SYM FINANCIAL Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), SYM FINANCIAL Corp reported 352 stock positions worth $811.7 million. Its top holding was Dimensional International (DFAI) at 25.7% of the portfolio, followed by Wisdomtree International Eff (NTSI, 11.1%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 10.3%). Compared with Q4 2024, it opened 61 new positions, sold out of 42, added to 141 and reduced 103. The biggest buy was Dimensional International (DFAI, shares +0%) and the biggest sale Vanguard S&P Small-Cap 600 V (VIOV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WINONA LAKE, IN
- CIK
- 0000764739
- Portfolio Value
- $811.7M (Q1 2025)
- SEC Filing
- 0001398344-25-008756 ↗ filed May 6, 2025
Holdings Value
Holdings 352 stocks · $811.7M
| DFAI Dimensional International Co. | 25.67% | 6,671,198 | $208.3M | Add +0.3% |
| NTSI Wisdomtree International Eff | 11.15% | 2,382,158 | $90.5M | Add +0.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 10.28% | 519,779 | $83.4M | Add +2.2% |
| GOVT iShares US Treasury Bond ETF | 9.24% | 3,261,250 | $75.0M | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 8.63% | 254,948 | $70.1M | Add +7.5% |
| SCHB Schwab US Broad Market ETF | 2.66% | 1,002,554 | $21.6M | Add +28.5% |
| DOW Dow Inc. | 2.23% | 518,808 | $18.1M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 1.62% | 133,148 | $13.2M | Reduce -6.9% |
| VXUS Vanguard Total Intl Stock | 1.56% | 204,005 | $12.7M | Reduce -0.9% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.40% | 135,529 | $11.4M | Reduce -1.9% |
| AAPL Apple Inc. | 1.38% | 50,301 | $11.2M | Add +2.9% |
| NVDA Nvidia Corp. | 1.08% | 81,192 | $8.8M | Add +12.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.03% | 110,892 | $8.4M | No change |
| MSFT Microsoft Corp. | 0.98% | 21,185 | $8.0M | Reduce -4.6% |
| VT Vanguard Tot World STK ETF | 0.85% | 59,189 | $6.9M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.77% | 32,848 | $6.2M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 0.60% | 5,942 | $4.9M | Reduce -5.4% |
| ACWV iShares MSCI Global Min Vol | 0.56% | 39,093 | $4.5M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.53% | 7,393 | $4.3M | Reduce -1.3% |
| DFAU Dimensional US Core Equity M | 0.51% | 108,211 | $4.2M | Add +1.3% |
| SCHR Schwab Intermediate-Term US | 0.39% | 127,586 | $3.2M | Reduce -6.4% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 61,749 | $3.1M | Add +4.0% |
| QWLD State Street SPDR MSCI World | 0.37% | 23,829 | $3.0M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.34% | 16,492 | $2.8M | Add +78.6% |
| MA Mastercard Inc. Class A | 0.30% | 4,461 | $2.4M | Reduce -12.0% |
| WMT Walmart Inc. | 0.25% | 23,162 | $2.0M | Add +7.7% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 15,107 | $1.8M | Add +2.5% |
| COST Costco Wholesale Corp. | 0.21% | 1,795 | $1.7M | Add +17.4% |
| UNH Unitedhealth Group Inc. | 0.20% | 3,158 | $1.7M | Add +10.8% |
| JPIB JPMorgan Intl BND ETF | 0.20% | 33,786 | $1.6M | Add +0.6% |
| JNJ Johnson & Johnson | 0.20% | 9,559 | $1.6M | Add +18.8% |
| ESGU iShares ESG Aware MSCI USA | 0.19% | 12,785 | $1.6M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.19% | 6,224 | $1.5M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 0.18% | 9,468 | $1.5M | Add +17.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 2,541 | $1.4M | Reduce -20.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 2,614 | $1.4M | Add +23.8% |
