Symphony Financial, Ltd. Co.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800687
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$914.3M
Holdings
371
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Symphony Financial, Ltd. Co. disclosed 371 positions worth $914.3M in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 73 new positions and exited 18. The portfolio is most concentrated in Other (49.1% of disclosed assets). All figures are sourced directly from Symphony Financial, Ltd. Co.’s Form 13F-HR filing with the SEC under CIK 1800687.
AI Fund Analysis
StableSPDR SERIES TRUST - ST STR
4.9% weight
Held 10 quarters
$NVDA4.3% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
3.6% weight
Held 10 quarters
AMERICAN CENTY ETF TR - IN
3.3% weight
Held 10 quarters
$AAPL2.5% weight
Held 10 quarters
BNY MELLON ETF TRUST - US
5 quarters accumulating
SCHWAB STRATEGIC TR - US L
4 quarters accumulating
AMERICAN CENTY ETF TR - IN
3 quarters accumulating
PGIM ETF TR - PGIM ULTRA S
3 quarters accumulating
SPDR SERIES TRUST - ST STR
3 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST STR PR SP1500
—Quality
$44.6M495,226 sh- 85.9#5
Quality
$39.1M200,102 sh SPDR SERIES TRUST - ST STR P500GRW
—Quality
$33.0M280,638 shAMERICAN CENTY ETF TR - INTL EQT ETF
—Quality
$29.9M335,841 sh- 76.4
Quality
$23.3M82,235 sh - —
Quality
$22.5M30,254 sh PGIM ETF TR - PGIM ULTRA SH BD
—Quality
$21.6M435,076 sh- 68.7
Quality
$21.3M88,652 sh - 79.8
Quality
$19.0M51,587 sh SPDR SERIES TRUST - ST STR P500VAL
—Quality
$18.0M295,932 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR PR SP1500 | — | $44.6M | 495,226 |
| NVIDIA CORP$NVDA | 85.9#5 | $39.1M | 200,102 |
| SPDR SERIES TRUST - ST STR P500GRW | — | $33.0M | 280,638 |
| AMERICAN CENTY ETF TR - INTL EQT ETF | — | $29.9M | 335,841 |
| Apple Inc.$AAPL | 76.4 | $23.3M | 82,235 |
 SPDR S&P 500 ETF TRUST$SPY | — | $22.5M | 30,254 |
| PGIM ETF TR - PGIM ULTRA SH BD | — | $21.6M | 435,076 |
 AMAZON COM INC$AMZN | 68.7 | $21.3M | 88,652 |
 MICROSOFT CORP$MSFT | 79.8 | $19.0M | 51,587 |
| SPDR SERIES TRUST - ST STR P500VAL | — | $18.0M | 295,932 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Symphony Financial, Ltd. Co.'s 371 positions.
Showing top 10 of 371 holdings.
