Financial Symmetry Inc Portfolio Holdings

Financial Symmetry Inc

  • $245 Billion
  • Q4 2025

Financial Symmetry Inc has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $245 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $62.6B, Dimensional ETF Tr with a value of $51B, Dimensional ETF Tr Emerging Mk with a value of $12.7B, Dimensional ETF Tr Dimensional with a value of $12.4B, and Dimensional ETF Tr Core Fxd In with a value of $12.2B.

Examining the 13F form we can see an increase of $22.2B in the current position value, from $223B to 245B.

Financial Symmetry Inc is based out at Raleigh, NC

Below you can find more details about Financial Symmetry Inc portfolio as well as his latest detailed transactions.

Portfolio value $245 Billion
ETFs: $171 Billion
Technology: $7.83 Billion
Consumer Cyclical: $1.94 Billion
Healthcare: $1.49 Billion
Communication Services: $958 Million
Financial Services: $539 Million
Consumer Defensive: $477 Million
Utilities: $345 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.2M
$570,000 0.0% of portfolio
10,191
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $245 Billion
  • Prior Value $223 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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