Holders — by stockHoldings — by fund
SYM FINANCIAL Corp
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000764739
$1.24B
disclosed book value
530
positions
22.3%
largest position share
Positions, as of 2026-06-30
top 100 of 530 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFAIDIMENSIONAL ETF TRUST | 6.7M | $277.6M | 22.3% |
| 2 | DFAUDIMENSIONAL ETF TRUST | 3.0M | $157.0M | 12.6% |
| 3 | NTSIWISDOMTREE TR | 2.5M | $114.8M | 9.2% |
| 4 | VOEVANGUARD INDEX FDS | 569,031 | $112.4M | 9% |
| 5 | VTIVANGUARD INDEX FDS | 269,521 | $99.7M | 8% |
| 6 | GOVTISHARES TR | 3.8M | $87.6M | 7% |
| 7 | SCHBSCHWAB STRATEGIC TR | 1.2M | $34.4M | 2.8% |
| 8 | DOWDOW HLDGS INC | 554,157 | $15.2M | 1.2% |
| 9 | AAPLAPPLE INC | 47,836 | $13.8M | 1.1% |
| 10 | VIOVVANGUARD ADMIRAL FDS INC | 114,517 | $13.4M | 1.1% |
| 11 | VXUSVANGUARD STAR FDS | 136,634 | $11.7M | 0.9% |
| 12 | NVDANVIDIA CORPORATION | 56,493 | $11.3M | 0.9% |
| 13 | IEFAISHARES TR | 108,747 | $10.5M | 0.8% |
| 14 | VTVANGUARD INTL EQUITY INDEX F | 64,497 | $10.1M | 0.8% |
| 15 | LLYELI LILLY & CO | 7,406 | $8.9M | 0.7% |
| 16 | MSFTMICROSOFT CORP | 18,239 | $6.8M | 0.5% |
| 17 | SPDWSPDR INDEX SHS FDS | 125,776 | $6.3M | 0.5% |
| 18 | ACWVISHARES INC | 48,961 | $5.9M | 0.5% |
| 19 | AMZNAMAZON COM INC | 24,244 | $5.8M | 0.5% |
| 20 | GOOGLALPHABET INC | 15,424 | $5.5M | 0.4% |
| 21 | AVGOBROADCOM INC | 12,051 | $4.6M | 0.4% |
| 22 | MUMICRON TECHNOLOGY INC | 3,931 | $4.5M | 0.4% |
| 23 | SCHRSCHWAB STRATEGIC TR | 176,450 | $4.4M | 0.3% |
| 24 | SPMOINVESCO EXCH TRADED FD TR II | 25,602 | $4.1M | 0.3% |
| 25 | JPMJPMORGAN CHASE & CO | 11,784 | $3.9M | 0.3% |
| 26 | QWLDSPDR INDEX SHS FDS | 23,518 | $3.6M | 0.3% |
| 27 | AGGISHARES TR | 32,898 | $3.3M | 0.3% |
| 28 | WMTWALMART INC | 25,842 | $2.9M | 0.2% |
| 29 | GEGE AEROSPACE | 7,079 | $2.6M | 0.2% |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 3,410 | $2.5M | 0.2% |
| 31 | JPIBJ P MORGAN EXCHANGE TRADED F | 50,530 | $2.4M | 0.2% |
| 32 | ESGUISHARES TR | 14,901 | $2.4M | 0.2% |
| 33 | CSCOCISCO SYS INC | 19,834 | $2.3M | 0.2% |
| 34 | TSLATESLA INC | 5,449 | $2.3M | 0.2% |
| 35 | JNJJOHNSON & JOHNSON | 8,776 | $2.2M | 0.2% |
| 36 | AMATAPPLIED MATLS INC | 3,077 | $2.2M | 0.2% |
| 37 | METAMETA PLATFORMS INC | 3,888 | $2.2M | 0.2% |
| 38 | LRCXLAM RESEARCH CORP | 5,050 | $2.2M | 0.2% |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,176 | $2.1M | 0.2% |
| 40 | GEVGE VERNOVA INC | 1,748 | $2.1M | 0.2% |
| 41 | MINTPIMCO ETF TR | 19,962 | $2.0M | 0.2% |
| 42 | KLACKLA CORP | 6,592 | $2.0M | 0.2% |
| 43 | ACWIISHARES TR | 12,384 | $1.9M | 0.2% |
| 44 | GOOGALPHABET INC | 5,481 | $1.9M | 0.2% |
| 45 | SPEMSPDR INDEX SHS FDS | 36,648 | $1.9M | 0.2% |
| 46 | LKFNLAKELAND FINL CORP | 30,711 | $1.9M | 0.2% |
| 47 | EXMOCEXXON MOBIL CORP | 12,669 | $1.7M | 0.1% |
| 48 | TRGPTARGA RES CORP | 6,130 | $1.6M | 0.1% |
