Financial Symmetry Inc
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 299,678
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 68 | 299,678 | 13F-HR | Financial Symmetry Inc |
| Q1 2026 | 5/11/2026 | 63 | 281,472 | 13F-HR | Financial Symmetry Inc |
| Q4 2025 | 1/28/2026 | 60 | 245,204 | 13F-HR | Financial Symmetry Inc |
| Q3 2025 | 12/17/2025 | 54 | 223,012 | 13F-HR | Financial Symmetry Inc |
| Q2 2025 | 7/29/2025 | 48 | 193,623 | 13F-HR | Financial Symmetry Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.19 K | 5.7% | 3.315 K | 0 | 3.315 K |
| ETFs | 282.5 K | 94.3% | 14.89 K | 0 | 14.89 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
299,678
Holdings
68
QoQ value change ($000)
18,206
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.