Sym Financial Corp Top Holdings and 13F Report (2026)

About Sym Financial Corp

Investment Activity

Sym Financial Corp has $1.00 billion in total holdings as of March 31, 2026.
Sym Financial Corp owns shares of 414 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 3.75% of the portfolio was purchased this quarter.
About 1.86% of the portfolio was sold this quarter.
This quarter, Sym Financial Corp has purchased 414 new stocks and bought additional shares in 176 stocks.
Sym Financial Corp sold shares of 108 stocks and completely divested from 57 stocks this quarter.

Largest Holdings

Dimensional International Core Equity Market ETF: $253,959,504
WisdomTree International Efficient Core Fund: $107,441,698
Vanguard Mid-Cap Value ETF: $104,522,424
Vanguard Total Stock Market ETF: $88,753,122
iShares U.S. Treasury Bond ETF: $85,301,663

Largest New Holdings this Quarter

78409V104 - S&P Global: $460,643 Holding
125523100 - Cigna Group: $345,175 Holding
882508104 - Texas Instruments: $339,359 Holding
29444U700 - Equinix: $329,361 Holding
87612E106 - Target: $316,090 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 21,029 shares (about $6.75M)
iShares U.S. Treasury Bond ETF: 169,547 shares (about $3.88M)
Lakeland Financial: 45,863 shares (about $2.63M)
Vanguard Mid-Cap Value ETF: 8,074 shares (about $1.49M)
iShares MSCI World ETF: 5,259 shares (about $946.70K)

