Financial Synergies Wealth Advisors, Inc. has filed its Form 13F-HR, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's total holdings across 172 different positions, with the top holdings including significant positions in Microsoft Corporation, NVIDIA Corporation, and Apple Inc.
The firm's largest equity position is Microsoft Corporation, for which it holds 7,258 shares. This is followed by NVIDIA Corporation, with 13,466 shares, and Apple Inc., with 46,700 shares. Other notable individual stock holdings include Advanced Micro Devices Inc. with 340 shares, Alphabet Inc. Class A with 2,729 shares, and Amazon.com Inc. with 7,664 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The filing lists numerous ETFs from providers such as iShares, Vanguard, Schwab Strategic Trust, and Invesco. Among the largest ETF positions are the iShares Core S&P 500 ETF with 229,119 shares, the Vanguard Index Funds Morningstar Large Cap ETF with 1,529,827 shares, and the Schwab Strategic Trust US Large Cap Growth ETF with 1,177,465 shares. The portfolio also includes positions in various bond ETFs, such as the Fidelity Merrimack Strategic Trust Total Bond ETF with 189,781 shares and the PIMCO ETF Trust Intermediate Municipal Bond Active ETF with 101,622 shares.
The filing indicates that the firm holds a diversified portfolio spanning large-cap growth, value, international equities, and fixed income. Specific sector allocations include technology, consumer staples, energy, and healthcare, with individual holdings ranging from companies like Procter & Gamble Co. and Johnson & Johnson to Chevron Corporation and ExxonMobil Holdings Corp.
