StockDriftsStockDriftsTop 50 SYM FINANCIAL Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 22.31% | 6.73M | $277.6M | +3.23%(+210.76K) | $24.98(+73.55%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 12.62% | 3.04M | $157.0M | +2359.31%(+2.91M) | $47.18(+13.86%) | 2026-06-30 | |
| NTSI | WISDOMTREE TR | 9.23% | 2.46M | $114.8M | +0.89%(+21.65K) | $37.55(+29.92%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 9.04% | 569.0K | $112.4M | +0.32%(+1.84K) | $135.09(+55.46%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.02% | 269.5K | $99.7M | -2.58%(-7.13K) | $240.23(+59.58%) | 2026-06-30 | |
| GOVT | ISHARES TR | 7.04% | 3.85M | $87.6M | +3.27%(+121.68K) | $22.67(-0.91%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.76% | 1.19M | $34.4M | -0.37%(-4.45K) | $15.39(+95.05%) | 2026-06-30 | |
| DOW | DOW HLDGS INC | 1.22% | 554.2K | $15.2M | +0.43%(+2.39K) | $48.32(-35.92%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.11% | 47.8K | $13.8M | -7.71%(-4.00K) | $193.40(+57.90%) | 2026-06-30 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 1.08% | 114.5K | $13.4M | -1.83%(-2.14K) | $75.06(+60.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.12% | +37.19% | +3.96% | +21.43% |
| Top 20 Holdings Unweighted | +13.60% | +46.61% | +6.61% | +37.73% |
SYM FINANCIAL Corp reports $1.24B in US-listed equity holdings across 530 positions in its most recent 13F filing. Its largest disclosed positions are DFAI (22.3%), DFAU (12.6%) and NTSI (9.2%). The top 20 holdings account for 81.07% of reported assets. Its disclosed equity book has returned +37.19% on a three-year cumulative basis. Figures reflect the Q2 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