Financial Synergies Wealth Advisors, Inc.
Sector Allocation
- Other90.8%$1.1B
- Technology5.2%$63.6M
- Energy1.2%$14.2M
- Industrials0.8%$9.7M
- Financials0.7%$8.6M
- Consumer Staples0.5%$6.1M
- Consumer Discretionary0.5%$5.6M
- Healthcare0.3%$3.9M
AUM History
13fpro.ai/research/fund/financial-synergies-wealth-advisors-inc-2017868
Conviction and streaks
Stable · top 10 = 70.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$175.5M
- VANGUARD$137.9M
- VANGUARD$122.0M
- VANGUARD$114.6M
- ISHARES$69.9M
- VANGUARD$62.2M
- ISHARES$58.6M
- ISHARES$51.1M
- SCHWAB$42.3M
- VANGUARD$29.0M
- VANGUARD$23.4M
- DIMENSIONAL$22.0M
- AMERICAN$21.6M
- VANGUARD$21.0M
MU
$18.6M- DIMENSIONAL$17.3M
AAPL
$15.6M- VANGUARD$13.6M
- SCHWAB$10.1M
SNDK
$9.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/financial-synergies-wealth-advisors-inc-2017868
Financial Synergies Wealth Advisors, Inc. 13F holdings — Q3 2026
$1.2B portfolio (+3.4% QoQ) · 120 holdings · Q3 2026 13F · top 10 are 71% of the stock portfolio
Includes $458K of put/call options ($0 puts, $458K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $1.2B. Weights use the stock portfolio.
- 1
ISHARES TR - CORE S&P500 ETF
$175.5M
14.4% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$137.9M
11.3% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR MID CAP
$122.0M
10.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$114.6M
9.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - EAFE VALUE ETF
$69.9M
5.7% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$62.2M
5.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - EAFE GRWTH ETF
$58.6M
4.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES INC - CORE MSCI EMKT
$51.1M
4.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US LCAP GR ETF
$42.3M
3.5% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$29.0M
2.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $175.5M | 14.4% | +0.6% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $137.9M | 11.3% | +0.9% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $122.0M | 10.0% | +2% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $114.6M | 9.4% | +2% | — | — | — | — | |
| 5 | ISHARES TR - EAFE VALUE ETF | $69.9M | 5.7% | +0.7% | — | — | — | — | |
| 6 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $62.2M | 5.1% | +1% | — | — | — | — | |
| 7 | ISHARES TR - EAFE GRWTH ETF | $58.6M | 4.8% | +2% | — | — | — | — | |
| 8 | ISHARES INC - CORE MSCI EMKT | $51.1M | 4.2% | +1% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $42.3M | 3.5% | -0.2% | — | — | — | — | |
| 10 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $29.0M | 2.4% | New | — | New this quarter | — | — |
All holdings — Financial Synergies Wealth Advisors, Inc. (Q3 2026)
120 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VALetf/fund | — | $23.4M | 1.9% | 215K | -0.9% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $22.0M | 1.8% | 284K | +2% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $21.6M | 1.8% | 184K | +2% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $21.0M | 1.7% | 74K | -0.7% | — | — | 13F |
| 15 | MICRON TECHNOLOGY INC | Technology | $18.6M | 1.5% | 17K | +2% | 4 qtrsAdded 4 qtrs in a row | 89.7 | 13F | |
| 16 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUEetf/fund | — | $17.3M | 1.4% | 314K | -1% | — | — | 13F |
| 17 | Apple Inc. | Technology | $15.6M | 1.3% | 47K | +8% | 8+ qtrs | 75.7 | 13F | |
| 18 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $13.6M | 1.1% | 59K | +0.2% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $10.1M | 0.8% | 188K | -0.6% | — | — | 13F |
