Financial Synergies Wealth Advisors, Inc.
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,035,763
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 249.9 K | 24.1% | 23.69 K | 0 | 23.69 K |
| ETFs | 785.9 K | 75.9% | 24.22 K | 0 | 24.22 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
1,035,763
Holdings
107
QoQ value change ($000)
47,913
(4.9%)
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.