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Financial Synergies Wealth Advisors, Inc. - Q42025 Holdings

Financial Synergies Wealth Advisors, Inc. holds 107 stocks with a total portfolio value of $ 1.04B as of Q42025. In Q42025, Financial Synergies Wealth Advisors, Inc. added 15 new positions, increased stakes in 70 stocks, reduced 18 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 15.52% of the total portfolio.

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