Symphony Financial, Ltd. Co.: 13F holdings
CIK 18006872026Q2
| Positions | 371 |
|---|
| Reported value | $914.3m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 371 (+56 vs prior quarter) |
|---|
| Reported value | $914.3m (+21.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 495,226 | $44.6m | 4.9% |
| NVDA NVIDIA CORPORATION | 200,102 | $39.1m | 4.3% |
| SPYG SPDR SERIES TRUST | 280,638 | $33.0m | 3.6% |
| AVDE AMERICAN CENTY ETF TR | 335,841 | $29.9m | 3.3% |
| AAPL APPLE INC | 82,235 | $23.3m | 2.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 30,254 | $22.5m | 2.5% |
| PULS PGIM ETF TR | 435,076 | $21.6m | 2.4% |
| AMZN AMAZON COM INC | 88,652 | $21.3m | 2.3% |
| MSFT MICROSOFT CORP | 51,587 | $19.0m | 2.1% |
| SPYV SPDR SERIES TRUST | 295,932 | $18.0m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800687")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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