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CIK: 0001800687
Total reported value
$1.1B
$1.1B
371 檔
15.2%
In Q2 2026, Symphony Financial, Ltd. Co.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 371 disclosed stock positions.
In Q2 2026, Symphony Financial, Ltd. Co. displayed an active expansion posture, initiating 56 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 371 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.88% | -0.80% | +2.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | +1.21% | +9.33% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.61% | -0.15% | +2.12% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 3.27% | -0.45% | +9.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.55% | +0.67% | +5.99% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.46% | -0.48% | +62.17% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.36% | -0.45% | +5.61% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.03% | +6.32% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | +1.15% | +12.20% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.97% | -0.33% | +6.61% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.91% | +0.45% | +5.67% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.89% | +0.03% | +8.41% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | -0.05% | +5.58% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.77% | -0.29% | +9.11% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.65% | -0.06% | +8.96% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.50% | -0.33% | +6.70% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | +0.06% | +1.62% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | -0.76% | +4.48% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.03% | +3.56% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.26% | +1.92% | +8.39% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.25% | -0.20% | +5.11% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.23% | +19.43% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.03% | +0.96% | |
| 24 | IGF | Ishares Global Infrastructur | ETF-Other | 1.16% | +0.22% | +8.39% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.04% | -0.13% | +6.71% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.18% | -38.26% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.96% | EXIT | |
| 28 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.92% | +0.12% | +2.16% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.90% | +0.15% | +6.95% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | -0.06% | +4.00% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.14% | -7.18% | |
| 32 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.87% | -0.07% | +5.03% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.09% | -0.13% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.16% | +3.02% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | +0.11% | +0.69% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.13% | +0.50% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +0.39% | +5.11% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.04% | +7.00% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.72% | -0.10% | +2.11% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.71% | +0.01% | +3.17% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.17% | +2.26% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.32% | +14.06% | |
| 43 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.60% | +0.46% | +5.86% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.59% | +1.19% | +26.74% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | -0.13% | -6.23% | |
| 46 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.56% | -0.13% | +5.42% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.09% | +1.87% | |
| 48 | CRUX | Columbia Core Bond ETF | ETF-Other | 0.51% | +0.06% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.03% | +1.34% | |
| 50 | SLF | Sun Life Financial Inc | Stock-Financials | 0.50% | -0.10% | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +62.17% | Add |
| 2 | CRUX | Columbia Core Bond ETF | +0.5% | NEW | New buy |
| 3 | MU | Micron Technology Inc | +0.5% | +5.11% | Add |
| 4 | ✓ | +0.4% | NEW | New buy | |
| 5 | ACWX | Ishares Msci Acwi Ex US ETF | +0.3% | NEW | New buy |
| 6 | LRCX | Lam Research CORP | +0.2% | +91.76% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | -5.62% | Trim |
| 8 | AMAT | Applied Materials Inc | +0.2% | +21.11% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.58% | Add |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.2% | +9.11% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | +0.2% | +8.96% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +7.94% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +9.33% | Add |
| 14 | DGRO | Ishares Core Dividend Growth | +0.1% | +78.43% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +26.74% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +58.77% | Add |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.12% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +4.00% | Add |
| 19 | PAAA | Pgim Aaa Clo ETF | +0.1% | +249.91% | Add |
| 20 | VTV | Vanguard Value ETF | +0.1% | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +5.11% | Add |
| 22 | FTNT | Fortinet Inc | +0.1% | -7.73% | Trim |
| 23 | MRVL | Marvell Technology Inc | +0.1% | +9.56% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | +12.31% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +20.40% | Add |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +6.70% | Add |
| 27 | AVGO | Broadcom Inc | +0.1% | +3.56% | Add |
| 28 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | NEW | New buy |
| 30 | WCMI | Ft Wcm International ETF | +0.1% | +25.56% | Add |
| 31 | AIRR | First Trust Rba American Ind | +0.1% | +21.13% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +42.43% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +64.88% | Add |
| 34 | TWFG | Twfg Inc | +0.1% | +153.71% | Add |
| 35 | KLAC | Kla CORP | +0.1% | +1852.03% | Add |
| 36 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 37 | POWL | Powell Industries Inc | +0.1% | NEW | New buy |
| 38 | NBIS | Nebius Group N.V. | +0.1% | NEW | New buy |
| 39 | AMZN | Amazon.com Inc | +0.1% | +6.32% | Add |
| 40 | CMI | Cummins Inc | +0.1% | +5.89% | Add |
| 41 | SDVY | First Trust Smid Cap Rising | +0.1% | +30.04% | Add |
| 42 | XLK | Ss Technology Select Sector | +0.1% | +28.70% | Add |
| 43 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 44 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | New buy |
| 45 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 46 | ✓ | +0.1% | NEW | New buy | |
| 47 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 48 | GEV | GE Vernova Inc | 0% | +14.71% | Add |
| 49 | WDC | Western Digital CORP | 0% | -21.63% | Trim |
| 50 | C | Citigroup Inc | 0% | +131.08% | Add |
According to official SEC Form 13F filings, Symphony Financial, Ltd. Co. reported a total U.S. public equity portfolio value of $1.1B across 371 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, NVDA, SPYG) accounted for 15.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
CRUX
市值: $4.7M
Top Position Liquidated / Trimmed
IYE
前期市值: $2.6M
During Q2 2026, Symphony Financial, Ltd. Co.'s top holdings by market value included SPTM (4.9%)、NVDA (4.3%)、SPYG (3.6%). The largest single position, SPTM, represented 4.9% of total portfolio value.
In Q2 2026, Symphony Financial, Ltd. Co. made 200 total portfolio adjustments, initiating 56 new buys, adding to 106 positions, trimming 23 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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