| 20 | Sandisk Corp | Technology | $9.0M | 0.7% | 5,145 | +7% | 3 qtrsAdded 3 qtrs in a row | 87.6 | 13F | |
| 21 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $8.3M | 0.7% | 277K | +2% | — | — | 13F |
| 22 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $8.2M | 0.7% | 190K | +6% | — | — | 13F |
| 23 | EXXON MOBIL CORP | Energy | $7.9M | 0.7% | 48K | +0.4% | 8+ qtrs | 57.8 | 13F | |
| 24 | CATERPILLAR INC | Industrials | $7.3M | 0.6% | 9,030 | +0.2% | 6 qtrs | 66.6 | 13F | |
| 25 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $7.1M | 0.6% | 31K | +0.6% | — | — | 13F |
| 26 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $6.8M | 0.6% | 199K | -0.3% | |||
| 27 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $6.8M | 0.6% | 9,632 | +9% | |||
| 28 | — | ISHARES TR - CORE MSCI EAFE | — | $6.5M | 0.5% | 67K | -0.2% | |||
| 29 | — | ISHARES TR - RUS 2000 VAL ETF | — | $6.0M | 0.5% | 29K | +0.3% | |||
| 30 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $5.9M | 0.5% | 99K | +0.4% | |||
| 31 | — | BLACKROCK ETF TRUST II - ISH HIG MUN ETF | — | $5.5M | 0.5% | 121K | -9% | |||
| 32 | — | ISHARES TR - MSCI EMG MKT ETF | — | $5.2M | 0.4% | 78K | -0.9% | |||
| 33 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $5.0M | 0.4% | 102K | -11% | |||
| 34 | $WDC | WESTERN DIGITAL CORP | Technology | $5.0M | 0.4% | 11K | +0.4% | |||
| 35 | $MSFT | MICROSOFT CORP | Technology | $3.7M | 0.3% | 7,258 | +27% | |||
| 36 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $3.5M | 0.3% | 62K | +2% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $3.1M | 0.3% | 30K | +2% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $3.1M | 0.3% | 13K | +35% | |||
| 39 | — | ISHARES TR - MSCI EAFE ETF | — | $3.1M | 0.3% | 29K | -0.3% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $2.9M | 0.2% | 14K | +2% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.8M | 0.2% | 3,668 | +40% | |||
| 42 | $VLO | VALERO ENERGY CORP/TX | Energy | $2.8M | 0.2% | 7,175 | -22% | |||
| 43 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $2.7M | 0.2% | 12K | -6% | |||
| 44 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.6M | 0.2% | 2,821 | +0.9% | |||
| 45 | — | ISHARES TR - USD INV GRDE ETF | — | $2.1M | 0.2% | 44K | -20% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 0.2% | 4,266 | +1% | |||
| 47 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.1M | 0.2% | 2,787 | +1% | |||
| 48 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.0M | 0.2% | 65K | -1% | |||
| 49 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.0M | 0.2% | 7,183 | -2% | |||
| 50 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.2% | 7,664 | +35% | |||
| 51 | — | PIMCO ETF TR - MTG BKD SECS ACT | — | $1.9M | 0.2% | 41K | +20% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.9M | 0.1% | 7,086 | +3% | |||
| 53 | $PB | PROSPERITY BANCSHARES INC | Financials | $1.8M | 0.1% | 28K | +894% | |||
| 54 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $1.8M | 0.1% | 13K | -0.0% | |||
| 55 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.8M | 0.1% | 17K | +0.1% | |||
| 56 | — | ISHARES TR - CORE MSCI INTL | — | $1.7M | 0.1% | 19K | -0.5% | |||
| 57 | $JPM | JPMORGAN CHASE & CO | Financials | $1.7M | 0.1% | 4,988 | +10% | |||
| 58 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.6M | 0.1% | 4,418 | -17% | |||
| 59 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $1.6M | 0.1% | 24K | -14% | |||
| 60 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.5M | 0.1% | 33K | +0.2% | |||
