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CIK: 0000764739
Total reported value
$1.2B
$1.2B
414 檔
50.3%
In Q4 2025, SYM FINANCIAL Corp's U.S. equity holdings reached a combined market value of $1.2B, distributed across 414 disclosed stock positions.
In Q4 2025, SYM FINANCIAL Corp displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 50.3% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 414 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 25.87% | -3.06% | -1.31% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 11.03% | -1.50% | +0.23% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 10.19% | -1.40% | +2.12% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.80% | -0.85% | +1.18% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.41% | -1.48% | +1.85% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.21% | -0.23% | +16.31% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.61% | -0.66% | -9.29% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.20% | +0.78% | |
| 9 | DOW | Dow Inc | Stock-Materials | 1.32% | -1.08% | -0.30% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.22% | +2.20% | |
| 11 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.21% | -0.11% | -3.78% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.14% | -2.39% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.24% | -3.41% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.91% | -0.08% | +2.16% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.03% | +2.58% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | -0.10% | +4.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | -0.07% | +10.29% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | -0.48% | -8.95% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.57% | +12.06% | +4.77% | |
| 20 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.55% | -0.11% | +6.69% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | -0.08% | +0.34% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.46% | — | +47.34% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.40% | -0.08% | +0.80% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +1.37% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.13% | +2.24% | |
| 26 | QWLD | State Street Spdr Msci World | ETF-Other | 0.35% | -0.05% | -0.12% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.08% | +3.24% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.29% | -0.06% | +4.61% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.24% | -0.02% | +5.22% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.23% | -0.09% | -3.27% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.23% | -0.01% | +2.84% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.22% | -0.04% | +4.44% | |
| 33 | GE | General Electric | Stock-Industrials | 0.21% | +0.02% | +3.06% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | — | +12.17% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.19% | -0.02% | -1.64% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.04% | -3.44% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.18% | -0.04% | +6.67% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +9.88% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.16% | — | +12.14% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.15% | -0.06% | +4.14% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | +0.04% | +83.07% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.15% | -0.01% | +42.19% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | +0.02% | +7.12% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.07% | +9.42% | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.14% | -0.02% | -0.09% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.13% | -0.02% | +1.56% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | -0.02% | -5.87% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.12% | -0.04% | +5.47% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.12% | +0.03% | -16.85% | |
| 50 | TRGP | Targa Resources CORP | Stock-Energy | 0.12% | -0.02% | -1.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +0.4% | +16.31% | Add |
| 2 | LLY | Eli Lilly & Co | +0.2% | +2.58% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +10.29% | Add |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +47.34% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.1% | +83.07% | Add |
| 6 | CNC | Centene CORP | +0.1% | +123.47% | Add |
| 7 | MU | Micron Technology Inc | +0.1% | +7.42% | Add |
| 8 | AAPL | Apple Inc | 0% | +0.78% | Add |
| 9 | AMZN | Amazon.com Inc | 0% | +4.71% | Add |
| 10 | PCG | P G & E CORP | 0% | +116.08% | Add |
| 11 | SPEM | State Street Sp Ptf Em ETF | 0% | +42.19% | Add |
| 12 | GOOG | Alphabet Inc-cl C | 0% | +7.12% | Add |
| 13 | CB | Chubb Limited | 0% | +45.67% | Add |
| 14 | EIX | Edison International | 0% | +88.52% | Add |
| 15 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +32.27% | Add |
| 16 | BMY | Bristol-myers Squibb Co | 0% | +60.90% | Add |
| 17 | DFAU | Dimensional US Core Equity M | 0% | +4.77% | Add |
| 18 | WMT | Walmart Inc | 0% | +3.24% | Add |
| 19 | ACWV | Ishares Msci Global Min Vol | 0% | +6.69% | Add |
| 20 | VT | Vanguard Tot World Stk ETF | — | +2.16% | Add |
| 21 | VOE | Vanguard Mid-cap Value ETF | 0% | +2.12% | Add |
| 22 | HOOD | Robinhood Markets Inc - A | 0% | -32.63% | Trim |
| 23 | COST | Costco Wholesale CORP | 0% | -21.48% | Trim |
| 24 | ORCL | Oracle CORP | -0.1% | +12.14% | Add |
| 25 | RBLX | Roblox CORP -class A | -0.1% | +1.23% | Add |
| 26 | UBER | Uber Technologies Inc | -0.1% | -57.21% | Trim |
| 27 | META | Meta Platforms Inc-class A | -0.1% | +2.24% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -8.95% | Trim |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +1.18% | Add |
| 30 | NTSI | Wisdomtree International Eff | -0.1% | +0.23% | Add |
| 31 | MSFT | Microsoft CORP | -0.2% | -3.41% | Trim |
| 32 | DFAI | Dimensional International Co | -0.2% | -1.31% | Trim |
| 33 | VXUS | Vanguard Total Intl Stock | -0.2% | -9.29% | Trim |
| 34 | GOVT | Ishares US Treasury Bond ETF | -0.2% | +1.85% | Add |
| 35 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 36 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 37 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 38 | MKTX | Marketaxess Holdings Inc | — | NEW | New buy |
| 39 | IT | Gartner Inc | — | NEW | New buy |
| 40 | MOH | Molina Healthcare Inc | — | EXIT | Sold out |
| 41 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 42 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 43 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 44 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
| 45 | LVS | Las Vegas Sands CORP | — | NEW | New buy |
| 46 | LYV | Live Nation Entertainment In | — | EXIT | Sold out |
| 47 | AMT | American Tower CORP | — | NEW | New buy |
| 48 | OZK | Bank Ozk | — | EXIT | Sold out |
| 49 | WDAY | Workday Inc-class A | — | EXIT | Sold out |
| 50 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 414 disclosed positions in Q4 2025.
During Q4 2025, SYM FINANCIAL Corp's top holdings by market value included DFAI (25.9%)、NTSI (11.0%)、VOE (10.2%). The largest single position, DFAI, represented 25.9% 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.
Top New Position Initiated
TEAM
市值: $784.8K
Top Position Liquidated / Trimmed
IVV
前期市值: $722.8K
In Q4 2025, SYM FINANCIAL Corp made 50 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 7 holdings, and fully liquidating 9 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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