2026 Q1 Portfolio Activity
In 2026 Q1, SYM FINANCIAL Corp maintained a portfolio of 471 distinct positions. The most significant new addition was S&P GLOBAL INC, now representing 0.05% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing the position by 17962.0%. Conversely, SYM FINANCIAL Corp completely exited their position in ALPHABET INC.
Position History
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Total Positions
471
Quarter
2026 Q1
Top Holding
DFAI (25.4%)
Top 10 Concentration
73.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 471
SYM FINANCIAL Corp Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 25.37% | 25.87% |
#1
Prev: #1
|
6.5 |
—
|
-90,064 | -1.4% |
P
S
|
6,518,468 | $253,959,504 |
$23.94
+75.6%
|
2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
NTSI
WISDOMTREE TR
|
Bond/Debt | 10.73% | 11.03% |
#2
Prev: #2
|
6.0 |
—
|
5,208 | 0.2% |
P
S
|
2,441,302 | $107,441,698 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 10.44% | 10.19% |
#3
Prev: #3
|
5.5 |
—
|
8,074 | 1.4% |
P
S
|
567,194 | $104,522,424 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 8.87% | 8.80% |
#4
Prev: #4
|
6.0 |
—
|
21,029 | 8.2% |
P
S
|
276,653 | $88,753,122 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOVT
ISHARES TR
|
ETF | 8.52% | 8.41% |
#5
Prev: #5
|
4.4 |
—
|
169,547 | 4.8% |
P
S
|
3,723,338 | $85,301,663 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 2.99% | 3.21% |
#6
Prev: #6
|
1.7 |
—
|
-221 | -0.0% |
P
S
|
1,192,008 | $29,919,394 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DOW
DOW HLDGS INC
|
Basic Materials | 2.30% | 1.32% |
#7
2
Prev: #9
|
1.4 |
—
|
3,222 | 0.6% |
P
S
|
551,771 | $22,981,262 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 1.60% | 1.61% |
#8
1
Prev: #7
|
1.6 |
—
|
no change | no change |
P
S
|
207,396 | $15,992,306 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 1.31% | 1.38% |
#9
1
Prev: #8
|
1.0 |
—
|
2,251 | 4.5% |
P
S
|
51,834 | $13,154,976 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VIOV
VANGUARD ADMIRA...
|
ETF | 1.19% | 1.21% |
#10
1
Prev: #11
|
1.0 |
—
|
-3,784 | -3.1% |
P
S
|
116,656 | $11,868,581 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.13% | 1.22% |
#11
1
Prev: #10
|
1.0 |
—
|
1,224 | 1.9% |
P
S
|
64,995 | $11,335,162 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IEFA
ISHARES TR
|
ETF | 0.98% | 0.99% |
#12
Prev: #12
|
1.4 |
—
|
no change | no change |
P
S
|
108,241 | $9,799,018 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.89% | 0.91% |
#13
1
Prev: #14
|
0.9 |
—
|
1,912 | 3.0% |
P
S
|
64,645 | $8,941,742 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.79% | 0.99% |
#14
1
Prev: #13
|
2.3 |
—
|
1,374 | 6.9% |
P
S
|
21,370 | $7,910,615 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.68% | 0.72% |
#15
Prev: #15
|
2.3 |
—
|
829 | 12.7% |
P
S
|
7,380 | $6,787,843 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ACWV
ISHARES INC
|
ETF | 0.58% | 0.55% |
#16
4
Prev: #20
|
2.2 |
—
|
3,031 | 6.7% |
P
S
|
48,238 | $5,764,923 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.56% | 0.58% |
#17
Prev: #17
|
0.7 |
—
|
-2,414 | -2.7% |
P
S
|
87,752 | $5,623,148 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.56% | 0.57% |
#18
1
Prev: #19
|
0.7 |
—
|
5,109 | 4.3% |
P
S
|
123,478 | $5,571,327 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.56% | 0.61% |
#19
3
Prev: #16
|
0.7 |
—
|
1,152 | 4.5% |
P
S
|
26,721 | $5,565,150 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.52% | 0.58% |
#20
2
Prev: #18
|
0.7 |
—
|
119 | 0.7% |
P
S
|
18,062 | $5,193,996 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.51% | 0.46% |
#21
1
Prev: #22
|
2.2 |
—
|
10,690 | 10.5% |
P
S
|
112,579 | $5,139,209 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.45% | 0.50% |
#22
1
Prev: #21
|
0.7 |
—
|
467 | 3.3% |
P
S
|
14,418 | $4,462,546 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.43% | 0.40% |
#23
Prev: #23
|
2.2 |
—
|
19,144 | 12.4% |
P
S
|
173,051 | $4,310,700 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
LKFN
LAKELAND FINL C...