| 61 | $QCOM | QUALCOMM INC/DE | Technology | $1.4M | 0.1% | 7,547 | +7% | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $1.3M | 0.1% | 3,739 | +56% | |||
| 63 | — | PIMCO ETF TR - PREFERRED AND CP | — | $1.1M | 0.1% | 23K | +16% | |||
| 64 | $AVGO | Broadcom Inc. | Technology | $1.1M | 0.1% | 3,184 | +17% | |||
| 65 | $KKR | KKR & Co. Inc. | Financials | $1.1M | 0.1% | 12K | +3% | |||
| 66 | $DELL | Dell Technologies Inc. | Technology | $1.0M | 0.1% | 1,939 | +32% | |||
| 67 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.0M | 0.1% | 2,673 | +0.2% | |||
| 68 | $GOOGL | Alphabet Inc. | Technology | $939K | 0.1% | 2,729 | +19% | |||
| 69 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $872K | 0.1% | 21K | +10% | |||
| 70 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $807K | 0.1% | 15K | -0.6% | |||
| 71 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $785K | 0.1% | 24K | -0.3% | |||
| 72 | — | ISHARES TR - EAFE SML CP ETF | — | $771K | 0.1% | 9,138 | — | |||
| 73 | $MCD | MCDONALDS CORP | Consumer Discretionary | $722K | 0.1% | 3,125 | +6% | |||
| 74 | $DDS | DILLARD'S, INC. | Consumer Discretionary | $670K | 0.1% | 1,000 | — | |||
| 75 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $655K | 0.1% | 18K | -5% | |||
| 76 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $654K | 0.1% | 4,336 | New | |||
| 77 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $641K | 0.1% | 23K | -15% | |||
| 78 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $606K | 0.1% | 5,734 | -8% | |||
| 79 | — | VANGUARD WORLD FD - MRNGSTR CAP ETF | — | $592K | 0.1% | 2,096 | +0.1% | |||
| 80 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $590K | 0.1% | 17K | -1% | |||
| 81 | — | PIMCO ETF TR - 0-5 HIGH YIELD | — | $590K | 0.1% | 6,517 | +7% | |||
| 82 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | — | $583K | 0.1% | 15K | +59% | |||
| 83 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $580K | 0.1% | 6,413 | -13% | |||
| 84 | — | ISHARES TR - S&P 500 GRWT ETF | — | $571K | 0.1% | 4,012 | +4% | |||
| 85 | $IAU | ISHARES GOLD TRUST | Financials | $558K | 0.1% | 7,143 | — | |||
| 86 | $DOV | DOVER Corp | Industrials | $558K | 0.1% | 3,532 | -3% | |||
| 87 | $META | Meta Platforms, Inc. | Technology | $555K | 0.1% | 765 | New | |||
| 88 | $TSLA | Tesla, Inc. | Consumer Discretionary | $517K | 0.0% | 1,457 | -51% | |||
| 89 | $TYL | TYLER TECHNOLOGIES INC | Technology | $479K | 0.0% | 1,504 | +0.1% | |||
| 90 | $BA | BOEING CO | Industrials | $478K | 0.0% | 2,570 | — | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $476K | 0.0% | 8,051 | +26% | |||
| 92 | $UNP | UNION PACIFIC CORP | Industrials | $469K | 0.0% | 1,724 | +4% | |||
| 93 | $SPY CALL | SPDR S&P 500 ETF TRUST | — | $458K | — | 600 | New | |||
| 94 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $450K | 0.0% | 15K | +0.0% | |||
| 95 | $STX | Seagate Technology Holdings plc | Technology | $434K | 0.0% | 471 | +4% | |||
| 96 | $CSCO | CISCO SYSTEMS, INC. | Technology | $408K | 0.0% | 3,787 | +7% | |||
| 97 | — | PIMCO ETF TR - MULTISECTOR BD | — | $399K | 0.0% | 16K | -4% | |||
| 98 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $393K | 0.0% | 10K | New | |||
| 99 | $LLY | ELI LILLY & Co | Healthcare | $384K | 0.0% | 332 | +46% | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $383K | 0.0% | 1,256 | — | |||
| 101 | $GEV | GE Vernova Inc. | Industrials | $380K | 0.0% | 400 | +2% | |||
| 102 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $374K | 0.0% | 8,791 | New | |||
| 103 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $370K | 0.0% | 11K | +2% | |||
