Sym Financial Corp Top Holdings and 13F Report (2026) About Sym Financial CorpInvestment ActivitySym Financial Corp has $1.24 billion in total holdings as of June 30, 2026.Sym Financial Corp owns shares of 530 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 16.89% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Sym Financial Corp has purchased 414 new stocks and bought additional shares in 209 stocks.Sym Financial Corp sold shares of 105 stocks and completely divested from 40 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $277,580,741Dimensional US Core Equity Market ETF $156,967,173WisdomTree International Efficient Core Fund $114,773,750Vanguard Mid-Cap Value ETF $112,440,443Vanguard Total Stock Market ETF $99,733,675 Largest New Holdings this Quarter 46138E339 - Invesco S&P 500 Momentum ETF $4,135,747 HoldingG7997R103 - Seagate Technology $713,135 Holding80004C200 - SANDISK CORP $588,896 Holding30040W108 - Eversource Energy $564,646 Holding94106B101 - Waste Connections $522,406 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 2,913,225 shares (about $150.58M)Dimensional International Core Equity Market ETF 210,762 shares (about $8.69M)Invesco S&P 500 Momentum ETF 25,602 shares (about $4.14M)iShares U.S. Treasury Bond ETF 121,682 shares (about $2.77M)KLA 5,946 shares (about $1.79M) Largest Sales this Quarter Vanguard Total International Stock ETF 70,762 shares (about $6.05M)Vanguard FTSE Developed Markets ETF 73,276 shares (about $5.22M)Vanguard Total Stock Market ETF 7,132 shares (about $2.64M)Lakeland Financial 34,464 shares (about $2.13M)NVIDIA 8,502 shares (about $1.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSym Financial Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAIDimensional International Core Equity Market ETF$277,580,741$8,693,933 â–²3.2%6,729,23022.3%ETFDFAUDimensional US Core Equity Market ETF$156,967,173$150,584,595 â–²2,359.3%3,036,70312.6%ETFNTSIWisdomTree International Efficient Core Fund$114,773,750$1,009,076 â–²0.9%2,462,9569.2%ETFVOEVanguard Mid-Cap Value ETF$112,440,443$362,991 â–²0.3%569,0319.0%ETFVTIVanguard Total Stock Market ETF$99,733,675$2,639,129 â–¼-2.6%269,5218.0%ETFGOVTiShares U.S. Treasury Bond ETF$87,589,546$2,771,916 â–²3.3%3,845,0207.0%ETFSCHBSchwab US Broad Market ETF$34,391,684$128,872 â–¼-0.4%1,187,5582.8%ETFDOWDOW$15,161,736$65,281 â–²0.4%554,1571.2%MaterialsAAPLApple$13,841,893$1,156,867 â–¼-7.7%47,8361.1%TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$13,436,280$250,969 â–¼-1.8%114,5171.1%ETFVXUSVanguard Total International Stock ETF$11,680,841$6,049,444 â–¼-34.1%136,6340.9%ETFNVDANVIDIA$11,303,751$1,701,175 â–¼-13.1%56,4930.9%TechnologyIEFAiShares Core MSCI EAFE ETF$10,502,743$48,869 â–²0.5%108,7470.8%ETFVTVanguard Total World Stock ETF$10,122,852$23,229 