DOSSIER · 13F-HR · Q2 2026
Financial Symmetry Inc
$300M in tracked AUM across 68 positions as of Q2 2026.
FS
CIK 0002004843 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Financial Symmetry Inc SEC 13F Filing
1. Portfolio Overview
Financial Symmetry Inc manages a portfolio valued at $245.20 million as of December 31, 2025, representing a significant growth of +42.1% from the previous quarter's value of $172.50 million. This substantial increase in portfolio value is driven by a combination of market performance and a notable influx of capital, evidenced by the creation of 24 new positions.
The portfolio demonstrates a...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.