| SCHD Schwab US DVD Equity ETF | 0.16% | 47,268 | $1.3M | Add +3.5% |
| ABBV Abbvie Inc. | 0.16% | 6,271 | $1.3M | Add +160.6% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 6,464 | $1.3M | Add +10.1% |
| TRGP Targa Resources Corp. | 0.15% | 6,270 | $1.3M | Add +0.6% |
| CRM Salesforce Inc. | 0.15% | 4,649 | $1.2M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.15% | 10,428 | $1.2M | Add +5.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.15% | 11,336 | $1.2M | Add +15014.7% |
| NOW ServiceNow Inc. | 0.15% | 1,509 | $1.2M | Add +15.7% |
| LKFN Lakeland Financial Corp. | 0.14% | 19,648 | $1.2M | Reduce -27.3% |
| ISRG Intuitive Surgical Inc. | 0.14% | 2,261 | $1.1M | New |
| INTU Intuit Inc. | 0.14% | 1,803 | $1.1M | Add +5.0% |
| VGT Vanguard Info Tech ETF | 0.13% | 1,951 | $1.1M | No change |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 20,777 | $1.0M | Add +7.1% |
| ABT Abbott Laboratories | 0.12% | 7,525 | $998K | Add +109.3% |
| MDT Medtronic PLC | 0.12% | 11,072 | $995K | Add +93.6% |
| ORLY O'reilly Automotive Inc. | 0.12% | 690 | $988K | Add +6.5% |
| NSC Norfolk Southern Corp. | 0.12% | 4,075 | $965K | Add +4.0% |
| CPRT Copart Inc. | 0.12% | 16,788 | $950K | Reduce -3.5% |
| MINT PIMCO Enhanced Short Maturit | 0.12% | 9,384 | $944K | Add +5.3% |
| VOO Vanguard S&P 500 ETF | 0.11% | 1,790 | $920K | Add +239.0% |
| RPM RPM International Inc. | 0.11% | 7,835 | $906K | Reduce -0.1% |
| V Visa Inc. Class A | 0.11% | 2,528 | $886K | Add +15.2% |
| BKNG Booking Holdings Inc. | 0.11% | 186 | $857K | Add +1.6% |
| LRCX Lam Research Corp. | 0.10% | 11,666 | $848K | Reduce -3.4% |
| IDXX Idexx Laboratories Inc. | 0.10% | 1,880 | $790K | Add +40.6% |
| UBER Uber Technologies Inc. | 0.09% | 10,373 | $756K | Reduce -14.8% |
| TSLA Tesla Inc. | 0.09% | 2,891 | $749K | Reduce -5.3% |
| HD Home Depot Inc. | 0.09% | 1,992 | $730K | Reduce -0.3% |
| XLE SS Energy Select Sector | 0.09% | 7,733 | $723K | Reduce -0.4% |
| TRU Transunion | 0.09% | 8,651 | $718K | Reduce -15.5% |
| GM General Motors Co. | 0.09% | 15,142 | $712K | Add +70.3% |
| T AT&T Inc. | 0.09% | 25,140 | $711K | Reduce -1.1% |
| VEEV Veeva Systems Inc. Class A | 0.09% | 2,996 | $694K | Reduce -13.6% |
| PANW Palo Alto Networks Inc. | 0.09% | 4,047 | $691K | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 3,558 | $690K | Reduce -1.0% |
| MCD McDonald's Corp. | 0.08% | 2,200 | $687K | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 16,156 | $674K | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.08% | 10,794 | $666K | Add +18.1% |
| LIN Linde PLC | 0.08% | 1,425 | $664K | Reduce -4.5% |
| CG The Carlyle Group Inc. | 0.08% | 15,006 | $654K | Reduce -15.8% |
| CME Cme Group Inc. | 0.08% | 2,465 | $654K | Add +5.0% |
| XEL Xcel Energy Inc. | 0.08% | 9,228 | $653K | Add +0.1% |
| AMGN Amgen Inc. | 0.08% | 2,093 | $652K | New |
| LYV Live Nation Entertainment Inc. | 0.08% | 4,833 | $631K | Reduce -8.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 2,495 | $620K | Add +8.5% |
| NFLX Netflix Inc. | 0.08% | 665 | $620K | Add +30.4% |
| COP Conocophillips | 0.07% | 5,779 | $607K | Add +29.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 7,668 | $605K | New |
| KO The Coca-Cola Co. | 0.07% | 8,448 | $605K | Reduce -10.2% |
| DDOG Datadog Inc. Class A | 0.07% | 5,966 | $592K | Add +50.5% |
| A Agilent Technologies Inc. | 0.07% | 5,003 | $585K | Reduce -2.1% |
