§ 13F · FUND PROFILE
SYM FINANCIAL Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $935M (13F)Positions · 409Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 6.52M | $254M | 25.4% | −1% |
| 2 | NTSI | WISDOMTREE TR | 2.44M | $107M | 10.7% | ±0% |
| 3 | VOE | VANGUARD INDEX FDS | 567K | $105M | 10.4% | +1% |
| 4 | VTI | VANGUARD INDEX FDS | 277K | $89M | 8.9% | +8% |
| 5 | GOVT | ISHARES TR | 3.72M | $85M | 8.5% | +5% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 1.19M | $30M | 3.0% | ±0% |
| 7 | DOW | DOW HLDGS INC | 552K | $23M | 2.3% | +1% |
| 8 | VXUS | VANGUARD STAR FDS | 207K | $16M | 1.6% | ±0% |
| 9 | AAPL | APPLE INC | 52K | $13M | 1.3% | +5% |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | 117K | $12M | 1.2% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYM SIGNAL
AC read
SYM FINANCIAL Corp is a Other fund managing $935 million in assets. The fund runs a broad portfolio of 409 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed