Long-term investor
Financial Synergies Wealth Advisors, Inc. @financialsynergieswealth
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002017868).
Record
- Tracked since 2025-09-30 (382 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days -9.1% · 6 months +72.0% · 1 year n/a · all +83.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 14.4% · long · since 2025-09-30
- 922908736 · 11.3% · long · since 2025-09-30
- 922908629 · 10.0% · long · since 2025-09-30
- 922908744 · 9.4% · long · since 2025-09-30
- 464288877 · 5.7% · long · since 2025-09-30
- 921943858 · 5.1% · long · since 2025-09-30
- 464288885 · 4.8% · long · since 2025-09-30
- 46434G103 · 4.2% · long · since 2025-09-30
- 808524300 · 3.5% · long · since 2025-09-30
- 92206C870 · 2.4% · long · since 2026-09-30
- 92206C714 · 1.9% · long · since 2025-09-30
- 25434V500 · 1.8% · long · since 2025-09-30