Financial Synergies Wealth Advisors, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,219,222
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 120 | 1,219,222 | 13F-HR | Financial Synergies Wealth Advisors, Inc. |
| Q2 2026 | 7/17/2026 | 116 | 1,179,750 | 13F-HR | Financial Synergies Wealth Advisors, Inc. |
| Q1 2026 | 5/13/2026 | 111 | 1,047,720 | 13F-HR | Financial Synergies Wealth Advisors, Inc. |
| Q4 2025 | 2/6/2026 | 107 | 1,035,763 | 13F-HR | Financial Synergies Wealth Advisors, Inc. |
| Q3 2025 | 10/27/2025 | 93 | 987,850 | 13F-HR | Financial Synergies Wealth Advisors, Inc. |
| Q2 2025 | 7/29/2025 | 90 | 918,255 | 13F-HR | Financial Synergies Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
458
(0.0% of total reported value)
· QoQ Δ:
+458
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 109.5 K | 9.0% | 0 | 47 | -47 |
| ETFs | 1.109 M | 91.0% | 39.06 K | 0 | 39.06 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
1,219,222
Holdings
120
QoQ value change ($000)
39,472
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.