Home › SYM FINANCIAL Corp

SYM FINANCIAL Corp 13F holdings

Filed 2026-08-04 · SYM FINANCIAL Corp · 531 positions · $1.2B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
DFAIDIMENSIONAL ETF TRUST6.7M$277.6M22.3%
DFAUDIMENSIONAL ETF TRUST3.0M$157.0M12.6%
—WISDOMTREE TR2.5M$114.8M9.2%
VOEVANGUARD INDEX FDS569.0K$112.4M9.0%
VTIVANGUARD INDEX FDS269.5K$99.7M8.0%
GOVTISHARES TR3.8M$87.6M7.0%
SCHBSCHWAB STRATEGIC TR1.2M$34.4M2.8%
DOWDOW HLDGS INC554.2K$15.2M1.2%
AAPLAPPLE INC47.8K$13.8M1.1%
VIOVVANGUARD ADMIRAL FDS INC114.5K$13.4M1.1%
VXUSVANGUARD STAR FDS136.6K$11.7M0.9%
NVDANVIDIA CORPORATION56.5K$11.3M0.9%
IEFAISHARES TR108.7K$10.5M0.8%
VTVANGUARD INTL EQUITY INDEX F64.5K$10.1M0.8%
LLYELI LILLY & CO7.4K$8.9M0.7%
MSFTMICROSOFT CORP18.2K$6.8M0.5%
SPDWSPDR INDEX SHS FDS125.8K$6.3M0.5%
ACWVISHARES INC49.0K$5.9M0.5%
AMZNAMAZON COM INC24.2K$5.8M0.5%
GOOGLALPHABET INC15.4K$5.5M0.4%
AVGOBROADCOM INC12.1K$4.6M0.4%
MUMICRON TECHNOLOGY INC3.9K$4.5M0.4%
SCHRSCHWAB STRATEGIC TR176.4K$4.4M0.3%
SPMOINVESCO EXCH TRADED FD TR II25.6K$4.1M0.3%
JPMJPMORGAN CHASE & CO11.8K$3.9M0.3%
QWLDSPDR INDEX SHS FDS23.5K$3.6M0.3%
AGGISHARES TR32.9K$3.3M0.3%
WMTWALMART INC25.8K$2.9M0.2%
GEGE AEROSPACE7.1K$2.6M0.2%
SPYSTATE STR SPDR S&P 500 ETF T3.4K$2.5M0.2%
JPIBJ P MORGAN EXCHANGE TRADED F50.5K$2.4M0.2%
ESGUISHARES TR14.9K$2.4M0.2%
CSCOCISCO SYS INC19.8K$2.3M0.2%
TSLATESLA INC5.4K$2.3M0.2%
JNJJOHNSON & JOHNSON8.8K$2.2M0.2%
AMATAPPLIED MATLS INC3.1K$2.2M0.2%
METAMETA PLATFORMS INC3.9K$2.2M0.2%
LRCXLAM RESEARCH CORP5.0K$2.2M0.2%
BRK-BBERKSHIRE HATHAWAY INC DEL4.2K$2.1M0.2%
GEVGE VERNOVA INC1.7K$2.1M0.2%
MINTPIMCO ETF TR20.0K$2.0M0.2%
KLACKLA CORP6.6K$2.0M0.2%
ACWIISHARES TR12.4K$1.9M0.2%
GOOGALPHABET INC5.5K$1.9M0.2%
SPEMSPDR INDEX SHS FDS36.6K$1.9M0.2%
LKFNLAKELAND FINL CORP30.7K$1.9M0.2%
EXMOCEXXON MOBIL CORP12.7K$1.7M0.1%
TRGPTARGA RES CORP6.1K$1.6M0.1%
VGTVANGUARD WORLD FD13.2K$1.6M0.1%
JBLJABIL INC4.1K$1.6M0.1%
INTCINTEL CORP11.2K$1.6M0.1%
VVISA INC4.5K$1.5M0.1%
FIXCOMFORT SYS USA INC767$1.5M0.1%
APHAMPHENOL CORP8.4K$1.5M0.1%
AMDADVANCED MICRO DEVICES INC2.4K$1.4M0.1%
MAMASTERCARD INCORPORATED2.7K$1.4M0.1%
WDCWESTERN DIGITAL CORP2.1K$1.3M0.1%
NSCNORFOLK SOUTHN CORP4.2K$1.3M0.1%
SCHDSCHWAB STRATEGIC TR40.8K$1.3M0.1%
CMICUMMINS INC1.8K$1.2M0.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}