â–¼-0.2%64,4970.8%ETFLLYEli Lilly and Company$8,882,901$31,185 â–²0.4%7,4060.7%HealthcareMSFTMicrosoft$6,803,595$1,167,940 â–¼-14.7%18,2390.5%TechnologySPDWSPDR Portfolio Developed World ex-US ETF$6,337,827$664,994 â–²11.7%125,7760.5%ETFACWViShares MSCI Global Min Vol Factor ETF$5,886,581$86,926 â–²1.5%48,9610.5%ETFAMZNAmazon.com$5,778,413$590,378 â–¼-9.3%24,2440.5%Consumer DiscretionaryGOOGLAlphabet$5,547,982$942,771 â–¼-14.5%15,5240.4%Communication ServicesAVGOBroadcom$4,552,303$894,142 â–¼-16.4%12,0510.4%TechnologyMUMicron Technology$4,537,514$100,423 â–¼-2.2%3,9310.4%TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$4,351,261$83,819 â–²2.0%176,4500.3%ETFSPMOInvesco S&P 500 Momentum ETF$4,135,747$4,135,747 â–²New Holding25,6020.3%ETFJPMJPMorgan Chase & Co.$3,857,333$247,139 â–²6.8%11,7840.3%FinanceQWLDSPDR MSCI World StrategicFactors ETF$3,572,717$8,051 â–²0.2%23,5180.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,256,244$54,538 â–²1.7%32,8980.3%ETFWALMART INC$2,926,811$34,657 â–¼-1.2%25,8420.2%COMGEGE Aerospace$2,645,642$81,473 â–²3.2%7,0790.2%IndustrialsSPYSPDR S&P 500 ETF Trust$2,546,594$9,708 â–²0.4%3,4100.2%ETFJPIBJPMorgan International Bond Opportunities ETF$2,443,126$52,992 â–²2.2%50,5300.2%ETFESGUiShares ESG Aware MSCI USA ETF$2,438,847$28,642 â–²1.2%14,9010.2%ETFCSCOCisco Systems$2,329,702$35,473 â–²1.5%19,8340.2%TechnologyTSLATesla$2,291,849$274,231 â–²13.6%5,4490.2%Consumer DiscretionaryJNJJohnson & Johnson$2,228,875$6,857 â–¼-0.3%8,7760.2%HealthcareAMATApplied Materials$2,224,387$81,689 â–²3.8%3,0770.2%TechnologyMETAMeta Platforms$2,190,258$834,304 â–¼-27.6%3,8880.2%Communication ServicesLAM RESEARCH CORP$2,188,317$9,967 â–¼-0.5%5,0500.2%COM NEWBRK.BBerkshire Hathaway$2,089,629$323,252 â–²18.3%4,1760.2%FinanceGE VERNOVA INC$2,053,655$98,688 â–²5.0%1,7480.2%COMMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,012,407$21,775 â–²1.1%19,9620.2%ETFKLACKLA$1,988,815$1,793,916 â–²920.4%6,5920.2%TechnologyACWIiShares MSCI ACWI ETF$1,943,916$53,527 â–¼-2.7%12,3840.2%ETFGOOGAlphabet$1,936,553$165,708 â–²9.4%5,4810.2%Communication ServicesSPEMSPDR Portfolio Emerging Markets ETF$1,897,633$174,240 â–²10.1%36,6480.2%ETFLKFNLakeland Financial$1,895,483$2,127,118 â–¼-52.9%30,7110.2%FinanceXOMExxonMobil$1,732,047$41,561 â–²2.5%12,6690.1%EnergyTRGPTarga Resources$1,643,698$3,218 â–²0.2%6,1300.1%EnergyVGTVanguard Information Technology ETF$1,580,772$1,409,022 â–²820.4%13,2260.1%ETFJBLJabil$1,574,686$55,124 â–²3.6%4,0850.1%TechnologyINTCIntel$1,557,293$729,706 â–¼-31.9%11,1530.1%TechnologyVVisa$1,532,455$368,105 â–²31.6%4,4670.1%FinanceFIXComfort Systems USA$1,520,156$221,978 â–¼-12.7%7670.1%IndustrialsAPHAmphenol$1,486,025$439,037 â–¼-22.8%8,4280.1%TechnologyAMDAdvanced Micro Devices$1,377,919$568,130 â–¼-29.2%2,3720.1%TechnologyMAMastercard$1,370,654$731,289 