Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SYM FINANCIAL Corp (CIK 764739) reported $1.00B across 412 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAI ($254.0M, 25.37%), NTSI ($107.4M, 10.73%), VOE ($104.5M, 10.44%), VTI ($88.8M, 8.87%), GOVT ($85.3M, 8.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $254.0M | 25.37% | 6.5M | Trimmed |
| 2 | NTSI | WISDOMTREE TR | $107.4M | 10.73% | 2.4M | Added |
| 3 | VOE | VANGUARD INDEX FDS | $104.5M | 10.44% | 567,194 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $88.8M | 8.87% | 276,653 | Added |
| 5 | GOVT | ISHARES TR | $85.3M | 8.52% | 3.7M | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $29.9M | 2.99% | 1.2M | Trimmed |
| 7 | DOW | DOW HLDGS INC | $23.0M | 2.30% | 551,771 | Added |
| 8 | VXUS | VANGUARD STAR FDS | $16.0M | 1.60% | 207,396 | Hold |
| 9 | AAPL | APPLE INC | $13.2M | 1.31% | 51,834 | Added |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | $11.9M | 1.19% | 116,656 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $11.3M | 1.13% | 64,995 | Added |
| 12 | IEFA | ISHARES TR | $9.8M | 0.98% | 108,241 | Hold |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | $8.9M | 0.89% | 64,645 | Added |
| 14 | MSFT | MICROSOFT CORP | $7.9M | 0.79% | 21,370 | Added |
| 15 | LLY | ELI LILLY & CO | $6.8M | 0.68% | 7,380 | Added |
| 16 | ACWV | ISHARES INC | $5.8M | 0.58% | 48,238 | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 0.56% | 87,752 | Trimmed |
| 18 | DFAU | DIMENSIONAL ETF TRUST | $5.6M | 0.56% | 123,478 | Added |
| 19 | AMZN | AMAZON COM INC | $5.6M | 0.56% | 26,721 | Added |
| 20 | GOOGL | ALPHABET INC | $5.2M | 0.52% | 18,162 | Added |
| 21 | SPDW | SPDR INDEX SHS FDS | $5.1M | 0.51% | 112,579 | Added |
| 22 | AVGO | BROADCOM INC | $4.5M | 0.45% | 14,418 | Added |
| 23 | SCHR | SCHWAB STRATEGIC TR | $4.3M | 0.43% | 173,051 | Added |
| 24 | LKFN | LAKELAND FINL CORP | $3.7M | 0.37% | 65,175 | Added |
| 25 | QWLD | SPDR INDEX SHS FDS | $3.4M | 0.34% | 23,465 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31