| C Citigroup Inc. | 0.07% | 8,241 | $585K | Add +15.4% |
| PEP Pepsico Inc. | 0.07% | 3,888 | $583K | Add +90.3% |
| TPR Tapestry Inc. | 0.07% | 8,158 | $574K | Add +5.7% |
| WEC WEC Energy Group Inc. | 0.07% | 5,184 | $565K | Add +2.5% |
| SCHG Schwab US Large-Cap Growth | 0.07% | 22,556 | $565K | No change |
| IEMG iShares Core MSCI Emerging | 0.07% | 10,429 | $563K | Reduce -2.9% |
| MO Altria Group Inc. | 0.07% | 9,367 | $562K | Reduce -2.4% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,126 | $561K | Add +43.3% |
| FTNT Fortinet Inc. | 0.07% | 5,810 | $559K | Add +10.0% |
| MMM 3M Co. | 0.07% | 3,770 | $554K | Add +5.6% |
| JBL Jabil Inc. | 0.07% | 4,065 | $553K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.07% | 3,884 | $543K | Reduce -2.2% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 8,892 | $542K | Reduce -2.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -1.9% | 1.40% | −0.26 |
| MSFT Microsoft Corp. | Reduce -4.6% | 0.98% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -5.1% | 0.77% | −0.21 |
| AGG iShares Core U.S. Aggregate | Reduce -6.9% | 1.62% | −0.17 |
| LKFN Lakeland Financial Corp. | Reduce -27.3% | 0.14% | −0.10 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.6% | 0.18% | −0.07 |
| TSLA Tesla Inc. | Reduce -5.3% | 0.09% | −0.07 |
| CRM Salesforce Inc. | Reduce -4.8% | 0.15% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -59.0% | 0.03% | −0.06 |
| ACN Accenture PLC Class A | Reduce -41.4% | 0.05% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -12.0% | 0.30% | −0.04 |
| APO Apollo Global Management Inc. | Reduce -34.6% | 0.05% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.53% | −0.04 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.04 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -33.6% | 0.05% | −0.04 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.04 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.04 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −0.04 |
| SCHR Schwab Intermediate-Term US | Reduce -6.4% | 0.39% | −0.04 |
| MLM Martin Marietta Materials | Reduce -34.8% | 0.05% | −0.04 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.04 |
| CG The Carlyle Group Inc. | Reduce -15.8% | 0.08% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -49.7% | 0.03% | −0.03 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.03 |
| TRU Transunion | Reduce -15.5% | 0.09% | −0.03 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.03 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −0.03 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.03 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.03 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.03 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Reduce -32.2% | 0.05% | −0.03 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.03 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.03 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −0.03 |
| IVZ Invesco Ltd. | Sold out | 0.00% | −0.03 |
| CCK Crown Holdings Inc. | Sold out | 0.00% | −0.03 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.03 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.03 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.03 |
| MNST Monster Beverage Corp. | Reduce -37.0% | 0.05% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -28.6% | 0.04% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -5.4% | 0.60% | −0.02 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Reduce -50.1% | 0.04% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.3% | 0.19% | −0.02 |
