Sym Financial Corp Top Holdings and 13F Report (2026) About Sym Financial CorpInvestment ActivitySym Financial Corp has $1.31 billion in total holdings as of September 30, 2026.Sym Financial Corp owns shares of 523 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 6.68% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Sym Financial Corp has purchased 530 new stocks and bought additional shares in 251 stocks.Sym Financial Corp sold shares of 124 stocks and completely divested from 86 stocks this quarter.Largest Holdings Dimensional International Core Equity Market ETF $280,682,252Dimensional US Core Equity Market ETF $194,366,193WisdomTree International Efficient Core Fund $115,094,538Vanguard Mid-Cap Value ETF $111,851,552Vanguard Total Stock Market ETF $100,495,283 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $2,198,712 Holding86150R107 - Stoke Therapeutics $1,561,846 Holding87283Q743 - T ROWE PRICE EXCHANGE-TRADED $1,511,885 HoldingN6596X109 - NXP Semiconductors $411,468 Holding049560105 - Atmos Energy $373,344 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 675,409 shares (about $35.36M)iShares U.S. Treasury Bond ETF 188,912 shares (about $4.13M)EXXONMOBIL HOLDINGS CORP 13,510 shares (about $2.20M)WisdomTree International Efficient Core Fund 44,277 shares (about $2.03M)Dimensional International Core Equity Market ETF 45,625 shares (about $1.89M) Largest Sales this Quarter Energy Select Sector SPDR Fund 7,851 shares (about $482.84K)Lakeland Financial 7,987 shares (about $460.52K)Vanguard Total Stock Market ETF 989 shares (about $370.12K)Edison International 5,762 shares (about $309.57K)Pacific Gas & Electric 22,875 shares (about $280.22K) 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$280,682,252$1,890,244 ▲0.7%6,774,85521.4%ETFDFAUDimensional US Core Equity Market ETF$194,366,193$35,364,417 ▲22.2%3,712,11214.8%ETFNTSIWisdomTree International Efficient Core Fund$115,094,538$2,032,536 ▲1.8%2,507,2338.8%ETFVOEVanguard Mid-Cap Value ETF$111,851,552$588,936 ▲0.5%572,0438.5%ETFVTIVanguard Total Stock Market ETF$100,495,283$370,123 ▼-0.4%268,5327.7%ETFGOVTiShares U.S. Treasury Bond ETF$88,222,102$4,131,506 ▲4.9%4,033,9326.7%ETFSCHBSchwab US Broad Market ETF$34,823,575$16,238 ▲0.0%1,188,1122.7%ETFAAPLApple$16,559,885$629,413 ▲4.0%49,7261.3%TechnologyDOWDOW$15,259,143$2,341 ▼0.0%554,0721.2%MaterialsNVDANVIDIA$13,560,922$659,102 ▲5.1%59,3791.0%TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$12,334,025$262,789 ▼-2.1%112,1280.9%ETFVXUSVanguard Total International Stock ETF$11,608,4250.0%136,6340.9%ETFMSFTMicrosoft$10,495,438$1,140,686 ▲12.2%20,4630.8%TechnologyIEFAiShares Core MSCI EAFE ETF$10,487,508$47,859 ▼-0.5%108,2530.8%ETFVTVanguard