Financial Symmetry Inc Portfolio Holdings

Financial Symmetry Inc

  • $194 Billion
  • Q2 2025

Financial Symmetry Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $194 Billion distributed in 52 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 $50.9B, Dimensional ETF Tr with a value of $42.3B, Dimensional ETF Tr Emerging Mk with a value of $10.8B, American Centy ETF Tr Avantis with a value of $10.3B, and Dimensional ETF Tr Core Fxd In with a value of $9.19B.

Examining the 13F form we can see an increase of $30.8B in the current position value, from $163B to 194B.

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 $194 Billion
ETFs: $137 Billion
Technology: $5.85 Billion
Consumer Cyclical: $1.7 Billion
Financial Services: $538 Million
Consumer Defensive: $514 Million
Communication Services: $351 Million
Utilities: $341 Million
Healthcare: $337 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.8B
$341 Million 0.18% of portfolio
2,887
Q2 2025 New
$99.5B
$336 Million 0.17% of portfolio
755
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $194 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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