13F Insight
DOSSIER · 13F-HR · Q3 2026

Symphony Financial, Ltd. Co.

$1.1B in tracked AUM across 358 positions as of Q3 2026.

SF
CIK 0001800687 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
358
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Symphony Financial, Ltd. Co. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$62M268K5.5%02
SPTM
SPDR SERIES TRUST
$46M493K4.1%03
SPYG
SPDR SERIES TRUST
$39M314K3.5%04
MSFT
MICROSOFT CORP
$36M70K3.2%05
AAPL
APPLE INC
$36M108K3.2%06
IEFA
ISHARES TR
$36M368K3.2%07
AVDE
AMERICAN CENTY ETF TR
$32M348K2.8%08
AMZN
AMAZON COM INC
$26M107K2.4%09
AVUV
AMERICAN CENTY ETF TR
$26M223K2.4%10
SPY
STATE STR SPDR S&P 500 ETF T
$22M29K2.0%

Filing history

2026Q3Sep 30
$1.1B▲ 22.7%
358 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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