Q3 2026 13F · SEC CIK 764739

SYM FINANCIAL Corp

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 523
Top holdings a year, 3 yrs: +12.8%
Assets under management: $5.8B

SYM FINANCIAL Corp is a wealth manager that reported 523 positions worth $1.3B in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Dimensional ETF Trust (DFAI, 21.4%), Dimensional ETF Trust (DFAU, 14.8%), Wisdomtree Tr (NTSI, 8.8%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

SYM FINANCIAL Corp holdings largest 50 of 523 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SYM FINANCIAL Corp 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFAIDimensional ETF Trust	21.4%	22.3%	6,774,855	+0.7%	$280.7M
DFAUDimensional ETF Trust	14.8%	12.6%	3,712,112	+22.2%	$194.4M
NTSIWisdomtree Tr	8.8%	9.2%	2,507,233	+1.8%	$115.1M
VOEVanguard Index Fds	8.5%	9.0%	572,043	+0.5%	$111.9M
VTIVanguard Index Fds	7.7%	8.0%	268,532	-0.4%	$100.5M
GOVTIshares Tr	6.7%	7.0%	4,033,932	+4.9%	$88.2M
SCHBSchwab Strategic Tr	2.7%	2.8%	1,188,112	+0.0%	$34.8M
AAPLApple Inc	1.3%	1.1%	49,726	+4.0%	$16.6M
DOWDow Hldgs Inc	1.2%	1.2%	554,072	-0.0%	$15.3M
NVDANvidia Corporation	1.0%	0.9%	59,379	+5.1%	$13.6M
VIOVVanguard S&p 600 Small Cap Value- ETF	0.9%	1.1%	112,128	-2.1%	$12.3M
VXUSVanguard Star Fds	0.9%	0.9%	136,634	+0.0%	$11.6M
MSFTMicrosoft Corp	0.8%	0.5%	20,463	+12.2%	$10.5M
IEFAIshares Tr	0.8%	0.8%	108,253	-0.5%	$10.5M
VTVanguard Intl Equity Index F	0.8%	0.8%	64,249	-0.4%	$10.1M
LLYEli Lilly & Co	0.7%	0.7%	7,458	+0.7%	$8.6M
AMZNAmazon Com Inc	0.5%	0.5%	27,665	+14.1%	$6.9M
SPDWSpdr Index Shs Fds	0.5%	0.5%	125,523	-0.2%	$6.3M
ACWVIshares Inc	0.5%	0.5%	49,575	+1.3%	$6.1M
GOOGLAlphabet Inc	0.4%	0.4%	15,585	+1.0%	$5.4M
AVGOBroadcom Inc	0.3%	0.4%	12,224	+1.4%	$4.3M
MUMicron Technology Inc	0.3%	0.4%	3,990	+1.5%	$4.2M
SCHRSchwab Strategic Tr	0.3%	0.3%	177,266	+0.5%	$4.2M
JPMJpmorgan Chase & Co	0.3%	0.3%	12,188	+3.4%	$4.0M
SPMOInvesco Exch Traded Fd Tr II	0.3%	0.3%	25,627	+0.1%	$3.9M
METAMeta Platforms Inc	0.3%	0.2%	5,057	+30.1%	$3.7M
QWLDSpdr Index Shs Fds	0.3%	0.3%	23,406	-0.5%	$3.6M
AGGIshares Tr	0.2%	0.3%	33,078	+0.5%	$3.1M
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	3,737	+9.6%	$2.9M
WMTWalmart Inc	0.2%	0.2%	24,794	-4.1%	$2.6M
ESGUIshares Tr	0.2%	0.2%	14,801	-0.7%	$2.5M
JNJJohnson & Johnson	0.2%	0.2%	9,006	+2.6%	$2.4M
JPIBJ P Morgan Exchange Traded F	0.2%	0.2%	50,570	+0.1%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	4,610	+10.4%	$2.3M
GEGe Aerospace	0.2%	0.2%	7,259	+2.5%	$2.3M
XOMExxonmobil Holdings Corp	0.2%	—	13,510	—	$2.2M
CSCOCisco Sys Inc	0.2%	0.2%	20,389	+2.8%	$2.2M
MINTPimco Enhanced Short Maturity Active Exc	0.2%	0.2%	21,145	+5.9%	$2.1M
TSLATesla Inc	0.2%	0.2%	5,966	+9.5%	$2.1M
GOOGAlphabet Inc	0.2%	0.2%	6,155	+12.3%	$2.1M
SPEMSpdr Index Shs Fds	0.1%	0.2%	36,735	+0.2%	$1.9M
ACWIIshares Tr	0.1%	0.2%	11,888	-4.0%	$1.9M
GEVGe Vernova Inc	0.1%	0.2%	1,830	+4.7%	$1.7M
VVisa Inc	0.1%	—	4,731	—	$1.7M
AMATApplied Matls Inc	0.1%	0.2%	3,314	+7.7%	$1.7M
VGTVanguard World Fd	0.1%	0.1%	13,226	+0.0%	$1.7M
TRGPTarga Res Corp	0.1%	0.1%	6,135	+0.1%	$1.7M
ORCLOracle Corp	0.1%	—	11,743	—	$1.6M
INTCIntel Corp	0.1%	—	13,136	—	$1.6M
LRCXLam Research Corp	0.1%	0.2%	4,795	-5.0%	$1.6M