Sector Allocation
Other
$448.9M
Technology
$187.7M
Financials
$80.0M
Healthcare
$44.4M
Consumer Discretionary
$44.2M
Industrials
$35.8M
Energy
$21.0M
Consumer Staples
$17.3M
Top Holdings — Symphony Financial, Ltd. Co. (Q2 2026)
Top 150 of 371 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $44.6M | 4.9% | +3% | — |
| 2 | $NVDA | NVIDIA CORP | $39.1M | 4.3% | +9% | 85.9 |
| 3 | — | SPDR SERIES TRUST - ST STR P500GRW | $33.0M | 3.6% | +2% | — |
| 4 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $29.9M | 3.3% | +10% | — |
| 5 | $AAPL | Apple Inc. | $23.3M | 2.5% | +6% | 76.4 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $22.5M | 2.5% | +62% | — |
| 7 | — | PGIM ETF TR - PGIM ULTRA SH BD | $21.6M | 2.4% | +6% | — |
| 8 | $AMZN | AMAZON COM INC | $21.3M | 2.3% | +6% | 68.7 |
| 9 | $MSFT | MICROSOFT CORP | $19.0M | 2.1% | +12% | 79.8 |
| 10 | — | SPDR SERIES TRUST - ST STR P500VAL | $18.0M | 2.0% | +7% | — |
| 11 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $17.5M | 1.9% | +6% | — |
| 12 | — | SPDR SERIES TRUST - ST INTER BD ETF | $17.3M | 1.9% | +8% | — |
| 13 |  $GOOG | Alphabet Inc. | $16.5M | 1.8% | +6% | 78.2 |
| 14 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $16.2M | 1.8% | +9% | — |
| 15 | — | ISHARES TR - RUSSELL 2000 ETF | $15.1M | 1.6% | +9% | — |
| 16 |  $IVZ | Invesco Ltd. | $13.7M | 1.5% | +7% | — |
| 17 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $13.5M | 1.5% | +2% | — |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $13.4M | 1.5% | +4% | — |
| 19 |  $AVGO | Broadcom Inc. | $13.1M | 1.4% | +4% | 84.5 |
| 20 | — | ISHARES TR - CORE MSCI EAFE | $11.5M | 1.3% | +8% | — |
| 21 |  $GOOGL | Alphabet Inc. | $11.4M | 1.3% | +5% | 78.2 |
| 22 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $10.9M | 1.2% | +19% | — |
| 23 |  $JNJ | JOHNSON & JOHNSON | $10.9M | 1.2% | +1% | 69 |
| 24 | — | ISHARES TR - GLB INFRASTR ETF | $10.6M | 1.2% | +8% | — |
| 25 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $9.5M | 1.0% | +7% | — |
| 26 |  $GLD | SPDR GOLD TRUST | $9.1M | 1.0% | -38% | — |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $8.8M | 1.0% | -12% | 57.9 |
| 28 | — | ISHARES TR - CORE S&P US VLU | $8.4M | 0.9% | +2% | — |
| 29 | — | SPDR SERIES TRUST - ST STR SP600SM C | $8.2M | 0.9% | +7% | — |
| 30 |  $LLY | ELI LILLY & Co | $8.1M | 0.9% | +4% | 87.5 |
| 31 |  $JPM | JPMORGAN CHASE & CO | $8.0M | 0.9% | -7% | 70.7 |
| 32 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $7.9M | 0.9% | +5% | — |
| 33 |  $TSLA | Tesla, Inc. | $7.4M | 0.8% | -0% | 53.9 |
| 34 |  $V | VISA INC. | $7.4M | 0.8% | +3% | 82.9 |
| 35 | — | ISHARES TR - MSCI USA QLT FCT | $7.3M | 0.8% | +1% | — |
| 36 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.1M | 0.8% | +0% | 73.8 |
| 37 |  $MU | MICRON TECHNOLOGY INC | $6.7M | 0.7% | +5% | 86.2 |
| 38 |  $ABBV | AbbVie Inc. | $6.6M | 0.7% | +7% | 72.6 |
| 39 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $6.6M | 0.7% | +2% | — |
