Financial Synergies Wealth Advisors, Inc. Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$1.0T

Holdings

107

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
VPLSVANGUARD MALVERN FDS
$214K
VYMVANGUARD WHITEHALL FDS
$209K
VIOGVANGUARD ADMIRAL FDS INC
$209K
SDYSPDR SERIES TRUST
$208K
VTVANGUARD INTL EQUITY INDEX F
$207K
FPFDFIDELITY COVINGTON TRUST
$204K
PLTRPALANTIR TECHNOLOGIES INC
$202K
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