|
Financial Services | 0.37% | 0.11% |
#24
27
Prev: #51
|
3.1 |
—
|
45,863 | 237.5% |
P
S
|
65,175 | $3,739,742 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
QWLD
SPDR INDEX SHS ...
|
ETF | 0.34% | 0.35% |
#25
1
Prev: #26
|
0.6 |
—
|
-116 | -0.5% |
P
S
|
23,465 | $3,358,696 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.32% | 0.30% |
#26
1
Prev: #27
|
0.6 |
—
|
-214 | -0.8% |
P
S
|
26,148 | $3,249,624 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.32% | 0.37% |
#27
3
Prev: #24
|
0.6 |
—
|
-91 | -0.8% |
P
S
|
11,029 | $3,244,359 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AGG
ISHARES TR
|
ETF | 0.32% | 0.29% |
#28
Prev: #28
|
2.1 |
—
|
3,774 | 13.2% |
P
S
|
32,347 | $3,211,087 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.31% | 0.36% |
#29
4
Prev: #25
|
0.6 |
—
|
-6 | -0.1% |
P
S
|
5,369 | $3,071,955 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JPIB
J P MORGAN EXCH...
|
Bond/Debt | 0.24% | 0.22% |
#30
2
Prev: #32
|
2.1 |
—
|
5,703 | 13.0% |
P
S
|
49,434 | $2,363,934 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.22% | 0.24% |
#31
2
Prev: #29
|
0.6 |
—
|
8 | 0.2% |
P
S
|
3,397 | $2,209,299 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.21% | 0.18% |
#32
4
Prev: #36
|
0.6 |
—
|
192 | 2.2% |
P
S
|
8,803 | $2,151,838 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.21% | 0.14% |
#33
11
Prev: #44
|
2.1 |
—
|
949 | 8.3% |
P
S
|
12,365 | $2,097,773 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ESGU
ISHARES TR
|
ETF | 0.21% | 0.23% |
#34
3
Prev: #31
|
0.6 |
—
|
-282 | -1.9% |
P
S
|
14,726 | $2,082,551 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.20% | 0.23% |
#35
5
Prev: #30
|
0.6 |
—
|
130 | 3.3% |
P
S
|
4,093 | $2,044,968 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MINT
PIMCO ETF TR
|
ETF | 0.20% | 0.18% |
#36
1
Prev: #37
|
2.1 |
—
|
2,610 | 15.2% |
P
S
|
19,746 | $1,985,855 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.19% | 0.21% |
#37
4
Prev: #33
|
0.6 |
—
|
150 | 2.2% |
P
S
|
6,861 | $1,946,952 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.18% | 0.21% |
#38
4
Prev: #34
|
0.6 |
—
|
207 | 4.5% |
P
S
|
4,797 | $1,783,285 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ACWI
ISHARES TR
|
ETF | 0.18% | 0.19% |
#39
4
Prev: #35
|
0.6 |
—
|
-24 | -0.2% |
P
S
|
12,725 | $1,760,758 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.17% | 0.17% |
#40
2
Prev: #38
|
2.1 |
—
|
259 | 7.9% |
P
S
|
3,530 | $1,691,576 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.16% | 0.09% |
#41
18
Prev: #59
|
3.1 |
—
|
588 | 56.1% |
P
S
|
1,637 | $1,631,311 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.16% | 0.15% |
#42
2
Prev: #40
|
0.6 |
—
|
-35 | -0.9% |
P
S
|
3,740 | $1,609,285 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.16% | 0.15% |
#43
1
Prev: #42
|
2.1 |
—
|
3,038 | 10.0% |
P
S
|
33,283 | $1,561,306 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
TRGP
TARGA RES CORP
|
Energy | 0.15% | 0.12% |
#44
6
Prev: #50
|
0.6 |
—
|
3 | 0.0% |
P
S
|
6,118 | $1,533,966 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.15% | 0.15% |
#45
4
Prev: #41
|
0.6 |
—
|
339 | 1.8% |
P
S
|
19,532 | $1,515,488 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.15% | 0.11% |
#46
6
Prev: #52
|
0.6 |
—
|
2 | 0.1% |
P
S
|
1,664 | $1,452,506 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.14% | 0.14% |
#47
4
Prev: #43
|
2.1 |
—
|
515 | 11.5% |
P
S
|
5,012 | $1,437,685 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.14% | 0.13% |
#48
2
Prev: #46
|
2.1 |
—
|
1,507 | 16.0% |
P
S
|
10,918 | $1,379,489 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.14% | 0.11% |
#49
5
Prev: #54
|
2.1 |
—
|
256 | 6.8% |
P
S
|
4,018 | $1,357,441 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.13% | 0.14% |
#50
5
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
4,580 | $1,314,460 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 471 holdings