| CGGO Cap Group Global Growth | Reduce -35.2% | 0.03% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAI Dimensional International Co. | Add +0.3% | 25.67% | +0.57 |
| NTSI Wisdomtree International Eff | Add +0.6% | 11.15% | +0.39 |
| SCHB Schwab US Broad Market ETF | Add +28.5% | 2.66% | +0.37 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +15014.7% | 0.15% | +0.15 |
| ISRG Intuitive Surgical Inc. | New | 0.14% | +0.14 |
| ABBV Abbvie Inc. | Add +160.6% | 0.16% | +0.11 |
| GOVT iShares US Treasury Bond ETF | Add +5.9% | 9.24% | +0.09 |
| AMGN Amgen Inc. | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +239.0% | 0.11% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.07% | +0.07 |
| ABT Abbott Laboratories | Add +109.3% | 0.12% | +0.07 |
| AVGO Broadcom Inc. | Add +78.6% | 0.34% | +0.06 |
| MDT Medtronic PLC | Add +93.6% | 0.12% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.06% | +0.06 |
| TYL Tyler Technologies Inc. | New | 0.06% | +0.06 |
| TT Trane Technologies PLC | New | 0.06% | +0.06 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +1890.3% | 0.06% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.8% | 0.17% | +0.05 |
| JNJ Johnson & Johnson | Add +18.8% | 0.20% | +0.04 |
| EIX Edison International | New | 0.04% | +0.04 |
| CVS CVS Health Corp. | New | 0.04% | +0.04 |
| DVN Devon Energy Corp. | New | 0.04% | +0.04 |
| TTE Totalenergies SE -Spon ADR | New | 0.04% | +0.04 |
| DHR Danaher Corp. | New | 0.04% | +0.04 |
| DASH DoorDash Inc. Class A | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| CI The Cigna Group | New | 0.03% | +0.03 |
| HUN Huntsman Corp. | New | 0.03% | +0.03 |
| EXEL Exelixis Inc. | New | 0.03% | +0.03 |
| GE General Electric | Add +10.1% | 0.16% | +0.03 |
| AXS Axis Capital Holdings Ltd. | New | 0.03% | +0.03 |
| PEP Pepsico Inc. | Add +90.3% | 0.07% | +0.03 |
| ACWV iShares MSCI Global Min Vol | Add +4.3% | 0.56% | +0.03 |
| HAL Halliburton Co. | New | 0.03% | +0.03 |
| CRH CRH PLC | New | 0.03% | +0.03 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.03% | +0.03 |
| SNY Sanofi-ADR | New | 0.03% | +0.03 |
| UPS United Parcel Service Class B | New | 0.03% | +0.03 |
| FCX Freeport-McMoran Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| APTV Aptiv PLC | New | 0.03% | +0.03 |
| QDEL Quidelortho Corp. | New | 0.03% | +0.03 |
| UGI Ugi Corp. | New | 0.03% | +0.03 |
| DKNG Draftkings Inc. Class A | New | 0.03% | +0.03 |
| FMC FMC Corp. | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +17.4% | 0.21% | +0.03 |
| SCHW Schwab (charles) Corp. | New | 0.03% | +0.03 |
| RELX Relx PLC - Spon ADR | New | 0.03% | +0.03 |
| CNXC Concentrix Corp. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 530 | $1.2B | DFAI, DFAU, NTSI, VOE, VTI |
| Q1 2026 | 412 | $1.0B | DFAI, NTSI, VOE, VTI, GOVT |
| Q4 2025 | 414 | $973.3M | DFAI, NTSI, VOE, VTI, GOVT |
| Q3 2025 | 406 | $934.7M | DFAI, NTSI, VOE, VTI, GOVT |
| Q2 2025 | 420 | $893.5M | DFAI, NTSI, VOE, VTI, GOVT |
| Q1 2025 | 352 | $811.7M | DFAI, NTSI, VOE, GOVT, VTI |
| Q4 2024 | 333 | $773.6M | DFAI, NTSI, VOE, GOVT, VTI |
| Q3 2024 | 263 | $747.3M | DFAI, NTSI, VOE, VTI, GOVT |
| Q2 2024 | 262 | $627.3M | DFAI, NTSI, VOE, GOVT, VTI |
| Q1 2024 | 167 | $606.1M | DFAI, NTSI, VOE, GOVT, DOW |