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Filers›Asset Manager›SYM FINANCIAL Corp
DOSSIER · 13F-HR · Q1 2026

SYM FINANCIAL Corp

SYM FINANCIAL's asset manager based in Omaha, NE — $1.0B in tracked AUM across 415 positions as of Q1 2026.

SF
SYM FINANCIAL·Omaha, NE·Asset Manager
CIK 0000764739 · last filed Mar 31, 2026
Total AUM
$1.0B
▲ 2.1%
vs prior
Holdings
415
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SYM FINANCIAL Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAI
DIMENSIONAL ETF TRUST
$254M6.5M25.4%
02
NTSI
WISDOMTREE TR
$107M2.4M10.7%
03
VOE
VANGUARD INDEX FDS
$105M567K10.4%
04
VTI
VANGUARD INDEX FDS
$89M277K8.9%
05
GOVT
ISHARES TR
$85M3.7M8.5%
06
SCHB
SCHWAB STRATEGIC TR
$30M1.2M3.0%
07
DOW
DOW HLDGS INC
$23M552K2.3%
08
VXUS
VANGUARD STAR FDS
$16M207K1.6%
09
AAPL
APPLE INC
$13M52K1.3%
10
VIOV
VANGUARD ADMIRAL FDS INC
$12M117K1.2%

Filing history

Filing history loading…
AI Agent · grounded in SYM
haiku-4-5 · 415 positions indexed
Sector mix
  • Tech50%
  • Financials19%
  • Health Care6%
  • Cons. Disc.8%
  • Communications8%
  • Energy23%
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