Financial Synergies Wealth Advisors, Inc.

Position in SNDK — Sandisk Corp

CIK 2017868 HOUSTON, TX

Position in SNDK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,979,842

+$8,301,249 QoQ

Shares Held

4,829

+14.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

9.67%

of 13F equity value

Holder Rank

#463

of 1,804 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Financial Synergies Wealth Advisors, Inc. holds $19,004,721 across 4 Computer Hardware names. SNDK ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp This page	4,829	$10,979,842
2	WDC	Western Digital Corp	10,893	$6,957,576
3	DELL	Dell Technologies Inc.	1,465	$632,088
4	STX	Seagate Technology Holdings plc	451	$435,215

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,979,842	4,829	+14.5%	Shares	Sole	2026-07-17
2026-03-31	$2,678,593	4,216	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.