth ETF$412,557$464 ▲0.1%4,4440.1%ETFISHARES BITCOIN TRUST ETF$379,817$379,817 ▲New Holding8,1140.0%SHS BEN INTAVLVAvantis U.S. Large Cap Value ETF$378,982$22,562 ▲6.3%5,8120.0%ETFPALANTIR TECHNOLOGIES INC$367,394$44,226 ▼-10.7%4,3530.0%CL ASCHBSchwab US Broad Market ETF$339,340$129 ▲0.0%15,7610.0%ETFTSLATesla$320,185$158,926 ▲98.6%1,2350.0%Auto/Tires/TrucksBXSLBlackstone Secured Lending Fund$317,526$51,422 ▲19.3%9,8120.0%FinanceSCHVSchwab U.S. Large-Cap Value ETF$283,319$283,319 ▲New Holding10,6590.0%ETFVVVanguard Large-Cap ETF$279,247$279,247 ▲New Holding1,0860.0%ETFSCHDSchwab US Dividend Equity ETF$273,921$4,781 ▲1.8%9,7970.0%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$273,866$273,866 ▲New Holding2,9240.0%ETFPRFDPIMCO Preferred and Capital Securities Active Exchange-Traded Fund$272,870$272,870 ▲New Holding5,3970.0%ETFSCHPSchwab U.S. TIPS ETF$267,792$267,792 ▲New Holding9,9590.0%ETFVIGVanguard Dividend Appreciation ETF$252,6660.0%1,3020.0%ETFJPMJPMorgan Chase & Co.$245,421$2,454 ▲1.0%1,0000.0%FinanceQQQMInvesco NASDAQ 100 ETF$242,434$242,434 ▲New Holding1,2560.0%ETFCSCOCisco Systems$218,146$3,024 ▲1.4%3,5350.0%Computer and TechnologySDYSPDR S&P Dividend ETF$203,588$203,588 ▲New Holding1,5000.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$203,401$203,401 ▲New Holding6,6040.0%ETFVANGUARD MALVERN FDS$201,167$201,167 ▲New Holding2,5940.0%CORE-PLUS BD ETFETEnergy Transfer$200,040$3,160 ▲1.6%10,7610.0%EnergyAVGOBroadcom$0$224,932 ▼-100.0%00.0%Computer and TechnologyALLAllstate$0$207,443 ▼-100.0%00.0%FinanceMCKMcKesson$0$205,168 ▼-100.0%00.0%MedicalHDHome Depot$0$204,013 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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