What SYM FINANCIAL Corp bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

META Meta Platforms Inc+30.1% shares
DFAU Dimensional ETF Trust+22.2% shares
AMZN Amazon Com Inc+14.1% shares
GOOG Alphabet Inc+12.3% shares
MSFT Microsoft Corp+12.2% shares
BRK-B Berkshire Hathaway Inc Del+10.4% shares
SPY State Str Spdr S&p 500 ETF T+9.6% shares
TSLA Tesla Inc+9.5% shares

Reduced

LRCX Lam Research Corp-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.3% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +5.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.3B	523
Q2 2026	$1.2B	530
Q1 2026	$1.0B	413
Q4 2025	$973.3M	414
Q3 2025	$934.7M	406
Q2 2025	$893.5M	420
Q1 2025	$811.7M	352
Q4 2024	$773.6M	333
Q3 2024	$747.3M	263
Q2 2024	$627.3M	262
Q1 2024	$606.1M	167
Q4 2023	$617.7M	178

Questions about SYM FINANCIAL Corp's portfolio

What stocks does SYM FINANCIAL Corp own?

SYM FINANCIAL Corp's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 523 positions worth $1.3B. The largest are Dimensional ETF Trust (DFAI) at 21.4%, Dimensional ETF Trust (DFAU) at 14.8%, Wisdomtree Tr (NTSI) at 8.8%, Vanguard Index Fds (VOE) at 8.5% and Vanguard Index Fds (VTI) at 7.7%.

What did SYM FINANCIAL Corp buy last quarter?

In Q3 2026, SYM FINANCIAL Corp added Meta Platforms Inc (META) (+30.1% shares), Dimensional ETF Trust (DFAU) (+22.2% shares) and Amazon Com Inc (AMZN) (+14.1% shares), compared with its Q2 2026 filing.

What did SYM FINANCIAL Corp sell last quarter?

In Q3 2026, SYM FINANCIAL Corp cut from its top 50 Kla Corp (KLAC), cut from its top 50 Lakeland Finl Corp (LKFN), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Jabil Inc (JBL) and Lam Research Corp (LRCX) (-5.0% shares), compared with its Q2 2026 filing.

How has SYM FINANCIAL Corp's portfolio performed?

A portfolio copying SYM FINANCIAL Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.3% against +20.1%. Over 5 years: +5.0% a year against +11.6%.

When is SYM FINANCIAL Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. SYM FINANCIAL Corp's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does SYM FINANCIAL Corp manage?

SYM FINANCIAL Corp reported $5.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.