| 49 | VGTVANGUARD WORLD FD | 13,226 | $1.6M | 0.1% |
| 50 | JBLJABIL INC | 4,085 | $1.6M | 0.1% |
| 51 | INTCINTEL CORP | 11,153 | $1.6M | 0.1% |
| 52 | VVISA INC | 4,467 | $1.5M | 0.1% |
| 53 | FIXCOMFORT SYS USA INC | 767 | $1.5M | 0.1% |
| 54 | APHAMPHENOL CORP | 8,428 | $1.5M | 0.1% |
| 55 | AMDADVANCED MICRO DEVICES INC | 2,372 | $1.4M | 0.1% |
| 56 | MAMASTERCARD INCORPORATED | 2,669 | $1.4M | 0.1% |
| 57 | WDCWESTERN DIGITAL CORP | 2,058 | $1.3M | 0.1% |
| 58 | NSCNORFOLK SOUTHN CORP | 4,158 | $1.3M | 0.1% |
| 59 | SCHDSCHWAB STRATEGIC TR | 40,810 | $1.3M | 0.1% |
| 60 | CMICUMMINS INC | 1,750 | $1.2M | 0.1% |
| 61 | CATCATERPILLAR INC | 1,171 | $1.2M | 0.1% |
| 62 | GLDSPDR GOLD TR | 3,368 | $1.2M | 0.1% |
| 63 | HDHOME DEPOT INC | 3,507 | $1.2M | 0.1% |
| 64 | CHUBB LIMITED | 3,447 | $1.2M | 0.1% |
| 65 | JBHTHUNT J B TRANS SVCS INC | 3,760 | $1.1M | 0.1% |
| 66 | ASML HLDG NV | 544 | $1.1M | 0.1% |
| 67 | MRKMERCK & CO INC | 8,324 | $1.1M | 0.1% |
| 68 | ABBVABBVIE INC | 4,148 | $1.0M | 0.1% |
| 69 | VEAVANGUARD TAX-MANAGED FDS | 14,476 | $1.0M | 0.1% |
| 70 | ORCLORACLE CORP | 6,987 | $1.0M | 0.1% |
| 71 | MPLXMPLX LP | 17,845 | $1.0M | 0.1% |
| 72 | VOOVANGUARD INDEX FDS | 1,435 | $985,739 | 0.1% |
| 73 | COSTCOSTCO WHOLESALE CORPORATION | 1,044 | $976,777 | 0.1% |
| 74 | PEPPEPSICO INC | 6,909 | $935,544 | 0.1% |
| 75 | CNCCENTENE CORP DEL | 14,509 | $931,333 | 0.1% |
| 76 | CVXCHEVRON CORPORATION | 5,614 | $930,608 | 0.1% |
| 77 | WFCWELLS FARGO & CO | 11,096 | $917,003 | 0.1% |
| 78 | EIXEDISON INTL | 12,303 | $915,958 | 0.1% |
| 79 | CCITIGROUP INC | 6,480 | $906,941 | 0.1% |
| 80 | PNCPNC FINL SVCS GROUP INC | 3,628 | $893,286 | 0.1% |
| 81 | UNHUNITEDHEALTH GROUP INC | 2,127 | $884,226 | 0.1% |
| 82 | AON PLC | 2,665 | $883,869 | 0.1% |
| 83 | GMGENERAL MTRS CO | 11,449 | $882,489 | 0.1% |
| 84 | IBMINTERNATIONAL BUSINESS MACHS | 3,102 | $872,313 | 0.1% |
| 85 | BMYBRISTOL-MYERS SQUIBB CO | 14,012 | $807,371 | 0.1% |
| 86 | QQQINVESCO QQQ TR | 1,093 | $805,068 | 0.1% |
| 87 | PCGPG&E CORP | 47,173 | $793,450 | 0.1% |
| 88 | KOCOCA COLA CO | 9,743 | $791,816 | 0.1% |
| 89 | ANETARISTA NETWORKS INC | 4,622 | $785,185 | 0.1% |
| 90 | XELXCEL ENERGY INC | 9,429 | $757,149 | 0.1% |
| 91 | BLKBLACKROCK INC | 787 | $756,840 | 0.1% |
| 92 | ABNBAIRBNB INC | 5,238 | $749,558 | 0.1% |
| 93 | SCHGSCHWAB STRATEGIC TR | 22,124 | $748,676 | 0.1% |
| 94 | ABTABBOTT LABORATORIES | 8,189 | $743,070 | 0.1% |
| 95 | ILMNILLUMINA INC | 4,147 | $729,167 | 0.1% |
| 96 | SEAGATE TECHNOLOGY HLDNGS PL | 739 | $713,135 | 0.1% |
| 97 | AMEAMETEK INC | 2,943 | $712,029 | 0.1% |
| 98 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,479 | $706,326 | 0.1% |
| 99 | VLOVALERO ENERGY CORP | 2,665 | $694,073 | 0.1% |
| 100 | UNPUNION PAC CORP | 2,547 | $692,890 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.