Sym Financial
$1.2B 13F equity value
569 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sym Financial covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 6,729,230 | $278M | 22.3% |
| DFAU | DIMENSIONAL ETF TRUST | 3,036,703 | $157M | 12.6% |
| NTSI | WISDOMTREE TR | 2,462,956 | $115M | 9.2% |
| VOE | VANGUARD INDEX FDS | 569,031 | $112M | 9.0% |
| VTI | VANGUARD INDEX FDS | 269,521 | $100M | 8.0% |
| GOVT | ISHARES TR | 3,845,020 | $88M | 7.0% |
| SCHB | SCHWAB STRATEGIC TR | 1,187,558 | $34M | 2.8% |
| DOW | DOW HLDGS INC | 554,157 | $15M | 1.2% |
| AAPL | APPLE INC | 47,836 | $14M | 1.1% |
| VIOV | VANGUARD ADMIRAL FDS INC | 114,517 | $13M | 1.1% |
Track Sym Financial's 13F portfolio: $1.2B in reported holdings, 569 positions. Top holdings and quarterly changes on SentiSense.
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