Symphony Financial, Ltd. Co.
CIK 1800687
13F filing for Q2 2026・No. 2,727
- Holdings
- US$914.26M
- Quarter change
- +US$159.23M
- Entries
- 371
- Net bought (estimate)
- +US$75.15M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 75
- Sold out 19
- Cut 86
- Added 203
- Corporate actions 0
- Unchanged 7
Largest holdings
371 stocks worth US$914.26M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 495,226 | US$44.65M | 4.88% |
| NVDANvidiaCOM | Added | 200,102 | US$39.13M | 4.28% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 280,638 | US$33.02M | 3.61% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 335,841 | US$29.89M | 3.27% |
| AAPLAppleCOM | Added | 82,235 | US$23.29M | 2.55% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 30,254 | US$22.5M | 2.46% |
| PULSPGIM ETF TRPGIM ULTRA SH BD | Added | 435,076 | US$21.56M | 2.36% |
| AMZNAmazonCOM | Added | 88,652 | US$21.26M | 2.33% |
| MSFTMicrosoftCOM | Added | 51,587 | US$19.04M | 2.08% |
| SPDR SERIES TRUSTST STR P500VAL | Added | 295,932 | US$17.99M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.