Portfolio (Quarterly) Guide ↗

Financial Synergies Wealth Advisors, Inc.

· CIK 0002017868

13F Portfolio $1.0B AUM 131 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 39 Added 40 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PH	PARKER-HANNIFIN CORP	Industrials	267	$235K	0.02%	SOLD
2	HD	HOME DEPOT INC	Consumer Cyclical	671	$231K	0.02%	SOLD
3	V	VISA INC	Financial Services	632	$222K	0.02%	SOLD
4	FPFD	FIDELITY COVINGTON TRUST	—	9,377	$204K	0.02%	SOLD
5	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,139	$202K	0.02%	SOLD

Sector Allocation

Technology 34.5%

Energy 20.2%

Financial Services 13.2%

Industrials 10.1%

Consumer Defensive 8.7%

Consumer Cyclical 7.3%

Healthcare 4.0%

Communication Services 1.5%

Utilities 0.4%