13F Insight
DOSSIER · 13F-HR · Q1 2026

Symphony Financial, Ltd. Co.

$755M in tracked AUM across 315 positions as of Q1 2026.

SF
CIK 0001800687 · last filed Mar 31, 2026
Total AUM
$755M
as of Q1 2026
Holdings
315
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Symphony Financial, Ltd. Co. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPTM
SPDR SERIES TRUST
$38M481K5.0%02
NVDA
NVIDIA CORPORATION
$31M183K4.1%03
SPYG
SPDR SERIES TRUST
$26M275K3.5%04
AVDE
AMERICAN CENTY ETF TR
$25M306K3.4%05
PULS
PGIM ETF TR
$20M412K2.7%06
AAPL
APPLE INC
$19M78K2.6%07
AMZN
AMAZON COM INC
$17M83K2.3%08
GLD
SPDR GOLD TR
$17M40K2.3%09
MSFT
MICROSOFT CORP
$17M46K2.2%10
SPIB
SPDR SERIES TRUST
$16M476K2.1%

Filing history

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 positionsLocked2023Q2Jun 30
$407M▲ 5.5%
183 positionsLocked
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