Total World Stock ETF$10,141,683$39,147 ▼-0.4%64,2490.8%ETFLLYEli Lilly and Company$8,629,288$60,167 ▲0.7%7,4580.7%HealthcareAMZNAmazon.com$6,892,661$852,333 ▲14.1%27,6650.5%Consumer DiscretionarySPDWSPDR Portfolio Developed World ex-US ETF$6,302,485$12,703 ▼-0.2%125,5230.5%ETFACWViShares MSCI Global Min Vol Factor ETF$6,084,340$75,356 ▲1.3%49,5750.5%ETFGOOGLAlphabet$5,396,836$55,396 ▲1.0%15,6850.4%Communication ServicesAVGOBroadcom$4,292,940$60,756 ▲1.4%12,2240.3%TechnologyMUMicron Technology$4,249,629$62,839 ▲1.5%3,9900.3%TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$4,201,215$19,339 ▲0.5%177,2660.3%ETFJPMJPMorgan Chase & Co.$4,032,068$133,652 ▲3.4%12,1880.3%FinanceSPMOInvesco S&P 500 Momentum ETF$3,884,541$3,790 ▲0.1%25,6270.3%ETFMETAMeta Platforms$3,667,206$847,729 ▲30.1%5,0570.3%Communication ServicesQWLDSPDR MSCI World StrategicFactors ETF$3,608,004$17,265 ▼-0.5%23,4060.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,127,194$17,017 ▲0.5%33,0780.2%ETFSPYSPDR S&P 500 ETF Trust$2,850,059$249,390 ▲9.6%3,7370.2%ETFWALMART INC$2,576,544$108,906 ▼-4.1%24,7940.2%COMESGUiShares ESG Aware MSCI USA ETF$2,468,807$16,680 ▼-0.7%14,8010.2%ETFJNJJohnson & Johnson$2,384,157$60,888 ▲2.6%9,0060.2%HealthcareJ P MORGAN EXCHANGE TRADED F$2,361,619$1,868 ▲0.1%50,5700.2%INTL BD OPP ETFBRK.BBerkshire Hathaway$2,295,415$216,098 ▲10.4%4,6100.2%FinanceGEGE Aerospace$2,267,037$56,215 ▲2.5%7,2590.2%IndustrialsEXXONMOBIL HOLDINGS CORP$2,198,712$2,198,712 ▲New Holding13,5100.2%COM SHSCSCOCisco Systems$2,194,505$59,736 ▲2.8%20,3890.2%TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,126,153$118,952 ▲5.9%21,1450.2%ETFTSLATesla$2,116,942$183,449 ▲9.5%5,9660.2%Consumer DiscretionaryGOOGAlphabet$2,097,231$229,656 ▲12.3%6,1550.2%Communication ServicesSPEMSPDR Portfolio Emerging Markets ETF$1,901,404$4,503 ▲0.2%36,7350.1%ETFACWIiShares MSCI ACWI ETF$1,887,398$78,747 ▼-4.0%11,8880.1%ETFGE VERNOVA INC$1,739,302$77,936 ▲4.7%1,8300.1%COMVVisa$1,699,867$94,856 ▲5.9%4,7310.1%FinanceAMATApplied Materials$1,694,512$121,183 ▲7.7%3,3140.1%TechnologyVGTVanguard Information Technology ETF$1,662,1110.0%13,2260.1%ETFTRGPTarga Resources$1,658,352$1,352 ▲0.1%6,1350.1%EnergyORCLOracle$1,612,357$653,016 ▲68.1%11,7430.1%TechnologyINTCIntel$1,579,381$238,422 ▲17.8%13,1360.1%TechnologyLAM RESEARCH CORP$1,575,265$83,773 ▼-5.0%4,7950.1%COM NEWSTOKStoke Therapeutics$1,561,846$1,561,846 ▲New Holding60,0710.1%HealthcareT ROWE PRICE EXCHANGE-TRADED$1,511,885$1,511,885 ▲New Holding45,2350.1%NATURAL RES ETFMAMastercard$1,465,586$6,065 ▼-0.4%2,6580.1%FinanceAPHAmphenol$1,445,079$734,594 ▲103.4%17,1420.1%TechnologyAMDAdvanced Micro Devices$1,409,966$40,984 ▼-2.8%2,3050.1%TechnologyNSCNorfolk Southern$1,378,758$93,936 ▲7.3%4,4620.1%IndustrialsKLACKLA$1,339,327$54,384 ▲4.2%6,8710.1%TechnologyLKFNLakeland Financial$1,310,237$460,520 ▼-26.0%22,7240.1%FinanceSCHDSchwab US Dividend Equity ETF$1,279,145$48,405 ▼-3.6%39,3220.1%ETFMRKMerck & Co., Inc.