Financial Synergies Wealth Advisors, Inc.
Financial Synergies Wealth Advisors, Inc. reported 116 holdings worth US$1.18B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Financial Synergies Wealth Advisors, Inc. reported 116 holdings worth US$1.18B as of Jun 30, 2026. Largest: Micron Technology, Inc., Apple Inc and Sandisk Corporation. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 116
- Value as reported
- US$1.18B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 17,130 | US$19.8M | 1.7% |
| Apple Inc | 43,243 | US$12.5M | 1.1% |
| Sandisk Corporation | 4,829 | US$11M | 0.93% |
| Caterpillar, Inc. | 9,012 | US$9.6M | 0.81% |
| Western Digital Corporation | 10,893 | US$6.96M | 0.59% |
| Exxon Mobil Corporation | 48,273 | US$6.6M | 0.56% |
| Walmart Inc. | 29,299 | US$3.32M | 0.28% |
| Dick's Sporting Goods Inc | 13,312 | US$3.02M | 0.26% |
| Costco Wholesale Corporation | 2,796 | US$2.62M | 0.22% |
| Stellar Bancorp, Inc. | 65,848 | US$2.59M | 0.22% |
| Valero Energy Corporation | 9,164 | US$2.39M | 0.20% |
| Chevron Corporation | 13,812 | US$2.29M | 0.19% |
| Unitedhealth Group Incorporated | 5,305 | US$2.2M | 0.19% |
| Microsoft Corp. | 5,724 | US$2.14M | 0.18% |
| Berkshire Hathaway Inc. | 4,205 | US$2.1M | 0.18% |
| Nvidia Corporation | 10,004 | US$2M | 0.17% |
| Johnson & Johnson | 6,904 | US$1.75M | 0.15% |
| Alphabet Inc (google) Class C | 4,652 | US$1.66M | 0.14% |
| Jp Morgan Chase & Co. | 4,516 | US$1.48M | 0.13% |
| Amazon.com, Inc. | 5,673 | US$1.35M | 0.11% |
| Qualcomm Incorporated | 7,050 | US$1.3M | 0.11% |
| Tesla, Inc. | 2,978 | US$1.25M | 0.11% |
| Kkr & Co. Inc. | 11,383 | US$1.04M | 0.09% |
| Broadcom Inc. | 2,717 | US$1.03M | 0.09% |
| Mcdonald's Corporation | 2,936 | US$794K | 0.07% |
| Enterprise Products Partners L.p. | 19,325 | US$710K | 0.06% |
| Dell Technologies Inc. | 1,465 | US$632K | 0.05% |
| Boeing Company (the) | 2,570 | US$556K | 0.05% |
| Dillard's, Inc. | 1,000 | US$528K | 0.04% |
| Ge Vernova Inc. | 393 | US$462K | 0.04% |
| Union Pacific Corporation | 1,658 | US$451K | 0.04% |
| Tyler Technologies, Inc. | 1,502 | US$439K | 0.04% |
| Cisco Systems, Inc. | 3,530 | US$415K | 0.04% |
| Ge Aerospace | 982 | US$367K | 0.03% |
| Procter & Gamble Company (the) | 1,885 | US$276K | 0.02% |
| Eli Lilly And Company | 227 | US$273K | 0.02% |
| Rtx Corporation | 1,167 | US$221K | 0.02% |
| Visa Inc. | 629 | US$216K | 0.02% |
| Blackstone Secured Lending Fund | 8,931 | US$212K | 0.02% |
| Prosperity Bancshares, Inc. | 2,803 | US$205K | 0.02% |
| Philip Morris International Inc | 1,125 | US$204K | 0.02% |
| Home Depot, Inc. (the) | 577 | US$204K | 0.02% |
| Conocophillips | 0 | US$0 | 0.00% |
Source
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