Financial Synergies Wealth Advisors, Inc. - Q12026 Holdings

Financial Synergies Wealth Advisors, Inc. holds 111 stocks with a total portfolio value of $ 1.05B as of Q12026. In Q12026, Financial Synergies Wealth Advisors, Inc. added 9 new positions, increased stakes in 50 stocks, reduced 44 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVV), representing 14.49% of the total portfolio.