$1,261,804$52,309 ▲4.3%8,6840.1%HealthcareJBLJabil$1,201,800$30,117 ▲2.6%4,1900.1%TechnologyGLDSPDR Gold Shares$1,187,459$95,210 ▼-7.4%3,1180.1%ETFFIXComfort Systems USA$1,183,501$84,300 ▼-6.6%7160.1%IndustrialsCBChubb$1,179,194$58,212 ▲5.2%3,6260.1%FinanceCVXChevron$1,138,714$7,760 ▼-0.7%5,5760.1%EnergyABBVAbbVie$1,095,956$10,986 ▲1.0%4,1900.1%HealthcareCATCaterpillar$1,092,730$143,482 ▲15.1%1,3480.1%IndustrialsPGProcter & Gamble$1,081,301$492,491 ▲83.6%7,4430.1%Consumer StaplesVLOValero Energy$1,080,606$47,674 ▲4.6%2,7880.1%EnergyASMLASML$1,035,641$50,696 ▲5.1%5720.1%TechnologyCOFCapital One Financial$1,029,440$544,453 ▲112.3%5,3320.1%FinanceABTAbbott Laboratories$1,025,819$216,529 ▲26.8%10,3800.1%HealthcareVEAVanguard FTSE Developed Markets ETF$1,021,444$706 ▼-0.1%14,4660.1%ETFVOOVanguard S&P 500 ETF$1,016,983$11,214 ▲1.1%1,4510.1%ETFMPLXMplx$1,005,0300.0%17,8450.1%EnergyCCitigroup$984,307$145,277 ▲17.3%7,6020.1%FinanceCMICummins$972,252$68,192 ▲7.5%1,8820.1%IndustrialsCNCCentene$963,910$62,617 ▲6.9%15,5170.1%HealthcareHDHome Depot$956,216$41,537 ▼-4.2%3,3610.1%Consumer DiscretionaryCOSTCostco Wholesale$924,137$26,404 ▼-2.8%1,0150.1%Consumer StaplesGMGeneral Motors$922,455$40,887 ▲4.6%11,9800.1%Consumer DiscretionaryILMNIllumina$922,367$212,664 ▼-18.7%3,3700.1%HealthcarePALANTIR TECHNOLOGIES INC$916,124$123,447 ▲15.6%4,8980.1%CL AABNBAirbnb$911,126$69,716 ▲8.3%5,6720.1%Consumer DiscretionaryDISWalt Disney$908,475$554,841 ▲156.9%8,6600.1%Communication ServicesRTXRTX$907,486$385,422 ▲73.8%4,8880.1%IndustrialsBMYBristol Myers Squibb$906,827$32,449 ▲3.7%14,5320.1%HealthcareFTNTFortinet$902,827$141,206 ▲18.5%5,0510.1%TechnologyARISTA NETWORKS INC$902,154$38,888 ▼-4.1%4,4310.1%COM SHSKOCoca-Cola$901,685$63,010 ▲7.5%10,4750.1%Consumer StaplesWFCWells Fargo & Company$887,168$1,041 ▼-0.1%11,0830.1%FinanceBLACKROCK INC$883,368$50,780 ▲6.1%8350.1%COMAMEAMETEK$860,366$131,297 ▲18.0%3,4730.1%TechnologyPNCThe PNC Financial Services Group$840,365$34,006 ▲4.2%3,7810.1%FinanceJBHTJ.B. Hunt Transport Services$835,707$6,722 ▼-0.8%3,7300.1%IndustrialsTEAMAtlassian$830,830$311,785 ▲60.1%4,6340.1%TechnologyIBMInternational Business Machines$818,436$136,149 ▲20.0%3,7210.1%TechnologyWDCWestern Digital$817,233$118,176 ▼-12.6%1,7980.1%TechnologyFCXFreeport-McMoRan$795,888$28,630 ▲3.7%11,3700.1%MaterialsSCHGSchwab U.S. Large-Cap Growth ETF$794,9150.0%22,1240.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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