| 40 |  $MO | ALTRIA GROUP, INC. | $6.5M | 0.7% | +3% | 67.4 |
| 41 |  $WMT | Walmart Inc. | $6.2M | 0.7% | +2% | 60.2 |
| 42 |  $META | Meta Platforms, Inc. | $6.0M | 0.7% | +14% | 79.6 |
| 43 | $IVZ | Invesco Ltd. | $5.5M | 0.6% | +6% | — |
| 44 | — | ISHARES INC - CORE MSCI EMKT | $5.4M | 0.6% | +27% | — |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.2M | 0.6% | -6% | — |
| 46 | — | BNY MELLON ETF TRUST - CORE BOND ETF | $5.1M | 0.6% | +5% | — |
| 47 |  $VZ | VERIZON COMMUNICATIONS INC | $5.1M | 0.6% | +2% | 65.8 |
| 48 | — | COLUMBIA ETF TR I - CORE BOND ETF | $4.7M | 0.5% | NEW | — |
| 49 |  $MRK | Merck & Co., Inc. | $4.6M | 0.5% | +1% | 59.9 |
| 50 |  $SLF | SUN LIFE FINANCIAL INC | $4.6M | 0.5% | +0% | — |
| 51 |  $MA | Mastercard Inc | $4.3M | 0.5% | +11% | 85.1 |
| 52 |  $HD | HOME DEPOT, INC. | $4.3M | 0.5% | +12% | 60.3 |
| 53 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $4.1M | 0.4% | NEW | — |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.9M | 0.4% | +10% | 66.2 |
| 55 |  $GE | GENERAL ELECTRIC CO | $3.8M | 0.4% | -15% | 73.8 |
| 56 |  $NEE | NEXTERA ENERGY INC | $3.7M | 0.4% | +10% | 64.6 |
| 57 |  $ORCL | ORACLE CORP | $3.7M | 0.4% | +6% | 66.2 |
| 58 | — | ISHARES TR - NATIONAL MUN ETF | $3.5M | 0.4% | -2% | — |
| 59 |  $AMD | ADVANCED MICRO DEVICES INC | $3.5M | 0.4% | -6% | 79.8 |
| 60 |  $CMI | CUMMINS INC | $3.5M | 0.4% | +6% | 58.1 |
| 61 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $3.5M | 0.4% | +26% | — |
| 62 |  $AMGN | AMGEN INC | $3.2M | 0.3% | +7% | 79.2 |
| 63 | — | BNY MELLON ETF TRUST - US LRG CP CORE | $3.2M | 0.3% | -31% | — |
| 64 |  $CVX | CHEVRON CORP | $3.2M | 0.3% | -1% | 62.8 |
| 65 |  $O | REALTY INCOME CORP | $3.2M | 0.3% | +7% | 73.7 |
| 66 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 0.3% | +21% | 72.3 |
| 67 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $3.2M | 0.3% | +21% | — |
| 68 |  $LRCX | LAM RESEARCH CORP | $3.1M | 0.3% | +92% | 79.4 |
| 69 | — | ISHARES TR - MSCI ACWI EX US | $3.0M | 0.3% | NEW | — |
| 70 |  $PANW | Palo Alto Networks Inc | $3.0M | 0.3% | +8% | 65.5 |
| 71 | — | GLOBAL X FDS - GLOBAL X COPPER | $3.0M | 0.3% | +3% | — |
| 72 |  $RTX | RTX Corp | $3.0M | 0.3% | +9% | 73.2 |
| 73 | — | ISHARES TR - CORE DIV GRWTH | $3.0M | 0.3% | +78% | — |
| 74 |  $TXN | TEXAS INSTRUMENTS INC | $2.8M | 0.3% | +12% | 73.4 |
| 75 |  $GD | GENERAL DYNAMICS CORP | $2.7M | 0.3% | +23% | 68.7 |
| 76 |  $FTNT | Fortinet, Inc. | $2.7M | 0.3% | -8% | 80.1 |
| 77 |  $KO | COCA COLA CO | $2.7M | 0.3% | +3% | 69.5 |
| 78 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $2.6M | 0.3% | +30% | — |
| 79 |  $PM | Philip Morris International Inc. | $2.6M | 0.3% | +4% | 75.9 |
| 80 |  $MS | MORGAN STANLEY | $2.4M | 0.3% | +6% | 75.8 |
| 81 |  $DUK | Duke Energy CORP | $2.4M | 0.3% | +12% | 56.4 |
| 82 | — | ISHARES TR - CORE S&P MCP ETF | $2.3M | 0.3% | +2% | — |
