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CIK: 0000764739
Total reported value
$1.2B
$1.2B
407 檔
48.7%
According to the latest 13F quarterly dataset, SYM FINANCIAL Corp managed an equity portfolio of $1.2B at the end of Q3 2025, spanning 407 distinct U.S. exchange-listed positions.
In Q3 2025, SYM FINANCIAL Corp displayed an active expansion posture, initiating 8 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 26.04% | -3.06% | +1.24% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 11.12% | -1.50% | +1.75% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 10.23% | -1.40% | +3.61% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.87% | -0.85% | -2.35% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.63% | -1.48% | +6.19% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.82% | -0.23% | +0.32% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.80% | -0.66% | -6.41% | |
| 8 | DOW | Dow Inc | Stock-Materials | 1.35% | -1.08% | +0.24% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.34% | -0.20% | -8.43% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.28% | -0.11% | -8.12% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | -0.22% | -26.55% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.24% | -9.74% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.14% | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | -0.08% | +1.98% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.48% | +53.40% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.10% | -20.66% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.55% | +12.06% | +2.07% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.54% | -0.11% | +6.44% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.03% | +3.74% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.08% | -16.52% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | -0.07% | +58.80% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.13% | -28.98% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.41% | -0.08% | -6.70% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +8.53% | |
| 25 | QWLD | State Street Spdr Msci World | ETF-Other | 0.35% | -0.05% | +0.04% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | — | +21.74% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.29% | -0.06% | +14.08% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.08% | -2.22% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.09% | -12.29% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.02% | -0.19% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.23% | -0.01% | +14.14% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.22% | -0.04% | +10.41% | |
| 33 | GE | General Electric | Stock-Industrials | 0.21% | +0.02% | -8.07% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.21% | — | +5.14% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.19% | — | -0.29% | |
| 36 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.19% | -0.02% | -4.35% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.04% | +3.55% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.17% | -0.04% | +30.32% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | +5.57% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.15% | -0.02% | +0.20% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.03% | -6.92% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | -0.06% | +123.08% | |
| 43 | LKFN | Lakeland Financial CORP | Stock-Other | 0.14% | -0.22% | +0.09% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | -0.02% | -2.95% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.08% | -31.52% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.13% | +0.02% | +9.51% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.07% | +4.80% | |
| 48 | APH | Amphenol Corp-cl A | Stock-Tech | 0.12% | -0.02% | +0.89% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.11% | -0.03% | -0.50% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.11% | -0.04% | -0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.4% | +1.24% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +58.80% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -2.35% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.2% | -6.41% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +53.40% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +8.53% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -26.55% | Trim |
| 8 | MSFT | Microsoft CORP | +0.2% | -9.74% | Trim |
| 9 | SCHB | Schwab US Broad Market ETF | +0.2% | +0.32% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -16.52% | Trim |
| 11 | ORCL | Oracle CORP | +0.1% | +5.14% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | -0.29% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | +123.08% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +8.42% | Add |
| 15 | VT | Vanguard Tot World Stk ETF | +0.1% | +1.98% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | +0.89% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.19% | Add |
| 18 | MINT | Pimco Enhanced Short Maturit | +0.1% | +30.32% | Add |
| 19 | GE | General Electric | +0.1% | -8.07% | Add |
| 20 | RBLX | Roblox CORP -class A | +0.1% | -3.32% | Trim |
| 21 | DFAU | Dimensional US Core Equity M | 0% | +2.07% | Add |
| 22 | ESGU | Ishares Esg Aware Msci USA | 0% | +14.14% | Add |
| 23 | WMT | Walmart Inc | 0% | -2.22% | Add |
| 24 | SCHR | Schwab Intermediate-term US | 0% | -6.70% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 26 | ACWV | Ishares Msci Global Min Vol | 0% | +6.44% | Add |
| 27 | NTSI | Wisdomtree International Eff | 0% | +1.75% | Add |
| 28 | AAPL | Apple Inc | 0% | -8.43% | Trim |
| 29 | VOE | Vanguard Mid-cap Value ETF | -0.1% | +3.61% | Add |
| 30 | UNH | Unitedhealth Group Inc | -0.1% | -12.61% | Trim |
| 31 | CMG | Chipotle Mexican Grill Inc | -0.1% | -59.72% | Trim |
| 32 | CRM | Salesforce Inc | -0.1% | -54.97% | Trim |
| 33 | VIOV | Vanguard S&p Small-cap 600 V | -0.1% | -8.12% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.2% | -20.66% | Trim |
| 35 | GOVT | Ishares US Treasury Bond ETF | -0.6% | +6.19% | Add |
| 36 | DOW | Dow Inc | -0.9% | +0.24% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | -1.3% | +14.08% | Trim |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | Sold out |
| 40 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 41 | SPEM | State Street Sp Ptf Em ETF | — | NEW | New buy |
| 42 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 43 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
| 44 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 46 | DDOG | Datadog Inc - Class A | — | EXIT | Sold out |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | UPRO | Proshares Ultrapro S&p 500 | — | NEW | New buy |
| 49 | AME | Ametek Inc | — | NEW | New buy |
| 50 | SYK | Stryker CORP | — | NEW | New buy |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 407 disclosed positions in Q3 2025.
During Q3 2025, SYM FINANCIAL Corp's top holdings by market value included DFAI (26.0%)、NTSI (11.1%)、VOE (10.2%). The largest single position, DFAI, represented 26.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 48.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPDW
市值: $3.0M
Top Position Liquidated / Trimmed
LQD
前期市值: $1.2M
In Q3 2025, SYM FINANCIAL Corp made 49 total portfolio adjustments, initiating 8 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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