§ 13F · FUND PROFILE
Symphony Financial, Ltd. Co..
AUM · $914M (13F)Positions · 371Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 495K | $45M | 4.9% | +3% |
| 2 | NVDA | NVIDIA CORPORATION | 200K | $39M | 4.3% | +9% |
| 3 | SPYG | SPDR SERIES TRUST | 281K | $33M | 3.6% | +2% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 336K | $30M | 3.3% | +10% |
| 5 | AAPL | APPLE INC | 82K | $23M | 2.5% | +6% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 30K | $22M | 2.5% | +62% |
| 7 | PULS | PGIM ETF TR | 435K | $22M | 2.4% | +6% |
| 8 | AMZN | AMAZON COM INC | 89K | $21M | 2.3% | +6% |
| 9 | MSFT | MICROSOFT CORP | 52K | $19M | 2.1% | +12% |
| 10 | SPYV | SPDR SERIES TRUST | 296K | $18M | 2.0% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SYMPHONY SIGNAL
AC read
Symphony Financial, Ltd. Co. is a Other fund managing $914 million in assets. The fund runs a broad portfolio of 371 positions.
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