| 83 |  $WM | WASTE MANAGEMENT INC | $2.3M | 0.3% | +18% | 67.6 |
| 84 |  $PEP | PEPSICO INC | $2.3M | 0.3% | -5% | 63.4 |
| 85 |  $LOW | LOWES COMPANIES INC | $2.3M | 0.3% | +9% | 60.8 |
| 86 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $2.3M | 0.3% | +7% | — |
| 87 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.3% | +20% | 62.7 |
| 88 |  $AXP | AMERICAN EXPRESS CO | $2.2M | 0.3% | +1% | 69.4 |
| 89 |  $CAT | CATERPILLAR INC | $2.2M | 0.2% | +59% | 66.5 |
| 90 |  $MCD | MCDONALDS CORP | $2.1M | 0.2% | -1% | 69 |
| 91 | — | VANECK ETF TRUST - URANI NUCLE ETF | $2.0M | 0.2% | +2% | — |
| 92 |  $NFLX | NETFLIX INC | $1.9M | 0.2% | +8% | 78.8 |
| 93 | — | SPDR SERIES TRUST - ST STR P400MID | $1.9M | 0.2% | -5% | — |
| 94 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 0.2% | +42% | — |
| 95 |  $SLV | iShares Silver Trust | $1.9M | 0.2% | -4% | — |
| 96 |  $GEV | GE Vernova Inc. | $1.9M | 0.2% | +15% | 81.1 |
| 97 | — | PGIM ETF TR - ULTR SHO MUN ETF | $1.8M | 0.2% | +9% | — |
| 98 |  $ED | CONSOLIDATED EDISON INC | $1.8M | 0.2% | +3% | 67.3 |
| 99 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.2% | -4% | 65.6 |
| 100 |  $T | AT&T INC. | $1.6M | 0.2% | +33% | 65.7 |
| 101 | — | PGIM ETF TR - AAA CLO ETF | $1.5M | 0.2% | +250% | — |
| 102 | — | ISHARES TR - CORE S&P US GWT | $1.5M | 0.2% | +1% | — |
| 103 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $1.5M | 0.2% | +38% | — |
| 104 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.2% | -5% | 64.6 |
| 105 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.2% | +2% | 65.5 |
| 106 |  $MRVL | Marvell Technology, Inc. | $1.5M | 0.2% | +10% | 76.5 |
| 107 | — | ISHARES TR - RUS 1000 GRW ETF | $1.4M | 0.1% | +351% | — |
| 108 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.1% | +7% | 84.6 |
| 109 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.4M | 0.1% | +29% | — |
| 110 | — | ISHARES TR - CORE S&P TTL STK | $1.4M | 0.1% | -6% | — |
| 111 |  $SO | SOUTHERN CO | $1.3M | 0.1% | +13% | 62 |
| 112 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.3M | 0.1% | +0% | — |
| 113 |  $VLO | VALERO ENERGY CORP/TX | $1.2M | 0.1% | -6% | 57.8 |
| 114 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.1% | +9% | 79.9 |
| 115 |  $PH | Parker-Hannifin Corp | $1.2M | 0.1% | +36% | 65.8 |
| 116 |  $FIX | COMFORT SYSTEMS USA INC | $1.2M | 0.1% | -7% | 77.7 |
| 117 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.2M | 0.1% | +18% | — |
| 118 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.1% | +65% | — |
| 119 |  $WDC | WESTERN DIGITAL CORP | $1.1M | 0.1% | -22% | 80.7 |
| 120 | — | BNY MELLON ETF TRUST - EMRG MKT EQUIT | $1.1M | 0.1% | +30% | — |
| 121 | — | BNY MELLON ETF TRUST - US MDCP CORE EQT | $1.1M | 0.1% | +2% | — |
| 122 |  $MMM | 3M CO | $1.1M | 0.1% | +10% | 64.9 |
| 123 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.1% | +11% | 67.6 |
| 124 | — | BNY MELLON ETF TRUST - INTERNATIONL EQT | $1.1M | 0.1% | +41% | — |
