Financial Synergies Wealth Advisors, Inc. - Q22026 Holdings

Financial Synergies Wealth Advisors, Inc. holds 116 stocks with a total portfolio value of $ 1.18B as of Q22026. In Q22026, Financial Synergies Wealth Advisors, Inc. added 8 new positions, increased stakes in 58 stocks, reduced 44 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 14.46% of the total portfolio.