SYM FINANCIAL
SYM FINANCIAL reported 523 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are DFAI (21.4%), DFAU (14.8%) and NTSI (8.8%). Compared with Q2 2026, the fund opened new positions in XOM, STOK and TURF, added to DFAI, DFAU and NTSI, trimmed VTI, VIOV and IEFA and sold out of XOM, DKNG and AMKR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFAI Dimensional Intern Core | $281M | 21.4% | 6.8M | +46K (+1%) | 8 of 8 | |
| 2 |  DFAU Dimensional ETF Trust | $194M | 14.8% | 3.7M | +675K (+22%) | 8 of 8 | |
| 3 |  NTSI Wisdomtree TR | $115M | 8.8% | 2.5M | +44K (+2%) | 8 of 8 | |
| 4 |  VOE Vanguard Index Fds | $112M | 8.5% | 572K | +3,012 (+1%) | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $100M | 7.7% | 269K | −989 (−0%) | 8 of 8 | |
| 6 |  GOVT Ishares US Treasury Bond | $88.2M | 6.7% | 4M | +189K (+5%) | 8 of 8 | |
| 7 |  SCHB Schwab US Broad Market ETF | $34.8M | 2.6% | 1.2M | No change | 8 of 8 | |
| 8 |  AAPL Apple Inc | $16.6M | 1.3% | 50K | +1,890 (+4%) | 8 of 8 | |
| 9 |  DOW Dow Inc | $15.3M | 1.2% | 554K | No change | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $13.6M | 1.0% | 59K | +2,886 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.7M | 13K |
 DKNG Draftkings Inc New | $372K | 15K |
 AMKR Amkor Technology Inc | $359K | 4,160 |
 BA Boeing Co | $312K | 1,441 |
 CRS Carpenter Technology Corp | $295K | 479 |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 GOOGL Alphabet Inc | Call | $34K | 100 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SYM FINANCIAL 13F FAQ
What does SYM FINANCIAL own?
SYM FINANCIAL reported 523 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are DFAI (21.4%), DFAU (14.8%) and NTSI (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did SYM FINANCIAL buy and sell in Q3 2026?
Compared with Q2 2026: 79 new positions, 244 added to, 121 trimmed and 86 sold out. New positions include XOM, STOK and TURF. It sold all of XOM, DKNG and AMKR.
When will SYM FINANCIAL file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is SYM FINANCIAL's portfolio worth?
The Q3 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.