Sym Financial Corp holds a concentrated book of 530 stocks worth $1.2B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Invesco S&P 500 Momentum ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Dimensional International Co at 22% of the equity book. They also disclosed $36K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +13% (+17.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/764739/holdings"
Use Arkolith to show SYM FINANCIAL Corp's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Sym Financial Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sym Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $615.9B |
| LPL Financial LLC | 80 / 80 | $82.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.2B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.6B |
| JPMORGAN CHASE & CO | 79 / 80 | $590.7B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $169.1B |
| ROYAL BANK OF CANADA | 79 / 80 | $168.7B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $115.0B |
Ranked by how many of Sym Financial Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust INTL CORE EQT MK | $277.6M | 6.73M | 22.3% | ▲+3.2% Added · +211K sh | |
| 2 | Dimensional ETF Trust US CORE EQT MKT | $157.0M | 3.04M | 12.6% | ▲25× Added · +2.9M sh | |
| 3 | Wisdomtree TR INTERNATIONL EFI | $114.8M | 2.46M | 9.2% | ▲+0.9% Added · +22K sh | |
| 4 | Vanguard Index FDS MCAP VL IDXVIP | $112.4M | 569.0K | 9.0% | ▲+0.3% Added · +2K sh | |
| 5 | Vanguard Index FDS TOTAL STK MKT | $99.7M | 269.5K | 8.0% | ▼−2.6% Reduced · −7K sh | |
| 6 | Ishares TR US TREAS BD ETF | $87.6M | 3.85M | 7.0% | ▲+3.3% Added · +122K sh | |
| 7 | Schwab Strategic TR US BRD MKT ETF | $34.4M | 1.19M | 2.8% | ▼−0.4% Reduced · −4K sh | |
| 8 | Dow Hldgs Inc COM | $15.2M | 554.2K | 1.2% | ▲+0.4% Added · +2K sh | |
| 9 | Apple Inc COM | $13.8M | 47.8K | 1.1% | ▼−7.7% Reduced · −4K sh | |
| 10 | Vanguard Admiral FDS Inc SMLCP 600 VAL | $13.4M | 114.5K | 1.1% | ▼−1.8% Reduced · −2K sh | |
| 11 | Vanguard Star FDS VG TL INTL STK F | $11.7M | 136.6K | 0.9% | ▼−34% Reduced · −71K sh | |
| 12 | Nvidia Corporation COM | $11.3M | 56.5K | 0.9% | ▼−13% Reduced · −9K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $10.5M | 108.7K | 0.8% | ▲+0.5% Added · +506 sh | |
| 14 | Vanguard Intl Equity Index F TT WRLD ST ETF | $10.1M | 64.5K | 0.8% | ▼−0.2% Reduced · −148 sh | |
| 15 | Eli Lilly & Co COM | $8.9M | 7.4K | 0.7% | ▲+0.3% Added · +26 sh | |
| 16 | Microsoft Corp COM | $6.8M | 18.2K | 0.5% | ▼−15% Reduced · −3K sh | |
| 17 | SPDR Index SHS FDS ST STR PO EX ETF | $6.3M | 125.8K | 0.5% | ▲+12% Added · +13K sh | |
| 18 | Ishares Inc MSCI GBL MIN VOL | $5.9M | 49.0K | 0.5% | ▲+1.5% Added · +723 sh | |
| 19 | Amazon Com Inc COM | $5.8M | 24.2K | 0.5% | ▼−9.3% Reduced · −2K sh | |
