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Marie Villard

Financial Synergies Wealth Advisors, Inc.

Assets Managed
$1.048B
Holdings
111
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
1.16%(2Q avg: 3.01%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Synergies Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Financial Synergies Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.048B in assets, with a quarterly growth rate of 1.16% and a 2-quarter average growth rate of 3.01%. The portfolio is managed by Marie Villard, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.9%
14.5%
$151.866M
232,491 shares@ $653.22 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.29%
10.81%
$113.24M
259,256 shares@ $436.79 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.15%
10.62%
$111.204M
387,226 shares@ $287.19 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.49%
10.16%
$106.419M
542,399 shares@ $196.2 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Decreased -2.2%
6.39%
$66.852M
899,157 shares@ $74.36 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.59%
5.58%
$58.407M
911,468 shares@ $64.08 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 0.19%
5.17%
$54.154M
486,256 shares@ $111.37 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -2.05%
4.36%
$45.642M
654,368 shares@ $69.76 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 2.07%
3.45%
$36.128M
1.24M shares@ $29.14 avg price
VONV
Vanguard Russell 1000 Value
Recent Activity
Decreased -1.3%
1.96%
$20.471M
218,377 shares@ $93.74 avg price

1-10 of 111