â–¼-34.8%2,6690.1%FinanceWDCWestern Digital$1,314,486$783,710 â–¼-37.4%2,0580.1%TechnologyNSCNorfolk Southern$1,308,065$132,757 â–¼-9.2%4,1580.1%IndustrialsSCHDSchwab US Dividend Equity ETF$1,294,085$16,362 â–²1.3%40,8100.1%ETFCMICummins$1,248,118$83,446 â–²7.2%1,7500.1%IndustrialsCATCaterpillar$1,246,715$102,207 â–²8.9%1,1710.1%IndustrialsGLDSPDR Gold Shares$1,240,704$137,037 â–¼-9.9%3,3680.1%ETFHDHome Depot$1,236,904$501,533 â–²68.2%3,5070.1%Consumer DiscretionaryCBChubb$1,174,531$10,904 â–²0.9%3,4470.1%FinanceJBHTJ.B. Hunt Transport Services$1,088,257$53,255 â–²5.1%3,7600.1%IndustrialsASMLASML$1,082,255$79,578 â–²7.9%5440.1%TechnologyMRKMerck & Co., Inc.$1,069,634$1,542 â–¼-0.1%8,3240.1%HealthcareABBVAbbVie$1,043,919$76,255 â–²7.9%4,1480.1%HealthcareVEAVanguard FTSE Developed Markets ETF$1,031,415$5,220,915 â–¼-83.5%14,4760.1%ETFORCLOracle$1,024,010$212,951 â–²26.3%6,9870.1%TechnologyMPLXMplx$1,005,209$69,624 â–²7.4%17,8450.1%EnergyVOOVanguard S&P 500 ETF$985,739$208,826 â–²26.9%1,4350.1%ETFCOSTCostco Wholesale$976,777$554,817 â–¼-36.2%1,0440.1%Consumer StaplesPEPPepsiCo$935,544$128,368 â–¼-12.1%6,9090.1%Consumer StaplesCNCCentene$931,333$65,859 â–¼-6.6%14,5090.1%HealthcareCVXChevron$930,608$238,039 â–²34.4%5,6140.1%EnergyWFCWells Fargo & Company$917,003$387,511 â–²73.2%11,0960.1%FinanceEIXEdison International$915,958$8,562 â–¼-0.9%12,3030.1%UtilitiesCCitigroup$906,941$87,335 â–²10.7%6,4800.1%FinancePNCThe PNC Financial Services Group$893,286$73,374 â–²8.9%3,6280.1%FinanceUNHUnitedHealth Group$884,226$272,709 â–¼-23.6%2,1270.1%HealthcareAONAON$883,869$378,422 â–²74.9%2,6650.1%FinanceGMGeneral Motors$882,489$43,242 â–²5.2%11,4490.1%Consumer DiscretionaryIBMInternational Business Machines$872,313$23,903 â–²2.8%3,1020.1%TechnologyBMYBristol Myers Squibb$807,371$980 â–¼-0.1%14,0120.1%HealthcareQQQInvesco QQQ$805,068$85,442 â–²11.9%1,0930.1%ETFPCGPacific Gas & Electric$793,450$52,108 â–²7.0%47,1730.1%UtilitiesKOCocaCola$791,816$64,529 â–²8.9%9,7430.1%Consumer StaplesARISTA NETWORKS INC$785,185$49,775 â–¼-6.0%4,6220.1%COM SHSXELXcel Energy$757,149$32,522 â–²4.5%9,4290.1%UtilitiesBLACKROCK INC$756,840$189,450 â–²33.4%7870.1%COMABNBAirbnb$749,558$129,792 â–²20.9%5,2380.1%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$748,6760.0%22,1240.1%ETFABTAbbott Laboratories$743,070$389,456 â–²110.1%8,1890.1%HealthcareILMNIllumina$729,167$90,728 â–¼-11.1%4,1470.1%HealthcareSTXSeagate Technology$713,135$713,135 â–²New Holding7390.1%TechnologyAMEAMETEK$712,029$9,920 â–²1.4%2,9430.1%TechnologyTSMTaiwan Semiconductor Manufacturing$706,326$47,757 â–²7.3%1,4790.1%TechnologyVLOValero Energy$694,073$67,194 â–²10.7%2,6650.1%EnergyUNPUnion Pacific$692,890$19,859 â–²3.0%2,5470.1%IndustrialsShowing largest 100 holdings. 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