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Manager record

Financial Synergies Wealth Advisors, Inc.

Houston, TX · CIK 2017868 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.22BReported 13F valueQ3 2026 · as filed
120Holdings listed
+3.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 16Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $918.3M$918.3MQ2 2025108 holdingsQ3 2025: $987.9M$987.9MQ3 2025112 holdingsQ4 2025: $1.0B$1.0BQ4 2025126 holdingsQ1 2026: $1.0B$1.0BQ1 2026131 holdingsQ2 2026: $1.2B$1.2BQ2 2026116 holdingsQ3 2026: $1.2B$1.2BQ3 2026120 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 16 2026 13F-HR · period Q3 2026

$1.22B · 120 holdings listed · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$1.18B · 116 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$1.05B · 131 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$1.04B · 126 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$987.85M · 112 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$918.26M · 108 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 16, 2026 · Change methodology