§ 13F · FUND PROFILE
Symphony Financial, Ltd. Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $822M (13F)Positions · 270Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 481K | $38M | 5.0% | −19% |
| 2 | NVDA | NVIDIA CORPORATION | 183K | $31M | 4.1% | +2% |
| 3 | SPYG | SPDR SERIES TRUST | 275K | $26M | 3.5% | −2% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 306K | $25M | 3.4% | +35% |
| 5 | PULS | PGIM ETF TR | 412K | $20M | 2.7% | +25% |
| 6 | AAPL | APPLE INC | 78K | $19M | 2.6% | +4% |
| 7 | AMZN | AMAZON COM INC | 83K | $17M | 2.3% | +7% |
| 8 | GLD | SPDR GOLD TR | 40K | $17M | 2.3% | −2% |
| 9 | MSFT | MICROSOFT CORP | 46K | $17M | 2.2% | +6% |
| 10 | SPIB | SPDR SERIES TRUST | 476K | $16M | 2.1% | +5% |
§ 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 $822 million in assets. The fund runs a broad portfolio of 270 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed