StockDriftsStockDriftsTop 50 Symphony Financial, Ltd. Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 4.88% | 495.2K | $44.6M | +2.90%(+13.95K) | $71.41(+31.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.28% | 200.1K | $39.1M | +9.33%(+17.08K) | $111.41(+97.87%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.61% | 280.6K | $33.0M | +2.12%(+5.82K) | $79.35(+54.74%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.27% | 335.8K | $29.9M | +9.80%(+29.96K) | $74.98(+25.26%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.55% | 82.2K | $23.3M | +5.99%(+4.65K) | $210.04(+46.01%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.46% | 30.3K | $22.5M | +62.17%(+11.60K) | $651.41(+18.75%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 2.36% | 435.1K | $21.6M | +5.61%(+23.12K) | $49.68(-0.17%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.33% | 88.7K | $21.3M | +6.32%(+5.27K) | $197.95(+38.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.08% | 51.6K | $19.0M | +12.20%(+5.61K) | $405.08(+24.11%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 1.97% | 295.9K | $18.0M | +6.61%(+18.35K) | $42.94(+47.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.54% | +62.37% | +8.45% | +50.00% |
| Top 20 Holdings Unweighted | +17.22% | +61.06% | +8.46% | +50.12% |
Symphony Financial, Ltd. Co. reports $914.26M in US-listed equity holdings across 371 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (4.9%), NVDA (4.3%) and SPYG (3.6%). The top 20 holdings account for 45.97% of reported assets. Its disclosed equity book has returned +62.37% on a three-year cumulative basis. Figures reflect the Q2 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