StockDriftsStockDriftsTop 50 Symphony Financial LTD CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.49% | 267.5K | $61.5M | +33.70%(+67.44K) | $137.33(+54.52%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 4.08% | 493.3K | $45.7M | -0.38%(-1.90K) | $71.41(+29.33%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.46% | 314.0K | $38.9M | +11.88%(+33.35K) | $83.77(+41.76%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.23% | 70.3K | $36.2M | +36.21%(+18.68K) | $415.15(+25.52%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.22% | 108.2K | $36.1M | +31.54%(+25.94K) | $234.29(+48.63%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.18% | 367.8K | $35.7M | +208.04%(+248.38K) | $90.59(+6.14%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 2.82% | 348.2K | $31.6M | +3.69%(+12.40K) | $75.51(+18.19%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.36% | 106.8K | $26.5M | +20.45%(+18.13K) | $205.73(+21.70%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.36% | 223.3K | $26.4M | +59.13%(+82.99K) | $99.66(+22.49%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.98% | 29.0K | $22.2M | -4.01%(-1.21K) | $651.41(+17.28%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.92% | +72.45% | +9.38% | +56.54% |
| Top 20 Holdings Unweighted | +18.91% | +68.13% | +9.22% | +55.42% |
Symphony Financial LTD CO reports $1.12B in US-listed equity holdings across 358 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (5.5%), SPTM (4.1%) and SPYG (3.5%). The top 20 holdings account for 48.65% of reported assets. Its disclosed equity book has returned +72.45% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Symphony Financial LTD CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800687). View Symphony Financial LTD CO’s 13F filings on SEC