Advertisement
Screener

Financial Synergies Wealth Advisors, Inc. Current Holdings: USA Stocks

Financial Synergies Wealth Advisors, Inc.

Financial Synergies Wealth Advisors, Inc. reported a Form 13F information table total of $1.05 billion in 131 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 2017868): holdings report, quarter ended 2026-03-31, filed 2026-05-14; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Apriem AdvisorsUnited States$1.048B186
AMERICAN NATIONAL BANK & TRUSTUnited States$1.048B615
Long Pond Capital, LPUnited States$1.047B33
WAYCROSS PARTNERS, LLCUnited States$1.047B76
Randolph Co IncUnited States$1.047B43
Asset Advisors Investment Management, LLCUnited States$1.049B106
TRUE Private Wealth AdvisorsUnited States$1.049B266
Compass Ion Advisors, LLCUnited States$1.049B398
Hudson Way Capital Management LLCUnited States$1.046B16
LVW Advisors, LLCUnited States$1.050B436