Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Symphony Financial, Ltd. Co. (CIK 1800687) reported $755.0M across 315 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($37.5M, 4.97%), NVDA ($31.2M, 4.14%), SPYG ($26.5M, 3.50%), AVDE ($25.5M, 3.37%), PULS ($20.4M, 2.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $37.5M | 4.97% | 481,279 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $31.2M | 4.14% | 183,023 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $26.5M | 3.50% | 274,823 | Trimmed |
| 4 | AVDE | AMERICAN CENTY ETF TR | $25.5M | 3.37% | 305,877 | Added |
| 5 | PULS | PGIM ETF TR | $20.4M | 2.70% | 411,953 | Added |
| 6 | AAPL | APPLE INC | $19.3M | 2.56% | 77,587 | Added |
| 7 | AMZN | AMAZON COM INC | $17.2M | 2.28% | 83,383 | Added |
| 8 | GLD | SPDR GOLD TR | $17.0M | 2.25% | 40,140 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $16.8M | 2.22% | 45,978 | Added |
| 10 | SPIB | SPDR SERIES TRUST | $15.9M | 2.11% | 475,943 | Added |
| 11 | SPYV | SPDR SERIES TRUST | $15.6M | 2.06% | 277,581 | Added |
| 12 | AVUV | AMERICAN CENTY ETF TR | $14.6M | 1.93% | 132,821 | Added |
| 13 | XOM | EXXON MOBIL CORP | $12.7M | 1.69% | 73,656 | Added |
| 14 | GOOGL | ALPHABET INC | $12.5M | 1.65% | 44,209 | Added |
| 15 | AVEM | AMERICAN CENTY ETF TR | $12.2M | 1.62% | 155,627 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $12.1M | 1.60% | 18,656 | Trimmed |
| 17 | VTI | VANGUARD INDEX FDS | $11.5M | 1.53% | 36,080 | Trimmed |
| 18 | IWM | ISHARES TR | $11.3M | 1.50% | 46,240 | Trimmed |
| 19 | IVV | ISHARES TR | $11.2M | 1.48% | 17,227 | Added |
| 20 | SPHQ | INVESCO EXCHANGE TRADED FD T | $10.7M | 1.42% | 144,255 | Added |
| 21 | AVGO | BROADCOM INC | $10.3M | 1.36% | 33,977 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $10.1M | 1.34% | 41,665 | Added |
| 23 | IEFA | ISHARES TR | $9.9M | 1.31% | 110,155 | Added |
| 24 | IGF | ISHARES TR | $9.7M | 1.28% | 145,790 | Added |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $9.1M | 1.20% | 179,802 | Added |
Source: SEC Form 13F filings · as of 2026-03-31