Largest Sales this Quarter

Dimensional International Core Equity Market ETF: 90,064 shares (about $3.51M)
Vanguard S&P Small-Cap 600 Value ETF: 3,784 shares (about $384.98K)
Oracle: 2,217 shares (about $326.11K)
Ciena: 832 shares (about $323.01K)
Tapestry: 1,796 shares (about $253.43K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAI Dimensional International Core Equity Market ETF	$253,959,504	$3,508,893 â–¼	-1.4%	6,518,468	25.4%	ETF
NTSI WisdomTree International Efficient Core Fund	$107,441,698	$229,204 â–²	0.2%	2,441,302	10.7%	Finance
VOE Vanguard Mid-Cap Value ETF	$104,522,424	$1,487,875 â–²	1.4%	567,194	10.4%	ETF
VTI Vanguard Total Stock Market ETF	$88,753,122	$6,746,319 â–²	8.2%	276,653	8.9%	ETF
GOVT iShares U.S. Treasury Bond ETF	$85,301,663	$3,884,321 â–²	4.8%	3,723,338	8.5%	ETF
SCHB Schwab US Broad Market ETF	$29,919,394	$5,547 â–¼	0.0%	1,192,008	3.0%	ETF
DOW DOW	$22,981,262	$134,196 â–²	0.6%	551,771	2.3%	Basic Materials
VXUS Vanguard Total International Stock ETF	$15,992,306		0.0%	207,396	1.6%	ETF
AAPL Apple	$13,154,976	$571,282 â–²	4.5%	51,834	1.3%	Computer and Technology
VIOV Vanguard S&P Small-Cap 600 Value ETF	$11,868,581	$384,984 â–¼	-3.1%	116,656	1.2%	ETF
NVDA NVIDIA	$11,335,162	$213,466 â–²	1.9%	64,995	1.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$9,799,018		0.0%	108,241	1.0%	ETF
VT Vanguard Total World Stock ETF	$8,941,742	$264,469 â–²	3.0%	64,645	0.9%	ETF
MSFT Microsoft	$7,910,615	$508,619 â–²	6.9%	21,370	0.8%	Computer and Technology
LLY Eli Lilly and Company	$6,787,843	$762,483 â–²	12.7%	7,380	0.7%	Medical
ACWV iShares MSCI Global Min Vol Factor ETF	$5,764,923	$362,235 â–²	6.7%	48,238	0.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$5,623,148	$154,689 â–¼	-2.7%	87,752	0.6%	ETF
DFAU Dimensional US Core Equity Market ETF	$5,571,327	$230,518 â–²	4.3%	123,478	0.6%	ETF
AMZN Amazon.com	$5,565,150	$239,926 â–²	4.5%	26,721	0.6%	Retail/Wholesale
GOOGL Alphabet	$5,222,752	$34,220 â–²	0.7%	18,162	0.5%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$5,139,209	$487,996 â–²	10.5%	112,579	0.5%	ETF
AVGO Broadcom	$4,462,546	$144,542 â–²	3.3%	14,418	0.4%	Computer and Technology
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$4,310,700	$476,877 â–²	12.4%	173,051	0.4%	ETF
LKFN Lakeland Financial	$3,739,742	$2,631,619 â–²	237.5%	65,175	0.4%	Finance
QWLD SPDR MSCI World StrategicFactors ETF	$3,358,696	$16,604 â–¼	-0.5%	23,465	0.3%	ETF
WALMART INC	$3,249,624	$26,596 â–¼	-0.8%	26,148	0.3%	COM
JPM JPMorgan Chase & Co.	$3,244,359	$26,769 â–¼	-0.8%	11,029	0.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$3,211,087	$374,645 â–²	13.2%	32,347	0.3%	Finance
META Meta Platforms	$3,071,955	$3,433 â–¼	-0.1%	5,369	0.3%	Computer and Technology
JPIB JPMorgan International Bond Opportunities ETF	$2,363,934	$272,717 â–²	13.0%	49,434	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$2,209,299	$5,203 â–²	0.2%	3,397	0.2%	Finance
JNJ Johnson & Johnson	$2,151,838	$46,933 â–²	2.2%	8,803	0.2%	Medical
XOM ExxonMobil	$2,097,773	$161,002 â–²	8.3%	12,365	0.2%	Energy
ESGU iShares ESG Aware MSCI USA ETF	$2,082,551	$39,880 â–¼	-1.9%	14,726	0.2%	Manufacturing
MA Mastercard	$2,044,968	$64,951 â–²	3.3%	4,093	0.2%	Business Services
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,985,855	$262,488 â–²	15.2%	19,746	0.2%	ETF
GE GE Aerospace	$1,946,952	$42,566 â–²	2.2%	6,861	0.2%	Aerospace
TSLA Tesla	$1,783,285	$76,952 â–²	4.5%	4,797	0.2%	Auto/Tires/Trucks
ACWI iShares MSCI ACWI ETF	$1,760,758	$3,321 â–¼	-0.2%	12,725	0.2%	Manufacturing
BRK.B Berkshire Hathaway	$1,691,576	$124,113 â–²	7.9%	3,530	0.2%	Finance
COST Costco Wholesale	$1,631,311	$585,957 â–²	56.1%	1,637	0.2%	Retail/Wholesale
GLD SPDR Gold Shares	$1,609,285	$15,060 â–¼	-0.9%	3,740	0.2%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$1,561,306	$142,513 â–²	10.0%	33,283	0.2%	ETF
TRGP Targa Resources	$1,533,966	$752 â–²	0.0%	6,118	0.2%	Energy
CSCO Cisco Systems	$1,515,488	$26,303 â–²	1.8%	19,532	0.2%	Computer and Technology
GE VERNOVA INC	$1,452,506	$1,746 â–²	0.1%	1,664	0.1%	COM
GOOG Alphabet	$1,437,685	$147,727 â–²	11.5%	5,012	0.1%	Computer and Technology
