Portfolio (Quarterly) Guide ↗

Financial Synergies Wealth Advisors, Inc.

· CIK 0002017868

13F Portfolio $1.2B AUM 116 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 42 Added 37 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFCF	DIMENSIONAL ETF TRUST	—	10,701	$452K	0.04%	SOLD
2	COP	CONOCOPHILLIPS	Energy	3,054	$403K	0.04%	SOLD
3	SDY	SPDR SERIES TRUST	—	1,500	$219K	0.02%	SOLD

Sector Allocation

Technology 53.5%

Energy 10.3%

Industrials 10.2%

Financial Services 8.7%

Consumer Cyclical 6.5%

Consumer Defensive 5.8%

Healthcare 3.9%

Communication Services 0.7%

Utilities 0.4%