SYM FINANCIAL Corp

CIK 0000764739 · WINONA LAKE, IN · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

SYM FINANCIAL Corp reported 531 positions worth $1.24B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: DFAI (22.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.24B
2026 Q2
Positions
531
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.4%
Est. Net Flow (Q)
2026 Q2
10 / 531 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DFAIDIMENSIONAL ETF TRUSTSH$277.6M22.31%6,729,230
2DFAUDIMENSIONAL ETF TRUSTSH$157.0M12.62%3,036,703
3NTSIWISDOMTREE TRSH$114.8M9.23%2,462,956
4VOEVANGUARD INDEX FDSSH$112.4M9.04%569,031
5VTIVANGUARD INDEX FDSSH$99.7M8.02%269,521
6GOVTISHARES TRSH$87.6M7.04%3,845,020
7SCHBSCHWAB STRATEGIC TRSH$34.4M2.76%1,187,558
8DOWDOW HLDGS INCSH$15.2M1.22%554,157
9AAPLAPPLE INCSH$13.8M1.11%47,836
10VIOVVANGUARD ADMIRAL FDS INCSH$13.4M1.08%114,517

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SYM FINANCIAL Corp hold as of Q2 2026?

SYM FINANCIAL Corp reported 531 positions worth $1.24B in its Q2 2026 13F filing. Largest positions: DFAI (22.3%), DFAU (12.6%), NTSI (9.2%), VOE (9.0%) and VTI (8.0%).

What did SYM FINANCIAL Corp buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SYM FINANCIAL Corp sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.