| 104 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $362K | 0.0% | 11K | +0.3% | |||
| 105 | — | ISHARES TR - CORE S&P MCP ETF | — | $357K | 0.0% | 4,962 | -3% | |||
| 106 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $356K | 0.0% | 1,012 | +0.2% | |||
| 107 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $355K | 0.0% | 4,179 | -0.1% | |||
| 108 | $GE | GENERAL ELECTRIC CO | Industrials | $320K | 0.0% | 1,024 | +4% | |||
| 109 | — | ISHARES TR - CORE S&P SCP ETF | — | $302K | 0.0% | 2,221 | New | |||
| 110 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | — | $297K | 0.0% | 7,087 | -2% | |||
| 111 | $V | VISA INC. | Financials | $278K | 0.0% | 773 | +23% | |||
| 112 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $267K | 0.0% | 525 | — | |||
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $257K | 0.0% | 1,657 | +5% | |||
| 114 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 GRTH | — | $238K | 0.0% | 1,725 | — | |||
| 115 | $KO | COCA COLA CO | Consumer Staples | $231K | 0.0% | 2,681 | New | |||
| 116 | $RTX | RTX Corp | Industrials | $217K | 0.0% | 1,169 | +0.2% | |||
| 117 | $PANW | Palo Alto Networks Inc | Technology | $214K | 0.0% | 538 | New | |||
| 118 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $210K | 0.0% | 1,448 | -23% | |||
| 119 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $208K | 0.0% | 340 | New | |||
| 120 | $IVZ | Invesco Ltd. | Financials | $202K | 0.0% | 969 | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 69 added to, 34 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP$29.0M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$654Kfirst bought this quarter
$METAMeta Platforms, Inc.$555K
first bought this quarter
$SPYCALLSPDR S&P 500 ETF TRUST$458K
first bought this quarter
- DIMENSIONAL ETF TRUST - INTL CORE EQUITY$393K
first bought this quarter
- PIMCO ETF TR - MUNI INCOME OPP$374K
first bought this quarter
+4 more in the Excel export
Added to (69)
- VANGUARD INDEX FDS - MRNGSTR MID CAP+2%
now $122.0M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+2%
now $114.6M
$PBPROSPERITY BANCSHARES INC+894%
now $1.8M · held 2 qtrs, 2 adds in a row
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+0.9%
now $137.9M
- ISHARES TR - EAFE GRWTH ETF+2%
now $58.6M
now $15.6M · held 8+ qtrs
+63 more in the Excel export
Trimmed (34)
$VLOVALERO ENERGY CORP/TX-22%
now $2.8M · held 4 qtrs
- PIMCO ETF TR - INTER MUN BD ACT-11%
now $5.0M
- ISHARES TR - USD INV GRDE ETF-20%
now $2.1M
$TSLATesla, Inc.-51%
now $517K · held 8+ qtrs
- BLACKROCK ETF TRUST II - ISH HIG MUN ETF-9%
now $5.5M
$UNHUNITEDHEALTH GROUP INC-17%
now $1.6M · held 6 qtrs
+28 more in the Excel export
Holdings by quarter
Every 13F Financial Synergies Wealth Advisors, Inc. has filed, 30 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Financial Synergies Wealth Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
71%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Financial Synergies Wealth Advisors, Inc. disclosed 120 positions worth $1.2B in its Form 13F-HR for Q3 2026 — $1.2B in common stock plus $457,578 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 10 new positions and exited 6 and a full exit from $STEL. The portfolio is most concentrated in Other (90.8% of disclosed assets). All figures are sourced directly from Financial Synergies Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2017868.
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Every holding in Financial Synergies Wealth Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.