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SYM FINANCIAL Corp
hedge fundUpdated 10 days agoManaged by Sym Financial Corp • Latest filing Q3 2026
Portfolio value
$1.3B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
40.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $934.7M |
| Q4 2025 | $973.4M |
| Q1 2026 | $1B |
| Q2 2026 | $1.2B |
| Q3 2026 | $1.3B |
Top holdings
524 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $280.7M | 6.77M | 21.37% | Added(+0.7%) | |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $194.4M | 3.71M | 14.80% | Added(+22.2%) |
| 3 | ? N/A WISDOMTREE TR | $115.1M | 2.51M | 8.76% | Added(+1.8%) |
| 4 | $111.9M | 572.0K | 8.52% | Added(+0.5%) | |
| 5 | $100.5M | 268.5K | 7.65% | Trimmed(-0.4%) | |
| 6 | $88.2M | 4.03M | 6.72% | Added(+4.9%) | |
| 7 | $34.8M | 1.19M | 2.65% | Added(+0.1%) | |
| 8 | $16.6M | 49.7K | 1.26% | Added(+4.0%) | |
| 9 | $15.3M | 554.1K | 1.16% | Trimmed(-0.0%) | |
| 10 | $13.6M | 59.4K | 1.03% | Added(+5.1%) | |
| 11 | $12.3M | 112.1K | 0.94% | Trimmed(-2.1%) | |
| 12 | $11.6M | 136.6K | 0.88% | Unchanged | |
| 13 | $10.5M | 20.5K | 0.80% | Added(+12.2%) | |
| 14 | $10.5M | 108.3K | 0.80% | Trimmed(-0.5%) | |
| 15 | $10.1M | 64.2K | 0.77% | Trimmed(-0.4%) | |
| 16 | $8.6M | 7.5K | 0.66% | Added(+0.7%) | |
| 17 | $6.9M | 27.7K | 0.52% | Added(+14.1%) | |
| 18 | $6.3M | 125.5K | 0.48% | Trimmed(-0.2%) | |
| 19 | $6.1M | 49.6K | 0.46% | Added(+1.3%) | |
| 20 | $5.4M | 15.6K | 0.41% | Added(+15485.0%) |