Symphony Financial, Ltd. Co.

Institutional manager (13F) · CIK 1800687

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $547M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$38M	481,279
2	NVIDIA CORPORATION	$31M	183,023
3	SPDR SERIES TRUST	$26M	274,823
4	AMERICAN CENTY ETF TR	$25M	305,877
5	PGIM ETF TR	$20M	411,953
6	APPLE INC	$19M	77,587
7	AMAZON COM INC	$17M	83,383
8	SPDR GOLD TR	$17M	40,140
9	MICROSOFT CORP	$17M	45,978
10	SPDR SERIES TRUST	$16M	475,943
11	SPDR SERIES TRUST	$16M	277,581
12	AMERICAN CENTY ETF TR	$15M	132,821
13	EXXON MOBIL CORP	$13M	73,656
14	ALPHABET INC	$12M	44,209
15	AMERICAN CENTY ETF TR	$12M	155,627
16	STATE STR SPDR S&P 500 ETF T	$12M	18,656
17	VANGUARD INDEX FDS	$12M	36,080
18	ISHARES TR	$11M	46,240
19	ISHARES TR	$11M	17,227
20	INVESCO EXCHANGE TRADED FD T	$11M	144,255
21	BROADCOM INC	$10M	33,977
22	JOHNSON & JOHNSON	$10M	41,665
23	ISHARES TR	$10M	110,155
24	ISHARES TR	$10M	145,790
25	J P MORGAN EXCHANGE TRADED F	$9M	179,802
26	VANECK ETF TRUST	$9M	305,273
27	ALPHABET INC	$9M	30,813
28	JPMORGAN CHASE & CO	$8M	26,197
29	ISHARES TR	$8M	74,408
30	BERKSHIRE HATHAWAY INC DEL	$7M	14,331
31	SPDR SERIES TRUST	$7M	70,741
32	WALMART INC	$7M	53,379
33	VANGUARD SCOTTSDALE FDS	$7M	70,929
34	TESLA INC	$7M	17,903
35	ISHARES TR	$6M	33,398
36	VISA INC	$6M	20,886
37	ELI LILLY & CO	$6M	6,343
38	SPDR INDEX SHS FDS	$6M	128,739
39	INVESCO ACTVELY MNGD ETC FD	$6M	329,534
40	VERIZON COMMUNICATIONS INC	$6M	113,984
41	ALTRIA GROUP INC	$6M	85,255
42	ABBVIE INC	$5M	24,387
43	META PLATFORMS INC	$5M	9,396
44	BNY MELLON ETF TRUST	$5M	115,300
45	INVESCO QQQ TR	$4M	7,523
46	MERCK & CO INC	$4M	35,213
47	CHEVRON CORPORATION	$4M	19,350
48	BNY MELLON ETF TRUST	$4M	32,658
49	COSTCO WHOLESALE CORPORATION	$4M	3,754
50	MASTERCARD INCORPORATED	$4M	7,524

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.