| 20 | Alphabet Inc CAP STK CL A | $5.5M | 15.4K | 0.4% | ▼−15% Reduced · −3K sh | |
| 21 | Broadcom Inc COM | $4.6M | 12.1K | 0.4% | ▼−16% Reduced · −2K sh | |
| 22 | Micron Technology Inc COM | $4.5M | 3.9K | 0.4% | ▼−2.2% Reduced · −87 sh | |
| 23 | Schwab Strategic TR INT-TRM U.S TRES | $4.4M | 176.4K | 0.3% | ▲+2.0% Added · +3K sh | |
| 24 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $4.1M | 25.6K | 0.3% | ▲New New position | |
| 25 | JPMorgan Chase & Co COM | $3.9M | 11.8K | 0.3% | ▲+6.8% Added · +755 sh | |
| 26 | SPDR Index SHS FDS ST STR MSCI WLD | $3.6M | 23.5K | 0.3% | ▲+0.2% Added · +53 sh | |
| 27 | Ishares TR CORE US AGGBD ET | $3.3M | 32.9K | 0.3% | ▲+1.7% Added · +551 sh | |
| 28 | Walmart Inc COM | $2.9M | 25.8K | 0.2% | ▼−1.2% Reduced · −306 sh | |
| 29 | Ge Aerospace COM NEW | $2.6M | 7.1K | 0.2% | ▲+3.2% Added · +218 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.4K | 0.2% | ▲+0.4% Added · +13 sh | |
| 31 | J P Morgan Exchange Traded F INTL BD OPP ETF | $2.4M | 50.5K | 0.2% | ▲+2.2% Added · +1K sh | |
| 32 | Ishares TR ESG AWR MSCI USA | $2.4M | 14.9K | 0.2% | ▲+1.2% Added · +175 sh | |
| 33 | Cisco Sys Inc COM | $2.3M | 19.8K | 0.2% | ▲+1.5% Added · +302 sh | |
| 34 | Tesla Inc COM | $2.3M | 5.4K | 0.2% | ▲+14% Added · +652 sh | |
| 35 | Johnson & Johnson COM | $2.2M | 8.8K | 0.2% | ▼−0.3% Reduced · −27 sh | |
| 36 | Applied Matls Inc COM | $2.2M | 3.1K | 0.2% | ▲+3.8% Added · +113 sh | |
| 37 | Meta Platforms Inc CL A | $2.2M | 3.9K | 0.2% | ▼−28% Reduced · −1K sh | |
| 38 | Lam Research Corp COM NEW | $2.2M | 5.0K | 0.2% | ▼−0.5% Reduced · −23 sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $2.1M | 4.2K | 0.2% | ▲+18% Added · +646 sh | |
| 40 | Ge Vernova Inc COM | $2.1M | 1.7K | 0.2% | ▲+5.0% Added · +84 sh | |
| 41 | Pimco ETF TR ENHAN SHRT MA AC | $2.0M | 20.0K | 0.2% | ▲+1.1% Added · +216 sh | |
| 42 | Kla Corp COM NEW | $2.0M | 6.6K | 0.2% | ▲10× Added · +6K sh | |
| 43 | Ishares TR MSCI ACWI ETF | $1.9M | 12.4K | 0.2% | ▼−2.7% Reduced · −341 sh | |
| 44 | Alphabet Inc CAP STK CL C | $1.9M | 5.5K | 0.2% | ▲+9.3% Added · +469 sh | |
| 45 | SPDR Index SHS FDS ST PORT MARK ETF | $1.9M | 36.6K | 0.2% | ▲+10% Added · +3K sh | |
| 46 | Lakeland Finl Corp COM | $1.9M | 30.7K | 0.2% | ▼−53% Reduced · −34K sh | |
| 47 | Exxon Mobil Corp COM | $1.7M | 12.7K | 0.1% | ▲+2.5% Added · +304 sh | |
| 48 | Targa Res Corp COM | $1.6M | 6.1K | 0.1% | ▲+0.2% Added · +12 sh | |
| 49 | Vanguard World FD INF TECH ETF | $1.6M | 13.2K | 0.1% | ▲+820% Added · +12K sh | |
| 50 | Jabil Inc COM | $1.6M | 4.1K | 0.1% | ▲+3.6% Added · +143 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | ALPHABET INC-CL AGOOGL | $36K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.