Sym Financial Corp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.00B
Q ending 2026-03-31
Prior quarter
$973.4M
Q ending 2025-12-31
Change
+2.8% QoQ · +23.3% YoY
Positions
415
reported holdings
Largest positions
Top 100 of 415 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAI | Shares | $254.0M | 6.5M |
| Wisdomtree Tr | NTSI | Shares | $107.4M | 2.4M |
| Vanguard Index Fds | VOE | Shares | $104.5M | 567K |
| Vanguard Index Fds | VTI | Shares | $88.8M | 277K |
| Ishares Tr | GOVT | Shares | $85.3M | 3.7M |
| Schwab Strategic Tr | SCHB | Shares | $29.9M | 1.2M |
| Dow Hldgs Inc | DOW | Shares | $23.0M | 552K |
| Vanguard Star Fds | VXUS | Shares | $16.0M | 207K |
| Apple Inc | AAPL | Shares | $13.2M | 52K |
| Vanguard Admiral Fds Inc | VIOV | Shares | $11.9M | 117K |
| Nvidia Corporation | NVDA | Shares | $11.3M | 65K |
| Ishares Tr | IEFA | Shares | $9.8M | 108K |
| Vanguard Intl Equity Index F | VT | Shares | $8.9M | 65K |
| Microsoft Corp | MSFT | Shares | $7.9M | 21K |
| Eli Lilly & Co | LLY | Shares | $6.8M | 7K |
| Ishares Inc | ACWV | Shares | $5.8M | 48K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.6M | 88K |
| Dimensional Etf Trust | DFAU | Shares | $5.6M | 123K |
| Amazon Com Inc | AMZN | Shares | $5.6M | 27K |
| Alphabet Inc | GOOGL | Shares | $5.2M | 18K |
| Spdr Index Shs Fds | SPDW | Shares | $5.1M | 113K |
| Broadcom Inc | AVGO | Shares | $4.5M | 14K |
| Schwab Strategic Tr | SCHR | Shares | $4.3M | 173K |
| Lakeland Finl Corp | LKFN | Shares | $3.7M | 65K |
| Spdr Index Shs Fds | QWLD | Shares | $3.4M | 23K |
| Walmart Inc | WMT | Shares | $3.2M | 26K |
| Jpmorgan Chase & Co | JPM | Shares | $3.2M | 11K |
| Ishares Tr | AGG | Shares | $3.2M | 32K |
| Meta Platforms Inc | META | Shares | $3.1M | 5K |
| J P Morgan Exchange Traded F | JPIB | Shares | $2.4M | 49K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.2M | 3K |
| Johnson & Johnson | JNJ | Shares | $2.2M | 9K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 12K |
| Ishares Tr | ESGU | Shares | $2.1M | 15K |
| Mastercard Incorporated | MA | Shares | $2.0M | 4K |
| Pimco Etf Tr | MINT | Shares | $2.0M | 20K |
| Ge Aerospace | GE | Shares | $1.9M | 7K |
| Tesla Inc | TSLA | Shares | $1.8M | 5K |
| Ishares Tr | ACWI | Shares | $1.8M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.7M | 4K |
| Costco Wholesale Corporation | COST | Shares | $1.6M | 2K |
| Spdr Gold Tr | GLD | Shares | $1.6M | 4K |
| Spdr Index Shs Fds | SPEM | Shares | $1.6M | 33K |
| Targa Res Corp | TRGP | Shares | $1.5M | 6K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 20K |
| Ge Vernova Inc | GEV | Shares | $1.5M | 2K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Amphenol Corp | APH | Shares | $1.4M | 11K |
| Micron Technology Inc | MU | Shares | $1.4M | 4K |
| Norfolk Southn Corp | NSC | Shares | $1.3M | 5K |
| Ishares Inc | URTH | Shares | $1.3M | 7K |
| Schwab Strategic Tr | SCHD | Shares | $1.2M | 40K |
| Pepsico Inc | PEP | Shares | $1.2M | 8K |
| Comfort Sys Usa Inc | FIX | Shares | $1.2M | 879 |
| Chubb Ltd Switz | Shares | $1.1M | 3K | |
| Lam Research Corp | LRCX | Shares | $1.1M | 5K |
| Jabil Inc | JBL | Shares | $1.0M | 4K |
| Visa Inc | V | Shares | $1.0M | 3K |
| Applied Matls Inc | AMAT | Shares | $1.0M | 3K |
| Merck & Co Inc | MRK | Shares | $1.0M | 8K |
| Vanguard World Fd | VGT | Shares | $1.0M | 1K |
| Kla Corp | KLAC | Shares | $951K | 646 |
| Mplx Lp | MPLX | Shares | $948K | 17K |
| Edison Intl | EIX | Shares | $909K | 12K |
| Western Digital Corp | WDC | Shares | $889K | 3K |
| Cummins Inc | CMI | Shares | $879K | 2K |
| Chevron Corporation | CVX | Shares | $864K | 4K |
| Netflix Inc. | NFLX | Shares | $857K | 9K |
| Bristol-Myers Squibb Co | BMY | Shares | $851K | 14K |
| Abbvie Inc | ABBV | Shares | $836K | 4K |
| Select Sector Spdr Tr | XLE | Shares | $824K | 13K |
| Booking Holdings Inc | BKNG | Shares | $821K | 195 |
| Servicenow Inc | NOW | Shares | $815K | 8K |
| Oracle Corp | ORCL | Shares | $814K | 6K |
| General Mtrs Co | GM | Shares | $811K | 11K |
| Fedex Corp | FDX | Shares | $776K | 2K |
| Procter & Gamble Co | PG | Shares | $774K | 5K |
| Pg&E Corp | PCG | Shares | $774K | 44K |
| Caterpillar Inc | CAT | Shares | $761K | 1K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $758K | 4K |
| Unitedhealth Group Inc | UNH | Shares | $753K | 3K |
| International Business Machs | IBM | Shares | $731K | 3K |
| Intel Corp | INTC | Shares | $723K | 16K |
| Xcel Energy Inc | XEL | Shares | $717K | 9K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $693K | 3K |
| Home Depot Inc | HD | Shares | $686K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $681K | 3K |
| Coca Cola Co | KO | Shares | $681K | 9K |
| Palantir Technologies Inc | PLTR | Shares | $677K | 5K |
| Vanguard Index Fds | VOO | Shares | $676K | 1K |
| At&T Inc | T | Shares | $674K | 23K |
| Mcdonalds Corp | MCD | Shares | $673K | 2K |
| Asml Hldg Nv | Shares | $666K | 504 | |
| Dimensional Etf Trust | DFAC | Shares | $664K | 17K |
| Citigroup Inc | C | Shares | $664K | 6K |
| Linde Plc | Shares | $648K | 1K | |
| Schwab Strategic Tr | SCHG | Shares | $644K | 22K |
| Agilent Technologies Inc | A | Shares | $643K | 6K |
| Snowflake Inc | SNOW | Shares | $641K | 4K |
| Adobe Inc | ADBE | Shares | $628K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.