account_balance

Investment manager · 13F filer · SEC CIK 764739

SYM Financial Corp

Reported value$1.31Bas of Sep 30, 2026
Positions523 78 new, 85 sold out
Top 10 weight73.9%DFAI alone is 21%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAI Dimensional ETF Trust 21.4% Held
DFAU Dimensional ETF Trust 14.8% Added +22%
NTSI Wisdomtree Tr 8.8% Held
VOE Vanguard Index FDS 8.5% Held
VTI Vanguard Index FDS 7.7% Held
GOVT iShares Tr 6.7% Added +5%
SCHB Schwab Strategic Tr 2.7% Held
AAPL Apple Inc. 1.3% Added +4%DOW Dow Inc. 1.2% HeldNVDA NVIDIA Corp 1.0% Added +5%
VIOV Vanguard Admiral FDS Inc 0.9% Trimmed −2%
VXUS Vanguard Star FDS 0.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • VIOV −2%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist