13F Insight
DOSSIER · 13F-HR · Q2 2026

Symphony Financial, Ltd. Co.

$914M in tracked AUM across 371 positions as of Q2 2026.

SF
CIK 0001800687 · last filed Jun 30, 2026
Total AUM
$914M
as of Q2 2026
Holdings
371
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Symphony Financial, Ltd. Co. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$45M495K4.9%02
NVDA
NVIDIA CORPORATION
$39M200K4.3%03
SPYG
SPDR SERIES TRUST
$33M281K3.6%04
AVDE
AMERICAN CENTY ETF TR
$30M336K3.3%05
AAPL
APPLE INC
$23M82K2.5%06
SPY
STATE STR SPDR S&P 500 ETF T
$22M30K2.5%07
PULS
PGIM ETF TR
$22M435K2.4%08
AMZN
AMAZON COM INC
$21M89K2.3%09
MSFT
MICROSOFT CORP
$19M52K2.1%10
SPYV
SPDR SERIES TRUST
$18M296K2.0%

Filing history

2026Q2Jun 30
$914M▲ 21.1%
371 positionsView →2026Q1Mar 31
$755M▲ 1.4%
315 positionsView →2025Q4Dec 31
$744M▼ 9.4%
286 positionsView →2025Q3Sep 30
$822M▼ 95.9%
270 positionsView →2025Q2Jun 30
$19.9B▲ 11691.4%
823 positionsLocked2025Q1Mar 31
$169M▼ 73.5%
90 positionsLocked2024Q4Dec 31
$636M▲ 5.2%
222 positionsLocked2024Q3Sep 30
$605M▲ 10.5%
224 positionsLocked2024Q2Jun 30
$548M▲ 27.6%
209 positionsLocked2024Q1Mar 31
$429M▼ 7.7%
192 positionsLocked2023Q4Dec 31
$465M▲ 13.9%
199 positionsLocked2023Q3Sep 30
$408M▲ 0.3%
158 positionsLocked
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