Institutional Manager · CIK 0000764739
SYM FINANCIAL Corp
WINONA LAKE, IN · File #028-18543
Latest AUM
$973.4M
Positions
416
Top-10 Concentration
83.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025416 pos · $973.4M
- 13F HOLDINGS REPORTQ/E Sep 2025409 pos · $934.7M
- 13F HOLDINGS REPORTQ/E Jun 2025420 pos · $893.5M
- 13F HOLDINGS REPORTQ/E Mar 2025352 pos · $811.7M
- 13F HOLDINGS REPORTQ/E Dec 2024333 pos · $773.6M
- 13F HOLDINGS REPORTQ/E Sep 2024263 pos · $747.3M
- 13F HOLDINGS REPORTQ/E Jun 2024262 pos · $627.3M
- 13F HOLDINGS REPORTQ/E Mar 2024167 pos · $606.1M
- 13F HOLDINGS REPORTQ/E Dec 2023186 pos · $563.4M
- 13F HOLDINGS REPORTQ/E Sep 2023126 pos · $493.4M
- 13F HOLDINGS REPORTQ/E Jun 2023105 pos · $453.2M
- 13F HOLDINGS REPORTQ/E Mar 2023120 pos · $420.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V203 | 6,608,532 | $251.9M | 29.58% |
| 2 | WISDOMTREE TR | WT | 2,436,094 | $107.4M | 12.61% |
| 3 | VANGUARD INDEX FDS | 922908512 | 559,120 | $99.2M | 11.65% |
| 4 | VANGUARD INDEX FDS | 922908769 | 255,624 | $85.7M | 10.06% |
| 5 | ISHARES TR | 46429B267 | 3,553,791 | $81.8M | 9.61% |
| 6 | SCHWAB STRATEGIC TR | 808524102 | 1,192,229 | $31.3M | 3.67% |
| 7 | VANGUARD STAR FDS | 921909768 | 207,396 | $15.6M | 1.84% |
| 8 | APPLE INC | AAPL | 49,583 | $13.5M | 1.58% |
| 9 | DOW INC | DOW | 548,549 | $12.8M | 1.51% |
| 10 | NVIDIA CORPORATION | NVDA | 63,771 | $11.9M | 1.40% |
| 11 | VANGUARD ADMIRAL FDS INC | 921932778 | 120,440 | $11.8M | 1.38% |
| 12 | ISHARES TR | 46432F842 | 108,241 | $9.7M | 1.14% |
| 13 | MICROSOFT CORP | MSFT | 19,996 | $9.7M | 1.14% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042742 | 62,733 | $8.8M | 1.04% |
| 15 | ELI LILLY & CO | LLY | 6,551 | $7.0M | 0.83% |
| 16 | AMAZON COM INC | AMZN | 25,569 | $5.9M | 0.69% |
| 17 | VANGUARD TAX-MANAGED FDS | 921943858 | 90,166 | $5.6M | 0.66% |
| 18 | ALPHABET INC | GOOG | 17,943 | $5.6M | 0.66% |
| 19 | DIMENSIONAL ETF TRUST | 25434V104 | 118,369 | $5.5M | 0.65% |
| 20 | ISHARES INC | 464286525 | 45,207 | $5.4M | 0.63% |