13F Insight
DOSSIER · 13F-HR · Q1 2026

SYM FINANCIAL Corp

$1.0B in tracked AUM across 415 positions as of Q1 2026.

SF
CIK 0000764739 · last filed Mar 31, 2026
Total AUM
$1.0B
as of Q1 2026
Holdings
415
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$493M▲ 8.9%
126 positionsLocked
Showing 12 of 32