APH Amphenol	$1,379,489	$190,409 â–²	16.0%	10,918	0.1%	Computer and Technology
MU Micron Technology	$1,357,441	$86,487 â–²	6.8%	4,018	0.1%	Computer and Technology
NSC Norfolk Southern	$1,314,460		0.0%	4,580	0.1%	Transportation
URTH iShares MSCI World ETF	$1,272,530	$946,702 â–²	290.6%	7,069	0.1%	ETF
SCHD Schwab US Dividend Equity ETF	$1,236,220	$88,481 â–¼	-6.7%	40,294	0.1%	ETF
PEP PepsiCo	$1,220,189	$21,587 â–¼	-1.7%	7,857	0.1%	Consumer Staples
FIX Comfort Systems USA	$1,212,132	$122,730 â–¼	-9.2%	879	0.1%	Construction
CB Chubb	$1,113,051	$70,401 â–²	6.8%	3,415	0.1%	Finance
LAM RESEARCH CORP	$1,083,897	$14,956 â–²	1.4%	5,073	0.1%	COM NEW
JBL Jabil	$1,047,113		0.0%	3,942	0.1%	Computer and Technology
V Visa	$1,025,690	$118,465 â–²	13.1%	3,394	0.1%	Business Services
AMAT Applied Materials	$1,012,931	$91,246 â–²	9.9%	2,964	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$1,002,737	$4,691 â–²	0.5%	8,336	0.1%	Medical
VGT Vanguard Information Technology ETF	$1,002,624	$50,934 â–¼	-4.8%	1,437	0.1%	ETF
KLAC KLA	$951,002	$52,997 â–²	5.9%	646	0.1%	Computer and Technology
MPLX Mplx	$947,876	$729,583 â–²	334.2%	16,609	0.1%	Energy
EIX Edison International	$908,749	$69,960 â–²	8.3%	12,418	0.1%	Utilities
WDC Western Digital	$888,560	$139,032 â–¼	-13.5%	3,285	0.1%	Computer and Technology
CMI Cummins	$878,587	$9,684 â–²	1.1%	1,633	0.1%	Auto/Tires/Trucks
CVX Chevron	$864,404	$56,689 â–²	7.0%	4,178	0.1%	Energy
NFLX Netflix	$856,985	$215,184 â–²	33.5%	8,913	0.1%	Consumer Discretionary
BMY Bristol Myers Squibb	$850,859	$115,235 â–²	15.7%	14,029	0.1%	Medical
ABBV AbbVie	$836,350	$21,752 â–²	2.7%	3,845	0.1%	Medical
XLE Energy Select Sector SPDR Fund	$824,437	$6,861 â–¼	-0.8%	13,458	0.1%	ETF
BKNG Booking	$821,012	$25,262 â–¼	-3.0%	195	0.1%	Retail/Wholesale
NOW ServiceNow	$814,758	$167,175 â–²	25.8%	7,793	0.1%	Computer and Technology
ORCL Oracle	$814,034	$326,114 â–¼	-28.6%	5,534	0.1%	Computer and Technology
GM General Motors	$811,156	$11,324 â–²	1.4%	10,888	0.1%	Auto/Tires/Trucks
FDX FedEx	$775,886	$12,468 â–²	1.6%	2,178	0.1%	Transportation
PG Procter & Gamble	$774,487	$307,802 â–²	66.0%	5,362	0.1%	Consumer Staples
PCG Pacific Gas & Electric	$774,398	$73,372 â–¼	-8.7%	44,075	0.1%	Utilities
CAT Caterpillar	$761,407	$19,832 â–²	2.7%	1,075	0.1%	Industrials
JBHT J.B. Hunt Transport Services	$757,754	$5,509 â–²	0.7%	3,576	0.1%	Transportation
UNH UnitedHealth Group	$753,170	$24,086 â–²	3.3%	2,783	0.1%	Medical
IBM International Business Machines	$731,291	$87,503 â–²	13.6%	3,017	0.1%	Computer and Technology
INTC Intel	$722,805	$121,490 â–¼	-14.4%	16,379	0.1%	Computer and Technology
XEL Xcel Energy	$716,867	$11,757 â–²	1.7%	9,024	0.1%	Utilities
PNC The PNC Financial Services Group	$692,940	$27,884 â–²	4.2%	3,330	0.1%	Finance
HD Home Depot	$685,788	$5,920 â–²	0.9%	2,085	0.1%	Retail/Wholesale
AMD Advanced Micro Devices	$681,491	$5,493 â–¼	-0.8%	3,350	0.1%	Computer and Technology
KO CocaCola	$680,574	$63,198 â–²	10.2%	8,949	0.1%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$676,838	$72,994 â–²	12.1%	4,627	0.1%	CL A
VOO Vanguard S&P 500 ETF	$675,805	$19,121 â–¼	-2.8%	1,131	0.1%	ETF
T AT&T	$673,917	$62,414 â–²	10.2%	23,247	0.1%	Computer and Technology
MCD McDonald's	$672,720	$63,699 â–²	10.5%	2,165	0.1%	Retail/Wholesale
ASML ASML	$665,698	$23,775 â–²	3.7%	504	0.1%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$664,317	$64,003 â–²	10.7%	17,095	0.1%	ETF
C Citigroup	$664,129	$5,330 â–²	0.8%	5,856	0.1%	Financial Services
LINDE PLC	$647,958	$215,655 â–²	49.9%	1,307	0.1%	SHS
SCHG Schwab U.S. Large-Cap Growth ETF	$644,472		0.0%	22,124	0.1%	ETF
A Agilent Technologies	$642,505	$21,200 â–¼	-3.2%	5,637	0.1%	Medical
SNOW Snowflake	$641,287	$3,620 â–¼	-0.6%	4,252	0.1%	Computer and Technology
ADBE Adobe	$628,119	$163,107 â–²	35.1%	2,584	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Sym Financial Corp Top Holdings and 13F Report (2026)

About Sym Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Sym Financial Corp Top Holdings and 13F Report (2026)

About Sym Financial Corp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSym Financial Corp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools