SYM FINANCIAL Corp 13F Holdings · Q2 2026
SYM FINANCIAL Corp reported 530 securities worth $1.24B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAI (22.31%), DFAU (12.62%), NTSI (9.23%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $277.6M | 22.31% | 6.7M | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $157.0M | 12.62% | 3.0M | Added |
| 3 | NTSI | WISDOMTREE TR | $114.8M | 9.23% | 2.5M | Added |
| 4 | VOE | VANGUARD INDEX FDS | $112.4M | 9.04% | 569,031 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $99.7M | 8.02% | 269,521 | Trimmed |
| 6 | GOVT | ISHARES TR | $87.6M | 7.04% | 3.8M | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $34.4M | 2.76% | 1.2M | Trimmed |
| 8 | DOW | DOW HLDGS INC | $15.2M | 1.22% | 554,157 | Added |
| 9 | AAPL | APPLE INC | $13.8M | 1.11% | 47,836 | Trimmed |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | $13.4M | 1.08% | 114,517 | Trimmed |
| 11 | VXUS | VANGUARD STAR FDS | $11.7M | 0.94% | 136,634 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $11.3M | 0.91% | 56,493 | Trimmed |
| 13 | IEFA | ISHARES TR | $10.5M | 0.84% | 108,747 | Added |
| 14 | VT | VANGUARD INTL EQUITY INDEX F | $10.1M | 0.81% | 64,497 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $8.9M | 0.71% | 7,406 | Added |
| 16 | MSFT | MICROSOFT CORP | $6.8M | 0.55% | 18,239 | Trimmed |
| 17 | SPDW | SPDR INDEX SHS FDS | $6.3M | 0.51% | 125,776 | Added |
| 18 | ACWV | ISHARES INC | $5.9M | 0.47% | 48,961 | Added |
| 19 | AMZN | AMAZON COM INC | $5.8M | 0.46% | 24,244 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $5.5M | 0.45% | 15,524 | Trimmed |
| 21 | AVGO | BROADCOM INC | $4.6M | 0.37% | 12,051 | Trimmed |
| 22 | MU | MICRON TECHNOLOGY INC | $4.5M | 0.36% | 3,931 | Trimmed |
| 23 | SCHR | SCHWAB STRATEGIC TR | $4.4M | 0.35% | 176,450 | Added |
| 24 | SPMO | INVESCO EXCH TRADED FD TR II | $4.1M | 0.33% | 25,602 | New |
| 25 | JPM | JPMORGAN CHASE & CO | $3.9M | 0.31% | 11,784 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR