Financial Synergies Wealth Advisors, Inc.

RIA/Wealth

Financial Synergies Wealth Advisors, Inc. is a RIA/Wealth based in Houston, TX led by Michael Alan Minter, reporting $1.6B in AUM as of Q3 2025 with 97% ETF concentration, 78% concentrated in top 10 holdings, and 16% allocation to IVV.

CIOMichael Alan Minter

Portfolio Value: $979.3M
Positions: 91
Top Holding: IVV at 15.91%
Last Reported: Q3 2025

Address4400 Post Oak Pkwy, Suite 200, Houston, TX, 77027, United States

Top Holdings

Largest long holdings in Financial Synergies Wealth Advisors, Inc.'s portfolio (77.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$155.8M	15.91%	-$987.2K Sold	— 232.8K shares	Q1 2019 Held for 6y 8m
2 Vanguard Growth VUG	ETF ETF	$125.5M	12.82%	+$1.2M Bought	— 261.8K shares	Q2 2020 Held for 5y 5m
3 Vanguard Mid-Cap Fund VO	ETF ETF	$109.3M	11.16%	+$1.8M Bought	— 372.2K shares	Q1 2019 Held for 6y 8m
4 Vanguard Value VTV	ETF ETF	$97.7M	9.98%	+$2.3M Bought	— 523.9K shares	Q1 2019 Held for 6y 8m
5 EFV iShares MSCI EAFE Value EFV	ETF ETF	$61.3M	6.26%	+$29.8K Bought	— 904.1K shares	Q2 2020 Held for 5y 5m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$54.5M	5.56%	+$524.2K Bought	— 908.8K shares	Q1 2019 Held for 6y 8m
7 iShares MSCI EAFE Growth EFG	ETF ETF	$53.4M	5.45%	+$816.7K Bought	— 468.6K shares	Q3 2020 Held for 5y 2m
8 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$43.0M	4.39%	+$364.7K Bought	— 652.9K shares	Q3 2020 Held for 5y 2m
9 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$38.9M	3.98%	-$181.6K Sold	— 1.2M shares	Q1 2019 Held for 6y 8m
10 Vanguard Small-Cap ETF VB	ETF ETF	$20.2M	2.07%	-$426.6K Sold	— 79.5K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Financial Synergies Wealth Advisors, Inc.'s latest filing

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Market Value

$979.3M

Prior: $911.1M

Q/Q Change

+7.49%

+$68.2M

Net Flows % of MV

+0.462%

Turnover Ratio

0.758%

New Purchases

1 stocks

$203.8K

Added To

50 stocks

+$9.2M

Sold Out Of

2 stocks

$701.1K

Reduced Holdings

32 stocks

-$4.1M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Preferred Securities & Income FPFD	New	0 → 9.2K +$203.8K
2 PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD	+24.55%	7.3K → 9.1K +$92.7K
3 PYLD PIMCO Multi Sector Bond Active PYLD	+22.56%	11.4K → 14.0K +$69.2K
4 Alphabet Inc. GOOGL	+20.48%	1.5K → 1.8K +$72.4K
5 Fidelity Total Bond FBND	+12.48%	110.1K → 123.9K +$635.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares Bitcoin Trust IBIT	Sold	8.1K → 0 −$496.7K
2 Philip Morris International PM	Sold	1.1K → 0 −$204.4K
3 Tesla, Inc. TSLA	-31.62%	1.4K → 943.0 −$193.9K
4 iShares S&P 500 Growth ETF IVW	-27.2%	4.4K → 3.2K −$146.1K
5 IAU iShares Gold Trust IAU	-14.15%	11.1K → 9.6K −$114.5K