Symphony Financial, Ltd. Co. 13F Holdings · Q2 2026
Symphony Financial, Ltd. Co. reported 371 securities worth $914.26M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPTM (4.88%), NVDA (4.28%), SPYG (3.61%). Among its top 25 positions this quarter: 25 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $44.6M | 4.88% | 495,226 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $39.1M | 4.28% | 200,102 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $33.0M | 3.61% | 280,638 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $29.9M | 3.27% | 335,841 | Added |
| 5 | AAPL | APPLE INC | $23.3M | 2.55% | 82,235 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $22.5M | 2.46% | 30,254 | Added |
| 7 | PULS | PGIM ETF TR | $21.6M | 2.36% | 435,076 | Added |
| 8 | AMZN | AMAZON COM INC | $21.3M | 2.33% | 88,652 | Added |
| 9 | MSFT | MICROSOFT CORP | $19.0M | 2.08% | 51,587 | Added |
| 10 | SPYV | SPDR SERIES TRUST | $18.0M | 1.97% | 295,932 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $17.5M | 1.91% | 140,354 | Added |
| 12 | SPIB | SPDR SERIES TRUST | $17.3M | 1.89% | 515,982 | Added |
| 13 | GOOGL | ALPHABET INC | $16.5M | 1.81% | 46,676 | Added |
| 14 | AVEM | AMERICAN CENTY ETF TR | $16.2M | 1.77% | 169,802 | Added |
| 15 | IWM | ISHARES TR | $15.1M | 1.65% | 50,384 | Added |
| 16 | SPHQ | INVESCO EXCHANGE TRADED FD T | $13.7M | 1.50% | 153,926 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $13.5M | 1.48% | 36,664 | Added |
| 18 | IVV | ISHARES TR | $13.4M | 1.47% | 17,999 | Added |
| 19 | AVGO | BROADCOM INC | $13.1M | 1.44% | 35,188 | Added |
| 20 | IEFA | ISHARES TR | $11.5M | 1.26% | 119,393 | Added |
| 21 | GOOG | ALPHABET INC | $11.4M | 1.25% | 32,387 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $10.9M | 1.19% | 42,065 | Added |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $10.9M | 1.19% | 214,738 | Added |
| 24 | IGF | ISHARES TR | $10.6M | 1.16% | 158,025 | Added |
| 25 | ANGL | VANECK ETF TRUST | $9.5M | 1.04% | 325,749 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR