StockDriftsStockDriftsTop 50 Sym Financial CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 21.37% | 6.77M | $280.7M | +0.68%(+45.62K) | $25.09(+65.77%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 14.8% | 3.71M | $194.4M | +22.24%(+675.41K) | $48.06(+10.38%) | 2026-09-30 | |
| NTSI | WISDOMTREE TR | 8.76% | 2.51M | $115.1M | +1.80%(+44.28K) | $37.70(+22.70%) | 2026-09-30 | |
| VOE | VANGUARD INDEX FDS | 8.52% | 572.0K | $111.9M | +0.53%(+3.01K) | $135.41(+53.81%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 7.65% | 268.5K | $100.5M | -0.37%(-989) | $240.23(+55.44%) | 2026-09-30 | |
| GOVT | ISHARES TR | 6.72% | 4.03M | $88.2M | +4.91%(+188.91K) | $22.65(-1.95%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.65% | 1.19M | $34.8M | +0.05%(+554) | $15.39(+92.18%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.26% | 49.7K | $16.6M | +3.95%(+1.89K) | $197.88(+75.41%) | 2026-09-30 | |
| DOW | DOW HLDGS INC | 1.16% | 554.1K | $15.3M | -0.02%(-85) | $48.32(-30.08%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.03% | 59.4K | $13.6M | +5.11%(+2.89K) | $117.92(+84.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.98% | +44.22% | +4.90% | +27.02% |
| Top 20 Holdings Unweighted | +15.70% | +54.88% | +7.62% | +44.37% |
Sym Financial CORP reports $1.31B in US-listed equity holdings across 523 positions in its most recent 13F filing. Its largest disclosed positions are DFAI (21.4%), DFAU (14.8%) and NTSI (8.8%). The top 20 holdings account for 80.64% of reported assets. Its disclosed equity book has returned +44.22% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sym Financial CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 764739). View Sym Financial CORP’s 13F filings on SEC