Institutional Fund
Symphony Financial, Ltd. Co.
Houston, TXCIK 18006876 filings on record
Portfolio Value
$755.03M
Q1 2026
Holdings
315
Reported positions
New Buys
55
Opened this quarter
QoQ Change
+1.4%
from $744.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust5.0%
- Nvidia Corporation4.1%
- Spdr Series Trust3.5%
- American Centy ETF Tr3.4%
- Pgim ETF Tr2.7%
- Apple Inc2.6%
- Other78.8%
Portfolio Holdings
315 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 481.3K | $37.51M | 5.0% | −110.5K | Reduced |
| 2 | Nvidia Corporation | 183.0K | $31.24M | 4.1% | +3.8K | Added |
| 3 | Spdr Series Trust | 274.8K | $26.45M | 3.5% | −4.5K | Reduced |
| 4 | American Centy ETF Tr | 305.9K | $25.48M | 3.4% | +78.6K | Added |
| 5 | Pgim ETF Tr | 412.0K | $20.39M | 2.7% | +81.7K | Added |
| 6 | Apple Inc | 77.6K | $19.32M | 2.6% | +3.3K | Added |
| 7 | Amazon Com Inc | 83.4K | $17.20M | 2.3% | +5.5K | Added |
| 8 | Spdr Gold Tr | 40.1K | $17.00M | 2.3% | −887 | Reduced |
| 9 | Microsoft Corp | 46.0K | $16.77M | 2.2% | +2.5K | Added |
| 10 | Spdr Series Trust | 475.9K | $15.94M | 2.1% | +24.8K | Added |
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