| 125 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +4% | — |
| 126 |  $PSX | Phillips 66 | $1.0M | 0.1% | -5% | 57.8 |
| 127 | — | BNY MELLON ETF TRUST - HIGH YIELD ETF | $991,556 | 0.1% | +8% | — |
| 128 |  $CSWC | CAPITAL SOUTHWEST CORP | $991,457 | 0.1% | +3% | — |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $986,420 | 0.1% | +44% | 70 |
| 130 |  $PFE | PFIZER INC | $979,908 | 0.1% | +9% | 62 |
| 131 | — | VANGUARD INDEX FDS - VALUE ETF | $979,455 | 0.1% | NEW | — |
| 132 |  $TWFG | TWFG, Inc. | $942,436 | 0.1% | +154% | 57.9 |
| 133 |  $WT | WisdomTree, Inc. | $941,652 | 0.1% | -18% | 59.9 |
| 134 | — | BNY MELLON ETF TRUST - US SMLCP CORE | $923,890 | 0.1% | +4% | — |
| 135 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $908,112 | 0.1% | +0% | — |
| 136 |  $INTU | INTUIT INC. | $906,385 | 0.1% | +44% | 79.3 |
| 137 | — | ISHARES TR - RUS 2000 GRW ETF | $897,637 | 0.1% | +10% | — |
| 138 |  $ADI | ANALOG DEVICES INC | $889,926 | 0.1% | -2% | 79.2 |
| 139 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $879,206 | 0.1% | +15% | 63.9 |
| 140 |  $CRWD | CrowdStrike Holdings, Inc. | $860,114 | 0.1% | +5% | 67.7 |
| 141 |  $CAH | CARDINAL HEALTH INC | $857,030 | 0.1% | +6% | 62.4 |
| 142 | — | ISHARES TR - US AER DEF ETF | $850,120 | 0.1% | +17% | — |
| 143 |  $GS | GOLDMAN SACHS GROUP INC | $848,251 | 0.1% | -71% | 73.5 |
| 144 | $GS | GOLDMAN SACHS GROUP INC | $847,335 | 0.1% | +40% | 73.5 |
| 145 |  $KLAC | KLA CORP | $838,116 | 0.1% | +1852% | 78.6 |
| 146 | — | ISHARES TR - CORE HIGH DV ETF | $837,258 | 0.1% | +594% | — |
| 147 |  $CRM | Salesforce, Inc. | $828,008 | 0.1% | +11% | 77 |
| 148 |  $HON | HONEYWELL INTERNATIONAL INC | $819,171 | 0.1% | -12% | 65 |
| 149 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $812,247 | 0.1% | +0% | — |
| 150 | — | ISHARES TR - RUS 1000 VAL ETF | $793,407 | 0.1% | +80% | — |
New Positions (73)
COLUMBIA ETF TR I - CORE BOND ETF$4.7M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$4.1M ISHARES TR - MSCI ACWI EX US$3.0M
VANGUARD INDEX FDS - VALUE ETF$979,455
$DELL Dell Technologies Inc.$759,306 VANGUARD SPECIALIZED FUNDS - DIV APP ETF$745,285
VANGUARD INDEX FDS - SMALL CP ETF$578,303
$POWL POWELL INDUSTRIES INC$527,437
$NBIS Nebius Group N.V.$504,281 VANGUARD WHITEHALL FDS - HIGH DIV YLD$463,821
ISHARES INC - MSCI STH KOR ETF$457,633
$EMR EMERSON ELECTRIC CO$431,764
$HONA Honeywell Aerospace Inc.$428,891
$SNDK Sandisk Corp$421,695 ISHARES TR - MSCI EAFE ETF$393,111
Exited Positions (18)
ISHARES TR
$OWL BLUE OWL CAPITAL INC.
$DHR DANAHER CORP /DE/
$REGN REGENERON PHARMACEUTICALS, INC.
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$PRGO PERRIGO Co plc
$B BARRICK MINING CORP SCHWAB STRATEGIC TR
SCHWAB STRATEGIC TR
SCHWAB STRATEGIC TR
$CME CME GROUP INC. SCHWAB STRATEGIC TR
ISHARES TR
$MCK MCKESSON CORP
$SNY SanofiBrowse Top Institutional Investors
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