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Filers›Hedge Fund›Symphony Financial, Ltd. Co.
DOSSIER · 13F-HR · Q1 2026

Symphony Financial, Ltd. Co.

Symphony Financial's hedge fund based in Omaha, NE — $755M in tracked AUM across 315 positions as of Q1 2026.

SF
Symphony Financial·Omaha, NE·Hedge Fund
CIK 0001800687 · last filed Mar 31, 2026
Total AUM
$755M
▼ 9.9%
vs prior
Holdings
315
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Symphony
haiku-4-5 · 315 positions indexed
Sector mix
  • Tech15%
  • Financials12%
  • Health Care5%
  • Industrials7%
  • Energy50%
  • Other11%
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