SYM FINANCIAL Corp

Q3 2025 13F-HR Holdings

Location
Winona Lake, IN
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
409
Total value ($000)
$934,713
Net value change ($000)
+41,250 (4.6%)
New positions
53
Sold out positions
66
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAI 14,750 6.5%
VOE 8,680 10.0%
NTSI 5,988 6.1%
GOVT 5,164 6.8%
VTI 4,272 5.4%
VEA 2,254 61.3%
GOOGL 2,162 119.1%
SCHB 2,005 8.2%
AAPL 1,505 13.7%
GLD 794 160.4%
Top Reduces (Value $000, Stocks/ETFs)
DOW -1,919 -13.2%
NVDA -1,779 -13.3%
META -1,603 -29.3%
AMZN -1,391 -20.6%
ISRG -1,243 -100.0%
CORP -1,201 -100.0%
IWS -931 -80.1%
DDOG -909 -100.0%
CMG -758 -71.9%
COST -695 -36.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 44 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type