13F Insight
DOSSIER · 13F-HR · Q2 2026

SYM FINANCIAL Corp

$1.2B in tracked AUM across 531 positions as of Q2 2026.

SF
CIK 0000764739 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
531
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SYM FINANCIAL Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$278M6.7M22.3%02
DFAU
DIMENSIONAL ETF TRUST
$157M3.0M12.6%03
NTSI
WISDOMTREE TR
$115M2.5M9.2%04
VOE
VANGUARD INDEX FDS
$112M569K9.0%05
VTI
VANGUARD INDEX FDS
$100M270K8.0%06
GOVT
ISHARES TR
$88M3.8M7.0%07
SCHB
SCHWAB STRATEGIC TR
$34M1.2M2.8%08
DOW
DOW HLDGS INC
$15M554K1.2%09
AAPL
APPLE INC
$14M48K1.1%10
VIOV
VANGUARD ADMIRAL FDS INC
$13M115K1.1%

Filing history

2026Q2Jun 30
$1.2B▲ 24.3%
531 positionsView →2026Q1Mar 31
$1.0B▲ 2.8%
415 positionsView →2025Q4Dec 31
$973M▲ 4.1%
416 positionsView →2025Q3Sep 30
$935M▲ 4.6%
409 positionsView →2025Q2Jun 30
$893M▲ 10.1%
420 positionsLocked2025Q1Mar 31
$812M▲ 4.9%
352 positionsLocked2024Q4Dec 31
$774M▲ 3.5%
333 positionsLocked2024Q3Sep 30
$747M▲ 19.1%
263 positionsLocked2024Q2Jun 30
$627M▲ 3.5%
262 positionsLocked2024Q1Mar 31
$606M▼ 1.9%
167 positionsLocked2023Q4Dec 31
$618M▲ 9.6%
178 positionsLocked2023Q3Sep 30
$563M▲ 14.2%
186 positionsLocked
Showing 12 of 33