13F filer

Sym Financial

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 764739 SEC filings ↗

13F Value

$1.31B

Positions

524

Top Position

DFAI21.4%

Top 5

61.1%

Latest filing changes

vs Jun 30, 2026

1 DFAU Dimensional US Core Equity Market ETF +22.2%+$35.4M

2 GOVT iShares U.S. Treasury Bond ETF +4.9%+$4.1M

3 NTSI Wisdomtree Tr — Internationl Efi +1.8%+$2.0M

4 DFAI Dimensional International Core Equity Market ETF +0.7%+$1.9M

5 MSFT Microsoft +12.2%+$1.1M

Holdings524

#
1	DFAI Dimensional International Core Equity Market ETF	21.4%	$280.7M	+0.7%	6.77M	22.3%	ETF
2	DFAU Dimensional US Core Equity Market ETF	14.8%	$194.4M	+22.2%	3.71M	12.6%	ETF
3	NTSI Wisdomtree Tr — Internationl Efi	8.8%	$115.1M	+1.8%	2.51M	9.2%	Equity
4	VOE Vanguard Morningstar Mid-Cap Value Index Fund — ETF Shares	8.5%	$111.9M	+0.5%	572.0K	9.0%	ETF
5	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	7.7%	$100.5M	-0.4%	268.5K	8.0%	ETF
6	GOVT iShares U.S. Treasury Bond ETF	6.7%	$88.2M	+4.9%	4.03M	7.0%	ETF
7	SCHB Schwab U.S. Broad Market ETF	2.7%	$34.8M	+0.0%	1.19M	2.8%	ETF
8	AAPL Apple	1.3%	$16.6M	+4.0%	49.7K	1.1%	Common Stock
9	DOW Dow Hldgs	1.2%	$15.3M	-0.0%	554.1K	1.2%	Common Stock
10	NVDA NVIDIA	1.0%	$13.6M	+5.1%	59.4K	0.9%	Common Stock
11	VIOV Vanguard S&P Small-Cap 600 Value Index Fund — ETF Shares	0.9%	$12.3M	-2.1%	112.1K	1.1%	ETF
12	VXUS Vanguard Total International Stock Index Fund — ETF Shares	0.9%	$11.6M	—	136.6K	0.9%	ETF
13	MSFT Microsoft	0.8%	$10.5M	+12.2%	20.5K	0.5%	Common Stock
14	IEFA iShares Core MSCI EAFE ETF	0.8%	$10.5M	-0.5%	108.3K	0.8%	ETF
15	VT Vanguard Total World Stock Index Fund — ETF Shares	0.8%	$10.1M	-0.4%	64.2K	0.8%	ETF
16	LLY Eli Lilly	0.7%	$8.6M	+0.7%	7.5K	0.7%	Common Stock
17	AMZN Amazon	0.5%	$6.9M	+14.1%	27.7K	0.5%	Common Stock
18	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	0.5%	$6.3M	-0.2%	125.5K	0.5%	ETF
19	ACWV iShares MSCI Global Min Vol Factor ETF	0.5%	$6.1M	+1.3%	49.6K	0.5%	ETF
20	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 15,585 reported quantity $5,362,428 reported value	0.4%	$5.4M	+1.0%	15.6K	0.4%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing85

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.